Global Liquidity Update with Michael Howell

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In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Michael shares his theories on how this year will play out in financial markets. We ask him about debt monetization, currency devaluation forces on Japan and China, the impact of cross-border capital flows, why bitcoin is an excellent barometer of global liquidity, and much more.
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Опубликовано:

28 июн 2024

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Комментарии : 54

@nick-oi1xf Месяц назад

Great to see Mr. Howell on this channel, he's a treasure.

@Hueyck Месяц назад

Ya he’s got a different take than most so always a good listen.

@bruceroozdar9156 Месяц назад

I can listen to 3 hours of this. Great conversation! Thank you!

@TheLeadsteer Месяц назад

When Michael Howell speaks, I listen intently. Of all his many interviews, this was the best. Nik Bhatia was so prepared and asked excellent questions. I’ve listened to this discussion twice.

@markbusby1446 Месяц назад

Michael Howell is a great guest 👍🏼

@tqbrowne Месяц назад

Nice one! Great guest- enjoy all of his interviews.

@p.m.8316 Месяц назад

Agree. but he always says the same things.

@Hueyck Месяц назад

@@p.m.8316 ya but he gets away with it since he does it in a different order each time because no one listens to more than 5 minutes.

@wezger Месяц назад

Michael Howell is the GOAT!

@flowersandsense7426 Месяц назад

Most underrated channel on RU-vid macro

@j.f.e.251 Месяц назад

This content is so good that it's insane it was for free. You gotta love Internet Congrats on a great episode!!

@PolarBearMan33 Месяц назад

Solid video!! Thank you all for sharing the knowledge!!

@BatmanBoss Месяц назад

Great show thanks

@rafish100 Месяц назад

Absolutely fabulous! One of the best I’ve heard in years 👍🙌

@BJ-ms3yo Месяц назад

Excellent explanation of the box we’re in… can’t control inflation with high interest rates as interest payments bust spending as well as increase fiscal dominance spending🤦🏼‍♂️. Concludes with traditional 60-40 stock-bond mix won’t work and need for other hard assets and bitcoin👍…

@chrishayes8012 Месяц назад

Always look forward to your content Nik, thank's guys -

@mikestaub 26 дней назад

Incredible. Thanks for such interesting content!

@RE-jb2ke Месяц назад

This is gold. Had to watch it twice to be able to absorb all the information, and by “all the information” I mean the 1% that my brain could take in.

@richardcurley1729 Месяц назад

Impressive interview both by interviewers and interviewee.

@lorilacour7816 26 дней назад

Very fine discussion men!

@brandon_youtube Месяц назад

Cracking conversation. Great questions and enlightening responses

@davisboyd6644 Месяц назад

Amazing video. A good number of things clicked for me in this vid

@MissMyRyan Месяц назад

Would love to hear Michael’s view on how the current, expansive fiscal policy, which is a relatively new (ie, post-pandemic) phenomenon affects his views on global liquidity, which seem more focused on monetary (ie central bank) policy.

@JimBob-wi3rq Месяц назад

master class

@extraclip Месяц назад

Sounds like we need a deep dive on duration.

@auraoflight4429 Месяц назад

Thank you

@tetrixdog Месяц назад

Brilliant discussion!

@AlbiLekaj-mg3yn Месяц назад

Michael Howell is nr 1.

@johns4412 Месяц назад

Outstanding guest

@TakeOver1616 Месяц назад

Great interview! Thanks learnd a lot!

@razkrat8803 Месяц назад

Thanks 🎉

@dustindavid5094 Месяц назад

Pretty awesome interview. I would like to know more about the implications of a Chinese evaluation. Brent Johnson has said that it would export deflation throughout the world. I ask because it would be nice to have a better entry point into the market.

@vladi2296 Месяц назад

I would appreciate if you could mention the recording date in the future .

@wolfmacbeth8979 Месяц назад

Fantastic videos, thanks a lot

@MissMyRyan Месяц назад

Great episode.

@Ballistichydrant Месяц назад

Did you notice that gold front ran the JPY move ? Something to consider moving forward

@s0.0s Месяц назад

Correlation is not causation.

@Godsservant778 Месяц назад

Excellent video

@busymikey Месяц назад

Top 3 bitcoin pod

@migmoreno3211 Месяц назад

Fantastic

@JonnyMReck Месяц назад

“The Yen was a stalking horse” - very profound statement

@GRumpyonekinobi Месяц назад

excellent

@JohnInvest17 Месяц назад

44:48 why is Australia ---> Japan?

@aleaiactaest8354 Месяц назад

I agree, think Powell should wear a tophat! ;-)

@damien6151 Месяц назад

💎💎🔥🔥🔥

@user-wj2eq3js3u Месяц назад

That’s why he is called father of liquidity.

@happychappy7115 Месяц назад

Who would have thought: cash flows drive markets!😅

@aleaiactaest8354 Месяц назад

Why is China trying to keep their currency stable/prevent it from depreciating?

@SB-nk8ge Месяц назад

A proper Dub is Micka…

@BridgetMiller- Месяц назад

The Federal Reserve is aware. They have no intention of combating inflation. They will not stop inflating, and commodities and stocks will rise in tandem with everything else. You can't merely hoard cash and wait for the market to crash; instead, you need to make your money work for you by starting small and accelerating your purchases as the market continues to decline.