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b'Michael Howell of Crossborder Capital returns to Forward Guidance with a much-needed update on global liquidity.\\n--\\nFollow Michael: https://twitter.com/crossbordercap\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n--\\nUse code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:\\nhttps://blockworks.co/event/permissio...\\n\\nResearch, news, data, governance and models \\u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\\n--\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\\nhttps://rb.gy/5weeyw\\n\\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \\u201cDaily Debrief\\u201d Newsletter: https://rb.gy/feusos\\n--\\nTimestamps:\\n(00:00) Introduction\\n(01:02) Rising Liquidity Is Supporting A New Bull Market\\n(07:07) Are Shadow Quantitative Easing (QE) and Yield Curve Control Already Here?\\n(27:06) We\'re In A Liquidity Cycle Upturn\\n(32:42) Falling Inflation Has Boosted Liquidity & Price / Earnings (P/E) Multiples\\n(40:58) Liquidity Is Rising In China & Japan\\n(47:20) Howell\'s Not Very Bullish On Bonds\\n(54:53) Stocks Will Likely Continue To Outperform Bonds\\n(56:06) When Will The Fed Start Cutting Interest Rates?\\n(01:00:08) Internals Of Stock Market Indicate Global Economic Slowdown Is Likely Already Behind Us\\n(01:03:00) Liquidity Is High In Chinese Financial System\\n(01:13:25) Inflows Into Emerging Markets Are "Very Unusual"\\n(01:16:20) How To Measure Bank of Japan\'s Liquidity Injections\\n(01:17:25) Bank of England (BOE) and European Central Bank (ECB) Are Less Important Than Fed & People\'s Bank of China (PBOC)\\n(01:18:29) The Fiscal Endgame (Rates Have To Stay High To Prevent Further Debt Build-up)\\n(01:31:42) When Will Shadow Quantitative Easing (QE) Turn Into Outright QE?\\n--\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'