AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
The Great Liquidity Debate | Michael Howell & Andy Constan
Forward Guidance
The Future of Liquidity
"I have a strong view that the Fed is not going to increase its balance sheet," he says. "The Treasury has a lot of bonds for sale and also a lot of money to be handed to the private sector." The outlook is actually fairly constructive on equities in particular, but reallyReally bad for bonds. But I'm paying attention to the potential for a catalyst that could unlock a lot of value - this is not an 18 month thing.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode