BTC072: Macro Overview w/ Lawrence Lepard
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:01:10 – What market indicators are surprising Lawrence the most right now?
00:01:46 – The battle between deflation and inflation.
00:08:56 – What are his thoughts on the equity “melt-up” thesis?
00:33:39 – What are some key knowledge points to watch out for?
00:38:29 – What would Yield Curve Control look like?
00:38:52 – The energy market in a time of war.
00:49:02 – Portfolio construction versus age.
00:56:12 – If gold can’t rally in this environment, when can it?
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?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals
?OTHER RESOURCES
– Preston’s Twitter Account: https://twitter.com/prestonpysh
– LawrenceTwitter Account: https://twitter.com/LawrenceLepard
– Lawrence’s PE Firm: https://www.ema2.com/team
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? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
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?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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