In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns.

Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar thro

Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He talks what the Trump administration is attempting to do, gold, bitcoin, devaluation of the dollar, China, centralization, how people should best prepare, and much mo

Today, I’m sitting down with Luke Gromen, the founder and president of Forest for the Trees (FFTT), an outstanding newsletter that I make sure to read every week. We’re exploring a fascinating and critical topic: what if the U.S. government actually benefits from a skyrocketing gold price? As the world appears to be on

In episode eight of Shifts Happen, Luke Gromen returns to discuss the current fiscal situation and its implications for rates trading, explaining how his views on the fiscal situation have made him unpopular among rates traders, as his predictions suggest that their industry may become obsolete. We also discuss the pos

In this episode of the Coin Stories podcast with guest Luke Gromen, powered by Bitdeer Technologies Group (NASDAQ: BTDR), we discuss: Massive fiscal deficits keeping sovereign debt bubble afloat Treasury Secretary Janet Yellen's controlled, meticulous weakening of the dollar Bank of Japan increasing interest rates and