IN THIS EPISODE, YOU’LL LEARN:
- What market indicators are surprising Lawrence the most right now?
- The energy market in a time of war.
- If gold can't rally in this environment, when can it?
- Portfolio construction versus age.
- What would Yield Curve Control look like?
- What are some key knowledge points to watch out for?
- What are his thoughts on the equity "melt-up" thesis?
- The battle between deflation and inflation.
BOOKS AND RESOURCES
- Lawrence Lepard's Twitter.
- Lawrence Lepard's PE Firm.
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