Shows
The Pragmatic InvestorE40 w/Michael Howell: Liquidity Outlook For 2025My 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-termCheck out Michael’s work:https://substack.com/@capitalwarshttps://www.crossbordercapital.com...2024-11-2757 min
The Pragmatic InvestorE38 w/Michael Howell: Liquidity Says It AllInvestment Grade Analysis 20% Discounthttps://www.seekingalpha.link/34TNL7J/2QZRGT/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.Not only did we discuss liquidity, but also the dollar system, Bitcoin, the outlook for the rest of 2024 and much more.Check out Michael’s work:https://substack.com/@capitalwarshttps://www.crossbordercapital.com/...2024-07-0958 min