Podcast appearances and mentions of luke gromen

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh's looming challenge and why the Fed may soon face choices it can no longer avoid. We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, China's growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global markets. Enjoy! TIMESTAMPS: 00:00 Intro 01:50 Warsh's First Fed Test 04:54 Rethinking The Fed's Role 11:35 Can Warsh Control The Committee? 14:07 Why The Dollar Looks Weak 17:19 Warsh's Impossible Policy Mix 23:30 What's The Policy Plan? 27:31 China's Strategic Waiting Game 34:16 Financial Warfare Going Global 40:22 Swap Lines And Petrogold 47:11 Risk Assets Face Repricing FOLLOW LUKE › X/Twitter – https://x.com/LukeGromen › FFTT – https://fftt-llc.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Don't let the stock market highs fool you. Macro analyst Luke Gromen, founder of FFTT, returns to deliver a brutal reality check on what is actually happening to your money. While mainstream media celebrates green days, a hidden liquidity crisis is building behind the scenes. In this episode, Gromen exposes the massive distortion in today's markets—the seven tech stocks holding up the entire economy and why Bitcoin has fallen so far behind as stocks hit ATHs. If you want to protect your portfolio from the ultimate "sudden stop," this is the realist roadmap you cannot afford to miss. We discuss: The AI Liquidity Trap: Why soaring tech stocks are secretly starving Bitcoin of cash. The S&P 500 Illusion: How just seven AI stocks are masking a massive market flatline. The Bitcoin Bottom: Why technical indicators point to a potential correction down to $40K. The Tech Bubble Trap: Why the government is mathematically forced to keep the AI bubble alive. Follow Luke Gromen https://x.com/LukeGromen ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  --- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Earn up to 4% back in sats on everyday purchases like gas and groceries. Sign up today https://www.gemini.com/natalie  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Check out my favorite lightning wallet and trivia app Speed Wallet. If you're a business, let Speed help you accept BTC like they did for Steak 'n Shake! Visit http://speed.app/natalie/ and use code COINSTORIES10 for 5,000 free sats Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 10% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: Join us for the biggest Bitcoin conference in Europe at BTC Prague this June 10-13 with a keynote from Michael Saylor, Code HODL for discounted passes: https://btcprague.com/  The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  Extra Services to Consider: Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He joins organic chemist Dave Collum to discuss Strait of Hormuz being closed until Labor Day, market reaction since the war started, what Kevin Warsh might do in the first Fed meeting and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Luke X- https://x.com/LukeGromen Website- https://fftt-llc.com/ YouTube- https://www.youtube.com/@LukeGromenFFTTLLC/featured   Follow Dave X- https://x.com/DavidBCollum   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

Luke Gromen joins Soar Financially to explain why the U.S. may be heading toward a bond market crisis, why rising oil prices threaten the global financial system, and why gold could eventually reach $20,000. We discuss Treasury yields, the dollar, stablecoins, China's gold strategy, de-dollarization, and what happens if governments are forced to print money to survive.#oil #usdollar #gold ---------------------------------

Patrick Bet-David, Tom Ellsworth, Richard Werner and Luke Gromen break down Thomas Massie's Kentucky primary loss, the escalating OpenAI vs. Anthropic AI war, Meta's 8,000 employee layoffs, Trump shutting down Xi-Russia claims, and the Fed's inflation-driven interest rate warning.------

Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order. Luke on X: https://x.com/LukeGromen FFTT: https://fftt-llc.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Stijn Schmitz welcomes Luke Gromen to the show. Luke Gromen is President and Founder of Forest For The Trees. Luke explores unprecedented global economic and geopolitical shifts, focusing on massive commodity supply disruptions and transforming monetary systems. He highlights several critical trends: the largest commodity supply flow disruption in history, unprecedented levels of globalization, sovereign debt, and market valuations. He argues that current global tensions, particularly around the Strait of Hormuz, could trigger significant economic challenges. The potential closure of strategic maritime routes could lead to dramatic supply chain breakdowns, potentially causing localized famines and massive economic disruptions. Gromen suggests that while the US dollar will remain widely used, it will no longer be the primary wealth storage mechanism. China is strategically positioning itself by establishing yuan-gold settlement systems and offshore clearing banks, effectively creating a multi-currency framework with gold as the pivotal settlement asset. Geographically, Gromen sees varied outcomes for different regions. He believes the United States has geographical advantages but warns against urban living during this transition. Europe appears most vulnerable, while Asian countries like China, Japan, and South Korea are potentially well-positioned to benefit from these shifts, particularly given their engineering capabilities and demographic dynamics. Regarding commodities, Gromen anticipates a generational trend favoring strategic metals like copper, silver, nickel, rare earths, and uranium. He predicts that future commodity trades will increasingly require value-for-value exchanges, moving away from paper-based transactions. The underlying theme is a fundamental restructuring of global economic systems, driven by supply chain fragilities, geopolitical tensions, and the need for more resilient, productivity-focused economic models. Gromen suggests this transition will likely involve significant inflation and economic recalibration, with gold playing a central role in the emerging monetary landscape. Timestamps: 00:00:00 – Introduction 00:00:44 – Unprecedented Energy Disruption 00:02:48 – Globalization and Debt Levels 00:05:00 – Equity Valuations Warning 00:07:20 – Market Pricing Liquidity 00:09:01 – Supply Chain Breakdowns 00:10:28 – Disruption Lag Effects 00:12:15 – Oil Policy Miscalculations 00:15:27 – Geopolitical Trade-offs 00:21:50 – Hubris vs Strategy 00:28:33 – China’s Strategic Benefits 00:33:56 – Monetary Order Shift 00:39:52 – Gold’s Reserve Role 00:45:06 – Future Debasement & Gold 00:49:46 – Regional Economic Outlooks 00:56:10 – Commodity Generational Trends 01:00:12 – New section Guest Links: X: https://x.com/lukegromen Website: https://fftt-llc.com/ Luke Gromen began his career in the mid-1990s in Research at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales, Luke was a founding editor of Midwest’s widely-read weekly summary (“Heard in the Midwest”) for the firm’s clients. He aggregated and combined proprietary research from Midwest with inputs from other sources. In 2006, Luke left FTN Midwest to become a founding partner of Cleveland Research Company. At CRC, Luke continued to work in sales and edit CRC’s flagship weekly research summary piece (“Straight from the Source”) for the firm’s customers. In 2014, Luke left Cleveland Research to found FFTT, LLC (“Forest for the Trees”), a macro/thematic research firm catering to institutions and individuals that aggregates a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks. Luke also provides strategic consulting services for corporate executives. He is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University and earned the CFA designation in 2003.

