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21min chapter
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
Thoughtful Money with Adam Taggart
Navigating the Investment Cycle Rebound
Exploring phases of the investment cycle, this chapter focuses on the rebound period, detailing performance expectations of asset classes like equities, credits, and commodities. It highlights industry group preferences and transitions towards the calm phase while hinting at possible turbulence by 2025. The chapter also touches on the impact of artificially influenced markets, rising debt levels, and the significance of liquidity in managing debt.
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