The Bitcoin Layer Explaining Michael Howell's Global Liquidity Framework
May 21, 2024
Michael Howell, founder of CrossBorder Capital, discusses his global liquidity framework in this episode. Topics include Treasury bill monetization, duration's impact on financial markets, and why global liquidity matters for Bitcoin. The conversation delves into how asset prices are influenced by fund flow, the role of central and commercial banks in determining liquidity, and the relationship between Bitcoin and global liquidity trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Redefining Liquidity Through Michael Howell's Framework
02:14 • 4min
Understanding Michael Howell's Global Liquidity Framework
06:39 • 18min
Treasury Issuance Influence on Market Dynamics
24:39 • 9min
Analyzing the Interplay of Treasury Yields, Asset Prices, and Global Liquidity
33:27 • 2min
Exploring Duration, Risk, and Central Bank Actions in the Financial System
35:26 • 4min
Exploring Bitcoin's Connection to Global Liquidity and Financial Assets
39:25 • 1min