podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Michael Howell
Shows
Rob Wallace | Bitcoin News
Michael Howell: The Fed and Treasury Will Trigger The Biggest Bull Run Ever
Download the Rhino App đ rhinobitcoin.onelink.me/66Ka/bnews Debt is growing exponentially in both the East and the West, and Michael Howell says there's only one way out: print more money â which is exactly why Bitcoin and gold are about to compound harder than ever. Rob sits down with Michael Howell, author of Capital Wars, fresh off a trip to China, to break down the real scorecard in the US-China capital war, why China's ultra-low bond yields reveal a far weaker economy than the headlines suggest, and why Europe is caught dangerously in the middl...
2026-10-26
58 min
Bankless
What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst
Could Bitcoin be signaling the next liquidity recovery before the rest of the market sees it? Global liquidity expert Michael Howell returns to Bankless to revisit his 2027 outlook, explain why Bitcoin's $70K level matters, and examine whether the next market rebound could arrive sooner than expected. Ryan and David dig into rising Treasury yields, the Fed and Treasury's evolving relationship, Michael's "Treasury QE" thesis, and the four phases of the liquidity cycle.---đŁSPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:đNEAR | TRADE CONFID...
2026-10-26
1h 17
Mining Stock Daily
Michael Howell: Bullish on Gold, Cautious on What Comes Next
Is gold facing another correction before the next major liquidity upswing? Michael Howell of CrossBorder Capital joins Trevor Hall on Mining Stock Daily to discuss global liquidity, Chinaâs gold demand, the debt refinancing wall, and his outlook for 2027.Recorded in London during LME Week, this conversation explores why Howell believes financial markets are entering a difficult phaseâeven as parts of the real economy remain strong. He explains how AI capital spending and rising refinancing needs compete for liquidity, and why Treasury bills, bank reserves, and repo markets deserve more attention than interest rate...
2026-10-23
49 min
Rise To More
The Truth About Sleep with Dr. Michael Howell
What if some of the sleep advice youâve been following isnât actually right for your body?Neurologist and sleep specialist Dr. Michael Howell joins Jasna Burza for a fascinating conversation about what weâre getting wrong about sleepâand why understanding your own biology may matter more than following the latest sleep rules.They explore the biggest sleep lie Dr. Howell sees, why your chronotype matters, whether you really need eight uninterrupted hours, why you can sleep all night and still wake up exhausted, and what chronic poor sleep may be doing to your bra...
2026-10-13
56 min
BTC Sessions
If You Don't Get Global Liquidity, You Don't Get The Everything Bubble | Michael Howell
Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin RalliesGlobal liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is already bending bond markets, credit spreads, and Bitcoin. Michael Howell breaks down exactly what's moving underneath the surface.In this episode you'll see why Howell calls Bitcoin a "liquidity sponge," how the debt maturity wall forces old debt back into the system, and why roughly 80% of all financial market transactions are really just debt refinancing. You'll learn...
2026-10-13
1h 05
Rob Wallace | Bitcoin News
Bessentâs Strategy Exposed â The Great Debasement Everyone Missed | Michael Howell
Everyone called 2025 the year of the Great Debasement trade. Michael Howell says it never actually happened. And what comes next could be the biggest monetary regime change in 70 years. Michael Howell, liquidity expert and founder of CrossBorder Capital, returns to break down why global liquidity, not M2, is the real driver of Bitcoin, why the bond market just broke a 70-year-old pattern, and why the true debasement trade has not even started yet. Here is what we cover: ⢠Why M2 is the wrong metric for Bitcoin and why global liquidity has a 13-week pr...
2026-08-21
56 min
What Bitcoin Did
Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
âCycles have no respect for trends.â Michael Howell is on the show to explain why global liquidity, not Bitcoinâs four-year cycle, is the force driving Bitcoin, gold and global markets. Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He warns that tighter liquidity could create further downside before the next major monetary expansion begins. We get into the five-to-six-year debt refinancing cycle, why central banks are ultimately forced to keep supplying liquidity, Chinaâs influence on the gold market, the growing debt maturity...
2026-07-22
1h 05
The David Lin Report
Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job.Watch Michael's last interview: https://youtu.be/ADvvdgSu58I*This video was recorded on June 25, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my...
2026-06-29
40 min
Wealthion - Be Financially Resilient
Michael Howell: AI Will Fuel Inflation, And Markets Arenât Ready
Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over â just as AI spending, inflation pressure, Treasury stress, and Chinaâs gold strategy are reshaping markets. In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from âspeculationâ into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the...
2026-06-03
44 min
Becoming Preferred
Park Howell - The Business of Story: Shifting Your Brand from "What You Make" to "What You Make Happen"
SEASON: 6 EPISODE: 28Episode Overview:Welcome to Becoming Preferred, the show where we level up your business and become the best version of you. Today we are tackling the one tool that separates iconic brands from the 'white noise' of the marketplace: Story.Our guest today is an Emmy Award-winning advertising veteran who has spent over forty years proving that story isn't just a creative exerciseâitâs a growth engine. Park Howell is the founder of The Business of Story and the creator of the StoryCycle Systemâ˘, a framework that has helped brands scale...
2026-05-25
48 min
Stories in Life Sciences
Michael Howell The Gap Between a Drug and a Product Stories in Life Sciences
What separates a promising drug from a commercial product runs deeper than the science. In this episode of Stories in Life Sciences by MedAxis AI, Christopher Wilson sits down with Michael Howell, Founder and President of Mountaineer Biosciences, to explore what it actually takes to move from scientific discovery to a commercially viable drug development strategy.Michael has spent 20+ years moving between academic research, big pharma, and early-stage biotech, co-inventing drugs like Skyrizi, helping build Incyte Dermatology, and serving as CSO for two publicly traded companies. Today at Mountaineer Biosciences, he w...
2026-04-01
44 min
Monetary Matters with Jack Farley
Michael Howell: Markets On âNervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked
Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm In this episode, Michael Howell of Capital Wars and Global Liquidity Indexes discusses why the global liquidity cycle has peaked and is beginning to slow down in early 2026. This shift suggests that investors should pivot toward defensive assets, as the "everything bubble" transitions into a regime where liquidity is tighter relative to growing debt. Howell explains that while the US economy remains fundamentally strong, this strength may ironically act as a headwind for Wall Street by absorbing liquidity into the...
2026-03-09
1h 46
51 Insights â What's next in digital assets, AI and markets.
The liquidity cycle just broke bitcoin, with Michael Howell, Founder at CrossBorder Capital
This is a free preview of a paid episode. To hear more, visit 51insights.substack.com Hi, itâs Marc. âď¸ There's a chart making the rounds right now. Gold at $5,400. Bitcoin at $66,000. One is at an all-time high. The other is down 47% from its October peak of ~$126,000. Same "store of value" thesis that the crypto community sold to investors over the last 5 years. Wildly different outcomes. We sat down with the man who saw it coming. Dr. Michael Howell, one of the worldâs foremost authorities on global liquidity, founder of CrossBor...
