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

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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