Luke Gromen is a good friend and a master at joining seemingly obscure dots into a narrative that helps explain the bigger macro picture.

Over the years his work has helped me piece together complex strategic and geopolitical narratives that have helped inform my views on precious metals, oil, currencies and capital flows.

In this conversation, we discuss the book 1931: debt, crisis and the rise of Hitler and try to better understand historical parallels that echo loudly in the present.

The seemingly inevitable path to yield curve control, the similarities and differences between Japan and the West and the likely consequences of unfettered stimulus all come under the microscope in what I found to be another truly eye-opening discussion - one that showcases Luke at his brilliant best.