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Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
When today's guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023.
And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead.
Well, here in the final month of Q1 2024, things so far have played out according to his script.So where does he liquidity heading for the rest of the year?
To find out, here's another very important conversation today with Michael Howell, founder & CEO of Crossborder Capital…
The skinny
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