Today, a look at a concentrated market rally in the US yesterday, led by big picks and shovels names in AI, with GE Vernova leading the pack, even as market breadth was flat and risk sentiment is wobbly elsewhere on Iran continuing to obstruct shipping through the Hormuz Strait. Software-as-a-service names were under pressure after the US market close yesterday on ServiceNow reported earnings, the first major SaaS name to do so for this earnings cycle. Also, Tesla earnings, macro and FX and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Luke Gromen was on Macrovoices last week and makes some key points on the risks to the global economy and markets if this Hormuz Strait crisis drags into summer. About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Bob sits down with macro researcher Luke Gromen of Forest for the Trees to discuss the cascading supply chain consequences of a closed Strait of Hormuz. They also touch on why gold is already supplanting the dollar as the world's premier reserve asset, and what the surge in U.S. gold exports over the past five months tells us about where the global monetary order is heading.The Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj     

Mentor Sessions Ep. 062: CIA's Deep State Ultimatum, the Next 7–10 Trillion Dollar Print, and Who Really Controls Trump | Lawrence Lepard & Simon DixonShadow forces. Transnational capital. A financial system designed to keep you dependent. And Bitcoin sitting at the center of the most important power struggle of our time.In this conversation, we go deep on the geopolitical and financial forces reshaping the world in 2026 — who controls them, how they operate, and why Bitcoin and AI are forcing a reckoning that the old guard cannot stop. You'll come away with a clearer picture of how global power actually flows, why the legacy financial system is structurally compromised, and what the rise of decentralized money means for ordinary people caught in the crossfire. This isn't speculation — it's a framework for understanding what's happening right now and why it matters to every person holding bitcoin.⏱️ Timestamps:0:00 - Intro: Shadow forces and hidden control3:45 - How transnational capital operates outside governments9:20 - The architecture of the modern financial system15:10 - Why nation-states are losing power to private networks21:30 - The role of AI in accelerating the power shift28:00 - Bitcoin as a neutral, apolitical monetary network34:15 - How shadow forces view Bitcoin as a threat40:50 - The coming global reset — timeline and triggers47:20 - Gold vs. Bitcoin in the new monetary order53:40 - What individuals can do to protect themselves now59:10 - Final thoughts and where to follow the guest

Mentor Sessions Ep. 061: Macro Legends on Oil, the Breaking US Treasury Market, and the Dollar Crisis No One Is Ready For | Luke Gromen & Lyn AldenIran doesn't have to beat the US military. They just have to beat the US Treasury market — and that changes everything you think you know about this conflict.The Strait of Hormuz is the chokepoint for roughly 20% of the world's oil supply, and right now it sits at the center of a geopolitical storm with consequences that reach far beyond the Middle East. In this deep-dive interview, we break down exactly how a Hormuz disruption cascades into oil price spikes, supply chain breakdowns, and a inflation surge that puts the US dollar's reserve status under unprecedented pressure. You'll understand why this conflict is as much a financial war as a military one, what it means for energy markets in 2026, and why Bitcoin's role as a neutral, non-sovereign asset has never been more relevant. Whether you're trying to protect your wealth or just make sense of the headlines, this conversation gives you the framework to think clearly when the noise is loudest.⏱️ Timestamps:0:00 – Iran Doesn't Need to Beat the Military, Just the Treasury 1:10 – Episode Intro with Luke Gromen & Lyn Alden 1:25 – Oil Prices, Futures Curve & Hormuz Crisis 2:10 – Will Hormuz Opening Fix Everything? 3:53 – Mid-May Deadline & Escalating Impact 8:02 – Supply Chain Fragility & Non-Linear Breaks 14:14 – The Upside-Down Global Economy (You Can't Print Oil) 15:31 – Food Shortages & Global South Risks 18:35 – Inflation, Money Printing & Debt Spiral 20:04 – Why the US Must Print Money in 2026 24:10 – Treasury Market Stress & Buybacks 32:11 – Japan, China & Dollar Pressure 43:52 – Why Are We Really in This Conflict? 1:09:12 – Petrodollar Under Pressure & Gold-for-Oil 1:13:59 – Best & Worst Case Scenarios 1:26:54 – Bitcoin's Role Right Now 1:32:23 – Final Thoughts & Where to Find Luke & LynFollow Luke:X: @LukeGromenWebsite & Research: fftt-llc.comNewsletter: fftt-treerings.comFollow Lyn:X: @LynAldenContactWebsite & Free Newsletter: lynalden.com

Patrick Bet-David is joined by Richard Werner and Luke Gromen break down Donald Trump's Iran war address, crude oil prices surging past $100 per barrel, U.S. dollar weakness in global markets, and Federal Reserve pressure over inflation, interest rates, and economic outlook.------

In this macro discussion, Jay sits down with Grant Williams and Luke Gromen to unpack the real implications of escalating conflict in the Middle East. The conversation explores the gap between official narratives and on-the-ground realities, the fragility of supply chains, and the risk of cascading financial stress across global markets. They also examine historical parallels like the Suez Crisis and what all of this could mean for the future of the U.S. dollar and global monetary order. Luke Gromen: https://x.com/LukeGromen https://fftt-llc.com/ Grant Williams: https://x.com/ttmygh https://www.grant-williams.com/ Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Intro 03:37 – The Core Thesis: Everything Hinges on Hormuz 05:43 – Military Power vs Reality: Why It Hasn't Been Reopened 08:01 – Propaganda, Fog of War & Information Breakdown 10:40 – Investor Strategy: Trade It or Stay Out 12:15 – Who Wins & Who Loses in This Conflict 18:55 – Russia, China & the Expanding Conflict 23:30 – Why This Could Escalate 27:02 – Global Fragility: Food, Energy & Population Risk 33:14 – How a Global Economic Collapse Could Cascade 39:24 – Bond Market Signals & Policy Limitations 41:34 – Correlation Breakdown: Why 60/40 Fails Here 43:08 – The Suez Crisis Parallel Explained 47:40 – A Potential “Suez Moment” for the U.S. 51:26 – Shift in Warfare: Missiles, Drones vs Naval Power 57:39 – What Replaces the Dollar? 1:00:30 – Petro-Yuan, Gold Settlement & New Trade Systems 1:09:12 - Is This Gold Bull Run Durable? Copyright © 2025 Cambridge House International Inc. All rights reserved.

BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Spring Thoughtful Money conference was held online this past weekend and I'm delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day.Lacy Hunt delivered the keynote, followed by Ed Dowd, Luke Gromen, Michael Howell, Melody Wright, Michael Oliver, Stephanie Pomboy & Grant Williams, Brent Johnson, Darius Dale, Matt Taibbi, Judy Shelton & Danielle DiMartino Booth, Andy Schectman, Rick Rule, David Hay, Lyn Alden, New Harbor Financial and Jonathan Wellum. And Jeff Clark provided a bonus video focused on gold & silver mining stocks.For those of you who didn't attend, I thought you'd enjoy hearing some of the conference highlights.You can also lock in your Early Bird ticket price to our Fall 2026 online conference at 0% inflation at https://thoughtfulmoney.com/fall#recession #investing #marketcorrection_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldIs the correction in gold & silver prices over?Are prices about to rally higher again, or is there more room left to fall farther?Precious metals expert Andy Schectman provides his latest outlook for the precious metals and takes live audience Q&A.#goldprice #silverprice #preciousmetals 0:00 - USA Hockey Win Mention1:52 - Andy's Sweatshirt: Triple-Digit Silver3:19 - Clarification on Shanghai VAT Tax5:23 - Driving Factors of Shanghai Premium9:18 - China's Long-Term Resource Strategy12:42 - Update on Delivery Flows15:45 - Gold Deliveries Analysis19:31 - Silver Withdrawals Exceeding Deliveries23:25 - Potential Sovereign Buyers26:44 - Market Correction Engineering31:19 - Where Withdrawn Metal is Going35:14 - Gold and Silver Rally Outlook39:35 - Luke Gromen's Debt Crisis View44:40 - Gold Revaluation and Dollar Devaluation50:41 - Genius Act and Stablecoins55:58 - Central Bank Digital Currencies1:00:00 - Taxable vs Tax-Advantaged Accounts1:05:33 - Reporting Requirements for Sales1:10:11 - Exclusive Junk Silver Offer Update1:15:22 - Practical Buying Advice_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceToday's guest has long warned that the US and most other countries are hurdling into a global sovereign debt crisis.One that is increasingly forcing them to "Get busy inflating, or get busy dying"To get an update where things stand on his timeline, where this all is likely headed, and what investors should be tracking most, we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program.Looking at the all important trends underway, Luke reaches the same conclusion for each of them: "All roads lead to gold"To find out why, watch this video.#gold #debt #inflationhedge _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

金价屡屡创下历史高点，让黄金成为光芒四射的投资选择。与此同时，与实体黄金锚定的「黄金稳定币」（a.k.a. 链上黄金），也从过去多年鲜有人问津的链上资产，成为了当今最炙手可热的 RWA （真实世界资产）类别。 本期播客，我们探讨了「黄金稳定币」究竟是什么？其运作机制如何？为何这类资产出现爆发性增长？我们一一梳理了「黄金稳定币」整体市场的发展现状，也展望了未来的发展机遇。 【主播】 刘锋，BODL Ventures合伙人，前链闻总编辑 熊浩珺Jack，律动BlockBeats副主编，《Web3无名说》主播 【嘉宾】 Timz，DeFi 协议 Spark 核心贡献者 【你将听到】 02:27 「黄金稳定币」这个说法不准确 04:06 链上黄金发行商阵营概览：「2+1」个核心玩家 11:20 为何爆发性增长：「链上黄金只是黄金整体市场大池子里的小池塘」 17:00 链上黄金机制细探：铸造、交易、赎回 22:31 Tether 的黄金布局：从金矿到金库 25:12 人们为什么选择持有黄金稳定币？ 35:41 链上黄金已经作为抵押物进入 DeFi 生态 38:09 针对机构的黄金稳定币借贷服务已经出现 39:03 小八卦：比特大陆已决裂的两位创始人在黄金稳定币业务展开竞争（Antalpha vs. Matrixport) 41:10 超额抵押稳定币的发展机会 51:51 揭秘：链上黄金巨鲸们的用户画像和行为模式 53:50 未来发展：更多的用例、基础设施和生态产品尚待建设 56:22 推荐：宏观分析师 Luke Gromen 关于黄金投资价值的采访（

Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He talks why northeast Ohio is a great place to live, America the Empire vs. America the Country, Fourth Turning, data centers, China, dollar reserve tradeoff, gold, bitcoin, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Watch Show Rumble- https://rumble.com/v74pmbs-why-us-gold-is-flowing-to-china-luke-gromen.html YouTube- https://youtu.be/lYYF1HjnCZo   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Luke X- https://x.com/LukeGromen Website- https://fftt-llc.com/ YouTube- https://www.youtube.com/@LukeGromenFFTTLLC/featured   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

Luke Gromen, founder of FFTT, joins Natalie Brunell to break down the accelerating breakdown of the post-1971 dollar reserve system, and what it means for Bitcoin, gold, global trade, and geopolitical stability. Topics: Why Japan may be closest to a sovereign debt crisis as yields spike to historic levels How gold has overtaken U.S. Treasuries in global reserves   Is the U.S. selling gold that's making its way to China?! Capital rotation away from risk assets and into gold Why Bitcoin still trades like high-beta tech, for now Why Luke sold his Bitcoin and isn't buying back (yet) Follow Luke Gromen on X at https://x.com/LukeGromen & subscribe to https://fftt-treerings.com  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Natalie's Bitcoin Product Partners: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26    Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Luke Gromen is a macroeconomic analyst and researcher with over 30 years of experience in equity research, sales, and thematic analysis. He is the founder and president of FFTT, LLC (Forest for the Trees), an independent research firm he established in 2014 to provide institutional and individual investors with in-depth insights into global economic trends, bottlenecks, and interconnected macroeconomic themes, often by "connecting the dots" across siloed data sources. Tickets to Cornerstone Forum 26': https://www.showpass.com/cornerstone26/Tickets to the Mashspiel:https://www.showpass.com/mashspiel/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Prophet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.comUse the code “SNP” on all ordersGet your voice heard: Text Shaun 587-217-8500

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Xxx —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Charles is joined by FFTT LLC Founder & President, Luke Gromen, to discuss the US Treasury Department's bond auction, the paradox of long-dated bond yields not behaving as expected, and how a weaker US dollar could help ease financial conditions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts 00:02:20 - How short-term debt issuance is straining financial system liquidity 00:04:02 - Why Japan's bond and currency trends signal deeper global shifts 00:05:10 - The impact of U.S. shale decline and oil demand on inflation 00:12:18 - How hedge funds are absorbing Treasury debt—and why it matters 00:06:27 - The surprising risk factors in the tech sector like hyperscaler power limits 00:19:31 - The contradiction in U.S. housing policy and mortgage lengths 00:26:06 - Why Bitcoin and gold are diverging in investor appeal 00:49:16 - How global power shifts and sanctions are elevating gold's role Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.  BOOKS AND RESOURCES X Account: ⁠⁠Luke Gromen⁠⁠. Newsletter: ⁠⁠FFTT⁠⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠: ⁠⁠Simple Mining⁠⁠ ⁠⁠Human Rights Foundation⁠⁠ ⁠⁠Unchained⁠⁠ ⁠⁠HardBlock⁠⁠ ⁠⁠Linkedin Talent Solutions⁠⁠ ⁠⁠reMarkable⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Shopify⁠⁠ ⁠⁠Onramp⁠⁠ ⁠⁠Vanta⁠⁠ ⁠⁠Public.com⁠⁠ ⁠⁠Abundant Mines⁠⁠ ⁠⁠Horizon⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it's going to get real. From China's dominance in rare earths to the Fed's quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.In this episode, - Is America “screwed”?- Why the bond market's days are numbered- How decades of offshoring reshaped the middle class- The silent war between Treasury policy and real assets- Bitcoin vs. Gold: Which wins in the next liquidity cycle?This is one of the most insightful macro conversations you'll hear this year — equal parts sobering and sharp.Timestamps:00:00 Introduction and Context of the China Trade Deal01:52 The Impact of China on the U.S. Economy04:37 Quantitative Easing and Its Implications07:27 Bitcoin vs. Gold: A Comparative Analysis11:18 The Future of Gold and Bitcoin in Investment Portfolios14:23 Political Implications for Bitcoin and Gold18:15 Risks and Challenges Facing Bitcoin26:10 Crypto Community and Political Influence27:27 Tech Stocks and China Ownership28:05 US-China Trade Relations and Tech Stocks31:42 Gold and Bitcoin as Safe Havens34:11 AI and the Tech Bubble40:57 Future of the Federal Reserve43:30 Impact of AI on Employment and EconomyFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

Danny Moses hosts Luke Gromen, founder of Forest for the Trees, on the On the Tape Podcast. In this episode, they discuss the SRF and SOFR rates, recent stresses in the repo markets, and the US Treasury's actions to alleviate funding issues. Luke explains the systemic risks in the financial system, the influence of hedge funds in the US Treasury market, and compares the current repo market scenario to 2019's market upheavals. The conversation shifts to the implications of AI on jobs and the economy, potential credit market disruptions, and the sustainability of the AI CapEx cycle. They delve into the geopolitical dynamics with China, the critical role of rare earths, and the delicate balance in the US-Japan economic relations. The episode concludes with a discussion on gold as a strategic asset, Bitcoin's potential, and the future of monetary policy amid fiscal dominance and inflation.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

Luke Gromen makes the case that “debasement” isn't a trade, it's the new regime. We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward gold, how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset, the risks of “paper gold,” Bitcoin's potential catch-up (and a possible East=gold, West=BTC split), AI as an accelerant, and a pragmatic portfolio framework for navigating a 100-year reset. ------

In this episode, Vance Crowe sits down with economist and FFTT founder Luke Gromen to unpack where inflation, debt, and commodities are pushing the global financial system—and what that means for farmers, savers, and investors. They explore how slow, sustained inflation erodes trust and value, why central banks keep choosing to “print the money or trigger the revolution,” and why gold and Bitcoin function as stores of energy in a world of rising fiscal strain. Luke explains the growing shift to pricing oil and other commodities outside the US dollar, the implications of central banks buying gold, the Cantillon effect driving farmland prices, and how Bitcoin may be demonetizing land and housing. They also dig into stablecoins as a front-end funding gambit for US deficits, AI's paradoxical path to more money printing, and the controversial but possible path of revaluing US gold to repair sovereign balance sheets—all through the lens of practical choices facing working families and the ag community today.They cover the differences between gold and Bitcoin, custody realities, and why a pragmatic allocation can help younger producers leapfrog entrenched capital. Luke also shares why Europe keeps dismissing Bitcoin at its own risk, how energy infrastructure, AI, and financialization intersect, and what happens when a retiring generation seeks buyers for overvalued assets. It's a candid, wide-ranging conversation aimed at helping listeners see the forest for the trees—and prepare for what's next.To purchase Bitcoin and support the show: https://river.com/invite?r=OAB5SKTP Legacy Interviews - A service that records individuals and couples telling their life stories so that future generations can know their family history. https://www.legacyinterviews.com/experienceRiver.com - Invest in Bitcoin with Confidence https://river.com/signup?r=OAB5SKTP

This episode of the Rich Mind Podcast is designed to be a healthy trigger, challenging you to break free from black-and-white thinking and become a true independent thinker. Randy and his daughter Adrienne introduce Robert Kiyosaki's powerful concept of the "three-sided coin"—heads, tails, and the edge. They argue that real truth and clarity are found not by picking a side, but by standing on the edge and observing both perspectives objectively. The conversation delves into the dangers of "outsourcing" your thinking to media, experts, and even family, using a real-world example of a financial advisor's controversial take on gold. This episode is a call to action to question everything, audit your own beliefs, and take back control of your own mind.   Key Takeaways:   The "three-sided coin" is a mental model for critical thinking: instead of choosing between two opposing views (heads or tails), seek the truth by observing from the edge. To become an independent thinker, you must stop outsourcing your beliefs to external authorities like media, experts, or social pressure. Being triggered by a different opinion is a sign that you have a deep-seated belief worth investigating; it's an opportunity for growth. Life is not "right vs. wrong." By embracing the "gray area," you can make clearer decisions without the emotional weight of needing to be right. A practical example of conflicting paradigms is financial advice, where mainstream sources may differ drastically from independent thinkers on topics like gold. Gold can be viewed not as a traditional "investment," but as a store of value to protect your future purchasing power against currency devaluation. Audit your daily life to identify where you are mindlessly following routines or beliefs you've inherited, and begin to consciously choose your own path.   Questions Answered in This Episode:   What is the "three-sided coin" concept and how can it make me a better thinker? How do I stop being so easily influenced by other people's opinions? Why do I get so triggered when I hear something that I disagree with? What does it mean to "outsource your thinking," and how can I stop doing it? Is gold a good investment, or is there another way to think about it? How does currency devaluation affect my purchasing power? How can I use social media for education instead of mindless entertainment? What is the first step I can take today to become a more independent thinker?   Key People, Concepts, & Terms:   People: Randy Wilson, Adrienne Wilson, Robert Kiyosaki, David McAlvany, Andy Schectman, Luke Gromen. Concepts: Three-Sided Coin, Independent Thinker, Critical Thinking, Outsourcing Your Thinking, Triggers, Paradigms, Law of Polarity, Purchasing Power, Currency vs. Money, Gold.   Key Episode Timestamps   00:00 - A Warning: This Episode May Trigger You (And That's a Good Thing) 01:00 - The Core Concept: Introducing Robert Kiyosaki's "Three-Sided Coin" 04:25 - A Real-World Example: How a Bartender Navigates Polarizing Conversations 07:35 - The Danger of "Outsourcing Your Thinking" to Media and Authority 13:18 - A Triggering Topic (Money): Deconstructing a Financial Advisor's Take on Gold 19:16 - The Critical Difference Between Dollars and Money (Purchasing Power) 27:16 - Resources: Who to Follow for a Different Perspective on Finance 33:21 - Where to Start? Don't Tackle a Polarizing Topic, Start with Your Daily Habits 36:56 - The Social Media Facade: Are You Outsourcing Your Reality? 42:30 - The Ultimate Goal: Bringing Your Thinking "In-House"

