BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast) Image

BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

29 May - 59 mins
Podcast Series We Study Billionaires - The Investor’s Podcast Network

In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:03 - The current Fed/Treasury cap on USD and UST yields.

06:03 - The implications of a $1.8 trillion housing stimulus.

13:38 - Potential changes in how housing inflation...

59 mins

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