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Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! 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. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LUKE GROMEN: Website: https://fftt-llc.com/ X (@LukeGromen): https://x.com/LukeGromen Book: https://www.amazon.com/Mr-Interviews-... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 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