Скачать или смотреть SHOULD GOLD BE YOUR NEXT INVESTMENT? | Raoul Pal ft Michael Howell

You've asked, we listened: Michael Howell, CEO of CrossBorder Capital and renowned macro maestro, joins Raoul Pal for an analysis of the global liquidity cycle and how the latest developments in the U.S., China, Japan, the UK, and Europe will impact risk assets. Has liquidity already peaked, as some think Howell has claimed? Recorded on August 28, 2025.

• 🕰️ A Slower Cycle Than Usual: Unlike previous cycles, this one is dragging on. Why? High interest rates have kept economic indicators like the ISM below 50 📊 — signaling stagnation and stretching the liquidity cycle beyond the norm.
• 💸 Liquidity Over Everything: We’re no longer seeing a traditional business cycle. Post-COVID, global economies have flatlined — yet financial markets are booming. Why? They're responding only to liquidity injections, not fundamentals. 🚀💵
• 🧱 Structural Market Shifts: Issuance has been pushed into the short-term bills market, not into medium-term refinancing (like 5-year notes). This shift may be rewriting how cycles function — demanding constant liquidity instead of cyclical bursts. 🔄🧠

#MacroAnalysis #LiquidityCycle #RaoulPal #Economy2025 #InterestRates #FinancialMarkets #GlobalMacro #ISM #BusinessCycle #JourneyMan

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