Quoth the Raven #297 - Lawrence Lepard

Quoth the Raven

Business, Comedy, Business:investing, Investing

4.5 • 979 Ratings

🗓️ 16 October 2022

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Larry and I talk about being "doomsday sayers" and "FinTwit fear mongers". We also discuss the state of macro, bond markets, England, energy and bitcoin. Larry manages the EMA GARP Fund, a Boston based investment management firm. Their strategy is focused on providing "Monetary Debasement Insurance". He has 38 years experience and an MBA from Harvard Business School. And he likes to curse. On Twitter he is @LawrenceLepard YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Paypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter. And check out my new near-daily column, FRINGE FINANCE, at http://quoththeraven.substack.com THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast: Masterworks - invest in art, skip the waitlist with code: QTR Market Rebellion - trade w/ the Najarian brothers JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion Doomberg - Subscribe 100% free - Twitter: @DoomburgT George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Longest Running Supporters Max Mulvihill - Since 2/2018 Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018 Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer. Chris is not an investment adviser. Listeners should always speak to their personal financial advisers. Please leave me alone.

Transcript

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0:00.0	All right. What is going on? This is the QTR podcast. How the hell is everybody?
0:04.0	Happy to have you with me today. I have the wonderful Larry leopard with me who is going to come in and just generally make the room a little bit smarter,
0:14.2	as most of my guests do.
0:16.0	There's not too many people that dumb my podcast down.
0:19.8	That's my job, and my guests generally.
0:22.4	They bring me back up a little bit then I do a
0:23.9	couple solo episodes kill some of your brain cells then I bring a smart person
0:27.7	back on which is what I'm doing today happy to have you here this podcast like all
0:32.4	of my podcast is brought to you by my patrons who are people that sign up and donate a monthly recurring some to help support the podcast.
0:38.0	I'm going to shout out some of those people like my kind friends over at Masterworks. I love these people. I have been using
0:45.6	Masterworks since I interviewed their CEO, which was like two years ago. I've even
0:52.2	like invested in one of their banksies. Basically it's a great
0:56.2	platform that is helping people invest in the art market where they normally
1:01.1	wouldn't. So you, pieces of art are usually extremely expensive,
1:06.2	at least the well-known ones, and Masterworks makes it
1:10.0	so that, you know, basically democratizes investing in the art world.
1:15.2	I mean investing in art has been like a great hedge against inflation.
1:19.2	I read that all the time.
1:20.8	That's not part of the Master Works script I mean I've been reading about that
1:24.3	along with things like rare scotches and whiskeys like those things have been like
1:28.8	really good inflation hedges and Masterworks has done a great job turning around several of their investments selling for, you know, 30% gains and really I think just the year that I've had an account or two years I've had the account,
1:44.0	you know, the Banksy that I have invested in has appreciated something like 33%.
	...

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