Luke Gromen: Why you Should Prepare for a MASSIVE Economic Shift

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  • Опубликовано: 4 ноя 2024

Комментарии • 665

  • @Bankless
    @Bankless  4 месяца назад +37

    Want early access, bonus episodes and a fully ad-free experience? Sign up to become a Bankless Citizen: bankless.cc/GoAdFree

    • @issenvan1050
      @issenvan1050 4 месяца назад +5

      Thought he “canceled” recession.

    • @steve5976
      @steve5976 4 месяца назад +1

      I’m familiar with Luke . Your host is very good . Great questions and professionally done . I’ll be checking out the rest of your videos . I subscribed too

    • @JamesHuang-sp3ek
      @JamesHuang-sp3ek 4 месяца назад +5

      Can y’all share your portfolio going into the month of June related to Crypto/ Forex investment. I’d love to trade mine with an expert.

    • @JoahnyBeatriceGarcia
      @JoahnyBeatriceGarcia 4 месяца назад +2

      I have never seen a trader as open and transparent as Coach Hilder is with her clients. The way she decides to make a profit for her clients. she allows you to express your fears and she still rests your fears and that is my respect. I don't normally comment on videos, but this word should be included. she is really cool.

    • @AndersonP001
      @AndersonP001 4 месяца назад +1

      I just looked up her name online. she is licensed with credible certificates and has an amazing track record.

  • @darnellcapriccioso
    @darnellcapriccioso 4 месяца назад +1326

    "Shrink-flation' is the least of our worries compared to rising rents and stagnant wages, but it is an undeniable indicator of how bad our inflation has gotten. I have $100k that i like to invest in a non-retirement account, any advice on that?

    • @Aaronduckstein49
      @Aaronduckstein49 4 месяца назад +4

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @tatianastarcic
      @tatianastarcic 4 месяца назад +3

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @ChadRoberts-x6i
      @ChadRoberts-x6i 4 месяца назад +3

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @tatianastarcic
      @tatianastarcic 4 месяца назад +3

      Annette Marie Holt is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @EmilyMoore-n7n
      @EmilyMoore-n7n 4 месяца назад +3

      Wow, her track record looks really good from what I found online.i just messaged her, let's see how it goes. Thanks for the info

  • @investorbettor505
    @investorbettor505 4 месяца назад +27

    Luke Gromen is one of the more well spoken advocates of hard money on the planet. A great voice for the industry!

  • @kathrynj.hernandez8425
    @kathrynj.hernandez8425 4 месяца назад +22

    The education many of us needed. Luke is a phenom communicator. Thanks, Bankless for hitting the 🎯again!

  • @Dantursi1
    @Dantursi1 4 месяца назад +334

    In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

    • @derrickholfman2
      @derrickholfman2 4 месяца назад +5

      If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.

    • @Aarrenrhonda3
      @Aarrenrhonda3 4 месяца назад +4

      you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

    • @Quasoncaviness2
      @Quasoncaviness2 4 месяца назад +4

      This is huge! think you can point me towards the direction of your advisor? been looking at advisory management myself.. seeking ways to invest and make more money with the uncertainty in the economy.

    • @Aarrenrhonda3
      @Aarrenrhonda3 4 месяца назад +4

      Annette Christine Conte is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @Quasoncaviness2
      @Quasoncaviness2 4 месяца назад +3

      Thank you for sharing, I must say, Amber appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.

  • @bukki07
    @bukki07 4 месяца назад +539

    Most Americans find it hard to retire comfortably amid economy crisis. Some have close to nothing going into retirement, my question is, do I pay off mortgage as a near-retiree, or spread my money in stocks for cashflow? I'd love to afford my lifestyle after retirement.

    • @arlenehill4ril
      @arlenehill4ril 4 месяца назад +6

      True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $550k to roughly $1m as of today.

    • @okaydamian
      @okaydamian 4 месяца назад +2

      ​@@arlenehill4ril bravo! would you mind if I look up your advisor please? only invest in my 401k through my employer as of now, but enthused about investing for my eventual retiremnt

    • @arlenehill4ril
      @arlenehill4ril 4 месяца назад +4

      Karen Lynne Chess is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @okaydamian
      @okaydamian 4 месяца назад +3

      your response suggests a person of benevolence, just inputted her full name on my browser and immediately came across her consulting page, top-notch qualifications... very much appreciate this

    • @tedchan3833
      @tedchan3833 4 месяца назад +1

      Once u have paid off your mortgage..
      Will u have homeowners tax or health insurance to pay as a retiree?
      I did wonder about my retirement myself
      ..
      The mortgage will stop haunting u for payment deadlines...
      And u can work for income to pay for small bills after retirement...
      Those are my thoughts

  • @andbeyondd
    @andbeyondd 4 месяца назад +338

    Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. Should i hold on or sell off my positions and hold cash?.

    • @SaintYvess
      @SaintYvess 4 месяца назад +3

      In fact, markets have incorrectly priced in such a pivot six times over the last two years, according to Deutsche Bank, which sounded cautious about this seventh time. Still showing us why pointers from market experts are essential.

    • @hullbruce
      @hullbruce 4 месяца назад +1

      Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1M in returns on investments.