2026-03-02
46 min
51 Insights â What's next in digital assets, AI and markets.
The liquidity cycle just broke bitcoin, with Michael Howell, Founder at CrossBorder Capital
This is a free preview of a paid episode. To hear more, visit 51insights.substack.comHi, itâs Marc. âď¸There's a chart making the rounds right now. Gold at $5,400. Bitcoin at $66,000. One is at an all-time high. The other is down 47% from its October peak of ~$126,000. Same "store of value" thesis that the crypto community sold to investors over the last 5 years. Wildly different outcomes. We sat down with the man who saw it coming.Dr. Michael Howell, one of the worldâs foremost authorities on global liquidity, founder of CrossBorder Capital and crea...
2026-03-02
46 min
The Brothers Howell
Episode 11: The Holidays - Ughh - Take 1
Send us Fan MailSummaryIn this Thanksgiving episode of The Brothers Howell, Steve and Michael Howell share their personal experiences and memories of Thanksgiving, discuss listener engagement through their new Facebook page, and reflect on traditional Thanksgiving meals. They also delve into classic Thanksgiving-themed television episodes, highlighting the lack of pop culture representation for the holiday compared to others like Christmas and Halloween. In this conversation, Michael and Steve delve into the themes of Thanksgiving as portrayed in sitcoms and movies, particularly focusing on the classic 'Planes, Trains, and Automobiles.' They discuss the...
2025-12-24
1h 23
Business of Story
#547: From Burnout to Breakthrough: How Taking Time Off Accelerates Growth, with Michael Walsh
What if working LESS is the smartest business growth strategy for 2026? Michael Walsh went three years without a vacationâgrinding relentlessly, believing scaling required personal sacrifice. Then his wife forced him to take time off. The result? He generated $10,000 in new salesâmore than any previous week. He tested further, taking the last week of every month off. His income kept growing. After 30+ years helping $2M-$20M companies scale, Michael has proven that people-first business growth outperforms systems-first approaches every time. What You'll Discover: â  The $10,000 vacation discovery - Why strategic time off acce...
2025-12-22
1h 03
Monetary Matters with Jack Farley
Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable
Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howellâs Capital Wars here: https://capitalwars.substack.com/MonetaryMatters With the Federal Reserve announcing the end of Quantitative Tightening (QT) on December 1st, Jack welcomes Michael Howell of GL Indexes and the Capital Wars Substack back to share an update on his measure of Fed liquidity and his outlook for 2026. Howell explains why Fed balance sheet expansion is inevitable. Recorded on November 6, 2025. Pieces discussed: âThe Return Of âNot-QE, QEâ (Part 1),â October 31, 2025: https://capitalwars.substack.co...
2025-11-10
1h 01
Two Blokes Trading
Why the Next Financial Crisis Is Already Here | Michael Howell
Why the Next Financial Crisis Is Already Here | Michael Howell | Two Blokes Trading Ep. 13In this episode of Two Blokes Trading, we speak with Michael Howell, founder of CrossBorder Capital and author of the âCapital Warsâ Substack, to unpack the real driver behind todayâs market turmoil: a growing global liquidity crisis. Michael explains why liquidity, not just interest rates, is the engine powering asset prices and why the global economy is now deep into a debt refinancing cycle that could trigger major funding stress.From repo market volatility and Fed balance sheet tightening to rising...
2025-11-03
37 min
Monetary Matters with Jack Farley
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While Peopleâs Bank of China (PBOC) Injects Stimulus and Pumps Gold
Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howellâs Capital Wars here: https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that global central bank liquidity is deteriorating, led primarily by the Federal Reserve. Howellâs measure of Fed liquidity is weakening because the Fedâs Reverse Repo (RRP) facility is effectively fully drained. This is partially offset by U.S. Treasury issuing lots of short-duration bills...
2025-10-29
1h 57
WTFinance
Liquidity Shortage Squeezing the Economy with Michael Howell
Interview recorded - 17th of October, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the current liquidity outlook, what is happening in China, whether Main Street and Equities can continue to go up and more. 0:00 - Introduction0:19 - Current outlook on liquidity markets25:20 - China31:14 - Cycles speeding up? 32:50 - Main Street and equities going up? 36:50 - One message to takeaway?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment...
2025-10-27
33 min
Monetary Matters with Jack Farley
The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While Peopleâs Bank of China (PBOC) Injects Stimulus and Pumps Gold
Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howellâs Capital Wars here: https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that global central bank liquidity is deteriorating, led primarily by the Federal Reserve. Howellâs measure of Fed liquidity is weakening because the Fedâs Reverse Repo (RRP) facility is effectively fully drained. This is partially offset by U.S. Treasury issuing lots of short-duration bills...
2025-10-26
1h 57
The Brothers Howell
Episode 7: Howell's Eve
Send us Fan MailIn this episode, Steve and Michael Howell dive into the nostalgic world of Halloween, exploring its music, traditions, and personal memories. They discuss timeless Halloween songs, their experiences with trick-or-treating, and the evolution of Halloween parties. The conversation also touches on favorite costumes, candy preferences, and the impact of horror movies on Halloween culture. Through laughter and shared stories, they reflect on how Halloween has shaped their lives and the joy it brings to families and communities. In this engaging conversation, Michael and Steve explore various themes surrounding Halloween, including its history, traditions...
2025-10-22
1h 30
Mining Stock Daily
Escalating Capital Wars and the Geopolitical Chess Board as It Stands: In-Depth with Michael Howell
Welcome back to Mining Stock Daily, as Trevor Hall sits down with Michael Howell of Crossborder Capital, famously known as the "king of liquidity," for an intense discussion on the escalating global "Capital War". This conflict is defined not by kinetic action, but by the fight for currency dominance, where the immense movement of capital around the world vastly outweighs traditional trade flows. Howell explains Chinaâs longstanding policy to replace the dominance of the US dollar through various strategies, notably the aggressive accumulation of gold, which aims to provide confidence and stability to their developing system. The US sy...
2025-10-21
44 min
Soar Financially
The Godfather of Liquidity: Monetary Inflation Is Here, GOLD Rally I Michael Howell
We are in an everything rally: gold over $4,000, silver at $51, and stocks soaring. Michael Howell, the âGodfather of Liquidityâ and founder of CrossBorder Capital, explains why monetary inflation is fueling all asset classes, and why goldâs rise is only beginning.From Chinaâs stealth devaluation and gold-backed yuan ambitions to the coming debt-liquidity crisis, Howell outlines the roadmap to a $10,000+ gold era.------------đ¨âđź Guest: Michael Howellđ˘ Company: CrossBorder Capitalđ https://capitalwars.substack.com/đ @crossbordercapđ Recording date: October 13th, 2025---------------------đ Save the Date đDEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markus Bussler, Keith Neu...
2025-10-15
33 min
Wealthion - Be Financially Resilient
Michael Howell: $10,000 Gold in a World of Monetary Inflation and Debt on Top of Debt on Top of Debt
đĄ Gold remains the ultimate hedge in a world of debt and monetary inflation. If you want a secure, convenient way to own physical gold and silver, visit Hard Assets Alliance: https://hardassetsalliance.com/?aff=WTH Global liquidity expert Michael Howell, Managing Director of GL Indexes (formerly CrossBorder Capital), joins Wealthionâs James Connor to explain how todayâs debt-driven financial system now runs entirely on liquidity. He reveals why the global liquidity cycle that began in late 2022 is nearing its peak, and how the next downturn could trigger a major market shock that may also pr...
