AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
16min chapter
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
Thoughtful Money with Adam Taggart
Global Liquidity, Equity Markets, and Investment Strategies
Exploring the interplay between global liquidity and equity markets, the chapter analyzes the current state of the S&P 500 and world stocks, questioning if the market is in a bubble. Discussions delve into US equity holdings, liquidity ratios, trends, tech dominance, and investor preferences, highlighting the shift towards momentum investing. Emphasis is placed on diverse asset classes expected to perform well, cautioning against bonds and suggesting potential rises in Bitcoin and gold prices.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode