
‘Absolute Madness’: Trillions In Debt Maturing Soon As Inflation Reignites | Michael Howell
The David Lin Report
China, yuan and gold dynamics
Howell explains China's real estate stress, likely yuan devaluation, rising yuan gold price, and PBOC gold buying.
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, predicts 2026 will bring financial crisis and inflation as central banks reduce money supply while trillions in COVID-era debt needs refinancing.*This video was recorded on December 12, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL HOWELL:X (@crossbordercap): https://x.com/crossbordercapWebsite: https://www.crossbordercapital.com/"Capital Wars" Substack: https://substack.com/@CapitalWarsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:05 - What is global liquidity4:23 - Why does global liquidity move in cycles?7:18 - Why stocks, gold, and Bitcoin moved up together10:01 - Global liquidity and the Fed shift to “treasury QE”13:33 - Investment ‘traffic light’ system20:23 - Why inflation is returning23:42 - Debt-liquidity nexus28:00 - Debt maturity wall and the Fed34:01 - 2026 outlook37:41 - Gold and silver40:44 - Spending and borrowing43:12 - Central banks#stocks #investing #economy


