
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
By The Investor's Podcast Network
Ep. 1117 · Aired Nov 19, 2025 · 1h 2m · Last boosted Nov 20, 2025
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Show Notes
Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts 00:02:20 - How short-term debt issuance is straining financial system liquidity 00:04:02 - Why Japan’s bond and curr...
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Tuesday Luke: Bitcoin strangely tied to tech Wednesday: NVIDIA beats earnings Also Wednesday: Bitcoin slight bounce….
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