Latest / The Julia La Roche Show
#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio episode. In this episode, Howell reveals money is flowing out of financial markets into the real economy, marking the end of Wall Street's era and the beginning of Main Street's turn. He warns the market is in a "speculation phase" with low quality returns built on narrow foundations—only AI and semiconductors are racing while most securities stagnate—and the next phase will be "turbulence" as liquidity slows and the bearish flattening yield…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.