Mining Stock Daily cover image

Michael Howell on the Recent Rise of Liquidity and the Dollar's Triffin Dilemma

Mining Stock Daily

00:00

The Rise of Global Liquidity

The money moves markets. We saw that in the upside when QE was all the rage, and we've basically seen it on the downside as central banks have engaged what they call a QT. I think that the cycle of liquidity is all important for asset classes. Equity investors are starting to realize that they're missing out if they’re not looking at liquidity too.

Play episode from 02:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app