The S&P 500 Overlaid With Global Liquidity

Since the beginning of this year, or since like actually late October of last year, global liquidity has been basically up only. It's kind of peaked, I guess like a month ago and it's been sideways and a little sketchy. We've also seen markets kind of shaky in recent weeks because of that. But that's basically the same thing. Like it's just we're just trading whatever central banks are doing.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app