My guest today is Michael Howell , the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation.
Expect to learn:
* How Trump’s presidency will affect markets in 2025
* The outlook for liquidity
* Risks to global liquidity as debt refinancing comes due
* Best assets to hold short and long-term
Check out Michael’s work:
https://substack.com/@capitalwars
https://www.crossbordercapital.com/
