Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- What market indicators are surprising Lawrence the most right now
- The energy market in a time of war
- If gold can't rally in this environment, when can it
- Portfolio construction versus age
- What would Yield Curve Control look like
- What are some key knowledge points to watch out for
- What are his thoughts on the equity "melt-up" thesis
- The battle between deflation and inflation
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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