Posted by skwan1940 on 13th of Oct 2023 at 10:57 am
I searched the BPT website for Luke Gromen and I don't see his
name mentioned before. I have been following Luke Gromen for
years (very savvy guy) and I can say that his ideas on dollar
hegemony, US deficits, etc. have long pre dated those of
Druckenmiller, Zoltan, Tudor Jones, etc. (the people we have
recently seen in the media now making these ideas more popular).
He recently did a RealVision interview (link pasted
here) in which he talked about the Net International Investment
Position of the USA and how it specifically affects the USA dollar
in a way that it has not historically (compared to other fiat
currencies) and how the "cleanest dirty shirt" argument NO longer
works when looking at the dollar compared to other fiat currencies.
It is at
0:56:28 of the
interview.
I searched the BPT website
This one is important, the USD against all other currencies ...
Posted by skwan1940 on 13th of Oct 2023 at 10:57 am
I searched the BPT website for Luke Gromen and I don't see his name mentioned before. I have been following Luke Gromen for years (very savvy guy) and I can say that his ideas on dollar hegemony, US deficits, etc. have long pre dated those of Druckenmiller, Zoltan, Tudor Jones, etc. (the people we have recently seen in the media now making these ideas more popular). He recently did a RealVision interview (link pasted here) in which he talked about the Net International Investment Position of the USA and how it specifically affects the USA dollar in a way that it has not historically (compared to other fiat currencies) and how the "cleanest dirty shirt" argument NO longer works when looking at the dollar compared to other fiat currencies. It is at 0:56:28 of the interview.
thx, bet to post again
Posted by matt on 13th of Oct 2023 at 11:02 am
thx, bet to post again after the market closes as this will get buried by end of day and folks coming won't see it, good for folks to watch on weekend