Stijn Schmitz welcomes Luke Gromen to the show. Luke Gromen is President and Founder of Forest For The Trees LLC. Luke explores the unprecedented global economic and geopolitical shifts, focusing on massive commodity supply disruptions and transforming monetary systems. He highlights several critical trends: the largest commodity supply flow disruption in history, unprecedented levels of globalization, sovereign debt, and market valuations. He argues that current global tensions, particularly around the Strait of Hormuz, could trigger significant economic challenges.
Recorded on: May 11, 2026
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Timestamps:
00:00:00 – Introduction
00:00:44 – Unprecedented Energy Disruption
00:02:48 – Globalization and Debt Levels
00:05:00 – Equity Valuations Warning
00:07:20 – Market Pricing Liquidity
00:09:01 – Supply Chain Breakdowns
00:10:28 – Disruption Lag Effects
00:12:15 – Oil Policy Miscalculations
00:15:27 – Geopolitical Trade-offs
00:21:50 – Hubris vs Strategy
00:28:33 – China’s Strategic Benefits
00:33:56 – Monetary Order Shift
00:39:52 – Gold’s Reserve Role
00:45:06 – Future Debasement & Gold
00:49:46 – Regional Economic Outlooks
00:56:10 – Commodity Generational Trends
01:00:12 – New section
Guest Links:
X: https://x.com/lukegromen
Website: https://fftt-llc.com/
Luke Gromen began his career in the mid-1990s in Research at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales, Luke was a founding editor of Midwest’s widely-read weekly summary (“Heard in the Midwest”) for the firm’s clients. He aggregated and combined proprietary research from Midwest with inputs from other sources.
In 2006, Luke left FTN Midwest to become a founding partner of Cleveland Research Company. At CRC, Luke continued to work in sales and edit CRC’s flagship weekly research summary piece (“Straight from the Source”) for the firm’s customers.
In 2014, Luke left Cleveland Research to found FFTT, LLC (“Forest for the Trees”), a macro/thematic research firm catering to institutions and individuals that aggregates a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks.
Luke also provides strategic consulting services for corporate executives. He is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University and earned the CFA designation in 2003.
#EnergyDisruption #GlobalSupplyChain #SovereignDebt #EquityValuations #Commodities #FertilizerSupply #FoodShortages #USDollar #GoldReserveAsset #CurrencyWar #TradeSettlement #RareEarthMetals
Credit to : Palisades Gold Radio