b'Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity.\\nToday\\u2019s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit\\xa0https://go.ycharts.com/forward-guidanceFollow Michael Howell on Twitter\\xa0https://twitter.com/crossbordercap\\n___\\nFollow Andy Constan on Twitter\\xa0https://twitter.com/dampedspring\\nFollow 2 Gray Beards on Twitter\\xa0https://twitter.com/2GrayBeards\\nFollow Jack Farley on Twitter\\xa0https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter\\xa0https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter\\xa0https://twitter.com/Blockworks_More info on Damped Spring Advisors:\\xa0https://dampedspring.com/\\nMore info on Crossborder Capital:\\xa0http://www.crossbordercapital.com/\\nMichael Howell\\u2019s Substack:\\xa0https://capitalwars.substack.com/\\n____\\nTimecodes:\\n(00:00) // Defining Global Liquidity\\n(04:07) // Only Looking At Federal Reserve Liquidity Is A Big, Big Mistake\\n(11:23) // Why Has Michael Howell\'s Global Liquidity Index (GLI) Been Rising?\\n(18:49) // The U.S. Treasury\'s Issuance Composition Has Been A Huge Factor For Liquidity\\n(31:36) // Is This "Shadow Quantitative Easing (QE)"?\\n(44:06) // Inverted Yield Curve & Repo\\n(53:19) // Michael Howell\'s Bull Case For Stocks\\n(59:10) // The "Short All Assets" Trade\\n(01:07:43) // Will The Fed Return To Outright Quantitative Easing (QE)?\\n(01:11:41) // Is Liquidity Going To Expand? Yes, It Is - Michael Howell\\n(01:17:44) // Final Points On Term Premia, Fiscal Arithmatic, And The Dollar\\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.'