2025-10-08
1h 00
The Julia La Roche Show
#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market risks ahead. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Howell presents his global liquidity cycle framework showing markets are late in a 35-month bull run that began in late 2022, with early warning signs emerging in repo markets as SOFR spreads spike. He warns of a massive debt...
2025-09-23
52 min
California Wine Country
Michael Browne
Winemaker Michael Browne is our guest on California Wine Country with Steve Jaxon and Dan Berger. Daedalus Howell is sitting in for Steve Jaxon today. Michael has brought a few wines today. The first pour is a 2020 Santa Rita Hills, made under his Cirq label. It his is focus on Russian River. His other brand, Chev, focuses on all the west coast, from Oregon to Central California. The Santa Rita Hills is interesting to him because âit really moves in your mouthâŚit has a lot of movement. ⌠It has massive presence. If you let it sit...
2025-08-09
45 min
Monetary Matters with Jack Farley
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Michael Howell of Crossborder Capital returns to Monetary Matters to share a strategic update on his reading of the liquidity cycle. A weakening U.S. Dollar is allowing many central banks around the world to ease. With large amounts of monetary easing from Chinaâs central bank (PBOC), falling fixed-income volatility, and a shortening of...
2025-08-03
1h 21
The Brothers Howell
Episode 5: Cartoons - The True Nurturers of Our Lives
Send us Fan MailIn this engaging conversation, Steve and Michael Howell delve into their childhood memories of cartoons, exploring the nostalgic impact of animation on their lives. They discuss early favorites like Astro Boy and Kimba the White Lion, the evolution of cartoons from short films to series, and the iconic characters from Looney Tunes and Hanna-Barbera. The brothers reflect on the cultural significance of shows like Scooby-Doo and Johnny Quest, highlighting the lasting legacy of classic cartoons and their influence on popular culture. In this engaging conversation, Steve and Michael delve into their nostalgic memories...
2025-07-22
1h 17
Soar Financially
GOLD: Why The US Is LOSING The Capital WAR | Michael Howell
Michael Howell, CEO of CrossBorder Capital, returns to break down the real reason why bonds are falling and gold is rising. He warns of a monetary inflation storm driven by massive short-term debt issuance, a silent conflict between the Fed and U.S. Treasury, and global liquidity imbalances from Japan to China. What assets protect you? Howell says gold, Bitcoin, and large caps with pricing power will outperform as the capital war escalates.#gold #bonds #liquidity ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------đ¨âđź Guest: Michael Howellđ˘ Company: CrossBorder Capitalđ ht...
2025-06-04
52 min
The Healing Chronicles Podcast
EP 11 | Rising Above Chronic Illness with Michael Brovac
In this powerful episode, Michael Brovac, a speaker, coach, musician, and founder of CAM-O, shares his journey from battling the rare genetic condition IPEX syndrome to becoming a beacon of hope for those dealing with chronic illnesses. Michael discusses the trials of his early life spent in and out of hospital rooms, the loss of his younger brother Cameron, and the transformative conversation with his mentor that changed his life's trajectory. Through his work with CAM-O, Michael aims to transform the lives of young patients and their families by turning pain into purpose. This episode is a testament to...
2025-06-02
1h 20
WTFinance
Global Liquidity Has Returned (For Now) with Michael Howell
Interview recorded - 23rd of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the overview of global liquidity, FED increasing liquidity, yields higher, Gold trend, debt reset and more. I hope you enjoy!0:00 - Introduction1:14 - Overview of Global Liquidity6:59 - FED increased liquidity?9:06 - What is driving yield increases?24:06 - What is happening in China?32:50 - Everything gold trend34:06 - Risk on positive35:21 - Bond yields higher?37:08 - Debt reset39:28 - One message to...
2025-05-28
40 min
The Doctor's Art
Artificial Intelligence and the Physician of Tomorrow | Michael Howell, MD, MPH
What happens to the practice of medicine when machines begin to reason, summarize and even empathize â at least in the linguistic sense â better than humans do? In this episode, we meet with Michael Howell, MD, MPH, Chief Clinical Officer at Google, to explore the seismic shifts underway in healthcare as artificial intelligence becomes more deeply embedded in clinical workflows. Dr. Howell, a pulmonary and critical care physician, has spent his career at the crossroads of clinical excellence and systems innovation. Before joining Google, he served as chief quality officer at University of Chicago Medicine. At Go...
2025-05-06
1h 01
Finanzielle Intelligenz mit Marc Friedrich
Globale Liquidität sagt Crash bis 2026 vor | Michael Howell
Im exklusiven Gespräch trifft Florian KĂśssler auf Michael Howell, einen der fĂźhrenden Experten fĂźr globale Liquidität und Kapitalmärkte. In diesem Interview erklärt Howell, warum Liquidität der entscheidende Treiber fĂźr die Entwicklungen an den Finanzmärkten ist â weit mehr als Zinsen oder Inflation. Gemeinsam analysieren sie die aktuelle Lage der Weltwirtschaft, die Rolle der Zentralbanken und welche Risiken ein RĂźckgang der globalen Liquidität fĂźr Investoren, Unternehmen und Staaten mit sich bringt. Ein tiefgehender Einblick in die verborgenen StrĂśme des Finanzsystems â klar, pointiert und mit Blick auf das, was kommen kĂśnnte...
2025-04-20
1h 16
Cardone Debates Hosted By Dana
Lil Bubble LOOKED CRAZY but then.. All Time Lows to Michael Saylor with Dana Howell
Lil Bubble Secrets â Tap into current market sentiment and turn it into entertaining, relatable content that speaks directly to your niche audience.â Maintain a consistent personal brand aesthetic across platforms to build memorability and long-term engagement.â Stack complementary skillsâmusic, video, brandingâto create a unique, hard-to-replicate creator-business hybrid.Youtube: https://youtu.be/0Kz0qGGQsa0đŹ Episode SummaryIn this episode of the Explain Yourself podcast, crypto meme musician Lil Bubble dives into his unexpected rise as a parody artist in the cryptocurrency world. Known for creating viral crypto-themed...
2025-04-07
40 min
Monetary Matters with Jack Farley
The Liquidity Squeeze | Michael Howell On Funding Pressures, Chinaâs Gold Yuan Devaluation, and Trump Adminâs Tariff Endgame
This Monetary Matters episode is brought to you by VanEck.Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackMichael Howell of Crossborder Capital returns to Monetary Matters to share his view on how global liquidity is impacting asset markets. While falling fixed income volatility and a declining dollar should buoy liquidity, Howell notes a distinct fall in liquidity momentum from central banks and worries that there could be a liquidity squeeze unless central banks inject more liquidity. He touches on various topics including the PBOCâs ne...