    • @SlParkerlee
      @SlParkerlee 4 месяца назад +1

      That's incredible! What did you invest in? I'm really interested in this, because I'm in a similar position at the moment. more info needed please

    • @hullbruce
      @hullbruce 4 месяца назад +1

      ’Melissa Jean Taligdan’ is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @SlParkerlee
      @SlParkerlee 4 месяца назад +1

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call

  • @danielthompson3882
    @danielthompson3882 4 месяца назад +33

    this is one of Luke G ‘s best interviews … trust me I have watched them all 🙏

    • @leroyjones6170
      @leroyjones6170 4 месяца назад +3

      I agree

    • @msmith155
      @msmith155 4 месяца назад +6

      I'd like to get around to watching them all someday 😅
      Even in his older interviews his points still generally stand. Luke is the GOAT.

  • @ymsg1577
    @ymsg1577 4 месяца назад +17

    15 minutes in and he already dropped tons of knowledge if your really paying attention. Thank yal!!

  • @mickygarcia4251
    @mickygarcia4251 4 месяца назад +11

    Luke Gromen has by far the best understanding of the energy-ratio problem. Wild investment into energy extraction did not create more oil. It pulled the same amount of oil out of the ground at an increasing rate, but the declining wells are losing production faster than we can increase it, leading to a plateau and a sharp drop in output. The world is becoming aware of it, so they're choosing to trade a commodity for a commodity, and we're so far over our skis as to be comical. The EROEI (Energy Return on Energy Investment) of oil is falling. We need negative real rates to solve our debt issue, but it won't solve it, because it sets up the next cycle... with increasing costs. People go to gold when they're worried... and the world is crapping its pants right now.

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      Now?? It's 50 years of war everywhere!!! And that is why craptos and shitcoin can't survive..

  • @mickygarcia4251
    @mickygarcia4251 4 месяца назад +26

    The reason why it's oil is because the energy density of oil is unmatched by any other energy source. How much wood would you need to burn in order to match the energy contained in a barrel of oil? It's equivalent to 3 years of human manual labor. The energy density comes from millions of years of stored sunlight. It's created at a very specific depth in the earth, because when it's over-cooked, you get natural gas. When it's under cooked, you get sludge, and the main source of oil comes from fields that we've been pumping for over 80 years.

    • @5kribbles
      @5kribbles 4 месяца назад +2

      Isn't it at a specific depth because there was only a finite period in Earths history when dead plant matter was being deposited in the ground but the bacteria which breaks it down to the soil we have today hadn't evolved yet.

    • @nobodynever7884
      @nobodynever7884 4 месяца назад +2

      ahem, coal and U235 would like a word with you.

    • @mickygarcia4251
      @mickygarcia4251 4 месяца назад +1

      @@5kribbles The rotation of the earths crust breaks open pockets which escape into the atmosphere. Dead ocean organisms at the surface get pulled under to the correct depth, but if the caprock is broken, the formed gas will have been long gone. Look at a map. All the oil bearing regions are deserts. The cold regions have tar sands or the like. Newer regions bogs produce coal. It all gets churned over time, but the point is that, although we'll have oil forever because of geology, it won't always be near the hot spots, that cook it at the right temperature. See 'Twilight in the Desert' by Matt Simmons. He was a banker for the oil companies.

    • @mickygarcia4251
      @mickygarcia4251 4 месяца назад +3

      @@nobodynever7884 And the word would be "Scale". How fast could we reproduce the world's economy at the current level with U235? How much investment would it take to rebuild the entire energy infrastructure, train technicians, put engineers to work to arrive at where we are now with oil. Decades? I mean, you can't just pull Uranium out of the ground and get it producing energy without a shit ton of investment. The oil infrastructure is here. It's costs have been amortized; but either we continue with that infrastructure, then we can't go electric because of the resource problem. 8lbs of silver in every electric car. The Chinese can outcompete us because of their battery technology. They won the electric car race, which means that if we wish to utilize U235, then we'd need so much investment, that the costs would eradicate U235s energy return in say 20 years just to power the car fleet we had in the 1970s. Oil is here. The investment is too large for any net gain for decades, and considering our debt, who'd lend it to us? Interest rates would have to be astronomical, and you'd need tons of oil to even pull it off.

    • @tracywatt9069
      @tracywatt9069 4 месяца назад

      Mass has much higher energy density than oil and gas. Nuclear fission power plants are the bridge to fusion energy.

  • @Curbalnk
    @Curbalnk 4 месяца назад +257

    From paying for day care and college, to managing mortgage payments. I'm approaching retirement yet inflation is getting worse. How can I generate more income to retire with at least $3m for long term care? I have about 750k in savings.

    • @greekbarrios
      @greekbarrios 4 месяца назад +1

      We share common goal, making sure you are ready for your later years is very important. I'd suggest you consider financial advisory.

    • @blaquopaque
      @blaquopaque 4 месяца назад

      @@greekbarriosYou're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 30% in the last quarter.

    • @kansasmile
      @kansasmile 4 месяца назад

      @blaquopaque I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @blaquopaque
      @blaquopaque 4 месяца назад +2

      I've experimented with a few over the past years, but I've stuck with the popularly ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @kansasmile
      @kansasmile 4 месяца назад

      Thank you for the lead, searched Jennifer by her full name and at once spotted her consulting page, she seems highly professional having over 12 years of experience. amazing!

  • @soothingrelaxationandmedit68
    @soothingrelaxationandmedit68 4 месяца назад +39

    Good point.. the market has been crazy lately, a few surprises here and there.. with all the global happenings taking place I think it’s safe to say that a severe global recession is looming..

