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The Bitcoin Layer

Global Liquidity Update with Michael Howell

May 9, 2024
CrossBorder Capital founder and Capital Wars author, Michael Howell, discusses global liquidity, debt monetization, currency devaluation, impact of cross-border capital flows, and why bitcoin is a barometer of global liquidity in an engaging episode with Nik and Joe.
59:48

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Global liquidity drives financial markets, with concerns over potential air pockets and central bank actions impacting risk assets.
  • Central banks are expected to ease policy, leading to interest rate cuts and increased stimulus, potentially boosting market liquidity.

Deep dives

Global Liquidity Overview

Global liquidity is a crucial factor influencing financial systems, emphasizing the significance of tracking where money flows globally. Concerns arise from potential air pockets in liquidity due to factors like tax filing dates affecting money markets. The actions of major central banks like the Federal Reserve and the People's Bank of China withdrawing liquidity have impacted risk asset markets.

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