Marty sits down with Luke Gromen to discuss China's rare earth leverage over the US, the structural shift from Treasury bonds to gold as the primary reserve asset, the challenges of reshoring American manufacturing, and why the dollar system must debase as these tectonic geopolitical and monetary changes unfold. Luke on Twitter: https://x.com/lukegromen FFTT: https://fftt-llc.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc CrowdHealth https://www.joincrowdhealth.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They'll discuss what that will mean for markets, from gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke's outlook for the U.S. Dollar. https://bit.ly/4nn8U9t  

Macro analyst Luke Gromen (FFTT) returns to Coin Stories with Natalie Brunell to explain why markets keep rising while Main Street struggles and why the “rules-based global order” is already over. We dig into: Whether the Fed will cut rates and the market reaction BRICS and the push toward gold settlement Is U.S. strategy to use stablecoins/Bitcoin to pay U.S. debt?  Rare-earth mineral chokepoints and China's leverage Fourth turning and political assassinations What it all means for Bitcoin, gold, bonds, and stocks ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com ---- Natalie's Bitcoin Product and Event Links: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusacademy.ai.  Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Connect with Onramp // Onramp Terminal // Luke Gromen on X // Luke's Research (FFTT)The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 – Introduction & macro setup03:41 – Gold & bitcoin lead the cycle07:07 – Bretton Woods III & neutral reserves11:56 – Gold's role in global economics17:13 – China, Russia & the gold paradox21:53 – Bitcoin in the macro landscape28:08 – Luke's bitcoin & gold journey36:34 – Institutional blind spots & adoption44:13 – ETFs, stablecoins & purchasing power47:28 – Trump era policy & course corrections55:23 – Nationalization & U.S. industry59:48 – AI, debt & the future of labor01:04:18 – Gold & bitcoin as the future of money01:18:23 – Outro & disclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Mentor Sessions Ep. 023: Robbie Bernstein on Bitcoin vs. Government, Trump Fiscal Policy, Decentralization & Media CollapseWhat if Bitcoin is the ultimate Trojan horse against government overreach, Trump's chaotic fiscal policy, and dying centralized media? In this unfiltered Mentor Sessions interview, comedian and podcaster Robbie Bernstein (Run Your Mouth, Part of the Problem) torches the status quo, exposing how currency manipulation erodes personal responsibility, why decentralization is killing mainstream media, and Bitcoin's role as a defiant asset in a fiat nightmare. From Epstein conspiracies to Porch Tour tales, Robbie unpacks Trump's tariffs, government corruption, and why comedy is the new truth serum. Hesitant on Bitcoin? Robbie reveals his 40% net worth bet and how it defunds endless inflation. Dive into this wild ride blending Bitcoin, Trump, government scams, decentralization, media death, Epstein intrigue, currency wars, fiscal policy fails, Porch Tour antics, and razor-sharp comedy—essential for escaping the matrix!Chapters:• 00:00:00 - Intro• 00:01:06 - Wild Open: Epstein, Bitcoin Price & Final Solutions JokeHumor hits hard with Epstein lists, Bitcoin forecasts, and satirical takes.• 00:02:15 - Politics Realignment: Trump vs. DemocratsDiscussing Trump's declining popularity and why he's still the better option.• 00:03:18 - Porch Tour Tales: Meeting America's Autistic FansRobbie shares road stories from his unique backyard comedy tour.• 00:03:48 - Trump Critique: Fiscal Policy, Tariffs & Central PlanningBreaking down Trump's nightmares on economy, wars, and factory jobs obsession.• 00:06:15 - Bitcoin Voting Bloc: Why Root for Trump?How Bitcoiners influenced politics and Trump's pro-Bitcoin promises.• 00:08:08 - Currency Wars: Highlander Analogy & Bitcoin Trojan HorseBitcoin as the one true currency driving out fiat, with stablecoins' role.• 00:11:47 - Comedians as Truth Tellers: Covid & Media DeathWhy comics outperform journalists, plus Overton window shifts post-Covid.• 00:13:36 - Epstein Deep Dive: Trump's Handling & Elite BlackmailUnpacking the Epstein saga, Trump's fumble, and intelligence ties.• 00:18:30 - Decentralization Beauty: Media & Culture ShiftsHow media decentralization empowers ideas, with Bitcoin parallels.• 00:24:44 - Comedy Roots: Politics, Upbringing & SkepticismRobbie's journey from comedy to politics, influenced by 2008 crisis.• 00:32:02 - Batshit Conspiracies: Aliens, UFOs & Sorting TruthWild theories on aliens, government lies, and incentive structures.• 00:40:53 - Debt Awareness: $37T Hole & Bitcoin ContrarianismPublic ignorance on debt, plus Robbie's 40% Bitcoin allocation.• 00:52:44 - Wrap-Up: Best Sandwiches, Comedians & Porch Tour PromoFood favorites, inspiring comics, and invites to Robbie's events.About Robbie Bernstein:Comedian & Podcaster, Run Your Mouth & Part of the ProblemX: @robbiethefireWebsite: porchtour.com⚡ POWERED by @Sazmining — the easiest way to mine Bitcoin and take control of your financial future. ⛏️You own the rig

