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Lawrence Lepard, Managing Partner of Equity Management Associates, discusses how "waves of inflation" will need to return to prevent the financial system from "blowing up". He calls it a "debt doom loop".
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*This video was recorded on June 28, 2024
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0:00 - Intro
1:21 - Election and economy
2:29 - Dedollarisation
6:47 - Dollar Milkshake Theory
9:02 - Household net worth
13:10 - Inflation and Fed policy
17:30 - Debt and deficit projections
24:20 - Bitcoin
37:121 - Gold
#economy #investing #stocks