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Lawrence Lepard

Equity Management Associates
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Bull leaning · 2026-07-06
On bitcoin carving a bottom in the high 50s:
“whether we end here at 59 or 58 or we look down to 54 I don't think we're gonna see a number that starts with 40”
Lawrence Lepard · Equity Management Associates · YouTube ↗
…, you know, I think that when this one ends and we'll talk about that in a minute You know when this one ends, I feel like we're going to 150 180 200 something, you know on the next one I got I got your forecast in 2024 and 2025 in bull markets when the price was on its way up now The price has been on its way down. What is your updated forecast now for both Bitcoin and gold? Let's do Bitcoin Yeah, sure in that order which one to do first Let's do Bitcoin first and then go first So I feel like we're carving a bottom here in Bitcoin a lot of the good Analysts that I follow and the economic or the models that I follow is one in particular. It's very useful called the power law model Suggests that you know, we're close to the bottom if not at the bottom So, you know whether we end here at 59 or 58 or we look down to 54 I don't think we're gonna see a number that starts with 40 I mean, I feel like the bottom will be here we may for all I know we've hit it or you know We had 58 last week But maybe we go to 54. I don't know we 're you know from a time point of view It feels to me like this kind of wraps up in the next three or four months I mean, we're about nine months into this most of these Bitcoin bear markets seem to last about 12 months So, you know if you take three months from now, I mean, what did that be September? Maybe you know, it's over We start going up again, but it could be shorter. I don't know Gold kind of the same story. I mean, I don't know could we you know, we're in the low fours I mean, could we go down to 3800 3900?…From: this video · 4 claims mined from it
Bear 2026-07-06
“I'm gonna ride the debasement and the inflation trade because I think it's I think it's got years to run maybe decades to run”
Lawrence Lepard · Equity Management Associates · YouTube ↗
…Yeah, I will change the world But we're not quite sure how yet and throwing money at some of these new ideas isn't necessarily a good thing to do in my opinion Have you rotated into AI stocks and tech stocks at all in the last two years? I really haven't know and I've missed I missed all the time the technology stuff I mean, I'm kind of a one-trick pony. I think that the you know The the basement trade is the trade of our decade that we live, you know We hit peak deflation in 2020 and we haven't until I see something that suggests that they are going to solve You know the overspending problem and that they're going to solve unsound money and that they're going to you know behave in a responsible fashion I'm gonna ride the debasement and the inflation trade because I think it's I think it's got years to run maybe decades to run Now don't get me wrong though. I'm not a perma, you know In that direction. I mean at some point in time things will change they may cut the deficit They may reset the currency that you know, there are a lot of things that could happen That would change this and it wouldn't be the best place to be but for now You know, I I've been saying in other pockets I've been doing I really do feel like we're in the third or fourth inning of a nine inning baseball game You know and until I see change on the spending side and the and the budget side I I don't think there's any reason to to not be where we are, which is, you know betting on debasement, you know…From: this video · 4 claims mined from it
Bull 2026-07-06
“I'm buying I'm buying micro strategy. I just bought some this morning”
Lawrence Lepard · Equity Management Associates · YouTube ↗
…direction The original plan. Yeah, maybe I mean I yeah who knows it's who knows I mean I the clues I've seen from you listen if you read I mean but said said something recently beset settle something along these lines He said he said, you know, we could have a stronger dollar with lower interest rates. I thought to myself Why would he say that unless he was actually thinking that there is a plan to have lower interest rates? I mean just making that comment to me is like guys like a bad poker player It's like it's that's a big tell from what I can see. So, you know, I don't know. We'll see we'll just have to see You know, what are you buying right now ? Anything? Oh, yeah, I know exactly what I'm buying So I'm buying I'm buying micro strategy . I just bought some this morning It's gotten beaten up terribly and everyone thinks sailors gonna get liquidators. It's ridiculous anyone who does that just do your basic homework You see that's not true. I've been and I've been buying silver miners. I mean the silver miners You know, so as you a lot of men people are precious metals investors Silver was stuck below for 30 years. We 're talking about strategy. I'm gonna leave this on the screen. Oh, yeah, right this this strategies Michael sailor strategy lodges a big point monetization program that allows the company to sell BTC to fund Operations ran neuter had a good tweet about this to summarizing the the main points here…From: this video · 4 claims mined from it
Bull 2026-06-30
“Look out gold goes to seven [thousand]… silver goes to 200 Bitcoin goes to 180”; owns his prior miss on-air: “I missed the Bitcoin call. I thought we'd go to 150. I was wrong. We went to 125”
Lawrence Lepard · Equity Management Associates · David Lin pod ↗
Look out gold goes to seven, you know silver goes to 200 Bitcoin goes to 180 I mean, that's that's kind of what I see. What are you buying right now? I'm pleased to welcome back the show Lawrence the part managing partner of equity management associates We're gonna talk about the global economy. We're gonna talk about Bitcoin gold. What's next for markets? How do we survive? Basically this correction is it going to continue do we get back in do we stay out Lawrence has been right before it I'm gonna explain exactly why Lawrence good to see you again. Really nice to see you Dave. I always enjoyed talking to you I haven't enjoyed talking to you as well. My audience has enjoyed talking to you on my screen now is Is an interview that you and I did back…From: this video · 4 claims mined from it

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