Jul 30
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. DLocal is trading at attractive multiples while growing payment vo ... Show More
1h 22m
Jul 26
RWH070: Hunting For Hidden Treasures w/ Christopher Begg
In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham ... Show More
2h 1m
Jul 23
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
In today’s episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More
1h 15m
Nov 2023
194. The Debt Bubble with Luke Gromen
<p>Join Luke Gromen and Saifedean in a conversation unpacking the theory of dedollarization. They delve into the implications of negative real rates, the gold market, the impact of oil on the global economy, and potential future actions by the Federal Reserve.<br/><br/><b>Referen ... Show More
1h 53m
May 2024
Global Macro Update: Bitcoin Bounces 10%, Economy Falters
<p>In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the ... Show More
31m 36s
Jun 2022
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. <a href='https://bit.ly/39l40sH'>https://bit.ly/39l40sH</a></p>
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<p>Downl ... Show More
1h 27m
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m
Jul 29
2024 FULL IG LIVE - DATASETS
Luke Belmar just revealed his 2024 preparation on the latest ig live. He recapped the crazy week, dove into 2024 prep, and noticed a big shift to attention - where eyes are, money flows. He dropped history bombs from Black Rock to Julius Caesar and highlighted upcoming events lik ... Show More
1h 37m
In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue also touches on the Fed's control illusion, CEO stock sales, Bitcoin's fiscal rol ... Show More
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. <a href='https://bit.ly/3TW9f65'>https://bit.ly/3TW9f65</a></p>
<p class="p1">⚫ Follow L ... Show More
