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 End Game Ep. 10 - Chris Cole
The Narrative Game Ep. 4 - Events, Dear Boy, Events
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
The End Game Ep. 9 - Felix Zulauf
The End Game Ep. 8 - Dr. Marc Faber
Super Terrific Happy Hour Ep. 6
The End Game Ep. 7 - Edward Chancellor
The Grant Williams Podcast - TC
The Narrative Game Ep. 3 - The Grift That Keeps On Giving
The End Game Ep. 6 - Lacy Hunt
The End Game Ep. 5 - Russell Napier
The End Game Ep. 4 - Jim Grant
Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest
The End Game Ep. 3 - Mike Green
Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest
The End Game Ep. 2 - The Lord Of The Dark Matter
The Narrative Game with Ben Hunt Ep. 2 - The Three Phases Of Narrative
The End Game Ep. 1 - The Art Of Short Selling & A Mystery Guest
Super Terrific Happy Hour Ep. 3 - Super Terrific Guest
016 - Hmmminar Series - Neil Howe (22 May 2020)
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