Luke Gromen and Dave Collum #1393

Coffee and a Mike · Jun 4, 2026 · 1h 28m

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/

Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He joins organic chemist Dave Collum to discuss Strait of Hormuz being closed until Labor Day, market reaction since the war started, what Kevin Warsh might do in the first Fed meeting and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!

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