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

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This podcast is for educational purposes and should not be construed as official investment advice.

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Luke Gromen: Markets Diverge from Reality, BRICS Hold the Leverage (and Gold), and Why Bitcoin Lags

Coin Stories with Natalie Brunell