2025-03-12
1h 20
The Bitcoin Layer
Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building
In this episode, Nik welcomes back Michael Howell, founder of CrossBorder Capital and author of Capital Wars, to discuss global liquidity and the mounting case for a U.S. gold revaluation. Howell explains why M2 is outdated, highlighting the shift to asset-based liquidity as a better market gauge. They explore the U.S. debt spiral, pressure on the Fed to resume QE, and Chinaâs role in shaping liquidity. Howell also examines how a gold revaluation could inject much-needed liquidity into the system as debt levels surge. With tightening financial conditions and shifting risk appetite, this conversation unpacks why li...
2025-03-08
47 min
The Julia La Roche Show
#240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, âCapital Wars: The Rise Of Global Liquidity,â returns to The Julia La Roche Show where he analyzes global liquidity trends and warns of market risks ahead. Howell explains we're entering an "air pocket" in global liquidity despite the overall upward trend that began in October 2022. He examines the "hidden stimulus" from Yellen and Powell that's now fading, details why the US Treasury's bill-heavy financing strategy exposes government funding to interest rate risk, and discusses a theory about Trump potentially reva...
2025-03-06
52 min
Soar Financially
GOLD to $3,600? Liquidity Crisis Sparks Big Move! | Michael Howell
The âKing of Liquidityâ Michael Howell, founder and president of CrossBorder Capital, joins us for an in-depth discussion on global liquidity flows. Michael breaks down the hidden dynamics behind secret liquidity injections, unconventional Fed stimulus measures, and Chinaâs struggle to maintain the yuanâs parity. He explains why the U.S. dollar may soon lose its shine against gold and whether Trumpâs iconoclastic ideas could signal a return to a loose gold standard.------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------đ¨âđź Guest: Michael Howellđ˘ Company: CrossBorder Capitalđ https://capitalwars.subs...
2025-03-05
55 min
WTFinance
Liquidity Crunch Threatens 'Everything Bubble' with Michael Howell
Interview recorded - 13th of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about liquidity, how the FED and treasury have been artificially providing liquidity before the election, what the dollar wrecking ball means, impact on markets and more. I hope you enjoy!0:00 - Introduction1:30 - Outlook for global liquidity?8:53 - What drove QE/YC?17:35 - Bond market normalising20:35 - What is happening in China?25:15...
2025-01-17
50 min
Monetary Matters with Jack Farley
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Todayâs episode is brought to you by the Teucrium Wheat Fund. War, weather, inflationâeven monetary policyâdrive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/TeucriumMichael Howell of Crossborder Capital joins Jack on Monetary Matters to share his outlook on global liquidity from three sources: central banks, cross border flows, and the private sector. Howell expects the liquidity cycle to peak in late 2025 / early 2026 and says "enjoy the party but dance near the door." Recorded on December 19, 2024.Follow Monetary Matters on:Appl...
2024-12-23
1h 50
Turn on the Lights Podcast
How technology giants like Google are impacting healthcare with Michael Howell
AI is rapidly transforming health care, offering technology companies new possibilities for improving patient outcomes and revolutionizing care delivery.In this episode, Dr. Michael Howell, Chief Clinical Officer at Google, explores how technology giants like Google are impacting health care, sharing insights on AI advancements and their potential to improve patient outcomes. Dr. Howell believes machine learning breakthroughs, particularly in image recognition, have enabled significant progress in diagnosing conditions like diabetic retinopathy and cancer. He highlights Google's mission to provide better health information while also leveraging AI to support clinicians and enhance care delivery. Dr. Howell also...
2024-10-25
43 min
Turn on the Lights Podcast
How technology giants like Google are impacting healthcare with Michael Howell
AI is rapidly transforming health care, offering technology companies new possibilities for improving patient outcomes and revolutionizing care delivery.In this episode, Dr. Michael Howell, Chief Clinical Officer at Google, explores how technology giants like Google are impacting health care, sharing insights on AI advancements and their potential to improve patient outcomes. Dr. Howell believes machine learning breakthroughs, particularly in image recognition, have enabled significant progress in diagnosing conditions like diabetic retinopathy and cancer. He highlights Google's mission to provide better health information while also leveraging AI to support clinicians and enhance care delivery. Dr. Howell also...
2024-10-25
43 min
The Market Bull Podcast
Episode 121: Understanding The Importance of Global Liquidity Trends with Michael Howell
Michael Howell is the Founder and Managing Director of Cross Border Capital an independent investment advisory and macro research firm specialised in the monitoring of Global Liquidity Flows. Michael discusses his history, the impact of globalisation on financial markets over the past decades, the exponential growth of global debt, and the importance of monitoring liquidity flows across various economies. Michael shares his thoughts on what investors should be considering when building portfolios, the implications of U.S., China, and Japanese monetary policies and potential future market cycles. Cross Boarder Capital Website - https://www...
2024-10-07
43 min
Top Traders Unplugged
GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne about the liquidity cycleâs influence on global markets. Michael outlines how he sees rising liquidity growth providing a favourable backdrop for risky assets and that the conventional narrative that the Fed has been tightening liquidity via quantitative tightening is misplaced. They discuss how the requirement to refinance $70 trillion in debt every year, and the prospect of double digit growth in debt, will inevitably lead to monetary inflation with profound implications for assets like gold and eq...
2024-09-04
1h 02
Techsploder
Michael Fisher
Jason Howell sits down with Michael Fisher aka MrMobile in person to explore the nostalgic days of early cell phones, critique current AI trends in smartphones, discuss the challenges of tech content creation, and the impact of tech burn-out.đ Please support our work on Patreon: http://www.patreon.com/jasonhowell Michael's early experiences with technology and inspiration from shows like Inspector Gadget and Star Trek The evolution of mobile phones and the excitement of early cell phone ownership The convergence of devices and the rise of smartphones Nostalgia for single-use gadgets and pur...
2024-08-29
48 min
WTFinance
FED Cuts To Drive Liquidity and Markets Higher with Michael Howell
Interview recorded - 27th of August, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy!0:00 - Introduction1:47 - Market flying?5:04 - Anything else to pay attention to?9:21 - Surprised by dollar drop?11:34 - Liquidity cycle18:15 - Majority of returns at beginning of liquidity...
2024-08-28
42 min
Soar Financially
Why Gold Could Skyrocket by 2025, Liquidity Crisis Imminent! | Michael Howell
The "King of Liquidity" Michael Howell joins us for an in-depth discussion on global liquidity flows. How tight is liquidity right now and where is it coming from? Gold and other asset classes are soaring right now. Is a global liquidity crisis imminent? #gold #liquidity #debt ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Michael Howell, Managing Director Company: CrossBorder Capital  @crossbordercapital3019 đ @crossbordercap https://capitalwars.substack.com/ Recording date: April 9th, 2024 --------------------- Save the Date DEUTSCHE GOLDMESSE November 21 & 22 in Frankfurt, Germany www.deutschegoldmesse.com Register today. ...
2024-06-11
45 min
Nerds & Jesus Podcast
49 | Nerds in Christ w/Michael Bergman
Send us a textJoin Mary as she interviews Michael Bergman, Founder of Nerds in Christ. You'll hear about Michael's stories, projects, and more on this episode as we hear more about what it looks like to be a Christian Nerd!Learn more about Nerds in Christ: CLICK HERESupport the showNerds & Jesus Online Bio.Site/NerdsandJesusProduction ⢠Hosts: Mary Howell & Dezerae Manier⢠Creator, Editor, Producer, & Social Media: Mary Howell⢠Music: Jon Bjork & Dragon...
