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Thoughtful Money with Adam Taggart
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
Mar 10, 2024
Exploring the impact of liquidity on markets, predicting a peak by 2025. Discussions on investment cycle rebound, global liquidity's influence on equity markets, and strategic options trading for safety. Analysis of unsustainable market valuations, possible downturn by 2025, and importance of expert financial advice for navigating economic challenges.
01:42:41
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Quick takeaways
- Liquidity cycle projected to improve in 2024, benefiting equities, credits, commodities, and real estate.
- Bitcoin shows higher sensitivity to liquidity than gold, suggesting investment opportunities.
Deep dives
Global Liquidity Cycle
Michael Howell emphasizes the importance of liquidity in the world economy, stating that the liquidity cycle bottomed in October 2022. He projects an upward cycle for liquidity, predicting a better second half of 2024 and growth picking up through the next year.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode