logo
episode-header-image
May 2021
1h 20m

Will the U.S. Leave the Value of the Dol...

Real Vision Podcast Network
About this episode

Real Vision Live Replay: Luke Gromen, founder and president of FFTT, joins Real Vision managing editor Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left to market forces. Gromen argues that, if left to market forces, the sheer size of the U.S. Government deficit would crowd out global dollar markets, sending the dollar skyrocketing with devastating consequences for global markets. Paired with recent rhetoric from Janet Yellen about not seeking a weak dollar has shaken Gromen's conviction in near-term dollar weakness and the subsequent knock-on effects. Gromen and Harrison will also discuss Gromen's views on the Treasury market and why he thinks rates will be allowed to rise until something cracks.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Up next
Today
Trump’s Tariff Threats, Nvidia Hits $4T, and Bitcoin’s Breakout: PALvatar Market Recap, July 10 2025
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers Trump’ ... Show More
5m 9s
Yesterday
Trading the Markets: July 09, 2025 | Kris Bullock and Bijan Maleki
🔥 *Get Raoul Pal's FREE Report to Unf*ck Your Future* https://rvtv.io/3YOZZUe It's time to talk Trade Ideas... Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trades from the Real Vision community before taking questions from the audience. Tune ... Show More
37m 58s
Yesterday
Trump’s Copper Tariffs, China’s Inflation Surprise, and Bitcoin’s Summer Lull: PALvatar Market Recap, July 09 2025
🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down T ... Show More
5m 17s
Recommended Episodes
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
Sep 2022
The Pros and Cons of a Strong U.S. Dollar
The U.S. dollar is dramatically increasing in value. WSJ’s Julia-Ambra Verlaine unpacks what this means for the U.S. and other countries. Further Reading: - A Strong Dollar Is Front and Center for Wall Street  - Dollar Strength Lifts Americans’ Relative Spending Power  - Strong U ... Show More
18m 18s
Mar 2023
Jeremy Grantham's Market Meat-Grinder
Jeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined ... Show More
47m 17s
Jun 2023
Wall Street, tour d’horizon du marché directeur mondial | Top Ganne | Swissquote
Tour d’horizon marché actions, secteurs, obligations et dollar US 00:00 Vers une pause de la FED le 14 juin prochain 04:15 Wall Street, le marché directeur mondial ou occidental ? 10:42 Large/mega caps US : diagnostic technique de A à Z et point valorisation 21:59 Secteurs du mar ... Show More
42m 20s
Oct 2022
Mike Wilson: The Problem with the U.S. Dollar
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate. ----- Transcript ----- Welcome to Thoughts on the market. I'm Mi ... Show More
4m 22s
Jul 2023
MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?
Co-founder Piers Curran returns to the Friday show to discuss: US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets! UK mortgage crisis - Should you be worried?, how far ... Show More
51m 44s
May 2023
Inflation Is Falling. So Why Aren’t Food Prices?
A.M. Edition for May 26. The global food crisis is worsening, as a double-digit surge in food costs across Europe hits household incomes. WSJ reporters Paul Hannon and Jaewon Kang explain why prices are soaring and what governments are doing to tackle the issue. Plus, the White H ... Show More
19m 23s
Aug 2023
Markets upbeat ahead of economic data releases
Global equities advance as investors continue to ponder central bankers’ comments at the Jackson Hole economic symposium last week and ahead of a series of key data releases later this week. Shop price inflation in the UK fell sharply to 6.9% in August reflecting hopes that this ... Show More
15m 58s