IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:43 – How Berkshire Hathaway’s substantial cash reserve positions it in the current economic landscape.
00:11:28 – Predictions on unemployment trends and their impact on the broader economic recovery.
00:13:25 – Insights into the escalating crisis in commercial real estate loans surpassing loss reserves at major banks.
00:16:00 – The implications of re-accelerating supercore inflation on the economy and monetary policy.
00:33:43 – The pivotal factors that flipped Luke Gromen from a bearish to a bullish market stance in early 2023.
00:37:35 – The specific liquidity levers the US is currently pulling to navigate through economic challenges.
00:56:47 – How interest rates are expected to evolve through the rest of the year and their effect on investments.
01:11:08 – The transformative potential of Bitcoin in changing the energy landscape and its broader economic implications.
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▶️ RELATED EPISODES:
– Systemic Bond Issues & Bitcoin’s Impact w/ James Lavish: https://youtu.be/NngkugSi9rA
– The Legacy Banking System in Shambles w/ Alfonso “Macro Alf” Peccatiello: https://youtu.be/5E1qEVrEYKU
– Macro Overview 4th Quarter 2022 w/ Luke Gromen: https://youtu.be/cteEvoe-CgI
– Russia Ukraine War & Global Macro Impacts w/ Luke Gromen: https://youtu.be/AEHjN1r2pB0
– China, Evergrande, Macro, & Bitcoin w/ Luke Gromen: https://youtu.be/kupG9iXLyxw
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🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/macro-outlook-q1-2024-luke-gromen/
💡 OTHER RESOURCES
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ABOUT OUR SHOW 🎙
On Bitcoin Fundamentals, Preston Pysh talks about the fundamentals of bitcoin, investing in bitcoin, news, deep dives and more on interviews with prominent people in blockchain technology.
🌍 Website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
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