    • @soothingrelaxationandmedit68
      @soothingrelaxationandmedit68 4 месяца назад

      And let's not forget how the global economy plays into all of this. Economic instability, inflation, and market fluctuations can further complicate matters and add to people's financial worries.

    • @benjamineprg4249
      @benjamineprg4249 4 месяца назад

      the problem is that most don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could hope to earn a high in these challenging conditions.

    • @benjamineprg4249
      @benjamineprg4249 4 месяца назад +1

      No doubt, making smart plans and setting up diversified investment portfolios is quite essential.

    • @Sanchyfab
      @Sanchyfab 4 месяца назад

      the strategies for diversification into other commodities are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skills and knowledge

    • @Sanchyfab
      @Sanchyfab 4 месяца назад

      It's crucial for individuals to diversify their portfolios, seek professional financial advice, and stay informed about market trends to navigate these challenges effectively.

  • @PatrickLloyd-
    @PatrickLloyd- 4 месяца назад +118

    You cannot cut your way out of recession you've got to invest your way out of recession and economic downturn, the Conservative party are in the dark ages on policy they've got to think again. My primary concern is how to maximize my savings/retirement fund of about £170k which has been sitting duck since forever with zero to no gains.

    • @PhilipDunk
      @PhilipDunk 4 месяца назад

      A strategy to protect against inflation is through the U.S stock market, especially the S&P500 & various ETFs. Investors must know where to put their money and how to distribute it in order to protect it against inflation while still making a profit, especially during a recession.

    • @Nernst96
      @Nernst96 4 месяца назад

      The truth is that people are finally waking up to the fact that our systems are breaking down in thousands of different ways all around us. Personally, the financial market seems like the only way to go with my long-term horizon (accumulated about £557,000 in earnings since May 2021), but if you don't have that time luck, it's a tough market out there down almost nowhere feels safe!

    • @JefferyDuns
      @JefferyDuns 4 месяца назад

      I've known I've wanted to start investing for a few months but just haven't been brave enough to start due to the market so far since mid last year. I have 60k i want to transfer into an s&s isa but its hard to bite the bullet and do it. £557k is a huge milestone , Please whats your strategy ? i will love to have an insight.

    • @Nernst96
      @Nernst96 4 месяца назад

      I'm being aided by an advisor, i don’t have any special strategy. Amber Dawn Brummit is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @JefferyDuns
      @JefferyDuns 4 месяца назад

      She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.

  • @justmyopinion9883
    @justmyopinion9883 4 дня назад

    Thank you for sharing this educational video. I could listen to Luke Gromen for hours. He explains complex economic issues so that anyone can understand them.

  • @Stray_side
    @Stray_side 4 месяца назад +2

    I remember listening to Luke a few years ago and his emphasis on the backbone to everything being energy helped me massively in simplifying what moves I should make. His 25% /25% /25% /25% portfolio outline was also another huge takeaway.
    Only 30 seconds in, greatly looking forward to what is spoken in this one. Luke is the man.

  • @benitabussell5053
    @benitabussell5053 4 месяца назад +91

    The current economy is unnecessarily tougher, I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @A_francis
      @A_francis 4 месяца назад +5

      Just buy and invest in Gold or other reliable stock , the government has failed us and we cant keep living like this.

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 4 месяца назад +2

      Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.

    • @benitabussell5053
      @benitabussell5053 4 месяца назад +2

      Please can you leave the info of your investment advisor here? I'm in dire need for one.

    • @RickWatson-xu6gw
      @RickWatson-xu6gw 4 месяца назад +3

      *Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @HoodRichCaptal21
      @HoodRichCaptal21 4 месяца назад +2

      just buy btc

  • @mickygarcia4251
    @mickygarcia4251 4 месяца назад +12

    It gets more expensive because the first pick of apples in a grove comes off the ground. The next round comes off the low branches. The round after that requires ladders, and the top apples require a lift. Oil under pressure comes spewing from the ground, but as the level falls, you have to pump energy into the field in order to draw it out. Soon, you're drawing oil from thousands of feet down and, finally, you build oil platforms on the ocean and it catches on fire and burns in the middle of the Gulf of Mexico. At each stage of the extraction, it takes more and more energy to draw what was formerly cheap. In economics, we call this diminishing marginal returns.

    • @davisutton1
      @davisutton1 4 месяца назад +2

      So, you've never picked apples it would seem. Earlier picks are color picks and the best color is around the outer edges of the tree, and at the top. Do that pick correctly and the remaining fruit colors up better, making the second and third picks more prolific.

    • @KoDeMondo
      @KoDeMondo 4 месяца назад +1

      Or shrinking ROI.. It cost energy to get energy. And soon the energy to spend to get energy out of the ground will be not worth it...

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      Same for mining this concept works well

    • @stolenjunk
      @stolenjunk 4 месяца назад +1

      So, the dollar is backed with human labor.

  • @privateuploads-geo2625
    @privateuploads-geo2625 4 месяца назад +6

    David Webb calls it "Security Entitlement"' or "securitization Entitlement", where, as I understand it, legally the UCC in all 50 states has gradually been changed over time so that most financial assets or financed assets are legally owned or titled to a secured creditor you may not know of, whereas you, the alleged purchaser of the asset, stock, or security, only have the right to use the asset in question. If a financial crises ensues, the legal owner can take physical possession of your stock or other financial asset to stay whole.

