Episodes
Wednesday May 03, 2023
Wednesday May 03, 2023
Happy to have a long-form discussion with two of my favorites, Lawrence Lepard and Andy Schectman. We discuss:
- the end of the U.S. dollar's dominance
- the geopolitical divide taking place
- gold & silver markets and manipulation
- politics into 2024
- banking collapses & equity markets
- the future of bitcoin & crypto
Larry manages the EMA GARP Fund, a Boston based investment management firm. Their strategy is focused on providing "Monetary Debasement Insurance". He has 38 years experience and an MBA from Harvard Business School. And he likes to curse. On Twitter he is @LawrenceLepard
Andy is the President & Owner of Miles Franklin Precious Metal Investments. Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business. He is andy@milesfranklin.com on email.
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Comments (1)
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How does your calculus change if in the next two year the US issues a multi trillion dollar bill to China for COVID to be paid in gold and they refuse and we go to war? How do nuclear weapons change your thesis? How do Peter Zeihan’s theses impact your argument? And what does the world do if the US goes to war regional or wars of conquest, or stops providing a security umbrella for trade for free to protect the dollars hegemony?
Friday May 05, 2023
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