A Concerned Fed Will Drive Liquidity & Markets Higher | Michael Howell
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- Опубліковано 18 вер 2024
- Is the Federal Reserve’s shift in focus setting the stage for a major liquidity increase? Renowned global liquidity expert Michael Howell, Founder and CEO of CrossBorder Capital, joins James Connor to discuss the Fed’s economic concerns, its upcoming policy pivot, and the resulting boost in global liquidity, asset prices, and inflation. He also dives into liquidity trends from central banks worldwide, the challenges of rising U.S. debt, strategies for navigating an era of sustained inflation, and much more. Don’t miss this timely discussion, part of Wealthion’s special coverage of the Fed’s Open Market Committee this week.
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Chapters:
02:09 - What is Liquidity and Why It Matters
03:27 - The Importance of Global Liquidity Monitoring
06:57 - Analyzing China’s Economic Slowdown
12:40 - Federal Reserve’s Policy Shift and Market Implications
19:52 - Fed Concerns, U.S. Debt and Future Risks
26:04 - Kicking The Debt Can Down The Road
33:52 - What Does This Shift in Liquidity Mean for Inflation
37:45 - Markets Outlook: S&P 500 and Valuations, Gold, Bitcoin
44:14 - Potential Black Swans: Refinancing Crisis Ahead?
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#GlobalLiquidity #Economy #Macro #Inflation #Gold #Finance #CentralBanks #Fed #DebtCrisis #GlobalLiquidity #Bitcoin #LiquidityTrends #MichaelHowell #MonetaryPolicy #FOMC #Wealthion #Wealth
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It’s common sense. In order to cut Fed must increase money supply. That spikes inflation. Bond holders then require higher yield on long term bonds which will cause long term rates to go up, while the fed is dropping short term rates. The fed obviously knows economics and knows this. But, their purpose is to save a dying economy at the expense of higher long term rates, until the collapse happens - in other words the rate cuts are designed to “kick the can down the road” at the expense of a worse collapse. The final conclusion can only be that this is a controlled collapse, engineered as the great economic reset with the participants being the fed, well for me tho Bitcoin is the ultimate defence against a tyrannical government.r.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
SHE IS ON TELE GRAM.
@LINDAWILBURN.
What I appreciate about Linda Wilburn. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly.
When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, but there are smart ways to go about it.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
I saw a lot of people in my apartment building driving brand-new cars. I opted for older cars and saved the money to purchase a house rather than shelling out $500 a month for transportation. I currently want financial assistance to optimize returns on my sluggish $160,000 portfolio as an active duty service member with years of investing experience.
Love your plan, seems ill try saving too. but you didn't provide detailed information about your portfolio makeup. However, I recommend seeking guidance from a financial advisor for a well-informed portfolio restructuring.
Your advisor seems competent. Could you share how I can reach out to them? I've recently sold some property and i am interested in investing in stocks.
She's known as *Layan Talia Chokr* , . One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with and set up an appointment.
Thanks for this. Found her and looked through her credentials before contacting her. Once again many thanks.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
Thats sad you really hurting. But, what about people that don't have a $1000 dollars or living pay check to pay check. And Kamala taking their tax dollars to feed illegals, Medicare and social security. And to mention $25,000 to build a home. Maybe you should give them several grand of that $680, 000 to build them a home. Vote Trump and fix the problem.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Could you possibly recommend a CFA you've consulted with?
Her name is *Layan Talia Chokr* . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
“Janet Yellen doing a good job…”
For what? For being a crook? Remember that she used to work at the Federal Reserve and now she’s working at Treasury… go back to school and teach economics, you don’t know how the real game is played 😂
Concerned Fed Will Drive Liquidity.
The FED and all the other central banks freaked out in 2020, and flooded the system with liquidity. US: 4.5T$USD
Each new bailout of the markets is 4 times the previous bailout. So that means this one will be about 18T$USD. Add that to the cumulative deficit. Plus foreign Central Banks following suit. What could possibly go wrong?
Excellent!! True story!!
Central bank printing is inevitable. This has been the game since 1971. Get positioned & benefit from it.
He's been dead on point for the last 4 years. Listen closely to him
Sir China , Japan and other countries withdrawing money from US why?
The other concern to the accelerating debt problem is for a massively destructive conflict to be orchestrated which would address rising unemployment with consequential ramifications for actual population numbers and much higher inflation leading to a Weimar Republic outcome !
*We can all learn a thing or two from big time investors.* Their level of profit making finances are enough reason why we should still remain positive about investin.
