Iran, Oil and the Next Financial Crisis | Luke Gromen

“Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait.”

Luke Gromen is a macroeconomic analyst, investor and founder of FFTT.

In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets, Bitcoin and the future of the dollar system.

We also get into why Bitcoin held up better than expected during the conflict, why Luke still thinks risk assets face serious danger ahead, and how AI could trigger a major credit event faster than almost anyone expects.

FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Luke Gromen: https://x.com/LukeGromen

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TIMESTAMPS:
00:00:00 – Introduction
00:01:06 – The Iran War
00:06:37 – Who’s Winning
00:12:23 – Is This Actually Over?
00:18:56 – What Drove Trump’s Decision To Pull Back
00:26:15 – What This Means For De-Dollarisation
00:32:28 – What Happens To Markets From Here
00:36:48 – Bitcoin Acting As Risk Off For The First Time
00:40:13 – Why Luke Sold His Bitcoin
00:44:43 – When Does Luke Buy Back
00:47:39 – AI Job Losses And The Private Credit Crisis
01:01:14 – How Long Until The Money Printer

What Bitcoin Did with Danny Knowles

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