#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous

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Aug 17, 2023

Michael Howell discusses the dangers in the bond market and the impact of liquidity. They analyze the recent sell-off in US Treasuries and the role of global liquidity. They explore the potential introduction of a goldback currency and its effects on the dollar. The significance of global liquidity in fixed income markets and equities is examined, along with insights on current market conditions and the recommendation to include hedges against monetary inflation in portfolios.

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Introduction

00:00 • 2min

Understanding the Sell-Off in US Treasuries

01:48 • 21min

The Impact of a Goldback Currency Unit on the Treasury Market and the Dollar System

23:02 • 5min

Analyzing Global Liquidity and its Impact on Markets and the Economy

27:53 • 3min

Navigating the Investment Landscape

30:53 • 4min