On today's show, we talk about the impact on financial markets in the US and China with Macro expert, Luke Gromen.

IN THIS EPISODE YOU’LL LEARN:

Why we’re not in a typical credit cycle.

The bull and bear case for commodities.

Why the bond market should have higher yields than it has today.

Which big tech stock to invest in and why.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book.

Luke Gromen’s website, The Forrest for the Trees.

NEW TO THE SHOW?

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Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

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Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

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SPONSORS

Support our free podcast by supporting our sponsors:

River

Toyota

TurboTax

Fidelity

Monarch Money

Meyka

Simon & Schuster

CI Financial

Vacasa

Long Angle

Fundrise

iFlex Stretch Studios

American Express

Shopify

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