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Luke Gromen: Black Diamond Markets & The Avalanche of Worry
In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benefiting from market volatility and explores the implications of the dollar's decline as the world's reserve currency. The discussion also covers the Federal Reserve's strategies, tariffs, and China's influence on global conflict dynamics. Luke shares…
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