Debt Monetization Is Coming, Hard Assets Are The Hedge | Michael Howell

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  • Опубликовано: 25 авг 2024
  • Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Michael Howell, CEO of CrossBorder Capital, returns for a rousing discussion on his global liquidity framework. He talks about why 2023 played out according to his framework, why the end of Q1 could get dicey for financial markets, and while the bull market rages on and the party continues, why dancing near the door is your best bet.
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Комментарии • 31

  • @tpndtbk
    @tpndtbk 6 месяцев назад +7

    Since 2 years I have only listened to Michael and he is right all the time.

  • @TheRealDerekS
    @TheRealDerekS 6 месяцев назад +42

    Joe sold his closet doors to stack more corn

    • @tharu
      @tharu 6 месяцев назад +2

      Lol

    • @joeconsorti
      @joeconsorti 6 месяцев назад +1

      You are absolutely right.

    • @paulochinho
      @paulochinho 6 месяцев назад

      😆😆😆

  • @tqbrowne
    @tqbrowne 6 месяцев назад +11

    Great guest! I recommend his book, Capital Wars.

  • @rafish100
    @rafish100 6 месяцев назад +6

    Michael brilliant as always! Thank you

  • @martinhunter1187
    @martinhunter1187 5 месяцев назад +1

    Howell is superb. Super clear

  • @greggcal4583
    @greggcal4583 6 месяцев назад +1

    Michael Howell is always a good interview.

  • @christianng2828
    @christianng2828 6 месяцев назад

    Michael is full of wisdom - listen to every podcast he is on. Great charts and insights.

  • @SuperLkelley
    @SuperLkelley 6 месяцев назад

    excellent interview, many thanks.

  • @bigmoose143
    @bigmoose143 5 месяцев назад

    Where is a link in the description about the guest? All I see is the sponsor and the substack to this channel.. When you have a guest like this , you need to have a link to the guest's work for people who want more details.

  • @westra4
    @westra4 6 месяцев назад

    Thx.

  • @user-99.99
    @user-99.99 6 месяцев назад +1

    Always enjoy Michael’s perspective. ❤
    No skeletons in that closet. 😂

  • @joeshmoe7317
    @joeshmoe7317 6 месяцев назад

    Bitcoin to the moon. Got it

  • @you0rsp1
    @you0rsp1 5 месяцев назад

    No cap the open closet and t-shirts in the background is distracting af. But Howell is worth a listen as usual.

    • @pbrown0829
      @pbrown0829 5 месяцев назад

      Only distracting if your IQ is less then 30

  • @stopper90004
    @stopper90004 6 месяцев назад +1

    Joe, can we have your bed in the next show staging?

  • @SavanaT
    @SavanaT 5 месяцев назад +1

    2024 - doing interviews w/ your closet open, w/ tshirts hanging in the background... 🙏

  • @markbrzezinski8889
    @markbrzezinski8889 6 месяцев назад

    Michael, if China is increasing liquidity and the US will do the same then how is the Chinese currency going to devalue so as to stop thier deflation mainly in the property market and job creation investment?

  • @vmurt
    @vmurt 5 месяцев назад

    OMG he is predicting it again w/ NYCB & that (brief) crash

  • @Sergio_21M
    @Sergio_21M 6 месяцев назад +2

    Look, its Joes underwear in the background.

  • @forthrightnight
    @forthrightnight 5 месяцев назад +1

    Dude, gotta' do something about the open closet behind you, as tidy as it is.
    Wayyy too much living in your mom's basement vibe.
    I know you GenZs are casual but some level of visual professionalism given your guests and audience will only help your views.
    Check out what other creators are doing.

  • @kikolatulipe
    @kikolatulipe 6 месяцев назад

    …31min no talk about hedging yet :-( Gold, Btc, real estate and stock !

  • @moralhazard1
    @moralhazard1 6 месяцев назад

    The Fed's own projections are way more debt, they know it will never be fixed lol. And Jerome Powell on 60 Minutes has said he is scared and it is all unsustainable! "b-b-but... Government can't go broke! Bonds are 100% safe..." 🤣🤣🤣

  • @mlbonfox8199
    @mlbonfox8199 6 месяцев назад +1

    Wall Street jargon; I’ll pass

    • @moralhazard1
      @moralhazard1 6 месяцев назад +2

      Allow me to translate: MORE MONEY PRINTING 😉

    • @marcbriggs4449
      @marcbriggs4449 6 месяцев назад +1

      Michael Howell is teaching everyone about the global financial circumstances that directly impact the world of bitcoin. It's a mistake to resist learning from this brilliant man

    • @RickyPayaso
      @RickyPayaso 4 месяца назад +1

      Or I'm lazy but will still have a gamble😂

  • @peterbedford2610
    @peterbedford2610 5 месяцев назад

    I guess he's out of the closet now.?