2024-05-10
46 min
Forward Guidance
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
Forward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.__Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have two things in common: they both correctly predicted the renewed bull market in stocks and they both have been guests on The Forward Guidance podcast. That is where the similarities end, as Michael and George have entirely different explanations for what is driving the surge in equity prices. While Michael is...
2024-04-18
1h 34
The Julia La Roche Show
#161 Michael Howell On Global Liquidity, A Re-entry Point For Risk Assets, Monetary Inflation, Gold, The US Dollar
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, âCapital Wars: The Rise Of Global Liquidity,â returns to The Julia La Roche for episode 161 to discuss the global liquidity cycle and its impact on the economy. He explains that liquidity is a key driver of asset prices and that the current liquidity cycle is pushing asset prices higher. Howell argues that the focus on interest rates and policy rates is misplaced, and that the long-term rate and liquidity are more important factors. He also highlights the importance of liqui...
2024-04-16
35 min
The Pain Trade Podcast
Michael Howell's Insight into the Commodities Renaissance and Market Forces
Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your personal finances. From the Federal Reserve's ledger balancing acts to China's post-festive resurgence, Howell and I lay out how financial titans' strategic moves ripple through economies and touch the common investor.As we journey through the intricacies of Japan's influence on global...
2024-04-15
56 min
Adventist Pilgrimage
George Butler & 1888 (w/ Denis Fortin)
Dr. Michael W. Campbell and Dr. Greg Howell sit down with Dr. Denis Fortin to talk about George Ide Butler's controversy with A.T. Jones and E.J. Waggoner leading up the 1888 General Conference session.You can watch this episode here.What?Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History_Project.Links:Web http://adventisthistorypodcast.org/...
2024-04-01
43 min
WTFinance
Market Turbulence in Coming Months Before Rebound with Michael Howell
Interview recorded - 26th of March, 2024On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell. Michael is the CEO of CrossBorder Capital. During our conversation we spoke about Michael's outlook for liquidity, global central bank outlook, why interest rates are not always important, positive outlook for markets in the long term, deficit challenges, assets to perform and more. I hope you enjoy!0:00 - Introduction1:30 - What is Michaelâs outlook on liquidity?4:25 - What is the difference between taxes this year?8:55 - Global cen...
2024-03-29
51 min
Forward Guidance
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworksâ Digital Asset Summit (Recorded March 19, 2024)
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__This is a recorded version of Jackâs macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, st...
2024-03-28
40 min
Hidden Forces
Are Gold and Bitcoin Signaling the Return of Money Printing? | Michael Howell
In Episode 357 of Hidden Forces, Demetri Kofinas speaks with the CEO of CrossBorder Capital, Michael Howell, about the run-up in gold and bitcoin prices and whether this signals the return of "money printing" driven by overwhelming government debt and deficit payments. Michael Howell has had the most accurate economic and financial forecasts of any analyst Kofinas has spoken with in the last several years. Demetri asked him back on the podcast to help explain why risk assets continue to outperform despite higher interest rates and what new all-time highs in gold and Bitcoin signal about global liquidity...
2024-03-18
46 min
Courageous Leadership with Travis Yates
Fight or Freeze: Active Shooter Response with Michael Howell
Send us Fan MailWhen courage under fire translates from the battlefield to the streets, retired police captain and U.S. Army veteran Michael Howell steps into our studio to talk life, leadership, and the split-second decisions that make all the difference. Michael takes us behind the scenes of the Lakewood church shooting with a critical eye on the response, the impact, and the courage it takes to stand in harm's way. His first-hand account from a harrowing Black Friday incident casts a sobering light on the reality of law enforcement's high-stakes environment.Feel your...
2024-02-27
33 min
WTFinance
Shadow QE to Save the Bond Market? with Michael Howell
Interview recorded - 20th of October, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell - Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about what is currently happening in liquidity markets, whether the FED could go towards yield control, whether all liquidity is created equal, disconnect between inflation and bond prices and more. I hope you enjoy!0:00 - Introduction1:40 - What is currently happening in liquidity markets?4:08 - Will Powell let the bond markets take control?6:15 - Could...
2023-10-23
43 min
The Pain Trade Podcast
From Liquidity Dynamics to Market Predictions with Michael Howell
Are you ready for some high-level financial wizardry that demystifies complex concepts like global liquidity, present and past economic indicators, and future market predictions? We have with us Michael Howell, a seasoned market researcher, who illuminates us with his three decades worth of knowledge on these intricate financial dynamics. We promise to take you on a journey from understanding the pivotal roles of the Federal Reserve and the People's Bank of China to the intricacies of market vs. funding liquidity, and why it doesn't always reflect the real economy's health.Let's delve deeper into some international finance...
2023-08-22
46 min
Forward Guidance
The Great Liquidity Debate | Michael Howell & Andy Constan
Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity.Todayâs interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidanceFollow Michael Howell on Twitter https://twitter.com/crossbordercap___Follow Andy Constan on Twitter https://twitter.com/dampedspringFollow 2 Gray Beards on Twitter https://twitter.com/2GrayBeardsFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter...
2023-07-27
1h 22
Market Depth
Chinaâs Stimulus Takes A Backseat To Save The Yuan | Michael Howell
In order to get a truly expert assessment on the liquidity picture out of China, Michael Howell from Crossborder Capital joins Weston Nakamura, as they explore Westonâs thesis from the previous episode of Market Depth - Chinaâs immediate term priority is to stop the yuanâs precipitous fall. This has been made evident by the PBOCâs daily yuan fixings stronger, as well as their net liquidity draining that had been occurring over the last several trading days.In addition, Michael incorporates his view on how the Japanese yen is being weaponized to attack the Chinese...
2023-07-07
36 min
My Worst Investment Ever Podcast
Michael Howell â Liquidity Is the Main Driver of Asset Markets
BIO: Michael Howell is CEO of CrossBorder Capital, a London-based FCA-registered, independent research and investment company he founded in 1996.STORY: Michael was once in a meeting with the governor of the Bank of Thailand, who told him they would cut interest rates the following week. Even though all possible data showed this would be a wrong move, Micahel believed him. The bank didnât lower the rates; instead, it increased them.LEARNING: Donât listen to what people say, particularly central bankers; watch what they do. When participating in macro investing, understand where you are on t...
2023-05-24
44 min
WTFinance
Fragile US Banks Struggling for Funding? with Michael Howell
Interview recorded - 25th of April, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell, Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the fragile state of US banks, why banks are collapsing under higher interest rates, the connection to global liquidity and what this means for asset outperformance in the future. I hope you enjoy!0:40 - Introduction1:02 - Why have banks collapsed with higher interest rates?4:35 - Was the SVB collapse a refinancing issue?10:45 - Is recent FED...
