The Next Big Money Printing Cycle Is Almost Here | Lawrence Lepard

Lepard argues that massive monetary and fiscal stimulus is mathematically inevitable as U.S. debt grows faster than GDP, driving inflation and devaluing the dollar.

He expects gold, silver, and Bitcoin to surge as a result, and advises investors to increase exposure to these hard assets before the next crisis triggers a stimulus response.

Potential triggers for this stimulus cycle include a bursting AI bubble or stress in private credit markets, though massive AI capital expenditure may delay a near-term recession.