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CRISIS: Liquidity Squeeze Looming! Monetary inflation, gold, miners, commodities | MICHAEL HOWELL
Expert Interviews

CRISIS: Liquidity Squeeze Looming! Monetary inflation, gold, miners, commodities | MICHAEL HOWELL

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Metals and Miners
Jun 13, 2025
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Metals and Miners
CRISIS: Liquidity Squeeze Looming! Monetary inflation, gold, miners, commodities | MICHAEL HOWELL
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WATCH THE MICHAEL HOWELL INTERVIEW HERE!


Description:

Join Gary Bohm on Metals and Miners for an explosive interview with Michael Howell, founder of CrossBorder Capital, as he unveils the looming liquidity squeeze crisis in 2025! Dive into the dynamics of global liquidity, debt cycles, and their impact on precious metals like gold and silver. Howell breaks down his Global Liquidity Index, the surge in short-term debt issuance, and the potential for a market-shaking liquidity drain. Discover why gold prices are defying traditional models and how central bank policies could trigger a return to quantitative easing (QE).


Timestamps:

  • 00:00 - Introduction and Welcome

  • 03:01 - Impact of Short-Term Debt Issuance

  • 06:06 - Monetization and Its Consequences

  • 08:59 - The Debt Maturity Wall Explained

  • 11:50 - Government Spending and Stability

  • 14:58 - Debt’s Relationship with Gold

  • 18:11 - Global Liquidity and Asset Prices

  • 20:51 - Potential Liquidity Squeeze Impacts

  • 26:52 - Federal Liquidity and Market Stability

  • 29:49 - Monetary Stimulus Effects

  • 32:04 - Gold and Bitcoin as Inflation Hedges

  • 36:01 - Asset Valuation in Inflation

  • 40:00 - Investment Strategies in Uncertainty

  • 42:18 - Lightning Round: Asset Rankings


Sound Bites:

  • "The price of gold goes up as money is printed." (14:58)

  • "Monetization never ends well." (05:40)

  • "We will get a crisis at some point." (27:02)


Takeaways:

  • Global liquidity measures wholesale money in financial markets. (01:02)

  • Short-term government debt issuance fuels monetary inflation. (03:12)

  • Gold and Bitcoin act as hedges against inflation. (32:04)

  • A debt maturity wall poses refinancing risks in 2026-2028. (16:12)


Follow Metals and Miners:

  • Subscribe for more insights! Visit https://www.metalsandminers.substack.com for a free report, "You Don't Own Gold, You Know Neither History Nor Economics."

  • Watch our expert interviews at: https://www.youtube.com/@metalsandminers

  • Visit our website: https://www.metalsandminers.com


Connect with Michael Howell:

Visit his website at: https://www.crossbordercapital.com

Follow Crossborder Capital on X: https://x.com/crossbordercap


Comment Below:

Leave a comment below and share your thoughts on Michael’s opinions.

#LiquiditySqueeze #PreciousMetals #GoldPrice #MichaelHowell #MetalsAndMiners #Investing2025 #EconomicCrisis #CentralBankPolicy #DebtCycle #InflationHedge


The Golden Nuggets: Top 10 Moments from the Michael Howell Interview

  • Introduction to Global Liquidity (01:02)

    • Moment: Michael Howell defines global liquidity as the pool of wholesale money flowing through financial markets, emphasizing its role as a measure of credit and savings critical to debt refinancing.

    • Why It’s a Nugget: Sets the foundation for understanding his expertise and the interview’s core theme.

  • Shift to Short-Term Debt Issuance (03:12)

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