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Why Global Debt Keeps Forcing Central Banks to Print Money With Michael Howell from CrossBorder Capital
Description
Michael Howell, founder of CrossBorder Capital and author of Capital Wars, explains how debt refinancing drives demand for liquidity, why bond yields matter and how monetary inflation can erode wealth.
00:00 Introduction
03:33 Money Flows and Bitcoin as a Liquidity Barometer
07:01 Why Global Liquidity Growth Is Slowing
10:18 The Fed and Money Market Liquidity
15:51 Debt Refinancing and the Role of Collateral
20:00 Bond Yields and the Term Premium Debate
22:01 US China Capital Wars and Gold Collateral
26:49 The 2027 Outlook and Monetary Inflation
32:56 Watching for the Next Liquidity Turning Point
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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