Episode Description
"Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait."
Luke Gromen is a macroeconomic analyst, investor and founder of FFTT.
In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets, Bitcoin and the future of the dollar system.
We also get into why Bitcoin held up better than expected during the conflict, why Luke still thinks risk assets face serious danger ahead, and how AI could trigger a major credit event faster than almost anyone expects.
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