The Investors Podcast, Released on 4/6/22
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?
00:34:59 – What are some key knowledge points to watch out for?
00:39:49 – What would Yield Curve Control look like?
00:40:12 – The energy market in a time of war.
00:50:22 – Portfolio construction versus age.
00:57:32 – If gold can’t rally in this environment, when can it?
Lawrence W. Lepard founded Equity Management Associates. Currently, he is Managing Partner at Equity Management Associates LLC and Limited Partner at Johns Creek Partners LLC. He is also on the board of Amarillo Gold Corp. and Rise Gold Corp. In his past career he occupied the position of Principal at The Cue Ball Group LLC, Partner at Summit Partners LP, Managing General Partner at Geocapital Partners LLC, Investment Associate at Continental Illinois Venture Corp., Financial Analyst at Smith Barney Harris Upham & Co., Inc. and Financial Analyst of Citigroup Global Markets, Inc. (Broker). Mr. Lepard received an undergraduate degree from Colgate University and an MBA from Harvard Business School.