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Podcast: Inflection Point
Episode: On the Margin: The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell
Description: In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!--Follow Michael Howell: https://x.com/crossbordercapFollow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin--...