Michael Howell is the Founder and Managing Director of Cross Border Capital an independent investment advisory and macro research firm specialised in the monitoring of Global Liquidity Flows. Michael discusses his history, the impact of globalisation on financial markets over the past decades, the exponential growth of global debt, and the importance of monitoring liquidity flows across various economies. Michael shares his thoughts on what investors should be considering when building portfolios, the implications of U.S., China, and Japanese monetary policies and potential future market cycles.
Cross Boarder Capital Website - https://www.crossbordercapital.com/
YouTube @crossbordercapital3019
Twitter - https://x.com/crossbordercap
Sponsors:
True Resources is a top tier recruitment agency. Sourcing and placing the best people across the mining and resource sector: https://trueresources.com.au/
Gyro Drilling delivers cost effective, quality drilling services to clients throughout Western Australia and across the country: https://gyroaustralia.com.au/
Chapters:
(0:00) Introduction and Guest Welcome
(0:49) Michael Howell's Career Journey
(3:56) Evolution of Financial Markets
(6:57) Debt and Liquidity Dynamics
(10:01) Global Economic Implications
(23:49) Investment Strategies and Market Predictions
(28:26) China's Economic Challenges
(37:01) Monitoring Financial Indicators
(42:34) Key Takeaways
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Please note, that the topics and stocks discussed in this podcast are not financial or investment advice.
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Recorded at Podwave Studios 🎙️