What podcasts say about Luke Gromen

Every statement, with the speaker, the exact quote and the moment it was said.

What Luke Gromen has said on podcasts

24 statements · 6 positive · 15 negative · 3 mixed

on U.S. federal financesNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
True interest expense exceeding receipts implies printing or default scenarios.
“you're already into a print or default type of scenario”
Listen at 8:40
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. federal obligationsNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
The United States owes substantial obligations in non-printable forms of currency.
“the United States owes a substantial portion of its obligations in a currency it cannot print.”
Listen at 10:14
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. annual outlaysNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
About 60% of annual U.S. outlays are obligations payable in non-printable goods or services.
“it is fully about 60%. of annual outlays is owed in a currency they can't print”
Listen at 10:58
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Monetary printing and U.S. entitlementsNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
More monetary printing accelerates costs of obligations that cannot be printed.
“the more they print, the faster the stuff they can't print accelerates and runs away from them.”
Listen at 11:20
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. bond-market crisisNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
The bond-market crisis is roughly in its sixth through eighth inning.
“we're maybe more, I don't know, sixth, seventh, or even eighth inning”
Listen at 11:48
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on GoldPositiveSep 13, 2026· Thoughtful Money with Adam Taggart
During a fiscal crisis, rising interest rates make gold a buy rather than a sell.
“when rates go up, gold is a buy, not a sell”
Listen at 15:46
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on GoldPositiveSep 13, 2026· Thoughtful Money with Adam Taggart
Gold will experience daily moves of $100, $200, or $300.
“you're going to see gold move $100 and $200 and $300 days”
Listen at 16:21
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. policy choicesNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
Future policy choices will be highly inflationary.
“policy choices, I think it's going to be very inflationary.”
Listen at 18:08
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. inflationNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
Future inflation could become very high.
“I think it could be very high inflation.”
Listen at 18:16
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. immigration restrictionsMixedSep 13, 2026· Thoughtful Money with Adam Taggart
Restricting immigration during inflation would substantially increase wage inflation.
“if you constrain immigration greatly in this country while you inflate, then wage inflation is going to go up a lot.”
Listen at 19:43
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on AI and roboticsMixedSep 13, 2026· Thoughtful Money with Adam Taggart
Robots and AI may prevent immigration restrictions from sufficiently raising wages.
“Now we start layering in robots. We start laying in AI. It may not be enough.”
Listen at 20:17
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on 10-year U.S. Treasury yieldNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
The 10-year Treasury yield may move toward 8% if hyperscalers finance capex with debt.
“the 10 year is going to want to go towards 8%”
Listen at 36:25
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Life insurance industryNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
Life insurers cannot buy Treasuries at any yield because private-credit losses constrain sales.
“there's no level at which they're a buyer because they're up to their chest in private credit that they cannot sell without taking a catastrophic mark.”
Listen at 39:07
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. economyNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
The economy cannot comfortably sustain near-6% Treasury yields with a strong dollar.
“if DXY is at 98 and we're at 5.87 or 95 and we're at 5.87 or 6 on the 10 year, then no, I don't think the economy, I think that's going to be very problematic.”
Listen at 43:15
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. baby boomersMixedSep 13, 2026· Thoughtful Money with Adam Taggart
Raising rates transfers substantial income to wealthy baby boomers.
“if you raise rates, you're going to be giving the most self-indulgent generation in American history in at least 100 years, the wealthiest generation in American and world history, free money.”
Listen at 57:04
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Treasury YieldsNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
The long end of the Treasury curve will rise regardless of Fed policy choice.
“I think it feeds back into the long ends going higher, no matter what they do”
Listen at 58:25
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. overnight interest ratesPositiveSep 13, 2026· Thoughtful Money with Adam Taggart
Cutting rates to zero would sharply reduce federal interest expense and deficits.
“the easiest way to fix, to lower the deficit politically would be to cut interest rates to zero”
Listen at 1:00:27
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Dollar stablecoinsNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
A dollar-stablecoin shift would force foreign holders to sell Treasuries and stocks.
“you will force them to sell treasuries and stocks until their hands bleed.”
Listen at 1:03:42
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on U.S. stock marketNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
A dollar-stablecoin shift could cause a stock-market crash.
“you are going to have the stock market crash.”
Listen at 1:04:40
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Gold-backed yuan alternativePositiveSep 13, 2026· Thoughtful Money with Adam Taggart
A gold-backed yuan alternative has extremely high probability.
“Extremely high.”
Listen at 1:07:14
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Bessent stablecoin Treasury-demand planNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
Bessent’s goal of attracting $3 trillion through stablecoins is unrealistic.
“in terms of some of the things that Besson has laid out of, hey, $3 trillion by X day, I think it's a pipe dream.”
Listen at 1:09:04
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Artificial IntelligencePositiveSep 13, 2026· Thoughtful Money with Adam Taggart
AI investment and activity will probably continue as earnings improve.
“AI is probably going to continue given the earnings side.”
Listen at 1:28:07
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Investor leverageNegativeSep 13, 2026· Thoughtful Money with Adam Taggart
Investors should be very cautious about leverage.
“be very careful with your leverage.”
Listen at 1:46:34
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?
on Average investorsPositiveSep 13, 2026· Thoughtful Money with Adam Taggart
Average investors should consider broad scenarios and maintain low leverage.
“Keep your Overton window wide open. Keep your leverage low is what I would say for the average investor.”
Listen at 1:46:51
Open the episode · Luke Gromen & Darius Dale: How Close To The End Are We?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.