Intro

In Part II of our in-depth interview with renowned investor Lawrence Lepard, Trey Reik continues the conversation to explore why Larry believes gold stocks are poised for explosive upside, and why a looming sovereign debt crisis will force central banks back into money printing, an event he calls “The Big Print.”

In this episode:

• The mining companies Larry believes could deliver asymmetric returns
• How he structures his portfolio across producers, developers, and drillers
• The valuation disconnect between gold prices and mining equities, and the key metrics he uses for valuing them
• Why silver miners may offer even more leverage and upside than gold miners
• Larry’s take on geopolitical risk, and why he sees overlooked opportunity in regions like Africa
• Whether rising tariffs could trigger the next global market event

Later, Brett Rentmeester of Windrock Wealth joins the conversation to reflect on Larry’s interview, offering a portfolio manager’s view on the role of physical gold, silver, and Bitcoin in protecting capital in today’s fragile macro environment. Brett also discusses why gold miners have lagged the metal itself, and whether that disconnect is about to change.

If you missed Part 1, be sure to watch it here: https://youtu.be/_-m1r5Ze7G4

Chapters:

0:24 - Why Betting on One Gold Stock Could Break Your Portfolio

2:48 - The #1 Metric Every Gold Stock Investor Should Know

4:27 - The Goldilocks Zone: Where Miners Really Shine

6:26 - Silver’s Secret Weapon and Platinum’s Potential

8:33 - Copper, Platinum & Staying in Your Lane

10:06 - Treasure Hunt: Investing Across the Global Map

13:07 - Are Gold Stocks Trying to Tell Us Something?

16:47 - Larry’s Ultimate Gold Stock Shopping List

21:22 - Brett Rentmeester’s Take on Gold, Bitcoin & Systemic Risk

23:07 - Is Gold’s Rally the Start of a Currency Crisis?

26:04 - Bitcoin vs. Gold: Who Wins the Safe Haven Battle?

27:51 - Why Even Conservative Investors Should Own Bitcoin

30:27 - Thoughts on Gold Mining Stocks

34:13 - Are Tariffs the Ticking Time Bomb for Global Markets?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3FXeluF

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

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