Michael Howell: $10,000 Gold in a World of Monetary Inflation and Debt on Top of Debt on Top of Debt

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Oct 8, 2025

Michael Howell, a global liquidity expert and Managing Director of GL Indexes, shares his insights on the looming $10,000 gold price in a debt-driven economy. He explains the pivotal shift from Federal Reserve control to U.S. Treasury influence on monetary inflation. Howell discusses how the current liquidity peak could lead to market shocks and presents gold, silver, and Bitcoin as essential hedges. He warns of the impacts of rising fiscal deficits and suggests investors adopt a buy-on-weakness strategy for scarce assets.

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INSIGHT

Liquidity, Not Economy, Moves Markets

Global financial markets are driven primarily by liquidity flows rather than the real economy.
CrossBorderCap measures global liquidity to track where money moves and why markets react.

INSIGHT

Debt Growth Fuels Monetary Inflation

Debt growth forces ongoing liquidity expansion because refinancing needs keep rising.
That expanding liquidity is what Howell calls monetary inflation and it reshapes asset performance.

ADVICE

Shift Away From Nominal Bonds

Reduce exposure to nominal government bonds that lose real value under monetary inflation.
Allocate to monetary‑inflation hedges like gold and possibly Bitcoin to preserve wealth.

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💡 Gold remains the ultimate hedge in a world of debt and monetary inflation. If you want a secure, convenient way to own physical gold and silver, visit Hard Assets Alliance: https://hardassetsalliance.com/?aff=WTH

Global liquidity expert Michael Howell, Managing Director of GL Indexes (formerly CrossBorder Capital), joins Wealthion’s James Connor to explain how today’s debt-driven financial system now runs entirely on liquidity. He reveals why the global liquidity cycle that began in late 2022 is nearing its peak, and how the next downturn could trigger a major market shock that may also present a powerful buying opportunity in a world that can’t escape its addiction to debt.

Howell uncovers the growing power shift from the Federal Reserve to the U.S. Treasury, where government spending, not central-bank policy, is driving money creation and fueling monetary inflation. He also shares why gold could surge to $10,000, how silver, Bitcoin, and other hard assets fit into this new era of endless money printing, and what investors can do now as the liquidity tide begins to turn.

💡 As Michael Howell explains, we’re nearing the peak of the liquidity cycle and entering a new era of monetary inflation. Make sure your portfolio is prepared. Get a free portfolio review with one of Wealthion’s endorsed financial advisors at https://bit.ly/42yROgp

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