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Adam Taggart | Thoughtful Money에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Taggart | Thoughtful Money 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Liquidity Drain To Disrupt Markets In 2025 | Michael Howell

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Manage episode 445598304 series 3548516
Adam Taggart | Thoughtful Money에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Taggart | Thoughtful Money 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have played out according to his script. So will the good times continue into 2025? Maybe not, says Michael Howell, founder & CEO of Crossborder Capital. He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system. As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse). WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #liquidity #debtcrisis #bearmarket --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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221 에피소드

Artwork
icon공유
 
Manage episode 445598304 series 3548516
Adam Taggart | Thoughtful Money에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Taggart | Thoughtful Money 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have played out according to his script. So will the good times continue into 2025? Maybe not, says Michael Howell, founder & CEO of Crossborder Capital. He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system. As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse). WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #liquidity #debtcrisis #bearmarket --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading

221 에피소드

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