BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:03 - The current Fed/Treasury cap on USD and UST yields.

06:03 - The implications of a $1.8 trillion housing stimulus.

13:38 - Potential changes in how housing inflation is measured.

24:28 - The backlog in transmission interconnections and its impact.

24:50 - Key trends in commodities like copper and uranium.

38:07 - Insights into the Japan treasury market.

52:56 - The effects of stablecoins on the dollar’s utility.

01:01:48 - How these macroeconomic factors could impact Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Luke Gromen’s FFTT Newsletter.
• Luke Gromen's Twitter.
• Luke Gromen’s Books on Amazon.
• Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.
• 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?

• 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.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Range Rover
• TastyTrade
• The Bitcoin Way
• Vacasa
• Found
• Onramp
• Fundrise
• American Express
• SimpleMining
• Facet
• AT&T
• USPS
• Shopify
• Fundrise

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

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

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