BROADCASTS.com

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.'