Bob sits down with macro researcher Luke Gromen of Forest for the Trees to discuss the cascading supply chain consequences of a closed Strait of Hormuz.
Luke Gromen
Luke Groman is a macroeconomic analyst and founder of Forest for the Trees (FFTT), a research firm serving institutional and sophisticated investors. With 25 years of experience in equity research and thematic analysis, a CFA designation, and an MBA from Case Western Reserve University, Groman specializes in identifying emerging economic bottlenecks. FFTT, launched in 2014, combines macro, thematic, and sector analysis to deliver differentiated investment insights for its clients.