In Episode 357 of Hidden Forces, Demetri Kofinas speaks with the CEO of CrossBorder Capital, Michael Howell, about the run-up in gold and bitcoin prices and whether this signals the return of "money printing" driven by overwhelming government debt and deficit payments.
Michael Howell has had the most accurate economic and financial forecasts of any analyst Kofinas has spoken with in the last several years. Demetri asked him back on the podcast to help explain why risk assets continue to outperform despite higher interest rates and what new all-time highs in gold and Bitcoin signal about global liquidity and investor confidence in the integrity of fiat currencies as reliable stores of value amid skyrocketing government debt and deficits.
In the first hour, Michael breaks down the indicators he relies on to make his forecasts and why he expects economic growth and inflation to reaccelerate this year and into 2025. In the second hour, Howell forecasts which assets and asset classes he thinks will outperform, the direction of interest rates, the steepening of the yield curve, and how the expiration of the bank-term funding program (BTFP), the draw-down in the reverse repo facility (RRP), and a temporary decline in liquidity from tax payments could create buying opportunities for investors over the next several months.
You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe.
If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following:
Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
Write us a review on Apple Podcasts & Spotify
Subscribe to our mailing list at https://hiddenforces.io/newsletter/
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe and Support the Podcast at https://hiddenforces.io
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 03/13/2024
China's Plan to Decouple From the US Dollar | Diana Choyleva & Dinny McMahon
Crypto Contagion, Genesis, & the FTX-USDT Connection | Coffeezilla
America 2024, Ukraine Politics, & the Ubermensch | Marshall Kosloff
The Downfall of FTX and Crypto’s Path Forward | Vance Spencer & Michael Anderson
Who is Sam Bankman-Fried and What Really Happened at FTX? | Marc Cohodes
Energy Security, Geopolitics, & the New Energy Order | Meghan O'Sullivan & Jason Bordoff
What are the Politics of a Fed Pivot? | Nick Timiraos
How Does China See the World? | Kaiser Kuo
Conspiracy Theories: Why the Rational Believe the Irrational | Michael Shermer
The Rise of the Global Dollar System | Perry Mehrling
How to Prepare the World for a Peaking China | Michael Beckley & Hal Brands
Dollar Milkshake Wrecking Ball | Brent Johnson & Michael Kao
The Battle Over Semiconductors & US-China Competition | Chris Miller
Why There Are Reasons To Be Hopeful About America | Scott Galloway
The Rise of Inflation & the Great Demographic Reversal | Charles Goodhart
Secular Inflation & the End of the Great Moderation | Nick Timiraos
Oil Market Update Report & Live Q&A | Rory Johnston
Navigating a World Trapped Between Scarcity & Abundance | Mike Green
Machine Intelligence, Humanity, & the Will to Power | Demetri Kofinas
Alex Jones & the War on Information | Alex Lee Moyer
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money