Luke Gromen - "NATO Countries Buying Up All the Silver"

Paul Buitink talks to macro analyst Luc Gromen, founder of FFTT.

They discuss the escalation between protesters and ICE in the US as well as the risks of civil war. Luke analyses Trump's performance so far and weighs in on how Europe should respond to escalations. Selling of treasuries and repatriation of gold are amongst the options.

Luke believes Trump is like a cornered animal and the world could move to autarky.

He believes gold is the only way out of the debt crisis and could go ninefold. Europe, US and Japan are behaving like emerging countries given their high debt load. Luke also zooms in on Japan. Furthermore he suspects that NATO countries are buying up silver.

At this point he thinks Bitcoin behaves too much like a leveraged tech stock.

Follow Luke here:
https://fftt-llc.com/
https://x.com/LukeGromen

Follow Paul on X here:
https://x.com/paulbuitink

Timestamps:
0:00 Intro
1:20 Luke Gromen and FFTT
3:47 Tensions in the US, risk of civil war?
7:38 Is Trump delivering
11:12 Europeans dumping treasuries
14:23 US supply chain issues
22:19 New Plaza Agreement
24:24 Why gold is needed for the reset
28:32 Japan's debt struggle and unwinding of carry trade
33:22 Should Europe repatriate gold
35:33 The case for silver
39:19 Gold to become the foundation of a new financial system
42:48 Confiscation of gold and silver
46:15 Luke's Bitcoin outlook
51:07 Outro