No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

ONLY A FEW DAYS LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/confe... Lawrence Lepard is convinced another "Big Print" by the Federal Reserve and other central planners is inevitable. "It's just math", he states. And he thinks we're on the precipice of a major dislocating event that will be massive enough to trigger this Big Print. What will it be? And when will it happen? To hear Larry's latest outlook, as well as which assets he thinks will perform best when the money printers fire up, watch this interview. One scam can cost you everything — protect yourself now, first 100 users get 20% off with code adamtaggart at https://coveron.com/adamtaggart #federalreserve #gold #bitcoin 0:40 Gold-mining conferences: Beaver Creek and Colorado Springs 1:58 What those conferences are actually like 5:28 Aha moments and conviction upgrades from the first week 6:10 Precious-metals and Bitcoin outlook; conference consensus 7:56 Why this still looks like the early innings 8:37 Are miners more disciplined than in 2010–12? 9:34 Why Wall Street still barely covers the sector 10:35 Central-bank buying (especially China) 13:03 What it will take to wake Wall Street up 14:10 The S&P / AI “shiny object” has to stumble 15:30 Could AI make mine-finding much better? 19:37 Fund positioning: mostly all-in after the correction 21:24 Bitcoin’s bounce, rate hikes, and the debt problem 23:41 Private credit gates, AI debt, and a “summer of 2007” feel 30:50 At what 10-year yield does the economy really buckle? 32:30 The whole story is a deficit story 35:33 Has the bond market bottomed? Lacy Hunt flips 37:14 The Big Print: one shock or a series of smaller prints? 41:14 Gold as the long bond and a coming monetary reset 42:25 Five-to-six-year window and the Fourth Turning 43:13 Could the path run through a more socialist administration? 44:32 “We’re trapped by the math” 49:42 Where Lepard sees the most opportunity now 50:58 Price targets: silver, gold, and Bitcoin 52:35 His 50/50 split and the 10–30% hedge for everyone else 54:19 The 1970s playbook 56:42 Has anything broken the Bitcoin thesis? 1:01:03 Names that stood out: Honeybadger, Silver Storm, Lanson, Lavus 1:08:53 Where to follow him and the free EPUB of The Big Print _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosure Thoughtful Money Agreement: https://thoughtfulmoney.com/agreement IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.