BRICS Weaponizing GOLD, Dollar Under Attack | Michael Howell

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Oct 21, 2024

Michael Howell, an expert on global liquidity from CrossBorder Capital, shares his insights on the shifting financial landscape. He discusses how BRICS nations are accumulating gold to challenge the U.S. dollar's supremacy. The conversation delves into the implications of central bank policies and liquidity on asset markets, emphasizing gold's role as a hedge against monetary inflation. Howell also offers investment strategies for navigating economic shifts, advocating for reallocating assets into gold and cryptocurrencies.

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INSIGHT

Liquidity Drives Markets, Not Growth

Liquidity drives asset markets and often outperforms the real economy when policymakers ease to support growth.
The current cycle has been bullish since Oct 2022 but faces challenges in 2025 onward.

INSIGHT

QT Masked By Hidden Liquidity Injections

The Fed's headline QT hid growing liquidity injections via other balance sheet operations.
Liquidity stepped up after the 2022 gilt crisis and the 2023 SVB failure, lifting US liquidity overall.

INSIGHT

Bank Reserves Are The Money Market Heart

Bank reserves are the beating heart of US money markets and a reserve shortfall creates stress.
Regulators changed stress-test rules to release roughly $800bn back into money markets in August.

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The "King of Liquidity" and I dive deep into the evolving financial landscape, focusing on how BRICS nations are positioning gold as a key asset in their broader strategy to challenge the dominance of the U.S. dollar. We explore the growing accumulation of gold by BRICS countries and how this move could lead to a major shift in global currency dynamics. You will gain insights into the global liquidity cycle, monetary inflation, and how these factors might influence the financial strategies of both nations and investors in the coming years. --- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver --- 👨‍💼 Michael Howell 🏢 CrossBorder Capital 🌎 capitalwars.substack.com 📅 Recording date: October 18th, 2024 --- DEUTSCHE GOLDMESSE November 21 & 22, 2024 in Frankfurt, Germany www.deutschegoldmesse.com FREE Registration for Investors! --- Follow Us! Twitter: http://twitter.com/soarfinancial Website: http://www.soarfinancial.com/ Timestamps (AI generated): 00:32 - Introducing guest 01:40 - financial markets overview 02:31 - Impact of central bank policies on markets 03:59 - Federal Reserve’s role in liquidity 05:40 - Impact of liquidity injections and monetary policy 09:11 - Bank reserves and liquidity stress tests 10:18 - Global liquidity cycle and predictions 12:00 - Liquidity’s impact on different asset classes 16:07 - Gold’s role as a monetary inflation hedge 21:29 - Collateral effects and volatility in financial markets 23:45 - Implications of US Treasury yield manipulation 26:45 - Gold, inflation, and the impact of rising US debt 29:00 - China’s role in undermining the US dollar 31:24 - Forecast for global liquidity and gold price 32:00 - Global debt crisis and refinancing challenges 35:32 - The shift in capital markets post-2000 38:13 - The maturity wall and refinancing risks 40:09 - Looming liquidity crisis in 2025-2026 42:21 - China’s monetary policy and its global impact 47:20 - Near-term vs long-term liquidity outlook 48:09 - Recommendations for investors 52:00 - Will the Fed have to start buying bonds again 54:12 - Conclusion **Disclaimer:** Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.