Natural Resource Stocks, Released on 4/9/24

In this extensive interview with Larry Lepard of Equity Management Associates and Andy, discuss the revolve around the recent end of the bank term funding program, its implications for the banking sector, and the broader economic landscape. Larry elaborates on the challenges and opportunities within the metals market, especially focusing on precious metals and mining companies. He also touches upon the Federal Reserve’s strategies, inflation concerns, and the potential shift towards high inflation as an escape route from the current financial conundrums. Furthermore, Larry offers a deep dive into the investment avenues within the mining sector, highlighting the categories of companies investors can consider. The conversation also explores the impact of jurisdictional risks on mining investments, with Larry providing insights into preferred locations and some to be wary of. It culminates with Larry sharing details about his investment fund, its focus areas, and how interested investors can get involved.

00:14 Navigating the End of the Bank Term Funding Program
02:10 The Complexities of Banking and Monetary Policies
04:40 Inflation, Debt, and the Future Economic Outlook
08:48 The Rising Interest Rates and Bond Market Dynamics
14:52 Exploring the World of Metals and Mining Investments
16:59 Navigating Mining Investments: Strategies and Jurisdictions
28:12 Closing Remarks and How to Engage with Larry’s Services

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.

  gold, gold stocks, investing, larry lepard, precious metals, silver