Kitco News, Released on 10/19/23

Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews Larry Lepard, Managing Partner and Founder of Equity Management Associates, who says escalating geopolitical tensions could turn the Israel-Hamas war into an “unmitigated disaster.” Lepard outlines how markets and the Federal Reserve are likely to react if the conflict escalates and more countries get involved. He also gives an updated price outlook on gold, Bitcoin, oil, equities, and other key assets.

00:00 – Intro
04:00 – Distress in the U.S. bond market
10:37 – Gold, Bitcoin
22:32 – Tail risks
36:32 – Safe-haven assets, is Bitcoin one?
46:50 – Escalation scenarios, safe-haven assets to hold
52:43 – De-dollarization trend – how will it accelerate?
1:02:00 – Sound money

Lawrence W. Lepard founded Equity Management Associates LLC. Currently, he is Managing Partner at Equity Management Associates LLC and Limited Partner at Johns Creek Partners LLC. He is also on the board of Amarillo Gold Corp. and Rise Gold Corp. In his past career he occupied the position of Principal at The Cue Ball Group LLC, Partner at Summit Partners LP, Managing General Partner at Geocapital Partners LLC, Investment Associate at Continental Illinois Venture Corp., Financial Analyst at Smith Barney Harris Upham & Co., Inc. and Financial Analyst of Citigroup Global Markets, Inc. (Broker). Mr. Lepard received an undergraduate degree from Colgate University and an MBA from Harvard Business School.

  bitcoin, gold, investing, larry lepard