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Luke Gromen - FFTT, LLC · Investment

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

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Trade war; equity markets; 4th Turning; gold

25 Apr 2025
22m
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Thoughts on Stephen Miran’s speech this week; restructuring the system “just enough”

10 Apr 2025
14m
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Why is the USD falling; updated DOGE thoughts

07 Mar 2025
18m
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Can you tell me what's happening like I'm 5?

21 Feb 2025
19m
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AI news of the past couple weeks – how deflationary?

31 Jan 2025
10m
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Fiscal dominance & its implications, in simple terms

16 Jan 2025
18m
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Potential “DOGE” implications for gold and BTC; thoughts on Saylor comments on BTC v. gold

11 Dec 2024
15m
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What economic advice we would offer Trump

14 Nov 2024
26m
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Why didn’t Fed sell more LT USTs during QT, and economic iron curtain thoughts

24 Oct 2024
24m
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Why now is apples v. oranges compared to 2007 and 2001 (why no nominal recession is likely)

11 Oct 2024
18m
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China slowdown, Gold/Oil ratio, AI/Robotics deflation v. debt-based system framework

19 Sep 2024
18m
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When does bond market say “no mas”, “steel manning” our US fiscal thesis, & the bear case for gold.

21 Aug 2024
17m
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Initial thoughts on JPY carry trade unwind volatility and potential implications

07 Aug 2024
23m
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“USD Dutch Disease”, how it has hurt US manufacturing, & more

24 Jul 2024
13m
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How a stronger USD pushes the US further into fiscal dominance, and vice versa

11 Jul 2024
33m
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Red-teaming how US/IMF could stop BRICS multi-currency shift, & more

20 Jun 2024
28m
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Bond market squeezing into stocks, gold, BTC; gold/oil ratio breaking out

06 Jun 2024
22m
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Foreign official asset shifts; “Silver Tsunami” thoughts

15 May 2024
18m
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“Why is this time truly different? It isn’t.”

24 Apr 2024
26m
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Chinese buying gold on economic, geopolitical concerns – some secondary implications

10 Apr 2024
20m
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