
Mining Stock Daily Michael Howell on the Recent Rise of Liquidity and the Dollar's Triffin Dilemma
Apr 14, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
The Rise of Global Liquidity
02:40 • 2min
The Importance of Liquidity in the Global Economy
04:42 • 3min
The Heat Map of Global Liquidity
07:20 • 6min
The Fed and the People's Bank of China Are Easing Liquidity
13:05 • 4min
The IMF's Cutting Global GDP Forecast
17:01 • 3min
The Role of the Yuan in the World Economy
19:41 • 4min
The Future of China's Economy
24:07 • 4min
The West's Ability to Harness Growth
27:45 • 3min
The Importance of Higher Yields
30:59 • 2min
The Risk of Monetary Inflation
32:32 • 3min
The Risk of Shadow Banking in the American Banking System
35:29 • 1min
The Shadow of Shadow Banking
36:51 • 5min
The Importance of Transparency in the Financial System
42:01 • 2min
The Effect of Uninsured Deposits on Bank Deposits
44:10 • 6min
The De-Dollarization Narrative
50:08 • 3min
The Trifundilema and the Global Prospects of the US Dollar
52:41 • 5min
The Paradox of the Dollar in the World Economy
57:44 • 2min
The Rise of Global Liquidity
59:54 • 2min
