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Podcast: The Julia La Roche Show
Episode: #240 Michael Howell: 'We're in a Liquidity Air Pocket' as Hidden Stimulus Fades
Description: Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” 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...