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Michael Howell & Raoul Pal: Liquidity Cycle Masterclass

Raoul Pal: The Journey Man

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Navigating Liquidity Cycles

This chapter explores macroeconomic trends and their effects on asset prices, particularly in the context of liquidity cycles. The speakers analyze the current liquidity environment in the US and China, discussing the implications of quantitative easing and innovative funding strategies. They highlight the importance of understanding these dynamics to identify investment opportunities amid changing economic conditions.

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