E40 w/Michael Howell: Liquidity Outlook For 2025
Update: 2024-11-27
Description
My guest today is Michael Howell , the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation.
Expect to learn:
* How Trump’s presidency will affect markets in 2025
* The outlook for liquidity
* Risks to global liquidity as debt refinancing comes due
* Best assets to hold short and long-term
Check out Michael’s work:
https://substack.com/@capitalwars
https://www.crossbordercapital.com/
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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