Fund Manager Lawrence Lepard Shares Favorite Silver & Gold Stocks

Gold stock fund manager and Austrian economist Larry Lepard discusses how his fund performed in H1 2021 and shares numerous gold stock names he like. He offers his macro-economic analysis and why you want to be invested in gold. Larry shares advice regarding dealing the emotional ups and downs as a gold and gold stock investor.

Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University

0:00 Introduction
0:42 Dealing with poor gold sentiment
6:59 Larry’s fund’s performance H1 2021
8:18 Silver & Gold Stocks Larry likes
14:44 Zero cash position in Larry’s fund now
15:50 Macro-analysis
20:05 When does being early equal being wrong as gold investors?