Description
This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liquidity surge and stablecoin risks, and Europe’s structural challenges. We close with why today’s environment is truly unique in 4,000 years of monetary history. Enjoy!
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Timestamps:
00:00 Introduction
01:51 Where Are We in the Global Liquidity Cycle?
05:26 Main St. Recession & Economic Rebound
08:49 GDP vs Liquidity Cycles
10:33 QE, Liquidity & Gold vs BTC
15:44 No 4-Year Cycle But Still Bullish
20:05 Stablecoins & China
27:01 Europe’s Economic Struggles
29:15 Developed Nation Decline
34:55 How Unique is this Moment?
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance