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The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell
Manage episode 436640549 series 2896106
In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!
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Follow Michael Howell: https://x.com/crossbordercap
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.
Learn more: https://www.mantrachain.io/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:18) Powell's Jackson Hole Speech
(04:20) Uptrend In Global Liquidity
(05:53) Global Risk Exposure
(12:10) A New Shanghai Accord
(18:44) Mantra Ad
(19:24) Mechanics Of Yen Intervention
(22:01) The Treasury Market
(30:20) Breakeven Inflation Rates
(32:56) Debt-To-Liquidity Ratio
(35:52) Permissionless Ad
(36:33) US Public Debt
(40:14) Monetary Inflation Hedges
(43:11) Managing Bill Issuance
(47:03) Bull Vs Bear Steepener
(48:50) The Structure Of Global Liquidity
(50:08) The MOVE Index
(53:49) Treasury Buybacks
(55:06) Real Interest Rates
(56:38) Equity Market & PBOC Liquidity
(59:37) More Upside In Gold & BTC
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
378 에피소드
Manage episode 436640549 series 2896106
In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!
--
Follow Michael Howell: https://x.com/crossbordercap
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
--
MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.
Learn more: https://www.mantrachain.io/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:18) Powell's Jackson Hole Speech
(04:20) Uptrend In Global Liquidity
(05:53) Global Risk Exposure
(12:10) A New Shanghai Accord
(18:44) Mantra Ad
(19:24) Mechanics Of Yen Intervention
(22:01) The Treasury Market
(30:20) Breakeven Inflation Rates
(32:56) Debt-To-Liquidity Ratio
(35:52) Permissionless Ad
(36:33) US Public Debt
(40:14) Monetary Inflation Hedges
(43:11) Managing Bill Issuance
(47:03) Bull Vs Bear Steepener
(48:50) The Structure Of Global Liquidity
(50:08) The MOVE Index
(53:49) Treasury Buybacks
(55:06) Real Interest Rates
(56:38) Equity Market & PBOC Liquidity
(59:37) More Upside In Gold & BTC
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
378 에피소드
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