2023-04-26
39 min
The Doctor is Out
S4E06: Michael Howell - Clinical Medicine in Big Tech
Google Chief Clinical Officer Dr. Michael Howell joins this week for a conversation on building clinical careers in tech and the role of big tech companies like Alphabet in healthcare. In this interview, Howell discusses his recent piece in NEJM Catalyst on building successful clinical teams in large tech companies and the role of clinical teams in the tech industry. Join for a conversation on fostering cultural shifts from clinicians as collaborators to healthcare innovators. Read Howell's recent NEJM Catalyst article here: https://catalyst.nejm.org/doi/full/10.1056/CAT.22.0440
2023-04-05
40 min
Adventist Pilgrimage
That is NOT What We Believe: A Response to Cultish (Part 3)
Hosts Dr. Michael Campbell and Greg Howell invited Dr. Jud Lake (The Ellen White Podcast) and Matthew Lucio (Adventist History Podcast) to respond to more statements which ex-Adventists on the Cultish podcast made about Seventh-day Adventists:Were early Adventists anti-Trinitarian?Did Ellen White know theology?Do Adventists believe that Christ's atonement was completed on the cross?Do Adventists believe that God has a body?Other Resources:Ellen White Under Fire (Jud Lake)1919 (Michael W. Campbell)1922 (Michael W. Campbell)Check out the "QOD" episodes on Adventist History PodcastJulius Nam's...
2023-04-01
1h 03
Forward Guidance
Michael Howell: Can The Fed Keep Raising Rates During A Banking Crisis? | Michael Howell
On today's episode of Forward Guidance, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in!____Follow Michael: https://twitter.com/crossbordercapFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Jack: https://twitter.com/JackFarley96Follow Mike...
2023-03-22
1h 26
Smart Calls with Smartkarma
Global Liquidity Outlook for 2023 with Michael Howell
In this next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Michael Howell he shares more about his thoughts on the global liquidity outlook for 2023. From questions like why liquidity is so important for investors, to tracking the global liquidity cycle, join us in this next installment as we dive deep into the topic alongside Michael. This is a shortened version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more. -- Michael J. Howell is...
2023-03-09
30 min
Adventist Pilgrimage
22. Ellen White is NOT a Cow: A Response to Cultish (Part 2)
This is the second episode in a new miniseries, where Michael, Greg, Matthew, and Jud Lake team up again to discuss some new episodes from the popular podcast Cultish which made some serious criticism of Adventism. Specifically, did Adventists deceive Walter Martin in the 1950s? Did James White marry Ellen White because he could monetize her visions. Other Resources:Ellen White Under Fire (Jud Lake)1919 (Michael W. Campbell)1922 (Michael W. Campbell)Check out the "QOD" episodes on Adventist History PodcastJulius Nam's dissertation on QODThe 50th Anniversary Conference on QODWhat?...
2023-03-01
1h 11
Forward Guidance
Michael Howell: Liquidity Is Back
Michael Howell, managing director at Cross Border Capital, is the worldâs leading expert on global liquidity, a key concept in finance that relates to the relative ease of financing in markets around the world.After previously calling in 2022 that a collapse in liquidity would usher in a bad year for risk assets, Howell returns to Forward Guidance with happier tidings. Howell now argues that global liquidity conditions reached a nadir in October 2022 and since then have been rising, in part due to the Peopleâs Bank of China (PBOC) injecting trillions of Yuan into...
2023-02-13
1h 21
WTFinance
Are We Approaching a Debt Liquidity Crisis? with Michael Howell
Podcast recorded - 06/12/2022On todays episode of the WTFinance podcast I had the pleasure of speaking with Michael Howell, Founder & Managing Director of CrossBorder Capital. Â During our conversation we spoke about what liquidity is, how it is a precursor to negative economic & market actions, the key drivers of liquidity and what would happen if central banks remained hawkish. I hope you enjoy!0:00 - Introduction0:25 - Why liquidity?1:05 - What is liquidity and why does it change?2:45 - Shocks/bubbles due to liquidity3:25 - Is liquidity linked to other economic d...
2022-12-07
33 min
Adventist Pilgrimage
18. The Encyclopedia of Seventh-day Adventists (ft. Dr. David Trim and Dr. Dragoslava Santrac)
Greg Howell is back with Michael Campbell as the team interviews David Trim (Director, GC Archives, Statistics, and Research) and Dragoslava Santrac (Managing Editor, ESDA) about the Encyclopedia of Seventh-day Adventists.What?Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History_Project.Links:Web http://adventisthistorypodcast.org/Support: https://www.patreon.com/AdventistHistoryPodcastFa...
2022-11-01
58 min
The Healthy Menu
A Conversation with Chef Michael Howell, Founder & Executive Director of Devour! Fest
Welcome to a very special episode with The Healthy Menu x Devour! Food Film Fest. Hosted by Sonia Couto, today's guest is Chef Michael Howell, the Founder and Executive Director of Devour! Fest. Michael is also the consulting Chef at The Green Turtle Club in Abaco, Bahamas and for more than 25 years, he has been a leading chef across the United States, Canada, and The Bahamas. Michael owned and operated Tempest, an award-winning restaurant in Wolfville, NS. Michael has twice cooked at New Yorkâs prestigious James Beard House. His cookbook, Atlantic Seafood, was runner-up at the 2010 Taste Canada aw...
2022-10-20
29 min
Top Traders Unplugged
GM23: The Wars of Capital ft. Michael Howell
Today, we are joined by Michael Howell, Author and Managing Director of Crossborder Capital, for a conversation on how liquidity drives financial markets, based on his book, âCapital Wars: The Rise of Global Liquidityâ. We address term premia and the impact it has on the economy, the off-shore market, how Central Banks have become the dominant players over the last decade and the capital war between China and the U.S. We also discuss what might happen if the global economy becomes divided into two worlds, where one is financed by the U.S. dollar and the other financed by t...
2022-09-21
1h 10
Share Your Story
Lucy Howell - Executive Virtual Assistant, Admin Ninja and Social Media Maven
My name is Lucy Howell. I have been a virtual assistant for nearly 2.5 years, following leaving my profession as a Dental Nurse during the Covid-19 pandemic. I had my son Jacob during the first lockdown, and didn't want to return to nursing again for safety. I decided that I could put some of the skills I have learned over the years to better use, and work from home at the same time, and here we are!I am here to make business owners life a little bit easier! - I know how hard being a working mum...
2022-09-07
00 min
Inflection Point
Michael Howell: Capital Wars, Liquidity & The Rise of China
On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity.Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises? Tune in to hear this discussion & much more!--Attend DAS, crypto and macroâs f...
2022-08-31
50 min
Hidden Forces
Why Global Liquidity Matters Now More Than Ever | Michael Howell
In Episode 265 of Hidden Forces, Demetri Kofinas speaks with Michael Howell. Michael is the CEO of CrossBorder Capital, a London-based, independent research and investment company that provides asset allocation and capital markets advice to institutional investors. This conversation is a natural follow-up to our recent episodes with Lev Menand on the shadow banking system and Eric Basmajian on economic cycles. Specifically, the credit cycle and its leading impact on the economy and asset prices. But this conversation with Michael also pulls directly from other episodes as well with guests like Michael Pettis on global trade and finance...
