# Luke Gromen: The Mother of All Supply Distributions & Why Gold Will Go ‘Much Higher’

Page: https://stenobird.com/podcast/palisades-gold-radio-237842/luke-gromen-the-mother-of-all-supply-distributions-why-gold-will-go-much-higher
Text version: https://stenobird.com/podcast/palisades-gold-radio-237842/luke-gromen-the-mother-of-all-supply-distributions-why-gold-will-go-much-higher.md
Podcast: [Palisades Gold Radio](https://stenobird.com/podcast/palisades-gold-radio-237842)
Published: 2026-05-12T10:14:00+00:00
Episode link: https://palisadesradio.ca/luke-gromen-the-mother-of-all-supply-distributions-why-gold-will-go-much-higher/
Audio file: https://media.blubrry.com/palisade_radio/content.blubrry.com/palisade_radio/Palisades_Gold_Radio-Luke_Gromen-May_12_2026.mp3
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Duration seconds: 3714

## Resource

Stijn Schmitz welcomes Luke Gromen to the show. Luke Gromen is President and Founder of Forest For The Trees. Luke explores unprecedented global economic and geopolitical shifts, focusing on massive commodity supply disruptions and transforming monetary systems. He highlights several critical trends: the largest commodity supply flow disruption in history, unprecedented levels of globalization, sovereign debt, and market valuations. He argues that current global tensions, particularly around the Strait of Hormuz, could trigger significant economic challenges. The potential closure of strategic maritime routes could lead to dramatic supply chain breakdowns, potentially causing localized famines and massive economic disruptions. Gromen suggests that while the US dollar will remain widely used, it will no longer be the primary wealth storage mechanism. China is strategically positioning itself by establishing yuan-gold settlement systems and offshore clearing banks, effectively creating a multi-currency framework with gold as the pivotal settlement asset. Geographically, Gromen sees varied outcomes for different regions. He believes the United States has geographical advantages but warns against urban living during this transition. Europe appears most vulnerable, while Asian countries like China, Japan, and South Korea are potentially well-positioned to benefit from these shifts, particularly given their engineering capabilities and demographic dynamics. Regarding commodities, Gromen anticipates a generational trend favoring strategic metals like copper, silver, nickel, rare earths, and uranium. He predicts that future commodity trades will increasingly require value-for-value exchanges, moving away from paper-based transactions. The underlying theme is a fundamental rest…

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