From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond | Monetary Matters with Jack Farley podcast - Listen or read transcript on Metacast
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Today’s episode is brought to you by the Teucrium Wheat Fund. War, weather, inflation—even monetary policy—drive wheat prices. See disclaimers below. Explore the opportunities at: https://bit.ly/Teucrium
Michael 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.
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