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On today’s episode, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for the global liquidity cycle and what it means for markets throughout 2023 & into 2024.
We deep dive into the mechanics of inflation, the impact of rising interest rate's on global refinancing, the reduced impact of QE from the Fed's shadow QE & the role of crypto & Gold in portfolios. To hear all this & more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Referecned In The Show:
Stanley Druckenmiller & Paul Tudor Jones: https://www.youtube.com/watch?v=QWccFlgaBxA
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00:00 Introduction
01:35 Liquidity Is Rising
04:42 The Path Ahead For Inflation In 2024
09:15 DAS London Plug
10:33 The Liquidity Spiral
14:29 The Impact Of Rising Interest Rate's
17:25 The Liquidity Cycle
21:19 The Fed's Shadow QE
24:54 Blockworks Research Ad
25:41 The QRA Fueled A Huge Stock Market Rally
31:10 The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise
40:11 Gold & Crypto
42:22 Who Is The New Marginal Buyer Of U.S Debt?
48:31 Crypto As An Inflation Hedge
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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