#1792

Mentioned in 24 episodes

Capital Wars

Book • 2014

Author

Daniel Pinto

Mentioned by

Michael Howell

Garrett Baldwin

Jack Farley

Mentioned in 24 episodes

Mentioned by

Michael Howell

as the name of his Substack and the title of his excellent book.

235 snips

The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Mentioned by

Michael Howell

when discussing the components of the Fed balance sheet that create liquidity for the markets.

201 snips

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

Mentioned by

Michael Howell

as a book he wrote about the control of the world's capital and capital flow.

172 snips

Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup

Mentioned by

Garrett Baldwin

as Michael Howell's book that explains his global liquidity framework.

140 snips

True or False - Private Credit Is This Generation’s Subprime

Mentioned by

Michael Howell

as the book where he detailed the Federal Reserve's operations and the concept of Fed liquidity.

100 snips

The Real Crypto Cycle: What Happens When Global Liquidity Peaks | Michael Howell

Mentioned by

Michael Howell

as a book where he details his views on global liquidity and its impact on the world economy.

70 snips

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Mentioned by

Michael Howell

, referring to a concept he introduced in his book.

58 snips

Mike Howell RETURNS: The Dollar Fix Is In — The Playbook for Gold, Tech & Bitcoin

Mentioned by

Michael Howell

as a book he wrote four or five years ago, largely about the relationship between the US and China.

57 snips

Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks

Mentioned by

Michael Howell

as the title of his book that explains the rise of global liquidity and capital competition between the US and China.

56 snips

Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked

Mentioned by

Jack Farley

, who got the name of his previous show, Forward Guidance, from the book's index.

41 snips

The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app