IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:18 – Luke’s Overview of the Macro Landscape.
0:12:31 – Luke’s Thoughts on the Dollar for the First Half of 2022.
0:20:13 – China’s Shift in Monetary Policy.
0:20:36 – How Preston and Luke Are Estimating How High Interest Rates Might Go.
0:30:40 – How Currency Exchange Rates Can Offset Interest Rates (Or Make Them Twice as Bad).
0:31:47 – How China’s Water Problem Could Turn Into a Major Energy Crisis.
0:40:55 – How the Reverse REPO System Works.
0:59:25 – What if the Saudis Break the Petrodollar System?
1:10:36 – Luke’s Thoughts on Bill Miller’s Large Bitcoin Position.
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/BTC061
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com
?BOOKS MENTIONED:
– The Long Game by Dorie Clark – https://amzn.to/3tCZ61V
– The Price of Tomorrow by Jeff Booth – https://amzn.to/352GMVN
– The Mr. X Interviews: Volume 1 by Luke Gromen -https://amzn.to/3I9ypWy
– The Mr. X Interviews: Volume 2 by Luke Gromen -https://amzn.to/33KDzJC
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! ?
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LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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