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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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Macro views from 2 years ago I’ve been forced to rethink; US tax hike options to address deficits

28 Mar 2024
14m
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Are BOJ discussions to end YCC, and thoughts on gold

12 Mar 2024
16m
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Rising global concern on US debt/GDP – can there be enough UST demand at higher rates?

22 Feb 2024
15m
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How the chance of outright deflation informs our macro view

07 Feb 2024
14m
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If US avoids a recession, are equities attractive?

23 Jan 2024
15m
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Comments on non-USD oil, real rates, Peak Cheap Oil

09 Jan 2024
17m
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What is the “right” level of rates? Why does a strong USD drive UST market “dysfunction”?

19 Dec 2023
22m
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USD cycle in 1980s v. now, key bottlenecks on USD strength

29 Nov 2023
18m
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Growth & inflation implications of Boomer wealth, SEC changes to leveraged securities finance & more

09 Nov 2023
18m
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"Argentina with US characteristics” and not “Japan”; BLK CEO comments on BTC

19 Oct 2023
14m
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JPY weakness implications for markets; Could gold drop to $1800? (yes IMO)

28 Sep 2023
15m
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Will the US eventually have to cut entitlements like Stan Druckenmiller said?

12 Sep 2023
14m
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Lagged effects of rate hikes, trade-offs between Treasury & DoD

22 Aug 2023
16m
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Why more things haven’t broken given rapid rate hikes, and thoughts on BOJ widening YCC tolerance.

02 Aug 2023
16m
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BRICS currency initial thoughts; CNY devaluation impact on oil; Global liquidity and USD outlooks

11 Jul 2023
12m
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Energy/OPEC update, BLK BTC ETF initial thoughts, macro implications of recent Russian drama

27 Jun 2023
19m
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Implications for a 60-40 portfolio of bursting global sovereign debt bubble & Peak Cheap Energy

13 Jun 2023
10m
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Thoughts on bond market deviating from the Fed; Views on timeline until a debt problems become acute

23 May 2023
16m
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Consequences of rising deficits, large negative NIIP, & more

02 May 2023
14m
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Oil supply/demand thoughts, Did inflation help US Unfunded Liabilities

17 Apr 2023
20m
Page 3

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