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内容由Stig Brodersen and The Investor's Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Stig Brodersen and The Investor's Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

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Manage episode 317919824 series 1394353
内容由Stig Brodersen and The Investor's Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Stig Brodersen and The Investor's Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

IN THIS EPISODE, YOU’LL LEARN:

  • 01:25 - Luke's overview of the Macro landscape.
  • 11:53 - Luke's thoughts on the dollar for the first half of 2022.
  • 18:08 - China's shift in monetary policy.
  • 18:08 - How Preston and Luke are estimating how high interest rates might go.
  • 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
  • 31:51 - How China's water problem could turn into a major energy crisis.
  • 39:40 - How the reverse REPO system works.
  • 59:27 - What if the Saudis break the petrodollar system?
  • 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

883集单集

Artwork
icon分享
 
Manage episode 317919824 series 1394353
内容由Stig Brodersen and The Investor's Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Stig Brodersen and The Investor's Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

IN THIS EPISODE, YOU’LL LEARN:

  • 01:25 - Luke's overview of the Macro landscape.
  • 11:53 - Luke's thoughts on the dollar for the first half of 2022.
  • 18:08 - China's shift in monetary policy.
  • 18:08 - How Preston and Luke are estimating how high interest rates might go.
  • 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
  • 31:51 - How China's water problem could turn into a major energy crisis.
  • 39:40 - How the reverse REPO system works.
  • 59:27 - What if the Saudis break the petrodollar system?
  • 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

883集单集

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