  • @mc-kz8zn
    @mc-kz8zn 4 месяца назад +4

    You need to have David Rogers Webb on your pod. It's SHOCKING... the story he has to tell. Brings new meaning to the "You will (err...already) own nothing and be happy" campaign.

  • @gavazzfromoz
    @gavazzfromoz 4 месяца назад +45

    Once you have pushed your car in the gas lines of the 70’s you understand money and energy lol.

    • @junkscience6397
      @junkscience6397 4 месяца назад +3

      Most people alive on earth today weren't even alive in the 1970s...FYI.

    • @divertiti
      @divertiti 4 месяца назад

      That's why it's incredibly dumb to build an entire country on cars instead of having good public transit and density like actually civilized countries

    • @qtrhors1
      @qtrhors1 4 месяца назад +1

      So most people alive today were born after 1980? lol

    • @tuckerbugeater
      @tuckerbugeater 4 месяца назад +2

      @@junkscience6397 People in their own time can't objectively evaluate themselves.

    • @GigiEmbrechts
      @GigiEmbrechts 4 месяца назад

      You may not have been alive in the 70’s but you should listen because you’re about to experience all of this in just a few years. Not sure people today because not many have experienced real trouble will be able or equipt to handle it, you hold more debt than any other generations, you don’t know how to cut back. The snake will soon bit you because you refuse to look behind.

  • @Taxlawyertv
    @Taxlawyertv 3 месяца назад +1

    This guy was super clear in his explanations. Better than any economics class.

  • @doctoruttley
    @doctoruttley 4 месяца назад

    Just subbed. I like how you guys actually listen to your guest and not just push talking points. The conversation flows naturally. Looking forward to seeing you guys grow! 👌🏻😎👌🏻

  • @whitewing9963
    @whitewing9963 3 месяца назад +1

    Simply brilliant and coherent analysis from an extremely knowledgeable guest!

  • @sethbracken
    @sethbracken 4 месяца назад

    Big props to you guys for brining up charts and Twitter feeds etc up *so fast* when a guest references them. Nobody does that at even a D- level which makes you guys shine so much more.

  • @charlesdidonato5478
    @charlesdidonato5478 4 месяца назад +6

    Luke and Lynn Alden are the only real analysts I trust. 👍

  • @scottdorsey8220
    @scottdorsey8220 4 месяца назад +3

    Based on the Great Taking, why bother with equities or any 'asset' if they are already taken? Seems to make sense to stock up on consumables you'll need to weather the BIG storm that's coming our way.

    • @Tracey66
      @Tracey66 Месяц назад

      Vast quantities of MREs. 😊

  • @rasmusdahl1859
    @rasmusdahl1859 4 месяца назад +2

    Really good interview. Luke is a very interesting mind, and you guys get the best out of him. No one can predict the future. But watching this interview and taking its message seriously, is a good first step for anyone.

  • @stan3028
    @stan3028 4 месяца назад +4

    well I'm an automation/robotic engineer and you need a lot of natural resources, industrial knowledge to produce and maintain robots.. in most cases robots are great only for simple and repetitive tasks and only in economies where the labor cost is very high..

  • @MikeStillUK
    @MikeStillUK 4 месяца назад

    Incredible interview. Great questions, and Luke was fantastic as always.

  • @nexusfg
    @nexusfg 4 месяца назад +4

    This is all assuming the robots, the energy and material availability to build them, run them, and operate them, is cheaper and more efficient than humans. We have had a lot of automation in the last 20 years, but cost of living has gone up 3 to 5 times in that time frame. If things have become more efficient, why are prices so high? Because the profits and means of production have been centralized in the hands of a few corporations and governments. Unless productivity is decentralized, unless the people people learn how to be self productive (both in making goods and services and having children, reproductive), unless the ability to produce goods and services returns to the masses of people, the wealth (the product of efficiency) will continue to go into the hands of the few.

  • @WhackedValor
    @WhackedValor 4 месяца назад +1

    Great discussion with Luke. My first time here and I’m now a subscriber. Glad I found you guys.

  • @xrpchick8150
    @xrpchick8150 4 месяца назад +2

    One of the BEST conversations I’ve listened too. Learned so much! TY

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      Yep I learn that CRAPTO are crappy

  • @ofs4654
    @ofs4654 4 месяца назад

    Bankless, this is a superior interview. How? It is the pacing, clarity, intelligence and even the optimistic swing at the end that works for me. Im running fir the subscribe button.

  • @investorbettor505
    @investorbettor505 4 месяца назад +4

    FYI the author of the book Luke referenced created a documentary that can be found on RUclips by searching “The Great Taking - Documentary”
    I watched it after watching this episode and it was scary good!

  • @ElainEmail-m7q
    @ElainEmail-m7q 4 месяца назад +4

    June 9 2024 was the ending of the 50-years of PetroDollar agreement of Saudi Arabia and the US. The next few years will be more exciting than any Hollywood movies or any TV reality shows for sure.

  • @confetticow
    @confetticow 4 месяца назад +1

    Bless Luke's heart for having the grace and patience to interact with the Brainless crew

  • @Rogcljon
    @Rogcljon 4 месяца назад +1

    Great interview. Luke presents his ideas and information better and better with each recounting. Every time i hear him speak i learn and understand more and see how and why the world/economies move and integrate now and in the past. Thanks everyone 👍

  • @jasons7297
    @jasons7297 4 месяца назад +2

    I am watching this for the third time, sheesh , this was awesome , no fluff , thank you.