2022-08-08
54 min
Forward Guidance
Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
In this episode of Forward Guidance, fan favourites Michael Howell and Joseph Wang pair up to discuss the overarching theme of liquidity and the Fed. After sounding the alarm and forecasting a decline in equity markets towards the end of 2021, those predictions are now beginning to manifest in markets. Michael walks listeners through how he tracks market liquidity as a leading indicator for equity prices. Joseph provides an in depth look at the signals driving the Fed in this environment. Both guests share their thoughts on the Powell pivot myth, volatility, signs of stagflation, Q...
2022-06-13
1h 21
Adventist Pilgrimage
An Inside Look at 1922
Michael and Greg offer a behind-the-scenes look at Michael's 1922 book and how Adventists were shaped by their times in ways they were not aware of.What?Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History Network.Links:Web http://adventisthistorypodcast.org/Support: https://www.patreon.com/AdventistHistoryPodcastFacebook: https://www.facebook.com/adventisthistorypodcast/Watch: http://youtube.com/c/ad...
2022-06-01
33 min
Adventist Pilgrimage
The Enigma of Last Generation Theology
Michael and Greg talk about the origins of what is known as "last generation theology." Buckle up for this one. What? Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History Network. Links: Web http://adventisthistorypodcast.org/ Support: https://www.patreon.com/AdventistHistoryPodcast Facebook: https://www.facebook.com/adventisthistorypodcast/ Watch: http://youtube.com/c/adventisthistory
2022-05-01
40 min
Forward Guidance
Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell
âLiquidityâ is a critical concept in markets that many may have heard, but few truly understand. Michael Howell, managing director at Cross Border Capital, is the global liquidity flows. He breaks down what liquidity is and he explains to Jack Farley how the tide of liquidity that has lifted asset prices over the past two years is reversing very quickly. Howell argues that, since 95% of central banks are tightening at the same time, the short-term risk/reward for stocks is poor, and he thinks a further 20% correction is ahead for the equity market. Howell explains the complex yiel...
2022-04-21
1h 13
Awakened Nationâ˘
Is The Deep State Real? with Michael Howell
Michael Howell returns for Season 4 to talk about his new book The United Deep State of America: A Shadow Government's Republic. If you are confused during this time of The 'Rona, political power grabs and a new global agenda, sit back with pen and paper, THIS is the episode for you...From Rudolf Steiner's statements from 100 years ago, to George Soros, David Rockefeller, Bill Gates, George Bush Sr. and Klaus Schwab, Michael pieces together their plans for the NWO, and exposes us to the playbook for world dominationâtranscribed in their own words so you can fully un...
2022-01-14
1h 30
Adventist Pilgrimage
9. Adventism in China: Interview with Dr. Christie Chow
Happy New Year! While Greg is galavanting in Africa, Michael sits down with Dr. Christie Chow to talk about her book, Schism: Seventh-day Adventism in Post-Denominational China. Purchase the book here. What? Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History Network. Links: Web http://adventisthistorypodcast.org/ Support: https://www.patreon.com/AdventistHistoryPodcast Facebook: https://www.facebook.com/adventisthistorypodcast/ Watch: http://youtube.com/c/adventisthistory
2022-01-01
38 min
Adventist Pilgrimage
8. Yuletide Cheer, Adventist Style
Greg & Michael talk Adventism and its fraught history with Christmas. Is it OK for Adventists to observe Christmas? What? Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History Network. Links: Web http://adventisthistorypodcast.org/ Support: https://www.patreon.com/AdventistHistoryPodcast Facebook: https://www.facebook.com/adventisthistorypodcast/ Watch: http://youtube.com/c/adventisthistory
2021-12-01
32 min
Adventist Pilgrimage
7. "Adventism is Bigger than Ellen White" - Interview with Don McAdams
Greg & Michael talk with legendary historian Don McAdams about his career, Ellen White, and Adventist history. What? Adventist Pilgrimage Podcast is a monthly podcast focusing on the academic side of Adventist history and hosted by historians Greg Howell and Michael Campbell. This podcast is a part of the Adventist History Network. Links: Web http://adventisthistorypodcast.org/ Support: https://www.patreon.com/AdventistHistoryPodcast Facebook: https://www.facebook.com/adventisthistorypodcast/ Watch: http://youtube.com/c/adventisthistory
2021-11-01
45 min
Adventist Pilgrimage
4. Interview: Jon Butler
Michael Campbell and Gregory Howell chat with historian Jon Butler. Dr. Butler is one of the most important Adventist historians you've (probably) never read. If you'd like to support the hosts of this show, you can support the Adventist History Network on Patreon.
2021-07-01
1h 00
Adventist Pilgrimage
3. Fake Ellen White: Margaret Rowen and the Prophet's Mantle
Drs. Michael Campbell and Gregory Howell talk about Margaret Rowen, a woman who claimed to be the prophetic successor to Ellen White, and why so many Adventists were willing to believe her. They also share some newly discovered resources which help shed light on what Rowen really taught. Also, there's (attempted) murder. If you'd like to support the hosts of this show, you can support the Adventist History Network on Patreon.
2021-06-01
39 min
Adventist Pilgrimage
2. Interview: Gil Valentine
Michael Campbell and Gregory Howell chat with historian Gil Valentine, a kiwi-of-all-trades whose research has focused on power and personality in Adventist history. If you'd like to support the hosts of this show, you can support the Adventist History Network on Patreon.
2021-05-01
1h 06
Adventist Pilgrimage
1. A Knight's Tale: George Knight on his journey in Adventist history
In this inaugural episode, Drs. Michael Campbell and Gregory Howell (abd) sit down with the dean of Adventist history, George Knight, to talk about his groundbreaking career. If you'd like to support the hosts of this show, you can support the Adventist History Network on Patreon.
2021-04-01
1h 18
Adventist Pilgrimage
Teaser
Matthew Lucio (host of the Adventist History Podcast) introduces you to Adventist historians Michael Campbell and Greg Howell as they launch their awesome new podcast: Adventist Pilgrimage. AP promises stimulating interviews with Adventist historians and the latest discoveries in Adventist History. The first episode - an interview with the legendary historian George Knight - drops April 1.
2021-03-15
08 min
Howell Dawdy's Fast Track
Episode 1: Anybody Got A Nickel (Anybody Spare A Dime) with Michael Hale
It's Episode 1 of Howell Dawdy's Fast Track and Howell is joined by Michael Hale of Your Kickstarter Sucks to write the best kind of song: a song about a sick horse. Welcome to the first All Business No Bullshit podcast. Support this show and experience exclusive bonus content at patreon.com/HowellDawdy
2021-03-12
42 min
the Offer with Michael Glinter
Inclusion Series: Inclusion in the Workplace - BEYOND Diversity! - Joel Howell - Leader with PWC
Special Guest - Joel HowellJoel Howell, MBA, "Living Life Full on Purpose", brings 20+ years of industry experience along with 15 years working for PWC. Joel brings a level of creativity, innovation, and style to everyone that crosses his path. He has an array of talent and expertise in HR leadership, employee engagement, talent development, diversity & inclusion (local/global), coaching for high performance, motivational speaking, and advanced facilitation. His goal in life is to live full on purpose and to pass that energy on to everyone that he comes in contact with. Today Joel will introduce our new seri...
