#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream

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The Julia La Roche Show

Julia La Roche

302 episodes

1 day ago

Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the show about the guest, never the host. She speaks less and listens more. She always does her homework.

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#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream

The Julia La Roche Show

1 hour 45 seconds

2 weeks ago

#295 Lawrence Lepard: Get Ready for The Big Print as the Debasement Trade Goes Mainstream

Lawrence Lepard explains how the "monetary debasement trade" has gone mainstream as gold hit $4,200 and silver broke to $52. He presents a chart showing Bitcoin lags gold by months before moving harder, predicting Bitcoin will hit $250K as signs point to the "imminent big print" with Powell's May 2026 term ending.

Sponsor: Monetary Metals. https://monetary-metals.com/julia

Links:

X: https://x.com/LawrenceLepard

Website: https://ema2.com/

The Big Print book: https://www.amazon.com/Big-Print-Happened-America-Sound/dp/B0DVTCWYNN

0:00 Welcome back Lawrence Lepard

1:09 Monetary debasement trade going mainstream

2:07 Gold broke from $3,400 to $4,200, silver new all-time high at $52

3:58 Fed

5:08 Fed balance sheet signs pointing to imminent big print

7:38 Bitcoin has lag to gold - gold smells it first, Bitcoin moves harder

9:38 US stock market $66T vs gold/silver miners $800B market cap

11:04 Silver move signals real bull market - heading to $60-$100

13:22 Big beautiful bill spending away tariff and DOGE savings

15:14 Chart: Bitcoin lags gold but moves harder when it catches up

18:09 Gold/Bitcoin both sound money - shouldn't fight each other

20:16 Everything bubble - been dead wrong shorting stocks

22:38 This decade like 1970s on steroids with stagflation

24:51 Possible currency reset or hyperinflation tail case

27:03 Base case: stagflationary 1970s on steroids

28:42 12 Fed members set price of money for 330 million Americans

31:13 Real Housewives of Wall Street - wife borrowed $200M non-recourse

34:17 HBS confronting Geithner - victory lap for corrupt 2008 bailouts

36:07 Changed shorting rules during crisis - got wiped out

41:22 Daniel Webster: inflation fertilizes rich man's field with poor man's sweat

42:50 WWI Liberty bonds first modern big print doubled prices

46:01 Next 10 years vision: Blue team 2028, hyperinflation by 2032

47:54 Michael Saylor for president 2032 - modern Thomas Jefferson

48:28 Why Bitcoin not gold? Better, digital age, hard to move gold

50:37 Bitcoin inequality concern - rich will spend it, plumbers get paid in it

52:59 Sound money means no more wars - governments can't afford them

54:12 Fix debt? It's in worthless dollars - we're out of debt

56:52 Decentralization saving us now