The David Lin Report, Released on 7/3/24 (Recorded on 6/28/24)

Lawrence Lepard, Managing Partner of Equity Management Associates, discusses how “waves of inflation” will need to return to prevent the financial system from “blowing up”. He calls it a “debt doom loop”.

0:00 – Intro
1:21 – Election and economy
2:29 – Dedollarization
6:47 – Dollar Milkshake Theory
9:02 – Household net worth
13:10 – Inflation and Fed policy
17:30 – Debt and deficit projections
24:20 – Bitcoin
37:121 – Gold

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.

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