
Luke Gromen - FFTT, LLC
The Forest For The Trees is an in-depth research service provider for institutional and individual investors. We are focused on aggregating macroeconomic and thematic trends from many different industry verticals in an unconventional manner, with a particular eye towards recognizing investable developing economic bottlenecks for our customers. Our serious contrarian streak, ability to find and succinctly summarize the most critical pieces of information on a given topic, study of economic history and objective observation of key economic actors and events provides our customers a unique view of the world that adds significant value to their investment process.
Episodes


Thoughts on Stephen Miran’s speech this week; restructuring the system “just enough”

Why is the USD falling; updated DOGE thoughts

Can you tell me what's happening like I'm 5?

AI news of the past couple weeks – how deflationary?

Fiscal dominance & its implications, in simple terms

Potential “DOGE” implications for gold and BTC; thoughts on Saylor comments on BTC v. gold

What economic advice we would offer Trump

Why didn’t Fed sell more LT USTs during QT, and economic iron curtain thoughts

Why now is apples v. oranges compared to 2007 and 2001 (why no nominal recession is likely)

China slowdown, Gold/Oil ratio, AI/Robotics deflation v. debt-based system framework

When does bond market say “no mas”, “steel manning” our US fiscal thesis, & the bear case for gold.

Initial thoughts on JPY carry trade unwind volatility and potential implications

“USD Dutch Disease”, how it has hurt US manufacturing, & more

How a stronger USD pushes the US further into fiscal dominance, and vice versa

Red-teaming how US/IMF could stop BRICS multi-currency shift, & more

Bond market squeezing into stocks, gold, BTC; gold/oil ratio breaking out

Foreign official asset shifts; “Silver Tsunami” thoughts

“Why is this time truly different? It isn’t.”

Chinese buying gold on economic, geopolitical concerns – some secondary implications
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