From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Monetary Matters with Jack Farley

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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“Capital Wars” the book: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872

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