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BTC072: Macro Overview w/ Lawrence Lepard

Preston Pysh interviews Lawrence Lepard about the dramatic change in financial markets. They cover the decline of the dollar’s global reserve status among many other current events.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:01:10 – What market indicators are surprising Lawrence the most right now?
00:01:46 – The battle between deflation and inflation.
00:08:56 – What are his thoughts on the equity “melt-up” thesis?
00:33:39 – What are some key knowledge points to watch out for?
00:38:29 – What would Yield Curve Control look like?
00:38:52 – The energy market in a time of war.
00:49:02 – Portfolio construction versus age.
00:56:12 – If gold can’t rally in this environment, when can it?

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💡OTHER RESOURCES
– Preston’s Twitter Account: https://twitter.com/prestonpysh
– LawrenceTwitter Account: https://twitter.com/LawrenceLepard
– Lawrence’s PE Firm: https://www.ema2.com/team

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DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

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