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cover of episode SLP503 Things Are Breaking - Lawrence Lepard

SLP503 Things Are Breaking - Lawrence Lepard

2023/8/20
logo of podcast Stephan Livera Podcast

Stephan Livera Podcast

Shownotes Transcript

Lawrence Lepard of Equity Management Associates rejoins me to talk about all the things that are breaking: 

  • Cost of living crisis

  • Are we going into recession and what timing? 

  • Boomer hate

  • US government debt

  • Policy responses

  • Social responses

  • The waiting game

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