BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:22 - What is happening between the United States and China with chip manufacturing?</li><li>04:55 - Is the FED being weaponized against Russia and China?</li><li>23:11 - What should people expect in the energy sector moving forward?</li><li>29:54 - Zoltan Pozsar's quote about commodity-backed money.</li><li>31:36 - Who's actually buying UST right now?</li><li>35:18 - What triggers the next big FED Pivot?</li><li>47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.</li><li>48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.</li><li>01:03:34 - What's currently happening the Japanese treasury market?</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Luke's <a href="https://www.amazon.com/Luke-Gromen/e/B07MXNYH2X%3Fref=dbs_a_mng_rwt_scns_share?&amp;linkCode=ll2&amp;tag=tipnetwork-20&amp;linkId=8625bfc040aea1195d2265e95a16a0c5&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Books</strong></a>.</li><li>Luke's<strong> </strong><a href="https://fftt-treerings.com/" rel="noopener noreferrer" target="_blank"><strong>Newsletter</strong></a>.</li><li>Twitter<strong> </strong>thread on<strong> </strong><a href="https://twitter.com/jordanschnyc/status/1580889341265469440" rel="noopener noreferrer" target="_blank"><strong>China-US Chip manufacturing</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/bitcoin-fundamentals/russia-ukraine-war-global-macro-impacts-luke-gromen/" rel="noopener noreferrer" target="_blank"><strong>Russia Ukraine War &amp; Global Macro Impacts w/ Luke Gromen - BTC067</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/bitcoin-fundamentals/luke-gromen-on-china-evergrande-macro-bitcoin/" rel="noopener noreferrer" target="_blank"><