The Julia La Roche Show #295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream
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Oct 16, 2025 Lawrence Lepard, a sound-money advocate and author of The Big Print, dives into the shifting landscape of monetary debasement. He discusses gold's surge to $4,200 and silver's climb to new heights, signaling a bullish trend. Lawrence predicts Bitcoin will soon follow suit, potentially reaching $250K. He compares the current economic climate to the inflationary pressures of the 1970s, emphasizing the importance of hard assets like gold and silver. Additionally, he explores the implications of Fed policies and the role of short sellers in today's markets.
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Monetary Debasement Goes Mainstream
- The market is now recognizing a 'monetary debasement trade' as gold and silver rally on expected fiscal and monetary accommodation.
- Lawrence Lepard sees signs the Fed will resume balance-sheet expansion to lower interest costs and fund deficits, fueling further precious-metals demand.
Shadow QE Signals Imminent Big Print
- The Fed is shifting holdings toward long-term Treasuries and hinting the runoff may end, a form of 'shadow QE' to keep long rates down.
- Lepard interprets these plumbing moves as evidence the Fed is running out of room and a 'big print' is imminent.
Gold Leads, Bitcoin Follows Then Surges
- Gold often 'smells' monetary stress first, with Bitcoin lagging then exploding higher when liquidity shifts occur.
- Lepard's chart shows Bitcoin tends to follow gold and then move harder during debasement cycles.
