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Liquidity Drain To Disrupt Markets In 2025 | Michael Howell

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Manage episode 445598304 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money 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.
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have played out according to his script. So will the good times continue into 2025? Maybe not, says Michael Howell, founder & CEO of Crossborder Capital. He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system. As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse). WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #liquidity #debtcrisis #bearmarket
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252 episodes

Artwork
iconShare
 
Manage episode 445598304 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money 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.
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have played out according to his script. So will the good times continue into 2025? Maybe not, says Michael Howell, founder & CEO of Crossborder Capital. He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system. As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse). WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #liquidity #debtcrisis #bearmarket
  continue reading

252 episodes

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