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#289 Michael Howell: Time To Start Thinking About The End Game As Liquidity Cycle Nears Top
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show, where he analyzes global liquidity trends and warns of market risks ahead.
Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia
In this episode, Howell presents his global liquidity cycle framework showing markets are late in a 35-month bull run that began in late 2022, with early warning signs emerging in repo markets as SOFR spreads spike. He warns of a massive debt refinancing wall hitting 2026-2029 from COVID-era…
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