The best one can do to is to get a trusted professional that will handle the account/finances, make good ROI while owning more asssests.
Started out Makenzie Hoiney’s financing last yr.. been worth it so far..
True, The problem some people are having today in financin is engaging on self investin without proper guidance or information.
Please I’m new to this but I’ve come across talks of Makenzie (makenzie trades)…
It’s good seeing that others know her too, she’s helped lots of middle class citizens and wealthy individuals. She really helped my family. She’s a licensed broker here in California.
Michael focuses on the Fed’s cuts but doesn’t consider much why they would be so concerned.
Sir Due to Geo pol issue dollar devalue Gold , silver will rise?
I'd like to know if Michael feels that the dropping oil price will mean inflation falls?
Due to election interest rate will go down ?
Great guest 👍🏼
But the US economy is only growing because of massive government spending and borrowing, which cannot be sustained.
This is my first time returning to Wealthion since Adam left, and I came back because I follow guest Michael Howell.
I’m sorry to say, but the host, James, didn’t seem well-prepared. He didn’t appear familiar with Michael’s area of expertise and asked broad, unfocused questions, treating Michael like an ordinary economist and acting more like a concerned investor. The questions felt disorganized and random. Fortunately, Michael worked hard to steer the conversation back to his main thesis on cross-border money flow, global liquidity, which is his specialty.
I’m not trying to be harsh, just giving honest feedback. Running a business isn’t easy, and I want to see you succeed. But it’s important to do your homework and be well-prepared. Relying on popular guests and topics alone won’t be enough to sustain your channel.
Then what's the use of so called Inflation fight...and raising rates .It's the high liquidity which is of concern....They are trying to inflate away the debt..still .
Michael is no longer bullish on btc - his tune has changed
Really really good interview. Always Michael Howell is spot on with facts, and very frank about it.
Thanks James and Michael!
Great interview!!!
Gold and stocks and maybe t-bills. No personal debt.
Diversification is the secret to optimal performance during a recession. This is why I have my interests set on market sectors based on performance and projected growth, such as the EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
True, A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
That's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with?
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’ll find necessary details to work with to set up an appointment.
Thanks a lot for the recommendation. I'll send her an email and hopefully we are able to connect.
0.5% 🕵️♂️
Thanks Michael
What does Michael see as the best asset class for rate cuts.
Gold miners?
Uranium Miners?
Bitcoin bro!! WTF else is there!! FFS mate, wakey wakey
Gold miners are flat for decades even with a rising gold price. Bitcoin is the best performing for sure.
@@p.m.8316 definitely!!
Miners = very sketchy
Buy physical
Holy crap Jimmy you're everywhere! Really enjoyed this
Why not US earn money with there OIL and Gas reserve?
Thanks for the forecast! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?
TLT is a bond however. wonder why it is going down
Great insights here, thanks
Nonsense! The markets can’t just continue to go up for zero fundamental reason
@@jayk3551 right you are --- listen to Mike Green's stuff if you haven't already
You’re describing the American economy my entire life.
Sir for stock market Mr Trump or Mrs Kamala is better?
Why the hell is tlt going diwn gurrrrrr!
Could be a bull steepener which is bad for stocks
Talk too much. Just buy bitcoin and relax.
While the FOMC's decisions are critical, investors should avoid reacting impulsively. A financial adviser can help create a diversified, resilient portfolio, ensuring your investments remain secure despite economic changes or shifts in Fed policy.
Professional guidance ensures your investments are aligned with long-term goals and protected from economic shifts.
I've been thinking about going that route. I have a lot of stocks that I have maintained, but they are beginning to lose value, so I'm not sure if I should hold onto them or sell them. I feel hiring your investment coach would make it easier to restructure my portfolio.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Howell says we are not in a recession. That's when I stopped the video. He is just another rear view mirror driver whose car has not gone into the ditch yet.
This guy is somebody you listen to. We can be in a recession and still have assets soar. This guy has been spot on for years
Final question who will win election Mrs Kamala or Mr Trump?
TRUMP!
Makes no difference. Black rock is running the show, no matter who wins
It’s different Trump is business man and he is Smart, Kamala is no brain politician. Her laughing is like a monkey.
Trump is business man and he smart than Kamala.
I can tell you who will lose…the American people
Bravo James!
Powell must be fired
Why? His term is almost over. Too late to fire now
FED must be ended
He’s done better than his last four predecessors
It's always great to listen to Michael Howell. Thanks.
5:45 "bank of china" is Taiwan??? Lmao