The Jay Martin Show, Released on 5/7/23
Founder and President of Forest For the Trees Luke Gromen has a theory on the reason behind the U.S. government's seizure of Russian FX reserves, and it's quite different from what has been portrayed in the media. Luke also discusses the threats facing the U.S. dollar as the world's reserve currency, his outlook on Bitcoin, and his current portfolio allocation.
00:00 Introduction01:17 Confiscation of Russian Assets09:05 Reasons Behind Seizure of USD Reserves13:21 What Happens Next?25:05 USD as Reserve Asset and Trade Asset33:26 Nuclear-Backed Oil Exporter36:47 Russian Gold Accumulation41:01 Luke's Portfolio Allocation43:31 Outlook on Bitcoin47:52 Forest For the Trees
Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.
The Reason the US Government Seized Russian Assets is Not What You Think: Luke Gromen added by Herman James on 05/06/2023View all posts by Herman James ?+'