Interview recorded - 27th of August, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy!0:00 - Introduction1:47 - Market flying?5:04 - Anything else to pay attention to?9:21 - Surprised by dollar drop?11:34 - Liquidity cycle18:15 - Majority of returns at beginning of liquidity cycle?19:33 - Yellen fiscal dilemma?23:17 - Treasury actions32:11 - Bond yields to rise?33:15 - Basel 4 financial repression34:01 - Risk-on the current strategy?35:35 - Industrial metals to benefit?37:21 - Bitcoin/Gold de-correlating to markets?40:01 - One message to takeaway from our conversation?Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.Michael Howell -Website - https://crossbordercapital.com/Twitter - https://twitter.com/crossbordercapLinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=ukWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Ver todos los episodios