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: White House digital assets report declares support for self-custody, compares Bitcoin to the internet and railroad Strategy announces record $10 billion profit, smashing Wall Street expectations Bo Hines hints at government buying Bitcoin President Trump fires labor statistics boss Is recession bullish for Bitcoin? ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at www.ledn.io/natalie  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: White House's Digital Assets Working Group Report  Casa CEO Nick Neuman's Tweet on WH Report WH Compares Bitcoin to Railroads and the Internet White House Lays Out Roadmap for Digital Assets Bo Hines Addresses Questions on Strategic Bitcoin Reserve JPMorgan to Enable Crypto Purchases Through Coinbase Transcript of SEC Chairman Atkins' Speech  SEC Chairman Atkins Debuts “Project Crypto” SEC Allows In-Kind Creation/Redemption for Bitcoin ETFs SEC Chair Publicly Supports the Right to Self Custody Brian Armstrong's Tweet About Coinbase's Bitcoin Purchase Coinbase's Q2 2025 Earnings Major Takeaways  Strategy's Q2 2025 Earnings Presentation  Strategy Smashes Wall Street's Earnings Estimates  Strategy Announces New $4.2 Billion Stretch Offering Saylor Calls Stretch Strategy's “iPhone Moment” Lyn Alden's Tweet on Stretch's (STRC) Potential  Metaplanet Announces Preferred Share Issuance  Metaplanet Announces Two Classes of Perpetual Preferreds Fed Governor Exit Could Accelerate Trump's Selection President Trump Fires Labor Statistics Chief  Largest Two-Month BLS Jobs Revision Since 2020 Luke Gromen's Tweet on Trump Firing BLS Chief Market Giving >80% Probability of September Rate Cut Turkish President Fires Statistics Boss After Record Inflation ---- Natalie's Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI's disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe's strategic weaknesses, the U.S.-China rivalry, and vulnerabilities in supply chains like rare earths. On the U.S. fiscal front, Luke argued that the government must financially repress bondholders, with stablecoins potentially becoming a tool for yield curve control. They closed with a look at Bitcoin's growing role as a “neutral reserve asset.”--Timestamps:(00:00) - Introduction (01:17) - The Impact of AI on Research and Content Creation(05:18) - Economic Predictions and Intuitive Analysis(11:38) - Concerns About AI and Future Job Markets(16:45) - Geopolitical Surprises and Strategic Incompetence(23:14) - US-China Relations and Rare Earth Vulnerabilities(30:14) - Fiscal and Monetary Health of the United States(27:00) - US-China Relations Again(31:09) - Restructuring Debt and Inflation Concerns(32:17) - Housing Market and Inflation Dynamics(33:45) - Economic Policies and Market Reactions(38:57) - Stable Coins and US Fiscal Strategy(50:30) - Bitcoin as a Reserve Asset(01:00:18) - Investment Advice and Final Thoughts--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Mentor Sessions Ep. 022: Luke Gromen on Bitcoin, Dollar Devaluation, and Global Power ShiftsWhat if the chaos—wild news cycles, economic policy flip-flops, and geopolitical drama—isn't random, but a red flag of a massive shift unfolding now? In this unmissable Mentor Sessions interview, macro guru Luke Gromen, FFTT's prediction savant, decodes the Washington's panic, dollar devaluation's knock on effects, and military technology's role in reshaping global finance. Bitcoin isn't just a hedge—it's a potential reserve asset in a world of fiscal policy chaos and inflation. From digital currency disrupting the status quo to geopolitical influence slipping, Gromen reveals how Bitcoin could redefine power in a crumbling fiat system. Want to survive the U.S. economy's next chapter? Watch now for insights that cut through the noise! Key Topics: Economic policy and dollar devaluation impacts Military technology and geopolitical influence shifts Bitcoin as a reserve asset and digital currency Fiscal policy, inflation, and global finance trendsChapters:• 00:00:00 - Intro: Chaos as a SignalLuke Gromen frames today's chaos as a sign of major shifts.• 00:01:22 - Noise is the Signal: DC's PanicWhy failed economic plans have Washington scrambling.• 00:05:07 - Dollar Devaluation HitsHow devaluing the dollar boosts gold and Bitcoin.• 00:09:01 - Powell's Missed ChanceComparing today's policies to past economic fixes.• 00:13:06 - Screw Bondholders, Save AmericaChoosing the U.S. over banks with hot inflation.• 00:17:02 - Winners and LosersWho gains and loses in this economic shakeup.• 00:21:06 - Cantillon Effect ExposedHow money printing screws the working class—unless labor's tight.• 00:25:14 - Empire vs. Home StrengthTrading global reach for domestic gains.• 00:29:04 - Military Tech RevolutionDrones and missiles ending U.S. dominance.• 00:33:19 - Protection FadesWhy U.S. defense can't back the dollar anymore.• 00:41:11 - Weaponizing the DollarSanctions backfiring on the dollar's reign.• 00:45:04 - Bitcoin as Reserve Asset?Could Bitcoin replace treasuries in global finance?• 00:49:11 - Stablecoins Lead to BitcoinHow stablecoins pave the way for Bitcoin adoption.• 00:53:00 - Bitcoin's Power SurgeBitcoin holders' rising political clout.• 00:57:00 - Sovereign Debt WarningThe UK's crisis as a fiat system red flag.About Luke Gromen: Macro Analyst, FTX LLC X: @LukeGromenWebsite: fftt-llc.com⚡ POWERED by @Sazmining — the easiest way to mine Bitcoin and take control of your financial future. ⛏️You own the rig

