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Stephan Livera Podcast

SLP503 Things Are Breaking - Lawrence Lepard

56 min • 20 augusti 2023

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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