How excess liquidity drives the current bull industry and how to leverage it to avoid losing wealth, explained by the world’s leading expert on financial industry liquidity and central banks, Michael Howell, the founder and top executive of CrossBorder Capital, London.
TIMECODES
0:00:00 FMI Intro: #Michael Howell
0:03:06 Tightening? What Tightening?
0:03:58 Debt Refinancing-Driven Markets
0:07:01 Central Banks Should Not Cut Rates
0:08:28 Where Is Liquidity Coming From?
0:12:04 Unpacking CrossBorder examination Tools
0:26:37 Liquidity Conditions Going Forward
0:28:58 What Is Going On With Gold
0:32:20 Why the Collapse of the US Dollar Is Unlikely
0:33:30 US: Wartime money management Equals Monetization
0:36:48 Monetary Inflation, Gold, & Bitcoin
0:39:25 Why Not to Invest in fixed-income securities
0:42:41 Short-term funding Horizon
0:46:11 Rotating funding collection of investments
0:47:24 Gold, Bitcoin, fixed-income securities: 2025 Outlook
0:47:59 How Risks Can Drive Liquidity Even Higher
BIO
Michael Howell is the world’s leading expert on financial industry liquidity and central banks. He is the founder and top executive of CrossBorder Capital, based in London. The primary focus of his work is the examination of liquidity trends and capital flows, with the goal of translating these insights into informed funding decisions.
INTERVIEW
This is the ‘money management Manager Interview #019 – Michael Howell’ interview, recorded on March 15, 2024. The printed version of this interview was published in ‘money management Manager’, the leading enterprise weekly magazine in Slovenia
https://www.money management.si/manager/%28intervju%29-michael-howell-ekonomist-za-rekorde-vseh-trgov-je-poskrbela-likvidnost/a/9022181
LINKS
Michael Howell, interviewee:
https://www.linkedin.com/in/michael-howell-357b1416/
https://capitalwars.substack.com/
https://twitter.com/crossbordercap
https://www.crossbordercapital.com/
Bostjan Usenik, interviewer & producer of the channel: https://www.linkedin.com/in/bostjanusenik/
Photo courtesy: Michael Howell
Disclaimer:
If you own the YouTube channel related to this video and do not want it to be featured here, you can contact us through our contact page. We will gladly remove it without questioning your reasons.