  • @SeekingJUICYalpha
    @SeekingJUICYalpha 4 месяца назад +1

    Best bankless show so far. Luke is a gem!

  • @yogajitsu
    @yogajitsu 4 месяца назад

    Amazing guest! And I really appreciate that you guys let him talk and ask great questions.

  • @dan2304
    @dan2304 4 месяца назад +2

    No, currencies are virtual representations of energy and commodities. Debt is committing energy and commodities from the future at unknown supply or cost. Both fossil fuels and commodities are facing increasing cost of supply as reserves decline. Supply will meet the demand that has the ability to pay. The ability to pay is becoming increasingly challenging.

  • @benschaffer7112
    @benschaffer7112 4 месяца назад

    This was an absolute Masterclass by Luke. Easily one of my favorite experts to listen to. Great interview!

  • @MacroAnarchy
    @MacroAnarchy 4 месяца назад +5

    Luke is the goat 👏

  • @wtf_usa5597
    @wtf_usa5597 4 месяца назад

    This guy us a genius.. Seriously. So glad I found this channel. Keep up the great work!! 🙏

  • @GeraldTighe
    @GeraldTighe 4 месяца назад +11

    Wish you had not cut Luke off when he was talking about the great taking

    • @doug849
      @doug849 4 месяца назад

      Suggest you get a free pdf of it off the internet. It is very illuminating and very important to understand what the elite have been doing over many years to take over your assets

  • @x3haloed
    @x3haloed 4 месяца назад +10

    I don't know if I buy this, but I'm open to it if someone can help me understand.
    I think it's more accurate to say that wages represent productivity over time, rather than simply energy. When an employer pays an employee a wage, they are purchasing a certain level of productivity from the employee for a specific duration of time. Economic output requires raw materials and productivity. Productivity includes energy but also the machines required to apply the energy.
    I agree that productivity is not possible without energy, and as we replace human productivity with machine productivity, the machine cost goes down, leaving energy as the primary factor. Metal and silicon can achieve more productivity at lower TCO than a human body.
    I dunno. Seems to me that the base layer of the economy is productivity, which is an evolving mixture of materials, and energy. You need both. You can't buy a bag of sugar (human energy) or a barrel of oil and expect economic output to just materialize out of thin air. The energy needs to be directed towards some kind of productive output.

    • @bruceaulabaugh
      @bruceaulabaugh 4 месяца назад

      Classical Economics has an equation: productivity = land+labor+capital with a technology multiplier of sorts. Non-labor energy fits in the 'labor' category and non-land materials fit in the 'land' category. You could use any/all of these base layer productivity inputs as comparative denominators instead of the currency of the day. The utility of these comparisons is to measure nominal values in a real, 'currency deflated', manner.

    • @chriswalth
      @chriswalth 4 месяца назад

      Agree with you. There are many countries with ample energy sources without becoming even close to an empire. And on a side note: humans can survive longer than 30 days without food.

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      Well at least on the last 50 productivity had been good only and thanks to debt not to oil... Ours is a debt driven economy

    • @divertiti
      @divertiti 4 месяца назад +1

      But human energy is ultimately just energy. To produce human productivity, you need the energy to grow, process, and distribute food, all the energy to create infrastructure and daily materials like transportation and houses. Everything that facilitates human productivity just comes down to pure energy.

    • @x3haloed
      @x3haloed 4 месяца назад

      @@divertiti You have a good point, but I think it's a little too reductive. It's like saying, "to produce spaghetti, you need water." While that's true, you also need noodles, sauce, and a pot. Similarly, to produce productivity, you need energy, but you also need machines. I'm using the word "machine" to cover biological machines like humans and animals as well.
      So I'm using the word "productivity" to mean "applied energy." To tie this back to my original comment, when an employer pays you a wage, they are renting your body, intelligence, and energy at a certain level of performance at an hourly rate. So while energy is a very important part of the economic base layer, I think it's only half of the equation. The base layer of the economy is applied energy.
      Energy is a consumable good, while the machines used to apply the energy are durable goods. I wonder if this is the crux of difference in our opinions. It sounds to me like you're saying that we have all these machines around, and it's energy that moves them. We need to keep producing and selling energy to animate the machines and make the economy move. Again, while that's true, there are a ton of durable goods that need to be produced to put all that energy to work. They go hand-in-hand. It's not like there's a fixed supply of machines in the world. They just cycle in and out on a longer timeframe than energy does. Through this lens, I think you could roughly break the economy down into short-term and long-term. The short-term economy is driven primarily by consumable energy supply and demand, while the long-term economy is driven more by machine supply and demand. They're still intertwined, however.

  • @ionagibbons9906
    @ionagibbons9906 Месяц назад

    I really learnt a lot about oil dollars and economic history and the position of gold historically and today. So well explained and makes sense of what has happened to the world economically in my life time. I think the comment that low wages and middle income earners have and continue to be the props to create confidence in government to bank bail outs but over time a population that sees more of the curtain pulled back will rethink their relationship to commodity, to work, salary in order to protect their health. It’s clear money for a worker does not buy you enough health. Enough health to work but not enough to live. Aging populations and AI coming online will accelerate the rerooting of thinking about what an individual’s human capital is to themselves. Wealth production in terms of what is healthy life style not based on commodity alone is often a smoke screen or false promise. Particularly when you hear more stories about people getting fatal heart attacks 3 years after retirement. Reevaluating what our relationship to ourselves to our bodies to our human wealth and navigating this in an amongst the tectonic economic plate shifts is a deep exploration of searching for choices and making them knowingly. Maybe we will start to see more examples of how to live to live rather than work to live.

