WTFinance, Released on 11/22/23 (Recorded on 11/17/23)

On this episode of the WTFinance podcast I had the pleasure of speaking with Lawrence Lepard – Founder of Equity Management Associates and a sound money advocate. During our conversation we spoke about Lawrence’s current thoughts on the market, risk of everything bubble bursting, whether the FED can land the plane, geopolitical shifts, why something is going to break, Bitcoin and more! I hope you enjoy.

0:00 – Introduction
1:16 – What is happening in the markets?
6:17 – Has the FED landed the plane?
9:30 – Monetary inflation vs real inflation?
14:24 – Geopolitical shifts
14:58 – Commodity super cycle to crash
16:17 – Stock market doesn’t always go up
17:38 – Higher yields for longer?
21:03 – Dollar is better than other currencies
24:03 – Something is going to break soon
30:48 – Any other assets that will protect wealth during monetary debasement?
33:08 – Concern about Bitcoin correlation with the NASDAQ?
35:38 – Spot ETF a bad thing for Bitcoin?
38:08 – One message to takeaway from our conversation?

Lawrence W. Lepard founded Equity Management Associates. 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, economy, everything bubble, Fed, inflation, investing, Lawrence Lepard