2021-02-04
40 min
Revolution or Bust
Ep447 When Will Good-Faith Left Voters Finally Reach Their Limit With Biden? Michael Moore Followup
When Will Good-Faith Left Voters Finally Reach Their Limit With Biden? Michael Moore Followup Howell Underground on Youtube https://www.youtube.com/c/HowellUnderground/videos #Flint #DueDissidence Keaton Weiss & Russell Dobular of the Due Dissidence podcast join Allen Howell to further discuss Rick Snyderâs endorsement of the Biden campaign, Bidenâs gleeful acceptance of that endorsement, and how left voters might react. duedissidence.com Contact me directly: https://www.facebook.com/allen.kit.howell https://twitter.com/HwlUnderground
2020-09-10
1h 02
Revolution or Bust
Ep443 Michael Moore Says DNC Is Telling Flint & All Progressives: F*ck You!
Michael Moore Says DNC Is Telling Flint & All Progressives: F*ck You! Howell Underground on Youtube https://www.youtube.com/c/HowellUnderground/videos #MichaelMoore #Flint Rumble with Michael Moore | Ep. 116: Biden To Flint â "F*ck You" (feat. Melissa Mays) https://podcasts.apple.com/us/podcast/ep-116-biden-to-flint-f-ck-you-feat-melissa-mays/id1490354763?i=1000490148448 Dead heat: Trump erases Bidenâs 8-point lead in Pennsylvania as black voters abandon Democrat https://www.washingtonexaminer.com/washington-secrets/dead-heat-trump-erases-bidens-8-point-lead-in-pennsylvania-as-black-voters-abandon-democrat Due Dissidence - Rick Snyder: Biden's Most "Toxic" Endorsement Yet https://youtu.be/v...
2020-09-06
14 min
the Offer with Michael Glinter
Season 1 Replay: Inclusion Series: Inclusion in the Workplace - BEYOND Diversity! - Joel Howell - Leader with PWC
Season 1 has ended, and Season 2 is coming!  We celebrate some of the hottest episodes of the last season  Special Guest - Joel Howell  Joel Howell, MBA, "Living Life Full on Purpose," brings 20+ years of industry experience along with 15 years of working for PWC. Joel brings a level of creativity, innovation, and style to everyone that crosses his path. He has an array of talent and expertise in HR leadership, employee engagement, talent development, diversity & inclusion (local/global), coaching for high performance, motivational speaking, and advanced facilitation. His goal in life is to live a full-on purpose a...
2020-07-14
40 min
Revolution or Bust
Ep346 Planet of the Censoring HumansâThe campaign to remove Michael Mooreâs new documentary
Planet of the Censoring HumansâThe campaign to remove Michael Mooreâs new documentary Howell Underground on Youtube https://www.youtube.com/channel/UC_ALrQNOIs04v_7y6yTAY6g/videos #MichaelMoore #MattTaibbi #PlanetOfTheHumans Planet of the Censoring Humans - Matt Taibbi https://taibbi.substack.com/p/planet-of-the-censoring-humans System Update with Glenn Greenwald - The Murderous History and Deceitful Function of the CIA https://youtu.be/BhkxQRsmMQM New FB Protest Group--Burn the DNC! The Struggle Continues (Revenge of the Grassroots Operatives) https://www.facebook.com...
2020-05-31
23 min
Revolution or Bust
Ep306 Coffee with TiffanyâNew Michael Moore Documentary, General Strike, Climate Crisis
Coffee with TiffanyâNew Michael Moore Documentary, General Strike, Climate Crisis Howell Underground on Youtube https://www.youtube.com/channel/UC_ALrQNOIs04v_7y6yTAY6g/videos #MichaelMoore #GeneralStrike #DropOutBiden USA Today Poll: 15% of Sanders supporters will vote for Trump if Biden is nominee; 80% would back Biden https://www.usatoday.com/story/news/politics/elections/2020/03/29/bernie-sanders-supporters-vote-trump-over-biden-poll/2936124001/ There Can Be No Viable Progressive Movement Without Labor Strikes . . . https://medium.com/@allenkithowell/there-can-be-no-viable-progressive-movement-without-labor-strikes-fff299c4bee5 Vote for Bernie in the Primaries https://voteforbernie.org/
2020-05-01
1h 03
Revolution or Bust
BOBEp261 âMillions of Dems Are About to Exit: Michael Moore Reveals Bidenâs Dementia from Insider Convos"
âMillions of Dems Are About to Exit: Michael Moore Reveals Bidenâs Dementia from Insider Convos" The March 21, 2020 Episode of the Bernie or Bust Show #bernieorbust #bernieorbust2020 #bernieorbustpledge Take the Bernie or Bust Pledge!! http://bernieorbust2020.us Yes! I Pledge to #BernTheDNC https://www.bernthednc.org/ Image - I Just Took the BernieOrBust2020.US pledge! https://imgflip.com/i/3ruk8n Rumble With Michael Moore: Ep. 50: What They Know About Uncle Joe https://anchor.fm/rumble-with-michael-moore/episodes/Ep--50-What-They-Know-About-Uncle-Joe-ebfkdf/a-a1mjdim R...
2020-03-21
20 min
Revolution or Bust
BOBEp220 "Is Michael Moore Bernie or Bust? How About Jordan Chariton?"
"Is Michael Moore Bernie or Bust? How About Jordan Chariton?" "Is Michael Moore 'Bernie or Bust?' How About Jordan Chariton?" The February 10, 2020 episode of the Bernie or Bust Show Take the Bernie or Bust Pledge!! http://bernieorbust2020.us Sam Shain: Why Bernie supporters arenât âblue no matter whoâ https://www.centralmaine.com/2020/02/07/sam-shain-why-bernie-supporters-arent-blue-no-matter-who Iowa Democrats Give Buttigieg the Most Delegates as Sanders Team Seeks Recanvass https://www.nytimes.com/2020/02/09/us/politics/iowa-caucuses-democrats.html Boomers for Bernie Sanders 2020 (FaceBook Group...
2020-02-10
30 min
The Insurance Guys Podcast
Finding Your Angle with Michael Reilly
In this episode, Scott and Bradley sit down with Michael Reilly, Owner and principal agent of the Michael Reilly Agency based out of Roseville, California. Michael has a huge personality and is an expert at referral partner relationships. Michael discusses how to optimally identify, research, and cultivate referral partner relationships. Resources: Michael Reilly Agency About The Insurance Guys The Insurance Guys Podcast is made and dedicated to agents by agents. Scott Howell and Bradley Flowers discuss all aspects of becoming an insurance agent and give real-life examples of the...
2018-10-24
39 min
The Insurance Guys Podcast
Michael McCormick: Insurance Soup and Video Quotes
Scott Howell and Bradley Flowers sit down with Michael McCormick, co-founder and bearded genius of Insurance Soup. Insurance Soup is an online community and mega facebook page group that is shaking up the whole Insurance industry. Plus, The Insurance Guys and Michael talk about the cutting-edge practice of sending video proposals to their clients and how this will increase close ratio. Resources: useloom.com advisorevolved.Com Insurance Soup is the #1 FREE group on Facebook for Agents and Brokers with a focus on sales, marketing, and social media mastery.
2018-04-24
36 min