Michael Cantrell
Guest participant offering balanced and scenario-based perspectives on rates, Fed policy, and portfolio positioning during the discussion.
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Mar 30, 2026 • 1h 42min
Michael Howell | The Liquidity King | The Tide is Going Out.
Michael Cantrell, a balanced strategist weighing rate scenarios. Rick Bensinger, a market technician calling key trade levels. Michael Howell, a macro investor focused on liquidity cycles and commodities. They debate a fading global liquidity tide. Short sentences cover moving into energy and staples. They discuss gold as a hedge and agriculture via ETF plays. Technical levels and portfolio shifts finish the conversation.
