AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min snip
The Great Liquidity Debate | Michael Howell & Andy Constan
Forward Guidance
The Role of Liquidity in Equities
Y-Charts is a user-friendly investment tool that offers research tools, templates, and investment ideas. It provides a free trial and a 15% discount for new customers. In an interview, Andy discusses the impact of liquidity on different assets and equities, mentioning the role of fiscal decisions, bond supply, and the debt ceiling. He also acknowledges Michael's expertise in tracking global liquidity. Overall, Andy believes that equities are influenced by high nominal GDP and earnings expectations rather than just liquidity.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode