CRISIS: Liquidity Squeeze Looming! Monetary inflation, gold, miners, commodities | MICHAEL HOWELL
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)
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Visit his website at: https://www.crossbordercapital.com
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#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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