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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.