
Resolve Riffs Investment Podcast ReSolveRiffs with Michael Howell on Liquidity & its Multi-Dimensional Impacts on Markets and the Economy
May 24, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
Introduction
00:00 • 2min
The Importance of Understanding Liquidity
02:13 • 4min
The Importance of Liquidity in a Debt-Round Economy
06:01 • 2min
The Problem With Central Banks
08:29 • 3min
The Evolution of Liquidity
11:19 • 4min
The Different Types of Liquidity in the Economy
15:48 • 3min
The Role of Central Banks in the Global Financial Crisis
18:26 • 2min
The Central Bank's Focus on Cost-Based Inflation
20:45 • 4min
The Future of the Economy
25:03 • 4min
The Global Liquidity Cycle
28:47 • 4min
The Growth Rate of Global Liquidity
33:02 • 2min
The Future of Monetary Inflation
35:12 • 5min
The Dynamic of Central Bank Balance Sheet Expansion Over the Next Decade
39:48 • 4min
The Future of Credit Guidance
43:30 • 4min
The Importance of Government in the Economy
47:16 • 5min
The Dangers of Cryptocurrency
52:04 • 2min
The Fed's Plan to Inflate the Debt Away
54:16 • 4min
The Unsustainability of QE
57:55 • 4min
The Future of Japan's Bond Market
01:01:41 • 2min
The Problem With Treasury Debt in the US and Europe
01:04:02 • 3min
The Euro-Dollar Market and the Shadow Banking System
01:07:26 • 4min
The Importance of Refinancing Capital in an Economy
01:11:12 • 3min
The Future of the US Dollar
01:13:47 • 2min
The Debt Ceiling: A Dramatic Conflagration
01:16:03 • 3min
The Mechanics of Reversal Repo
01:19:29 • 2min
The TGA's Reverse Repo
01:21:14 • 2min
The Gestalt University Podcast
01:22:46 • 3min