With the US and nearly every other major G7 country engaging in historically high levels of deficit spending and increasingly struggling to service their massive sovereign debt balances -- how does this all resolve?Is there a path to a manageable ending here?Or does is debt crisis, or a currency crisis -- or both -- inevitable at this point?In attempt to answer these fiscally existential questions, we're fortunate to be joined by two great macro minds: Luke Gromen of FFTT LLC and Darius Dale of 42Macro.It's a true privilege to host both of these gentlemen on this platform at the same time.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#debtcrisis #inflation #deficit0:00 - America's Fiscal Situation5:56 - Fiscal Unsustainability Details10:26 - Short-Term vs. Long-Term Outlook18:26 - Fed Policy and US Treasury Dynamics29:32 - Powell Replacement Implications34:56 - Investment Themes in Growth and Print Phases48:01 - Societal Impacts of Wealth Inequality1:15:14 - Life Advice for The 4th Turning1:17:36 - Societal and Economic Outlook1:21:51 - Closing and Resources_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Luke Gromen: Why The World Is Shunning US Treasuries In Favor Of Gold Every once in a while in life, we're blessed to come across someone who is truly living their path and sharing their gift. And in terms of financial analysis, at the top of my list for a long time has been macro analyst Luke Gromen. Which made it a true honor to have him join us for a conversation, where he laid out in his typically brilliant, yet easy to understand fashion why the world is shunning the US treasury in favor of gold. Luke explains what the Trump administration tried to do, what they're now doing, and what he thinks they're ultimately going to have to do, whether they yet realize it or not. He also explains why we've reached the point where it's no longer easy to push off the consequences of decades of American policy and profligacy, and why some of the shifts we're seeing now are still just getting underway. And of course we also got Luke's thoughts on the silver market too. So if you're invested in gold and silver (or perhaps even more importantly if you're not), then I think you'll be really glad you've seen this call, and click the link to get started watching it now! - To get access to Luke's incredible research at The Forest For The Trees go to: https://fftt-llc.com - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

"Real Estate Taxes Have Become a Ponzi Scheme of Biblical Proportions”. Crucial Info Recommended by ACU. Mitch Vexler: "Real Estate Taxes Have Become a Ponzi Scheme of Biblical Proportions Watch this video at- https://youtu.be/R4ryTgcQr48?si=88Y6mVzNlEK5Sog2 Peak Prosperity 555K subscribers 8,126 views Premiered Jul 3, 2025 #donaldtrump #usanews #news Join the #1 resilience community today! https://peak-prosperity.com/ImReadyNow Use coupon code PEAK20 for 20% off a membership today! Curious about Peak Prosperity? It's time to dive in! Join us for a journey of learning and empowerment. Access over 4.5 hours of free foundational lessons and much more. Start your path to understanding and action today. Take action now! https://peak-prosperity.com/TakeAction Join the #1 resilience community today! https://peak-prosperity.com/ImReadyNow Use coupon code PEAK20 for 20% off a membership today! Schedule a free no-obligation discussion with the eQRP team here: https://eqrp.com/chris-martenson/ - Be sure to tell them you were referred by Peak Prosperity and get a $1,000 discount. Want a much steeper discount? Become a member of Peak today! Got Bullion? Click here to talk to our friends at GoldCore: https://Peak-Prosperity.com/GoldCore To obtain your free, no-obligation financial review and plan with Paul's firm, just click this link and fill out the simple form: https://www.peakfinancialinvesting.com/ Learn more about Luke Gromen and his organization here: https://peak-prosperity.com/fftt-tree... Order THE CRASH COURSE here: https://peak-prosperity.com/CrashCour...   --------------------------------------------------------------------  Help Support ACU. Check out our ACU Patreon page: https://www.patreon.com/ACUPodcast   HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. 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We are designed to strategically impact the abortion industry through the following initiatives:… -------------------------------------------------------- Help CSI Stamp Out Slavery In Sudan Join us in our effort to free over 350 slaves. Listeners to the Eric Metaxas Show will remember our annual effort to free Christians who have been enslaved for simply acknowledging Jesus Christ as their Savior. As we celebrate the birth of Christ this Christmas, join us in giving new life to brothers and sisters in Sudan who have enslaved as a result of their faith. https://csi-usa.org/metaxas   https://csi-usa.org/slavery/   Typical Aid for the Enslaved A ration of sorghum, a local nutrient-rich staple food A dairy goat A “Sack of Hope,” a survival kit containing essential items such as tarp for shelter, a cooking pan, a water canister, a mosquito net, a blanket, a handheld sickle, and fishing hooks. Release celebrations include prayer and gathering for a meal, and medical care for those in need. 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Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the bond market through higher rates. Gromen notes that funding currency relationships between the yen and dollar have broken down, signaling both central banks are cornered. He advocates getting out of government bonds and into hard assets like gold and Bitcoin, predicting that retail investors holding long-term Treasuries will be the biggest losers. Gromen believes Trump officials are "begging" for rate cuts because they know the fiscal math doesn't work without negative real interest rates.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: website: https://fftt-llc.com/ Twitter/X: https://twitter.com/lukegromen00:00 Introduction and welcome back Luke Gromen01:01 Funding currency relationships breaking down 07:58 Meta trade: exit government bonds, buy hard assets 12:27 Gold still early - central banks driving demand 14:47 Trump officials begging for rate cuts - Fed cornered 16:56 Stablecoin plan requires much higher Bitcoin 20:33 Dollar/bond correlations broken - foreigners selling Treasuries 27:11 Powell's binary choice: crush dollar or bonds 34:14 Fiscal dominance: interest expense >95% of receipts 37:08 DOGE failed - needed dollar devaluation first 39:25 Portfolio: overweight gold, Bitcoin45:18 Two scenarios: Powell cuts vs. doesn't cut rates 48:54 Retail investors stuck holding long-term bonds 52:04 Closing remarks

Trump–Elon “Breakup”: The show kicks off with the high-profile political and cultural split between Donald Trump and Elon Musk. The hosts speculate whether the split was coordinated to help Elon politically, and explore what it says about naive techno-optimism in politics versus the hard constraints of monetary and fiscal reality.“Nothing Stops This Train” Theme: Echoing Lynn Alden and Luke Gromen, the crew reaffirms that the U.S. fiscal path is locked into deficit and debt expansion. Cutting entitlements or defense is politically impossible, and the only off-ramp might be a miraculous AI-driven productivity boom—which is unlikely to come fast enough.Bitcoin as the Hedge: Elon's blind spot may be failing to recognize that broken money, not governance inefficiency, is the core problem. The team discusses how Bitcoin fits as the solution—an asset to protect against monetary debasement and fiscal irresponsibility.Bitcoin Treasury Companies: A major segment explores the rise of corporate entities accumulating Bitcoin via debt and equity markets. The panel rebuts concerns that this resembles the ICO mania of 2017, arguing that debt levels are low, strategies are sound, and this trend is still early.AI and The Fourth Turning: Brady and the team expand on the societal impact of rapid technological change, combining AI, institutional decline, and Bitcoin adoption into a transformative fourth turning moment.Swan Private and Client Stories: They wrap with a heartfelt story about helping a client stay convicted during the FTX collapse, illustrating Swan Private's mission of hands-on, relationship-driven Bitcoin education and wealth preservation. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)

