Lawrence Lepard: A Fed Pivot is Mathematically Assured

Palisades Gold Radio, Released on 12/29/22

Lawrence discusses the changing investing landscape as it relates to the Federal Reserve’s continuing debasement of the currency and its three mandates of inflation, labor, and financial stability. He notes that the debt situation is becoming increasingly dire, with the interest on the debt doubling in just a few years, the deficit now over two trillion, with tax receipts declining. This debt doom loop will eventually unravel, leading to massive contagion and a complete collapse of financial stability. He believes that hard money advocates are in the minority, but that if the government were to take responsibility, the current paradigm could be changed. Unfortunately, he notes that the level of understanding required to solve our economic problems is still lacking at a governmental level, and it will take a lot more suffering before awareness is achieved. Inflation is likely to become the number one political issue, at which point sound money advocates may be given a chance to present their solutions. But at present, the Fed is continuing to print more money in an attempt to solve the problems, which will only lead to a further devaluation of bonds and stocks.

0:00 – Introduction
0:35 – Fed & Inevitability
7:00 – Mathematical Certainties
13:40 – Japan & Gov’t Arrogance
20:24 – Home Sales & Recession
23:50 – Metals Potential
26:07 – Sentiment & Miners
29:42 – New Bretton Woods?
36:08 – Bitcoin Benefits
42:28 – Gold Benefits
46:50 – Crypto Regulation
54:36 – Concluding Thoughts
59:47 – 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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Igby MacDavitt

The claim is BTC is digital scarcity. OK, but that technology (blockchain) is duplicable at this juncture, no? So, it seems to me, the advice is to ‘invest’ in the original printing press, or the original wheel. This feature, or utility, is no longer unique. What am I missing?

Thanks for an interesting interview.