Larry Lepard: Silver Miners Easily Double as Monetary Debasement Drives Commodity Supercycle

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Larry Lepard: Silver Miners Easily Double as Monetary Debasement Drives Commodity Supercycle

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MSE host Bill Powers interviews gold-stock fund manager Larry Lepard of Equity Management Associates (ema2.com) about the sharp junior-miner selloff, which he attributes to a strong jobs report and renewed rate-hike fears, and why he still expects higher gold and silver prices amid unavoidable monetary debasement. Lepard compares today’s environment to 1970s-style inflation waves, argues new Fed chair Kevin Warsh may be more dovish than expected, and says a future monetary reset could drive gold toward $10,000/oz+ and silver far higher, boosting silver equities. He outlines his preferred “sweet spot” of emerging, growing producers, discusses jurisdiction risks, portfolio management and profit-taking, and shares favorite stock picks. 00:00 Intro 00:17 Market Selloff 02:19 Inflation Waves and Fed Outlook 03:22 Monetary Reset and Metal Targets 04:26 Warsh Pivot and Rate Cuts 06:52 Fund Flows and Commodity Shift 09:26 Where Value Hides in Miners 14:18 Favorite Producers and Jurisdictions 17:27 Silver Price Upside and Taking Profits 20:44 Avino Silver 12-Bagger 21:47 Volatility and Taking Profits 23:08 When Mining Bets Fail 24:41 Refining the Investing Process 26:05 Tokenized Equities Debate 27:02 Monetary Debasement Thesis 29:36 Favorite Gold & Silver Stocks 33:27 How to Follow Larry Larry’s contact info and Twitter handle: https://twitter.com/LawrenceLepard Larry’s Newsletter Sign-up: http://eepurl.com/gOf1dT Larry’s Quarterly Fund Letter: https://ema2.com/quarterly-reports/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

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