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Michael Howell Reveals How Global Liquidity Determines Bitcoin’s Value

In this in-depth interview, I sit down with the "King of Liquidity," Dr. Michael J. Howell, Managing Director of CrossBorder Capital and author of Investing in Emerging Markets (1995) and Capital Wars (2020). Michael developed the concept of 'Global Liquidity' during his tenure as Research Director at Salomon Brothers, later becoming Head of Research at Baring Securities, where he earned top recognition as “Emerging Market Strategist” before founding CrossBorder Capital. Our conversation dives into the critical role of global liquidity in today’s markets and why it's essential to monitor these trends for effective asset allocation. We explore how gold and Bitcoin stand out as strategic assets within this framework, shedding light on their importance as inflation hedges in a shifting financial landscape. ~~~~~ Follow Michael on X: https://x.com/crossbordercap Follow me on X:   / jackgreencrypto   Buy Capital Wars: https://www.amazon.com/Capital-Wars-R... Subscribe to Capital Wars on Substack: https://capitalwars.substack.com/ ~~~~~ Referral Links: PrimeXBT - https://primexbt.me/affiliate-partner... (Receive a special bonus using my link! UP TO $7,000) Delta App - https://get.delta.app/Bvvy/jrzr6mgh ~~~~~ TIMESTAMPS 00:00 Intro 00:28 PrimeXBT 00:49 Delta 01:26 Introduction to Michael Howell 03:01 What is Global Liquidity? 04:02 Global Liquidity ≠ Global M2 05:20 Key Drivers of Global Liquidity 09:23 Cross-Border Capital Flows 12:43 Capacity of Capital vs. Cost of Capital 17:48 Federal Reserve: Not-QE, QE 18:46 How Quantitative Easing Really Works 25:26 Is AI the Answer for Long-Term Debt Refinancing? 29:27 Monetary Inflation Explained & What Assets to Own 32:19 'True' US Inflation 34:18 China & The PBoC 40:10 A New Shanghai Accord? 42:31 China’s Bitcoin Ban vs. Global Liquidity 44:15 How Global Liquidity Drives Asset Prices 45:16 Understanding the Global Liquidity Cycle 48:34 Efficient Market Theory vs. Liquidity Cycles 50:58 Is Global Liquidity Expanding? 55:32 Gold vs. Bitcoin: Dedicated Monetary Inflation Hedges 56:56 Bitcoin’s Correlation with Global Liquidity 59:31 Bitcoin Valuation Model: P/M Ratio 1:01:51 Portfolio Asset Allocation Strategy 1:03:04 Global Liquidity’s Lead Times for Bitcoin & Gold 1:05:21 Bitcoin’s Directional Correlation with Global Liquidity 1:06:37 Bitcoin’s Sensitivity to Liquidity Explained 1:09:21 Asset Sensitivity to Global Liquidity Shock 1:10:15 Forecasting Bitcoin Cycle Top Price based on Global Liquidity 1:13:56 Going Risk-On: Altcoins and Meme Coins 1:16:07 Best Assets during a Liquidity Decline or Recession 1:20:10 Summary: Bitcoin and Liquidity 1:21:52 Michael's Life Advice 1:22:16 Outro ~~~~~ Disclaimer: This video is for educational purposes only and is NOT financial advice. Do your own research before making any investment decisions. #bitcoin #globalliquidity #cryptocurrency #MichaelHowell #btc