Palisades Gold Radio, Released on 12/5/24

0:00 – Introduction
0:38 – Inflation Metrics
2:25 – Equity Valuations?
9:00 – Capital Concentration
12:08 – Excessive Liquidity
16:19 – Bond Markets & Deficits
22:16 – Cutbacks & Obligations
24:24 – Trump & Lower Dollar
31:10 – Inflation & Fed Q.E.
34:28 – Next Rate Print?
36:30 – Bitcoin & Tether
39:54 – Trump’s Goals & Caveats
42:39 – Miners Underperformance
52:45 – China’s Gold Demands
56:21 – Silver Supply Picture
59:38 – Commodities & Value
1:02:48 – Feb. Book & Wrap Up

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.

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