We Study Billionaires - The Investor’s Podcast Network

BTC072: Macro Overview w/ Lawrence Lepard (Bitcoin Podcast)

Apr 6, 2022

Lawrence Lepard, a macroeconomic expert and Bitcoin enthusiast, discusses surprising market indicators and the implications of current global events. He predicts the future of gold if it can't rally in today's environment and delves into the battle of deflation versus inflation. Lepard also examines the potential shifts in investment strategies, emphasizing the importance of Bitcoin alongside commodities. Additionally, he highlights regulatory challenges for Bitcoin and the need for innovative retirement solutions, advocating for a reevaluation of monetary policies.

01:11:41

Episode guests

Lawrence Lepard

AI Chapters

Episode notes

Intro

2min

Navigating Inflation and Market Resilience

17min

Navigating Economic Turbulence and Bitcoin Strategies

7min

Regulatory Challenges and the Future of Bitcoin

20min

Political Climate and the Need for Monetary Reform

2min

Innovative Retirement Solutions with Bitcoin and Real Estate

2min

Gold vs. Bitcoin: The Investment Dilemma

25min

IN THIS EPISODE, YOU’LL LEARN:

01:31 - What market indicators are surprising Lawrence the most right now?
09:17 - The energy market in a time of war.
09:17 - What are his thoughts on the equity "melt-up" thesis?
18:55 - If gold can't rally in this environment, when can it?
34:01 - The battle between deflation and inflation.
39:21 - What are some key knowledge points to watch out for?
44:11 - What would Yield Curve Control look like?
58:43 - Portfolio construction versus age.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Lawrence Lepard's Twitter.
Lawrence Lepard's PE Firm.
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