Real Vision: Finance & Investing

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else

29 snips
May 6, 2023
Guest
Raoul Pal
Guest
Michael Howell
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Episode notes
1
Introduction
00:00 • 2min
2
Rylie's Journey on Liquidity
02:03 • 2min
3
The Importance of Liquidity in the Financial System
03:42 • 3min
4
The Importance of Interest Rates in the Economy
07:07 • 3min
5
The Relationship Between Interest Rates and QE
10:08 • 5min
6
The Importance of Liquidity
14:38 • 4min
7
The Importance of the Fed Balance Sheet
18:10 • 3min
8
The Two Oldest Presidents in History Coming Back for Round Two
21:21 • 4min
9
The Future of Inflation
25:16 • 3min
10
The Chinese Credit Cycle Leads All of This
28:30 • 2min
11
The BOJ's Lesson on China's Growth
30:24 • 3min
12
The Global Monetary Cycle
32:55 • 4min
13
The Balance Between the Reverse Repo and the Treasury General Account
37:18 • 2min
14
The Fed's Debt Ceiling Debate
39:23 • 2min
15
The Future of the Treasury Market
41:50 • 2min
16
The Liquidity Cycle Is Beginning to Slope
44:07 • 2min
17
The Importance of Liquidity in Macroeconomics
46:16 • 3min