  • @neocitadel
    @neocitadel 4 месяца назад +12

    WHy does energy matter so much?!?! Is that a serious question. - Maybe... because it is EVERYTHING!!!! Money is stored energy. Bitcoin is stored energy. Food. Electrictiy. Oil & Gas. It is all energy. We are energy. Humans are batteries. Energetic units. People are enegy. More people more production, more work done. More growth. IT IS ALL ENERGY

    • @erikkaareson6493
      @erikkaareson6493 4 месяца назад +2

      No that is a misconception.
      Money is like energy in many ways. Not stored anything.
      Money the universal option or universial contract. Energy is the universal commodity or universal work multiplier, not a social contract.
      The money to energy trading pair is sort ofsquare because it is two equallyperfect economic factors traded against eachother.
      If energy was money the global economy would be extremely unstable and jam up pretty fast.
      Also if we all think monetary savings is stored goods we will be disappointed. It is only a universal social contract and isn't worth more in the future than the futures abillity to produce or whe abillity to deliver. A social contract can be created out of nothing if needed and if trust or sympathi is there. The trust in the ledger must exist allready.
      Energy can't be willed in to existence. And energy needs a contract to be able to be lended out. So energy is on the other side of money like work and commodities.
      Energy

    • @WikiTicky
      @WikiTicky 4 месяца назад +2

      Bitcoin stored energy? More like a receipt for spent energy!
      If Bitcoin has to pay for energy, then it's no different than the dollar.

    • @neocitadel
      @neocitadel 4 месяца назад

      When you work... you use energy. And you get given money. Therefore... money is stored energy. It is not hard concept to understand. Money is stored energy. Simple.

    • @neocitadel
      @neocitadel 4 месяца назад

      Some people get a better deal than others and we call this efficiency. But money allows energy to be stored and sent over vast distances. Tell me a use of money that is not related to energy use? You can't. Money is energy.

    • @erikkaareson6493
      @erikkaareson6493 4 месяца назад

      @@neocitadel Good man I value your oppinion and I might be the one that is wrong here. Bu her is the argument for why I think Energy is a perfect universal commodity and a multiplier of work but that money is in some aspects like energy in the way that it is perfect and universal at what it is there to do, but not the same and must be on the other side of the transaction:
      Money is not a perfect store of value. No money can ever be that. It do store value by being trusted and universal as a ledger or unit that every other valuble thing or favour is costantly messured against. It is in nature a true social construct (Unlike gender).
      To retain value society must retain production capacity, retain good function and trust. The mony in it self only have the trading history/price discovery that makes it semi-stable. It makes preforming work and selling and byeing things for other much less costly. That is it's main function. Not to be a perfect super long term store of value. For that we need usefull things and production capacity.
      And globally it is important that the unit of exchangi is not also the most important factor in production. Gold function well for this because. It makes the global economy sort of self regulating. As Adam Smith explain I think. But if energy was used it would soon concentrate in on country and the rest would shut down and it would jam up. It would be inherently unstable by design. So no energy is not, should not and can not be money.
      Energy is the most important factor in the economy on the other side of every transaction. That is the insight. Energy blindness is a real problem. But mixing up money and energy is a mental short circuit.
      I think it commes from the concept of entropy. Because money like energy do follow natural laws much like thermodynamics. But it is in a parralell but separate relm. And not the same thing. Thermodynamics is more universal than we might have thought. But we must not automatically think that two things that share some properties are the same and have the same function.

  • @liammateo287
    @liammateo287 4 месяца назад +26

    This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

    • @Ashermicheal6341
      @Ashermicheal6341 4 месяца назад

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to kiana rachel

    • @Lucas75332
      @Lucas75332 4 месяца назад +1

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading.

    • @liammateo287
      @liammateo287 4 месяца назад

      How can someone know a professional broker when legit once are hard to find this days

    • @Ashermicheal6341
      @Ashermicheal6341 4 месяца назад

      She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @DivineChibueze-od8py
      @DivineChibueze-od8py 4 месяца назад

      I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.

  • @msmith155
    @msmith155 4 месяца назад +1

    Luke is great. He's like the only guy who talks about what he talks about.

  • @wilfhigginson465
    @wilfhigginson465 4 месяца назад +7

    “Does the president know this?” 😂😂 Ya I’m sure when he’s staggering around looking for someone to change his diaper he’s also coming up with genius macro solutions.

    • @lennybriscoe6133
      @lennybriscoe6133 4 месяца назад

      Trump wears the diaper and staggers around verbally inside delusions of treason.

  • @jayjenkins6021
    @jayjenkins6021 4 месяца назад

    Love your channel and appreciate your quality guests.

  • @RobWilliams007
    @RobWilliams007 4 месяца назад

    Luke, you’re always one of my faves but this was an awesome interview. Thank you.

  • @Guest-g2q
    @Guest-g2q 4 месяца назад

    This is a masterclass. Luke is a legend. Great interview.

  • @MajorDrama1
    @MajorDrama1 4 месяца назад

    Great Info delivered via Great interplay team! Really hope you can do a sequel some time 🙂

  • @oneeleven9832
    @oneeleven9832 4 месяца назад +3

    The only thing i disagree with Luke on is the justice & law system..it’s falling apart, corrupt & definitely not the best in the world..ill add the Government is lawless.

