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Luke Gromen: Markets Diverge from Reality, BRICS Hold the Leverage (and Gold), and Why Bitcoin Lags
Season 4 · Episode 421

Luke Gromen: Markets Diverge from Reality, BRICS Hold the Leverage (and Gold), and Why Bitcoin Lags

Coin Stories with Natalie Brunell

September 16, 20251h 11m

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Show Notes

Macro analyst Luke Gromen (FFTT) returns to Coin Stories with Natalie Brunell to explain why markets keep rising while Main Street struggles and why the "rules-based global order" is already over. We dig into:

  • Whether the Fed will cut rates and the market reaction
  • BRICS and the push toward gold settlement
  • Is U.S. strategy to use stablecoins/Bitcoin to pay U.S. debt?
  • Rare-earth mineral chokepoints and China's leverage
  • Fourth turning and political assassinations
  • What it all means for Bitcoin, gold, bonds, and stocks

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