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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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Can US fiscal position 50-75 bp in hikes, how we think about narratives, commodities thoughts & more

26 Apr 2022
8m
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Recession or not? Is it time to buy bonds yet? When might the Fed be forced to reverse course?

12 Apr 2022
25m
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Neutral reserve asset, Gold v. Silver, US Housing, Bonds, USD as Global Reserve Currency

23 Mar 2022
19m
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Russia/China/US options for de-escalation and financial moves & more

08 Mar 2022
13m
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Warning signs of a Fed pivot, How can inflation persist, Commodities risk in a China slowdown

23 Feb 2022
24m
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Thoughts on rate hikes, Can the US let inflation run hot? Implications of oil pricing outside USD

08 Feb 2022
19m
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Why oil rising is typically good for gold, why BTC is trading with tech stocks, & more

26 Jan 2022
17m
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How far can Fed push tightening? Where will problems emerge for Fed overtightening? & More

12 Jan 2022
13m
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Potential US Fiscal Path From Here, Is QE Money Printing or Not, & More

21 Dec 2021
17m
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Fed Taper, Inflation needed to de-lever US debt, What will force Fed to “choose a horse”?

07 Dec 2021
17m
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Views on China, inflation, “what’s the bond market telling us?”, USD, BTC, & Gold

24 Nov 2021
14m
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How tech-induced deflation will likely force Central banks to fully reserve debt over time & more

09 Nov 2021
16m
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Level of inflation that forces Fed re-think, Bitcoin ETF initial thoughts, & more

26 Oct 2021
10m
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US fiscal position, inflation v. deflation, USD, financial repression, oil & gas

11 Oct 2021
16m
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Interest rates, The relevance of Fed Standing Repo Facility, Scenarios that would change our outlook

27 Sep 2021
15m
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Stimulus coming or not, farmland, most important thing to watch in coming weeks and months

14 Sep 2021
12m
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QE Taper thoughts, BTC, Real Rates, & Gold Prices

24 Aug 2021
17m
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Potential Fed tightening into stagflation impacts, BTC, political and economic volatility

10 Aug 2021
15m
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Peak Cheap Oil, Potential catalysts for Fed getting more dovish, Path dependency differences

27 Jul 2021
13m
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US debt/fiscal position, initial thoughts on Basel 3 gold NSFR carve-outs for LBMA

13 Jul 2021
15m
Page 5

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