    • @kotenoklelu3471
      @kotenoklelu3471 3 месяца назад

      I was appalled to know that it deteriorated so much in New York. Woke police officers is something

  • @KenJones-e5d
    @KenJones-e5d 3 месяца назад +1

    Fascinating discussion and I concur with his conclusions but don't believe his logic is as universal as suggested...Gomen suggests energy is the basis of all money. But as he talks about it, continually refers to barrels of oil as the measure of energy. I believe he is correct in identifying barrels of oil for the time period he has evaluated, ie., late 1960s to the present but incorrect when identifying energy. During this period, oil has rate limited the economy.
    If Gomen had done the same analysis in the 1950s, he would have used tons of steel as the basis of all money because steel was the rate limiting commodity at that time. He would have argued control of steel production was the basis of empires going back to the Romans.
    Now let me conjecture...As the cost of producing energy drops dramatically, energy distribution becomes increasingly important. This means the materials required to distribute energy will become increasingly important. And what commodities are required to distribute energy? Copper for high tension lines and Lithium for batteries. If he does the same discussion in 30 years, I suspect he would once more rely on a metal but it would be copper not steel. He might even go as far as saying access to copper has always been the basis of empires going back to the bronze age with his argument.
    If you read this far, thanks.

  • @rkdjrajprabhu71
    @rkdjrajprabhu71 4 месяца назад +713

    BRETT, TURBO, AMS27T and JASMY, cryptos will make milionaries in the end year

    • @troyotapreuis6020
      @troyotapreuis6020 4 месяца назад

      Yew got my bag of Jasmy believe u me

    • @KoDeMondo
      @KoDeMondo 4 месяца назад +2

      Full of BS stop this crap!

    • @EricBoston1992
      @EricBoston1992 4 месяца назад

      Prob another bot 🤖 🤦‍♂️ Jasmy & every AMS coin are scams, but I do think Brett & Turbo will yield huge ROI, in the hundreds of X’s, for those who packed their bags early enough.
      - I guess even a broken bot is right twice a decade 😕

    • @a.leehilliard4716
      @a.leehilliard4716 4 месяца назад

      scammer. can't even spell millionaire

  • @neocitadel
    @neocitadel 4 месяца назад +2

    Good interview. Great guest.

  • @paulginsberg6942
    @paulginsberg6942 4 месяца назад

    Another brilliant presentation by Luke.

  • @crypto-logisch
    @crypto-logisch 4 месяца назад +3

    14:22 The Way he speaks about Energy and Money - I immediately was reminded on Gigi‘s explanation why PoW on Bitcoin matters.

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      What?? Bitcoin what?? The nothing you mean... No Nothing is worth nothing to me.

    • @Seolfor007
      @Seolfor007 4 месяца назад +1

      CL, have you read Lynn Alden's book? She goes over POW in detail, phenomenal segment and I'm not even into crypto! Can wholly recommend it.

  • @ivory1031
    @ivory1031 4 месяца назад +3

    Interesting: As of March 2024, some of the entities with the largest short interest in crypto stocks were:
    MicroStrategy: $5.52 billion
    Coinbase: $3.46 billion
    Marathon Digital: $764 million
    Riot Platforms: $353 million

  • @graceamsterdam5404
    @graceamsterdam5404 4 месяца назад

    1/3 down the video and I appreciate it much already! Thank you gentlemen. .

  • @BasslineHeavy
    @BasslineHeavy 4 месяца назад

    Fascinating stuff, love listening to Luke 👍

  • @damienhauser6946
    @damienhauser6946 4 месяца назад +1

    This episode was great I learned a lot. One of the best !!!!

    • @KoDeMondo
      @KoDeMondo 4 месяца назад

      😂I hope you understand now that crypto are crap!

  • @lucasrohr2556
    @lucasrohr2556 4 месяца назад

    Super interesting conversation, thank you guys!

  • @patheticprepper4496
    @patheticprepper4496 4 месяца назад

    This guy is awesome, great interview

  • @Seawithinyou
    @Seawithinyou 4 месяца назад

    Great insight for those who truly don’t understand our economic near future crisis to come Luke This is why he was so well heard on Nate Gagens The Great Simplication podcast
    Also another two great researcher guests were Petroleum geologist Art Berman and Professor Simon Michaux on Green Energy Blindness 🧐😇💖

  • @jaytan915
    @jaytan915 4 месяца назад

    I never get tired of listening to LG, thanks. His perspective and vision sounds like both horror story and hope for the future.

  • @Paul-dorsetuk
    @Paul-dorsetuk 4 месяца назад

    Now that's what i call a macro viewpoint, brilliant!

  • @iamhudsdent2759
    @iamhudsdent2759 4 месяца назад

    How can the US Treasury reprice gold, when it is an international commodity generated by countries like China? Would the treasury buy huge amounts by printing money, or by manipulating the price through futures contracts?

  • @stanleymcomber4844
    @stanleymcomber4844 4 месяца назад +3

    The answer actually is was given to us by Alvin Weinberg, thorium nuclear reactors. With thorium reactors we will have freedom from oil dependence. Which brings us to into the front line the actions of oil / military industrial complex, and why we have pushed nuclear into the closet……..

