Returning to the podcast this time out is Michael Howell of CrossBorder Capital, and what a return it is as we discuss the continuing (some would say escalating) importance of liquidity in global markets. Michael explains how central banks have been the main source of liquidity since the 2008 financial crisis, with their primary goal being to preserve the integrity of sovereign debt markets and ensure a smooth refinancing environment for some $350 trillion of debt. He also highlights the British gilt crisis in September 2022 as a wake-up call for policymakers, signaling that markets are no longer robust and are, in fact, remarkably fragile. We also discuss how the path of least resistance for central banks is to continue kicking the can down the road and monetize the deficit, leading to higher structural inflation rates.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory 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. 63 - David Hay
The Grant Williams Podcast Ep. 62 - Chris Joye
The Grant Williams Podcast Ep. 61 - Marvin Barth
The End Game Ep. 45 - Kris Sidial PREVIEW
The Grant Williams Podcast Ep. 60 - Richard O’Leary
The Grant Williams Podcast: Shifts Happen - Episode Six PREVIEW
The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW
The Grant Williams Podcast Ep. 58 - Matt Barrie - FULL EPISODE
The Grant Williams Podcast Ep. 55 - Matt Stoller - PREVIEW
The Grant Williams Podcast Ep. 54 - Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Five PREVIEW
The End Game Ep. 43 - Steve Eisman PREVIEW
The Grant Williams Podcast Ep. 52 - Brendan Ballou - PREVIEW
The Narrative Game Ep. 9: Dollars, Indictments & ChatGPT - FULL EPISODE
The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE
The Grant Williams Podcast Ep. 50 - Diana Choyleva PREVIEW
The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW
The Grant Williams Podcast Ep. 48- Simon Hunt PREVIEW
The Grant Williams Podcast Ep. 47- David Dorr FULL EPISODE
This Week In Doom Ep. 13 - Traincrash Journalism - FULL EPISODE
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