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Michael Howell & Raoul Pal: Liquidity Cycle Masterclass

Raoul Pal: The Journey Man

CHAPTER

Navigating Debt and Liquidity Dynamics

This chapter explores the economic challenges posed by high debts and aging populations, emphasizing Japan's strategies and China's liquidity needs. The dialogue highlights the impact of these factors on global markets, revealing how currency dynamics and monetary policies interconnect amidst geopolitical tensions. Additionally, the chapter delves into future economic scenarios while stressing the importance of asset selection in an environment of rising global liquidity.

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