  • @markblankenship6233
    @markblankenship6233 4 месяца назад

    Clarification: if you don’t own your equities, and they have already been Rajendra at the time we purchase them, and the risk is growing, should we be more Warren buffet-like and wait for the loss of equities and bonds due to failed exchanges, then buy in?

  • @chuckmorse981
    @chuckmorse981 4 месяца назад

    Very thought provoking and well run interview.

  • @GuyIncognito764
    @GuyIncognito764 4 месяца назад

    Close, but not quite right. Debt is a promise to perform future productivity, not energy. Productivity has to date been closely linked to total energy consumption so Luke has conflated energy and productivity here. The problem is if our productivity per unit energy consumed multiplied by energy consumed doesn't cover our debt obligations. If available energy drops faster than the gain of that ratio (which I fear it will), then we are all in big trouble. Good conversation!

  • @concrescent8
    @concrescent8 4 месяца назад

    Do you guys do research on your guests and the topics they discuss? If you did, you could maybe come up with relevant questions or comments. Besides saying "this sounds bad!" Just a thought.

  • @neocitadel
    @neocitadel 4 месяца назад +8

    David's face realising at 17 mins that Proof of Work is an expression of this energy calculation that underpins everything,.

    • @MikeWoot65
      @MikeWoot65 4 месяца назад

      So now Btc massive energy use (and exponentially higher if it was our default currency) is not a bug, but a feature! loll desperate ways to confirm your own bags. Btc can't even contain a stablecoin. only a matter of time before ppl realize these things

    • @dr9299
      @dr9299 4 месяца назад

      I dug a hole in a field once. It’s a proof of work, but yielded nothing but a hole.

  • @ck35478
    @ck35478 4 месяца назад

    This has given me a lot to think about. I appreciate it 🙏🏻

  • @meeradad
    @meeradad 4 месяца назад

    Very enlightening and balanced

  • @gdan8599
    @gdan8599 4 месяца назад

    Great enlightened discussion, what’s reason for Ukraine?

  • @jameskelly9243
    @jameskelly9243 4 месяца назад +1

    Cut defense 40%.
    Make congress pay back social security

  • @TheCJUN
    @TheCJUN 4 месяца назад

    Problem for the gold price if crude oil drop in price?

  • @wanasong5611
    @wanasong5611 4 месяца назад +1

    Luke used the term 'ROLL OVER' several times in this Interview which reminded me of a Movie called 'ROLLOVER' ( you can probably find it out here on RUclips) that EVERYONE here should watch. 😉

  • @Ofelas1
    @Ofelas1 4 месяца назад

    Energy is also understood by BRICS, and they are increasingly cornering all commodities, setting up exchanges to price all, and deciding if currencies (FIAT) can buy these!

  • @gerardomartinez9992
    @gerardomartinez9992 4 месяца назад

    This is making insanely good sense

  • @benoitlaporte5854
    @benoitlaporte5854 4 месяца назад

    BIG THANK YOU from a french men from Quebec

  • @AlexOgnenskiy
    @AlexOgnenskiy 4 месяца назад +1

    1:10:56 majority of stablecoins are backed by "commercial papper" and bonds, so it might have impact on crypto and exchanges too. I wounder in case of such events would they keep the 1:1 peg from the yeild profits or accept the haircut.

  • @ecopsych101
    @ecopsych101 4 месяца назад +1

    The interviewer really want Luke to say the basis of the new empires will be bitcoin🤣🤣

  • @rstell589
    @rstell589 4 месяца назад

    holy cow lol he went all the way to entropy with this discussion. love it!

  • @keha3271
    @keha3271 3 месяца назад

    The more anything is regulated by government or bureaucracy, the more expensive it is going to be, ie; Automobiles, Trucking, Energy, Healthcare, Housing, Agriculture, Telecommunications, Insurance, etc...
    The less there is governmental and bureaucracy in any industry, the cheaper the price will be; for the most part.
    1❤

  • @kurtjensen5798
    @kurtjensen5798 3 месяца назад

    he referred to rethinkx, so assuming he knows that the expectation is another 70% drop in solar panels pricing.. and the expectation that we will be covered by solar + batteries.. maybe copper is a restraint, but I don't think most people think there is restraint in energy in 5-10 years.

  • @leroyjones6170
    @leroyjones6170 4 месяца назад +1

    Luke is on FIRE 🔥

  • @sylviagatterburg5318
    @sylviagatterburg5318 4 месяца назад

    great lesson for the young generation, thanks Luke

  • @christopherbeyer7740
    @christopherbeyer7740 4 месяца назад

    What percentage of cars being bought in China today burn oil? What was the number last year?

  • @vcash1112
    @vcash1112 4 месяца назад

    They keep saying buy Gold. What does that really mean physical gold or Gold stocks?

  • @5kribbles
    @5kribbles 4 месяца назад

    FT just posted an article about how the IEA predicts about 8 million barrels per day surplus of oil production by 2030 as poducers invest in maximising output while the most populous and energy hungry countries are likely to experience peak demand before 2030.

  • @Seawithinyou
    @Seawithinyou 4 месяца назад

    Me Oh my watching the expression on these young guys faces when Luke explains his Thesis is quite sobering to listen to and watch 😇

  • @quadq6598
    @quadq6598 4 месяца назад

    Good discussion, one of your best.

  • @mianataliana
    @mianataliana 4 месяца назад

    Kraken still need bank right? Otherwise how we can get our euro or usd for our daily purchase.