Palisades Gold Radio, Released on 3/31/22
0:00 – Introduction
1:01 – Russia’s Moves
6:12 – Dedollarizing
9:52 – Dollar Appreciation?
12:04 – Undermining Davos
18:05 – Capital Rotation
21:48 – Supply Chains & PPI
24:50 – Should’ves & Could’ves
28:57 – Crack-Up Boom
32:33 – Feds Final Pivot
37:57 – Stocks Over Bonds
40:49 – Nickel Markets & LME
45:25 – Bitcoin & Metals
49:38 – Biden Tax Hikes?
53:20 – Miner Performance
55:15 – 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.