Raoul Pal: The Journey Man
Michael Howell & Raoul Pal: Liquidity Cycle Masterclass
Feb 13, 2025
In this insightful discussion, Michael Howell, CEO of CrossBorder Capital, dives into the geopolitical and economic dynamics shaping the U.S. dollar. He highlights China's potential stimulus impacts and the importance of liquidity cycles. Howell also addresses debt monetization, the necessity for U.S.-China cooperation, and the challenges posed by high debts and aging populations. Generational wealth transfer is examined, especially in relation to gold and Bitcoin, emphasizing shifting asset preferences in an inflationary landscape.
01:03:40
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Quick takeaways
- Michael Howell discusses how China's precarious economic situation necessitates significant monetary strategies to combat debt deflation.
- The podcast highlights the critical role of U.S. liquidity cycles and Federal Reserve policies in shaping market conditions and asset performance.
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