Tom welcomes back Luke Gromen of Forest For The Trees back to the show. The discussion delves into complex economic and geopolitical dynamics, focusing on how global powers might navigate a transition away from the dollar-based system towards a neutral reserve asset like gold. He begins by highlighting that the current dollar-centric system is unsustainable due to high deficits and debt levels. A potential solution, he suggests, involves using gold as a neutral reserve asset, which would allow commodities to be priced in multiple currencies and facilitate trade settlements. This shift could create a more balanced and resilient global economic framework. Moving on to geopolitical implications, Gromen notes that the conflict in Ukraine has underscored the limitations of conventional military strategies, shifting the balance of power dynamics. He points out that countries like Russia and China are driving efforts to move away from the dollar system, which necessitates a new economic framework. This transition is not just an economic shift but also a significant geopolitical realignment. Luke emphasizes the importance of incentives for avoiding direct military confrontation with major powers. He explains that such conflicts are strategically unwise due to nuclear deterrence and the deep interdependence of economies. Instead, he argues that negotiating a new economic order aligns with long-term strategic interests and avoids the catastrophic consequences of war. Drawing on historical context, Mr. Gromen observes that the post-World War II debt-based economy is nearing its limits, making it imperative to return to a more sustainable model. He suggests that transitioning to gold as a reserve asset could reboot global economies, fostering stability and growth without resorting to conflict. This approach not only addresses current economic challenges but also positions nations for future prosperity. Time Stamp References:0:00 - Introduction0:55 - Tariffs & China's Response5:52 - Trade Disruption & Inflation8:26 - Inflation & Real Rates10:35 - Bessent Put & Move Index12:26 - Treasury Auction Thoughts16:45 - W. Buffett Cash Reserve22:14 - Inv. Funds and Mandates23:53 - News Cycle/Gold Theory31:00 - Chinese Fin. Officials34:46 - Large U.S. Gold Imports40:48 - Official Denial/Confirm44:44 - Revaluing Gold Reserves48:28 - Gold Backed Treasuries?51:49 - Gold Pricing Cui Bono54:17 - Oil/Dollar Scenarios1:02:03 - Russia/Saudi & Oil Mkts.1:03:39 - Economics & Derisk. Conflict1:14:53 - Incentives & Ukraine1:17:17 - End of Debt as Assets Era1:21:30 - Wrap Up Guest Links:Twitter: https://x.com/lukegromenWebsite: https://fftt-llc.com/ Luke Gromen began his career in the mid-1990s in Research at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales, Luke was a founding editor of Midwest's widely-read weekly summary ("Heard in the Midwest") for the firm's clients. He aggregated and combined proprietary research from Midwest with inputs from other sources. In 2006, Luke left FTN Midwest to become a founding partner of Cleveland Research Company. At CRC, Luke continued to work in sales and edit CRC's flagship weekly research summary piece ("Straight from the Source") for the firm's customers. In 2014, Luke left Cleveland Research to found FFTT, LLC ("Forest for the Trees"), a macro/thematic research firm catering to institutions and individuals that aggregates a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks. Luke also provides strategic consulting services for corporate executives. He is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University and earned the CFA designation in 2003.

Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He talks what the Trump administration is attempting to do, gold, bitcoin, devaluation of the dollar, China, centralization, how people should best prepare, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   WatchShow Rumble- https://rumble.com/v6t1uvv-two-solutions-default-or-inflate-away-the-debt-luke-gromen.html YouTube- https://youtu.be/098CRipITpE   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Luke X- https://x.com/LukeGromen Website- https://fftt-llc.com/ YouTube- https://www.youtube.com/@LukeGromenFFTTLLC/featured   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They'll discuss the market's Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t  

Elon and Trump Crashes the U.S. Institute of Peace, Why AUTOPEN Matters. Elon Musk Discovers 'Magic Money Computers', Swatting Conservatives.   Bill Whittle Why AUTOPEN Matters DOGE Crashes the USIP- U.S. Institute of Peace Burning Teslas Elon Musk discovers 'magic money computers & Swatting of American People   Why AUTOPEN Matters On this edition of Hot Mic, host Bill Whittle breaks down why this is Autopen issue is not just about the legality of many of Joe Biden's pardons… it's about the usurpation of the most powerful authority on the planet by a simple and compact machine and whoever has access to it. Watch this video at- https://youtu.be/Ch-F9NjSCYE?si=POlzlliEq_ybh7iK Bill Whittle 191K subscribers 13,315 views Mar 21, 2025 [Here's the link mentioned at the end of the video:     / @deeprelaxationbynatalia  ] Join our crack team of elite anti-elitists by becoming a member or making a one-time donation right here: https://billwhittle.com/register/   Post DOGE Crashes USIP- U.S. Institute of Peace Elon Musk @elonmusk Wall Street Apes 10:06 PM · Mar 21, 2025 9.9M Views   Post Burning Teslas PammsyNow 9:52 AM · Mar 21, 2025   Elon Musk discovers 'magic money computers & Swatting of American People https://www.youtube.com/watch?v=esdUztjfvhw Peak Prosperity 557K subscribers 12,713 views Premiered Mar 20, 2025 Join the #1 resilience community today! https://peak-prosperity.com/ImReadyNow Use coupon code PEAK20 for 20% off a membership today! Curious about Peak Prosperity? It's time to dive in! Join us for a journey of learning and empowerment. 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Bitcoin's Lightning Network is evolving into a global payments system, with over 21,000 active nodes enabling fast, low-cost transactions. Tether's integration of USDT via the Taproot Asset Protocol could disrupt traditional finance, lowering transaction costs and increasing efficiency. This shift challenges banks and payment networks like Visa and Mastercard, pushing the financial system toward Bitcoin-backed tokenization. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:04 - How the Lightning Network enhances Bitcoin's role beyond a store of value. 18:35 - How U.S. Treasuries and Bitcoin-backed tokenization are reshaping finance. 19:38 - Why Tether's adoption of the Taproot Asset Protocol is a game-changer for stablecoins. 20:15 - The decentralization advantages of Lightning vs. other blockchain networks. 23:10 - How Tether's U.S. Treasury holdings impact the financial system. 24:53 - The potential disruption of traditional banking and payment networks. 31:42 - The long-term implications of Lightning's growing adoption in payments. 35:14 -Why banks may need to integrate Bitcoin-backed assets to stay competitive. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Luke's X Account. Luke's FFTT Newsletter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Netsuite Unchained Hardblock Found Fintool The Bitcoin Way Vanta Onramp TurboTax PrizePicks Vanta Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They'll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV   ⚫ Follow Luke on X: https://x.com/LukeGromen