
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


Are BOJ discussions to end YCC, and thoughts on gold

Rising global concern on US debt/GDP – can there be enough UST demand at higher rates?

How the chance of outright deflation informs our macro view

If US avoids a recession, are equities attractive?

Comments on non-USD oil, real rates, Peak Cheap Oil

What is the “right” level of rates? Why does a strong USD drive UST market “dysfunction”?

USD cycle in 1980s v. now, key bottlenecks on USD strength

Growth & inflation implications of Boomer wealth, SEC changes to leveraged securities finance & more

"Argentina with US characteristics” and not “Japan”; BLK CEO comments on BTC

JPY weakness implications for markets; Could gold drop to $1800? (yes IMO)

Will the US eventually have to cut entitlements like Stan Druckenmiller said?

Lagged effects of rate hikes, trade-offs between Treasury & DoD

Why more things haven’t broken given rapid rate hikes, and thoughts on BOJ widening YCC tolerance.

BRICS currency initial thoughts; CNY devaluation impact on oil; Global liquidity and USD outlooks

Energy/OPEC update, BLK BTC ETF initial thoughts, macro implications of recent Russian drama

Implications for a 60-40 portfolio of bursting global sovereign debt bubble & Peak Cheap Energy

Thoughts on bond market deviating from the Fed; Views on timeline until a debt problems become acute

Consequences of rising deficits, large negative NIIP, & more

Oil supply/demand thoughts, Did inflation help US Unfunded Liabilities
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