One Asset To Double As Global System Risks Unraveling | Luke Gromen

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Luke Gromen, Founder & President of Forest For The Trees, argues that the Iran conflict will last longer than markets expect, impacting gold and bonds.

*This video was recorded on March 4, 2026.

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0:00 - Intro.
1:23 - Oil vs. Treasury divergence
4:37 - Gold
9:26 - Dollar
13:50 - Gold-to-oil ratio and the petrodollar
20:25 - China and defense stocks
24:43 - US equities
32:41 - Portfolio positioning
35:29 - Debt spiral, gold, and manufacturing

#economy #investing #stocks