Episode notes
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.
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