Luke Gromen: “The U.S. Can’t Afford Positive Real Rates” — Gold, Bitcoin & the End of the Bond Market

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Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino

Haynow Media

180 episodes

1 week ago

Join market veterans Jim Iuorio and Bob Iaccino as they interview top-tier guests and draw on their combined 60+ years of experience in financial markets. Dive into compelling discussions on commodities, cryptocurrency, forex, futures, stocks, politics, and pop culture. They bypass the noise from traditional media and break down complex macroeconomics, price action, and policy impacts on markets and the economy, all in plain English. Jim and Bob make sense of what matters to you because it matters to them.

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Luke Gromen: “The U.S. Can’t Afford Positive Real Rates” — Gold, Bitcoin & the End of the Bond Market

Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino

53 minutes 56 seconds

1 week ago

Luke Gromen: “The U.S. Can’t Afford Positive Real Rates” — Gold, Bitcoin & the End of the Bond Market

When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it’s going to get real. From China’s dominance in rare earths to the Fed’s quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.

In this episode,

- Is America “screwed”?

- Why the bond market’s days are numbered

- How decades of offshoring reshaped the middle class

- The silent war between Treasury policy and real assets

- Bitcoin vs. Gold: Which wins in the next liquidity cycle?

This is one of the most insightful macro conversations you’ll hear this year — equal parts sobering and sharp.

Timestamps:

00:00 Introduction and Context of the China Trade Deal

01:52 The Impact of China on the U.S. Economy

04:37 Quantitative Easing and Its Implications

07:27 Bitcoin vs. Gold: A Comparative Analysis

11:18 The Future of Gold and Bitcoin in Investment Portfolios

14:23 Political Implications for Bitcoin and Gold

18:15 Risks and Challenges Facing Bitcoin

26:10 Crypto Community and Political Influence

27:27 Tech Stocks and China Ownership

28:05 US-China Trade Relations and Tech Stocks

31:42 Gold and Bitcoin as Safe Havens

34:11 AI and the Tech Bubble

40:57 Future of the Federal Reserve

43:30 Impact of AI on Employment and Economy

Follow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/