Library of Mistakes

Ep 13: Capital Wars - The Rise Of Global Liquidity (with Michael Howell)

Feb 6, 2023

38:27

Creator website

Highlights

AI Chapters

Episode notes

The Role of Collateralized Lending in the Global Financial Crisis

03:17

The Impact of Cross-Border Capital Flaws

04:59

The Price of Government Bonds Has Been Going Up for 40 Years Now

04:36

Introduction

2min

How Much Liquidity Is in the Bank?

4min

The Role of Collateralized Lending in the Global Financial Crisis

3min

The Price of Government Bonds Has Been Going Up for 40 Years Now

5min

Bond Pricing Is Done by Fundamental Long-Term Investors

2min

The Impact of Cross-Border Capital Flaws

5min

The Rollover of Debt

1min

What Are Swap Lines?

5min

Transacting in RMB

4min

10.

Capital Wars, the Rise of Global Liquidity?

3min

11.

Is Japan a Par Base for Asian Reserve Currency?

3min

12.

The Library of Mistakes Podcast

2min

Michael Howell, legendary market strategist, author and founder of CrossBorder Capital, joins our Keeper Russell Napier to discuss global liquidity. Join us for a thought-provoking episode that seasoned investors and knowledgable market observers will enjoy getting their teeth stuck into.

For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.