After a hiatus forced by technical issues in the editing bay, we're back with the first of three new episodes this week - this time featuring my special guest Michael Howell of Crossborder Capital, who returns to the show to talk about liquidity in a fast-changing market environment.
After a useful primer on the different ways of thinking about liquidity as a phenomenon, Michael explains why and how Japan is the canary in the coal mine we've all feared it to be for so long, highlights the dangers of the crowding out of private capital in sovereign bond markets and dissects the likely fallout from a Fed pivot that he now believes is inevitable.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
The Grant Williams Podcast Ep. 78 - Travis Kling FULL EPISODE
The Grant Williams Podcast Ep. 77 - Brent Johnson
The Grant Williams Podcast Ep. 76 - Michael Howell
The Grant Williams Podcast Ep. 75 - Remi Tetot
This Week In Doom Ep. 18: Something For Everyone PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Seven FULL EPISODE
The Grant Williams Podcast Ep. 74 - Julian Brigden 2024
The End Game Ep. 47 - The Two Mikes PREVIEW
The Grant Williams Podcast: Peter Zeihan - FULL EPISODE
The Grant Williams Podcast Ep. 73 - Michael Oliver 2023
The Grant Williams Podcast Ep. 72 - Jesper Koll
This Week In Doom Ep. 17 - Moles, Meat & Mayhem - FULL EPISODE
The Grant Williams Podcast Ep. 67 - Felix Zulauf
The Grant Williams Podcast Ep. 66 - Zeke Faux
The End Game Ep. 45 - James Aitken PREVIEW
The Grant Williams Podcast Ep. 64 - Diana Choyleva
Super Terrific Happy Hour Ep. 19 - How do you solve a problem like inflation?
The Grant Williams Podcast Ep. 63 - David Hay
The Grant Williams Podcast Ep. 62 - Chris Joye
The Grant Williams Podcast Ep. 61 - Marvin Barth
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