This interview was a few weeks ago. I think Gromen is one of the most gifted analysts. Or just born at the right place and time. Good to get the brain cells moving. Big deal for swing traders, scalpers not so much.
He was also on MacroVoices last month: https://macrovoices.podbean.com/e/m...en-the-fed-is-headed-for-difficult-decisions/
I was a principle at a CTA we only traded 30 yr. bonds in counter trend fashion. I am a big proponent of going against the obvious to revert to the mean.
I think a guy like Luke Gromen has a big advantage by living in Cleveland, OH. Which means he doesn't work at Goldman Sachs, JP Morgan, etc. It used to be that Primary Dealers had an "arm's length" relationship with the Treasury and FED. Unfortunately, that has evolved, as has so much else.
No, but somewhat counter-intuitively the simplest/fastest/lowest effort approaches generally yield superior results.