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. 46- Michael Howell PREVIEW
The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW
The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE
The End Game Ep. 39 - David Einhorn PREVIEW
The End Game Ep. 38 - James Aitken PREVIEW
The End Game Ep. 37 - Gerard Minack PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW
The End Game Ep. 36 - Ed Chancellor PREVIEW
This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)
The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW
The Narrative Game Ep. 8: N.E.W.S.
The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW
The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 34 - Greg Jensen PREVIEW
This Week In Doom Ep. 7 - Kentucky Fired Chicken!
The End Game Ep. 33 - James Aitken PREVIEW
The End Game Ep. 32 - Judy Shelton PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW
The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW
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