BTC045: China, Evergrande, Macro, & Bitcoin w/ Luke Gromen
IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:27 – Has The Global Economy Ran Out Of Steam?
0:07:30 – What’s The Real Story With Inflation And What’s Causing It?
0:20:09 – What Is Luke’s Opinion On China’s Evergrande?
0:26:25 – China’s Common Prosperity
0:29:46 – The Debt Ceiling Getting Raised
0:47:15 – Bitcoin as Global Settlement Layer
0:50:31 – When Does The Debt Go From Depressive To Manic?
1:00:06 – Gary Gensler On Digital Assets
1:04:35 – Luke’s Favorite Macro Investment Thesis
? BOOKS MENTIONED:
– The Mr. X Interviews: Volume 1: World Views from a Fictional US Sovereign Creditor by Luke Gromen – https://amzn.to/2Wkp7EU
– The Mr. X Interviews Volume 2: World Views from a Fictional US Sovereign Creditor – https://amzn.to/3EXZnzI
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