Monetary Metals, Released on 11/28/22

Listen to Ben and Larry discuss the Fed’s doom loop, the dollar parabola problem, and what investors might consider as their monetary escape hatch.

00:00-00:15 Intro
00:15-00:44 Larry Lepard
00:44-3:07 The Fed Doom Loop
3:07-5:47 The Foreign Dollar Milkshake
5:47-7:54 Rate Hike Impacts and Inflation
7:54-10:03 Slaying Zombie Firms
10:03-14:05 The Future of Precious Metal Prices
14:05-16:33 Worst/Best Asset of 2022
16:33-18:04 Powell Pivot and the Crisis
18:04-19:01 The Monetary Escape Hatch
19:01-20:59 Economic Prizes and Reading Lists
20:59-23:08 Investing Asymmetry
23:08-23:34 Where to Find Larry
23:34-25:04 Stress Testing
25:04-25:55 Outro

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.