Ralph Welsch-Lehmann

Private Equity veteran: +20yr on sellside & buyside focused on rates, credit, USD funding, Fed & global macro. My tweets are opinions, not advice!

[Ralph Welsch-Lehmann @rwelschlehmann]

Great panel on Scaling & Growth at this year's #EBSpreneurship Founders Bootcamp (https://t.co/6pAcRdTb6G). In-depth discussion on achieving exponential growth, unlocking pristine clarity, and avoiding linearity with contributions from Gerrit Stehle from Elephant & Castle Capital and Dennis Schmoltzi from the Emma – The Sleep Company. Thanks to the organizers for putting on such a professionally organized event especially Lukas Schuchardt and Adrian Rochert.

[Ralph Welsch-Lehmann @rwelschlehmann]

There seems to be a preponderance of evidence in the statistical data that things are turning from bad to worse to shit. Having said that, I live near New York City, and I just drove across the country to California and back. In every town I stopped in, all the restaurants are full. People are spending money like there's no tomorrow. Things are getting more and more expensive. Maybe people are spending money before it gets more expensive?

[Ralph Welsch-Lehmann @rwelschlehmann]

@BrianRoemmele This looks like bullshit. The lips don’t sync.

[Ralph Welsch-Lehmann @rwelschlehmann]

@RampCapitalLLC Buy a robot and have it clean up the yard.

[Ralph Welsch-Lehmann @rwelschlehmann]

@MarioNawfal @clashreport Me thinks the whole point was to stick it to the Chinese. Why do you they took Venezuela?

[Ralph Welsch-Lehmann @rwelschlehmann]

@elonmusk They probably threatened the little red man from the traffic lights for pedestrians because the light didn’t change and there was no traffic.

[Ralph Welsch-Lehmann @rwelschlehmann]

@LukeGromen Hi @LukeGromen how do you think this PDF story will impact the US economy and elections and then second and third tier impacts?

[Ralph Welsch-Lehmann @rwelschlehmann]

@WallStreetMav Exogenous Ketones are missing.

[Ralph Welsch-Lehmann @rwelschlehmann]

@ItsAmahAdoma Friendship.

[Ralph Welsch-Lehmann @rwelschlehmann]

@MacroVoices @ErikSTownsend @PatrickCeresna @SantiagoAuFund Interesting as always. What I don’t understand is the discussion about gold backed digital asset. That exists already. It’s called PAXG.

[Ralph Welsch-Lehmann @rwelschlehmann]

@TRUFUEL50 How do you use that 2.1 gallon container without making a total mess I don’t get it. Maybe I’m stupid but otherwise this product is BS.

[Ralph Welsch-Lehmann @rwelschlehmann]

@QTRResearch I once had a wire questioned for over a week because the reference line said : “Toyota Platinum”. They wanted to know what that meant. Guess which bank that was.

[Ralph Welsch-Lehmann @rwelschlehmann]

@ttmygh Grant, just finished your last podcast w Ben Hunt. Two things: re-shoring is a strategic imperative, dollar be damned. When we understand this, everything becomes clearer. Ever since Covid, I don’t trust Ben’s judgement anymore.

[Ralph Welsch-Lehmann @rwelschlehmann]

@GSD_Fan_Club whiskey

[Ralph Welsch-Lehmann @rwelschlehmann]

@GSD_Fan_Club Schnapps

[Ralph Welsch-Lehmann @rwelschlehmann]

Also, we always seem to forget technical progress. Deflation is the default mode for our societies. I just completed a marketing request for proposal in one night, that would have taken me a week and endless iterations with the team before AI. Also see The Price of Tomorrow by Jeff Booth on this point.

[Ralph Welsch-Lehmann @rwelschlehmann]

Hi Grant, always great podcasts. And while i agree and note that we are almost in a Brave New World already (with something like Soma for everyone) I thought this podcast lacked depth. For example Trumps arithmetic might not work, but look how he changed the narrative. And the opposite of success isn't failure, it's to do nothing. Trump shifted the entire conversation. And that's a start.

[Ralph Welsch-Lehmann @rwelschlehmann]

@wayneyap Quoting from the book "180 Degrees: Unlearn The Lies You've Been Taught To Believe" don't ever accept an invitation from a DC insider. You may wake up with something slipped into your drink and in a very uncompromising position. Trust is priceless.

[Ralph Welsch-Lehmann @rwelschlehmann]

@LukeGromen Not much is 100% certain except death, taxes and that the US will keep printing money. Everything else is noise.

[Ralph Welsch-Lehmann @rwelschlehmann]

@alifarhat79 Levi's Jeans.

[Ralph Welsch-Lehmann @rwelschlehmann]

@PeterSchiff You can pick inflation or austerity. My bet is on inflation.....