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.
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