

A Concerned Fed Will Drive Liquidity & Markets Higher | Michael Howell
5 snips Sep 18, 2024
Michael Howell, a renowned global liquidity expert and Founder of CrossBorder Capital, discusses pivotal shifts in the Federal Reserve's policies and their implications for market liquidity. He explores the Fed's concerns about rising U.S. debt and its approach to managing inflation. Howell analyzes the global liquidity landscape and warns of potential economic challenges. He shares insights on the outlook for assets like gold and Bitcoin, emphasizing the need for investors to adapt their strategies in the face of sustained inflation and high market valuations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Tourism Trends and Economic Insights
01:33 • 12min
Navigating Monetary Policy and Economic Liquidity
13:36 • 17min
Exploring the Sustainability of National Debt and Its Economic Consequences
30:59 • 4min
Navigating Inflation and Investment Strategies
34:41 • 14min
Wrapping Up Insights on Capital Flows and Gold Investment
48:47 • 2min