SCOUT· 63%54m·2026-08-03·MoneyEquities Extremely Complacent; De-lever and Prepare to Buy The Dip
Wilfred Frost sits down with macro strategist Luke Gromen, founder of independent macro research firm Forest For The Trees (FFTT), for a wide-ranging conversation on the growing fragility of Western sovereign bond markets, the economic fallout from the Iran war, and why he believes gold is quietly replacing US…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
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What people are saying
“This is one of the best interviews I've ever seen on Youtube. Technical topics were explained in an easy to understand manner.”
“Luke Groman is always a good interview.”
“Watching this while also levered up in oil and gold producers is an experience 😂”
“Exactly. You won't see it in the DXY, but you will see it vs Chinese bonds for example.”
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