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Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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FED Cuts To Drive Liquidity and Markets Higher with Michael Howell
Manage episode 436662908 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Interview recorded - 27th of August, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.
During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy!
0:00 - Introduction
1:47 - Market flying?
5:04 - Anything else to pay attention to?
9:21 - Surprised by dollar drop?
11:34 - Liquidity cycle
18:15 - Majority of returns at beginning of liquidity cycle?
19:33 - Yellen fiscal dilemma?
23:17 - Treasury actions
32:11 - Bond yields to rise?
33:15 - Basel 4 financial repression
34:01 - Risk-on the current strategy?
35:35 - Industrial metals to benefit?
37:21 - Bitcoin/Gold de-correlating to markets?
40:01 - One message to takeaway from our conversation?
Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.
Michael Howell -
Website - https://crossbordercapital.com/
Twitter - https://twitter.com/crossbordercap
LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
279 episodes
Share
Manage episode 436662908 series 2984658
Content provided by Anthony Fatseas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Fatseas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Interview recorded - 27th of August, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Howell. Michael is the Founder & Managing Director of CrossBorder Capital.
During our conversation we spoke about the liquidity cycle, dollar drop, risk on, treasury actions, financial repression, Bitcoin/Gold as risk off assets and more. I hope you enjoy!
0:00 - Introduction
1:47 - Market flying?
5:04 - Anything else to pay attention to?
9:21 - Surprised by dollar drop?
11:34 - Liquidity cycle
18:15 - Majority of returns at beginning of liquidity cycle?
19:33 - Yellen fiscal dilemma?
23:17 - Treasury actions
32:11 - Bond yields to rise?
33:15 - Basel 4 financial repression
34:01 - Risk-on the current strategy?
35:35 - Industrial metals to benefit?
37:21 - Bitcoin/Gold de-correlating to markets?
40:01 - One message to takeaway from our conversation?
Michael Howell is CEO of CrossBorder Capital, a London-based FCA registered, independent research and investment company that he founded in 1996. Previously he was Head of Research for Baring Securities and Research Director of Salomon Brothers Inc, the US investment bank. The liquidity methodology he pioneered monitors cross-border flows and Central Bank behaviour across some 80 countries world-wide. Liquidity flows are a central part of CrossBorder Capital's asset allocation advice, which is currently provided to major global investors, including institutional asset managers, government agencies, Central Banks and endowment funds. Michael has been in financial markets since 1981 and is a regular conference speaker and media commentator. He graduated from Bristol and London Universities with a finance doctorate, specialising in Fixed Income.
Michael Howell -
Website - https://crossbordercapital.com/
Twitter - https://twitter.com/crossbordercap
LinkedIn - https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
279 episodes
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Similar to WTFinance
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
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…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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