The Macro Hurricane with Lawrence Lepard

The Investors Podcast, Released on 7/13/22

00:00:00 – Intro
00:00:12 – Why it’s so hard for businesses to operate in this environment.
00:01:00 – Does Larry see the economy starting to get deflationary any time soon?
00:07:00 – His thoughts on the CDS for banks right now.
00:09:56 – How do things unfold in Europe?
00:17:47 – Future manipulating the spot Bitcoin Price.
00:27:38 – More QE.
00:39:05 – What does Russia want and what’s their end game?
00:42:13 – At what point does the bond market preemptively stop believing the FED can normalize?
00:49:16 – Advice for people on a fixed income
00:57:07 – What are the top three charts Larry pays attention to?

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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