
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


Bank thoughts, Saudi/Iran rapprochement

Potential binary outcomes, and How does the US afford a terminal Fed Funds Rate of 6%?

Can the USD Wrecking Ball & de-dollarization theories both be correct simultaneously?

Saudi “considering” accepting other currencies for oil, USD weakness, Bank of Japan brief thoughts

Odds of soft landing, 1H23 outlook, brief thoughts on Zoltan’s recent piece

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

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

Updated Fed pause thoughts, Gold v. gold miners, time to buy long-dated USTs yet?

Weaponization of the USD, Fed tools to inflate away the debt, US government price floor on oil

Fed pause/pivot update, UK bond market thoughts, Potential differences now v. 2018, 2019 Fed moves

Fed pivot timing update; GBP thoughts; What “breaks” this time?

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

Thoughts on oil prices, Fed pivot, Yen v. 10y UST yield correlations

Key pieces of data we are watching for from here, Equity flows into USTs, & more

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

What month we think the Fed will pivot; Recession likelihood; Impact of Recession on US finances

Asset price swings; How high can rates go?; Which assets would do best if Fed reverses course?

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

Why USD will likely remain global reserve currency, Gold price action update, & more
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