This past week I had the pleasure of interviewing one of my favorite hedge fund managers, Lawrence Lepard.
Last week I also released more than 30 pages from Larry outlining his take on the macroeconomy, gold, bitcoin and the state of the U.S. dollar. You can read Part 1 of his letter, which talks about the U.S. fiscal doom loop, here and Part 2 of his letter, which describes 7 reasons why the Fed must print trillions again, here .
In our hour and a half discussion last week, we covered topics like the war in the Middle East, geopolitics, the […]
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