Stephan Livera Podcast

SLP503 Things Are Breaking - Lawrence Lepard

Lawrence Lepard of Equity Management Associates rejoins me to talk about all the things that are breaking:  Cost of living crisis Are we going into recession and what timing?  Boomer hate US government debt Policy respon...

2023-08-20

Episode notes

Lawrence Lepard of Equity Management Associates rejoins me to talk about all the things that are breaking: 



  • Cost of living crisis

  • Are we going into recession and what timing? 

  • Boomer hate

  • US government debt

  • Policy responses

  • Social responses

  • The waiting game


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