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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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BTC crack down thoughts; Challenges of changing USD reserve status structure, & more

28 Mar 2023
15m
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Bank thoughts, Saudi/Iran rapprochement

14 Mar 2023
9m
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Potential binary outcomes, and How does the US afford a terminal Fed Funds Rate of 6%?

21 Feb 2023
16m
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Can the USD Wrecking Ball & de-dollarization theories both be correct simultaneously?

07 Feb 2023
17m
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Saudi “considering” accepting other currencies for oil, USD weakness, Bank of Japan brief thoughts

19 Jan 2023
13m
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Odds of soft landing, 1H23 outlook, brief thoughts on Zoltan’s recent piece

05 Jan 2023
12m
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Inflating debt/GDP lower, could the “global south” pivot first, Ghana’s gold for oil proposal

20 Dec 2022
20m
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Can Congress force a Fed pivot; What financial repression methods could policymakers employ, & more

29 Nov 2022
16m
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Updated Fed pause thoughts, Gold v. gold miners, time to buy long-dated USTs yet?

08 Nov 2022
14m
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Weaponization of the USD, Fed tools to inflate away the debt, US government price floor on oil

25 Oct 2022
9m
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Fed pause/pivot update, UK bond market thoughts, Potential differences now v. 2018, 2019 Fed moves

11 Oct 2022
14m
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Fed pivot timing update; GBP thoughts; What “breaks” this time?

27 Sep 2022
11m
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Indicators we watch; EU/UK energy crisis thoughts; Capital flows to US equities possible in 2H22?

07 Sep 2022
15m
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Thoughts on oil prices, Fed pivot, Yen v. 10y UST yield correlations

24 Aug 2022
17m
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Key pieces of data we are watching for from here, Equity flows into USTs, & more

01 Aug 2022
16m
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Levels of DXY or rates that may cause a Fed pivot, Game Theory for EU and Japanese economic problems

12 Jul 2022
15m
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What month we think the Fed will pivot; Recession likelihood; Impact of Recession on US finances

22 Jun 2022
15m
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Asset price swings; How high can rates go?; Which assets would do best if Fed reverses course?

07 Jun 2022
14m
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How we think about a balanced portfolio & Odds of a recession in 2022, Ruble and gas relationship

24 May 2022
16m
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Why USD will likely remain global reserve currency, Gold price action update, & more

11 May 2022
11m
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