Garrett Baldwin

Financial writer, investor, and host with a background in journalism, economics, and market research; author of the Substack 'Me and the Money Printer' and host of Market Masters at TheoTrade, known for macro analysis on liquidity and market structure.

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Dec 30, 2025 • 1h 7min

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

Garrett Baldwin, a financial writer and investor known for his macro analysis, discusses the dynamics of global liquidity and its impact on markets. He highlights how a $15 trillion liquidity surge has driven asset rallies and shares insights on the importance of repo markets over the Fed funds rate. Garrett also touches on the growing foreign capital influx into U.S. markets, discusses the role of insider buying as a bottom signal, and emphasizes the need to react to market signals rather than predict outcomes. A compelling analysis on the financial landscape!

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