Global Liquidity Update with Michael Howell

Рет қаралды 23,308

Күн бұрын

In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Michael shares his theories on how this year will play out in financial markets. We ask him about debt monetization, currency devaluation forces on Japan and China, the impact of cross-border capital flows, why bitcoin is an excellent barometer of global liquidity, and much more.
The Bitcoin Layer is brought to you by River. Visit River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.
Subscribe and turn on notifications for TBL on KZfaq.
Subscribe to TBL’s research letter: thebitcoinlayer.com/subscribe
Follow TBL on X: / thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at TheBitcoinLayer.com/merch
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
The Bitcoin Layer and its guests do not provide investment advice.
Block Height 842768 #thebitcoinlayer
Nik Bhatia's Twitter: / timevalueofbtc
Research Associate Joe Consorti's Twitter: / joeconsorti
Creative Director Matthew Ball's Twitter: / matthewrball
#TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

Пікірлер: 54

@nick-oi1xf Ай бұрын

Great to see Mr. Howell on this channel, he's a treasure.

@Hueyck Ай бұрын

Ya he’s got a different take than most so always a good listen.

@TheLeadsteer Ай бұрын

When Michael Howell speaks, I listen intently. Of all his many interviews, this was the best. Nik Bhatia was so prepared and asked excellent questions. I’ve listened to this discussion twice.

@bruceroozdar9156 Ай бұрын

I can listen to 3 hours of this. Great conversation! Thank you!

@tqbrowne Ай бұрын

Nice one! Great guest- enjoy all of his interviews.

@p.m.8316 Ай бұрын

Agree. but he always says the same things.

@Hueyck Ай бұрын

@@p.m.8316 ya but he gets away with it since he does it in a different order each time because no one listens to more than 5 minutes.

@markbusby1446 Ай бұрын

Michael Howell is a great guest 👍🏼

@j.f.e.251 Ай бұрын

This content is so good that it's insane it was for free. You gotta love Internet Congrats on a great episode!!

@wezger Ай бұрын

Michael Howell is the GOAT!

@RE-jb2ke Ай бұрын

This is gold. Had to watch it twice to be able to absorb all the information, and by “all the information” I mean the 1% that my brain could take in.

@flowersandsense7426 Ай бұрын

Most underrated channel on KZfaq macro

@mikestaub 26 күн бұрын

Incredible. Thanks for such interesting content!

@PolarBearMan33 Ай бұрын

Solid video!! Thank you all for sharing the knowledge!!

@lorilacour7816 26 күн бұрын

Very fine discussion men!

@BatmanBoss Ай бұрын

Great show thanks

@rafish100 Ай бұрын

Absolutely fabulous! One of the best I’ve heard in years 👍🙌

@JimBob-wi3rq Ай бұрын

master class

@chrishayes8012 Ай бұрын

Always look forward to your content Nik, thank's guys -

@richardcurley1729 Ай бұрын

Impressive interview both by interviewers and interviewee.

@BJ-ms3yo Ай бұрын

Excellent explanation of the box we’re in… can’t control inflation with high interest rates as interest payments bust spending as well as increase fiscal dominance spending🤦🏼‍♂️. Concludes with traditional 60-40 stock-bond mix won’t work and need for other hard assets and bitcoin👍…

@brandon_youtube Ай бұрын

Cracking conversation. Great questions and enlightening responses

@davisboyd6644 Ай бұрын

Amazing video. A good number of things clicked for me in this vid

@tetrixdog Ай бұрын

Brilliant discussion!

@auraoflight4429 Ай бұрын

Thank you

@johns4412 Ай бұрын

Outstanding guest

@TakeOver1616 Ай бұрын

Great interview! Thanks learnd a lot!

@razkrat8803 Ай бұрын

Thanks 🎉

@MissMyRyan Ай бұрын

Great episode.

@MissMyRyan Ай бұрын

Would love to hear Michael’s view on how the current, expansive fiscal policy, which is a relatively new (ie, post-pandemic) phenomenon affects his views on global liquidity, which seem more focused on monetary (ie central bank) policy.

@wolfmacbeth8979 Ай бұрын

Fantastic videos, thanks a lot

@extraclip Ай бұрын

Sounds like we need a deep dive on duration.

@AlbiLekaj-mg3yn Ай бұрын

Michael Howell is nr 1.

@Godsservant778 Ай бұрын

Excellent video

@aleaiactaest8354 Ай бұрын

I agree, think Powell should wear a tophat! ;-)

@dustindavid5094 Ай бұрын

Pretty awesome interview. I would like to know more about the implications of a Chinese evaluation. Brent Johnson has said that it would export deflation throughout the world. I ask because it would be nice to have a better entry point into the market.

@migmoreno3211 Ай бұрын

Fantastic

@vladi2296 Ай бұрын

I would appreciate if you could mention the recording date in the future .

@busymikey Ай бұрын

Top 3 bitcoin pod

@GRumpyonekinobi Ай бұрын

excellent

@JonnyMReck Ай бұрын

“The Yen was a stalking horse” - very profound statement

@Ballistichydrant Ай бұрын

Did you notice that gold front ran the JPY move ? Something to consider moving forward

@s0.0s Ай бұрын

Correlation is not causation.

@damien6151 Ай бұрын

💎💎🔥🔥🔥

@user-wj2eq3js3u Ай бұрын

That’s why he is called father of liquidity.

@happychappy7115 Ай бұрын

Who would have thought: cash flows drive markets!😅

@JohnInvest17 Ай бұрын

44:48 why is Australia ---> Japan?

@BridgetMiller- Ай бұрын

The Federal Reserve is aware. They have no intention of combating inflation. They will not stop inflating, and commodities and stocks will rise in tandem with everything else. You can't merely hoard cash and wait for the market to crash; instead, you need to make your money work for you by starting small and accelerating your purchases as the market continues to decline.

@aleaiactaest8354 Ай бұрын

Why is China trying to keep their currency stable/prevent it from depreciating?