
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


What is the bond market telling us?, USD “Milkshake”, gold NSFR changes, BTC thought

Why I sold a good chunk of BTC two weeks ago; where we are in the cycle; Basel 3 gold rule changes

Yield Curve Control, Hyperinflation, Gold & Silver, BTC futures

Inflation – transitory or not & what to watch for to know; Potential BTC bans, & Yield Curve Control

Biggest investment theme for next 10 years, Financial repression, Gold v. BTC

Basel 3 gold NSFR update, inflation & US bank lending, YCC, & Turkish Lira

Fiscal stimulus thoughts, YCC, SLR extension, BTC, gold, & commodities
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