The Grant Williams Podcast Ep. 76 - Michael Howell

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 28 March 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets. Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt. He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	So, while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before special preview edition of the Grant Williams
0:39.1	podcast featuring my very special guest Michael Howe of cross-border capital. The topics under discussion
0:45.2	in this podcast episode are based around liquidity and the options facing the Treasury
0:51.1	and the Fed and what Michael had to say is incredibly important for anybody investing in markets and as you'll hear the Casey lays out for understanding liquidity is really really powerful. Every episode of the Grant Williams podcast,
1:03.6	including the end game,
1:04.6	the Super Terrific Happy Hour,
1:05.6	the Narrative Game,
1:06.4	This Week in Doom, Shifts Happen,
1:07.8	and of course Chaos Theory is available to Copper
1:11.0	and Silver Tier subscribers at my website Grant-Brillums.
1:14.0	Copper-tier subscribers get access to all the podcasts while members of the Silverteer get
1:18.7	both the podcasts and my monthly newsletter things that make you go hmm. So if you enjoy what you're here on the show and you want
1:25.4	more high quality content like it then please make a way over to Grant-Williams.com and join
1:29.8	our exciting community today and with that on with the show.
1:35.0	Michael welcome back to the
1:43.2	the podcast my friend so good to see it's been a while great to be here
1:46.4	grime yeah it's been a while but great to be here now the world carries on
1:49.9	regardless of whether you and I are sitting here chatting about it or not.
1:53.0	There's so much to talk about because liquidity is such an important part of everything that's going on.
1:58.0	But I want to start with a tweet of yours, or a response of yours I saw.
	...

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