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Library of Mistakes
Ep 13: Capital Wars - The Rise Of Global Liquidity (with Michael Howell)
Feb 6, 2023
38:27
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- Global liquidity has surged to $170 trillion, emphasizing the shift towards a refinancing system for debt rollovers.
- Collateralized lending with quality assets like government bonds is crucial for liquidity and borrowing capacity.
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The Concept of Global Liquidity and Financial System Evolution
Global liquidity, defined as the flow of cash and credit through financial markets, has surged to $170 trillion due to factors like COVID-19 and central bank interventions. A key theme is the shift from a new financing system to a refinancing system, where debt rollovers are crucial. Liquidity includes various instruments beyond traditional money aggregates, emphasizing the importance of balance sheet capacity and debt refinancing.
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