4min chapter

The Julia La Roche Show cover image

#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades

The Julia La Roche Show

CHAPTER

Shifting Financial Landscapes: Bonds, Gold, and Geopolitics

This chapter explores the transition from equities to the bond market in response to fluctuating economic conditions. It analyzes historical trends, particularly from the 1970s, and emphasizes the growing significance of real assets like gold and commodities amidst changing geopolitical and fiscal landscapes.

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