Always Be Building

#129: Forest For The Trees


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This episode’s guest is Luke Gromen. Luke is the founder of FFTT (Forest For The Trees) a research firm that aggregates a wide variety of macroeconomic, thematic, and sector trends to identify investable, developing economic bottlenecks for its customers. 

Luke has been an active voice lately warning about the potential looming sovereign credit crisis and the implications it will have for the global macroeconomic environment.

This episode we hear Luke’s take on the current state of the macro. We talk about the Fed raising rates and the impact it will have on the economy and the sovereign credit market. We discuss energy’s role in global events and how Europe has backed itself into a corner by taking Russian energy supply. Lastly, we discuss the impact these trends will have on currencies, real estate, and the energy markets.

Hope you enjoy the show! 
 
Talk.Energy Podcast: https://talk.energy/ 

Twitter: https://twitter.com/max_gagliardi 

Twitter: https://twitter.com/talkenergypod

LinkedIn: https://www.linkedin.com/company/talkenergy 

YouTube: https://www.youtube.com/c/TalkEnergyPodcast

Blockware Solutions' Twitter: https://twitter.com/BlockwareTeam 

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Always Be BuildingBy Max Gagliardi

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