BTC045: China, Evergrande, Macro, & Bitcoin w/ Luke Gromen

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Preston Pysh and Luke Gromen discuss all major macro economic themes happening in the world right now. At the end of the conversation they talk about Bitcoin.

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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