Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets.
In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also br...
Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets.
In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the Fed’s 2% inflation target may be fantasy.
This is a must-watch for investors trying to understand what comes next for stocks, bonds, gold, Bitcoin, oil, and real assets as liquidity tightens and inflation risk return
💡Michael Howell says the global liquidity cycle is rolling over, AI may add to inflation pressure, and investors may be moving from speculation into turbulence. Is your portfolio prepared for what comes next? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/43ghr5z
💡Michael Howell says investors are moving into a world of inflation pressure, liquidity stress, and growing demand for scarce real assets — from gold and energy to commodities and productive resources. Want access to exclusive real-assets research and interviews? Join Wealthion’s Real Assets Community: https://bit.ly/4ufoJRY
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — The Market Has Left Calm Behind
00:25 — Michael Howell: Liquidity Is Rolling Over
02:04 — Money Is Leaving Markets for the Real Economy
03:33 — China Hits the Brakes on Liquidity
05:59 — The Economy Is Buzzing — So Why Are Markets at Risk?
07:44 — The Bond Market Problem Investors Are Missing
12:27 — AI’s Inflation Shock
15:40 — Why the Market Is in the Speculation Phase
21:02 — Gold, Bonds & the New Safe-Haven Fight
23:35 — China Is Driving the Gold Market
31:09 — Could China Control Oil Next?
36:09 — Why Inflation Risk Is Mispriced
37:23 — Bitcoin Is Flashing a Liquidity Warning
39:48 — Why Stocks and Bonds Can Both Struggle
41:25 — A 1970s-Style Inflation Warning
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