Great to see Mr. Howell on this channel, he's a treasure.

@Hueyck

2 ай бұрын

Ya he’s got a different take than most so always a good listen.

I can listen to 3 hours of this. Great conversation! Thank you!

When Michael Howell speaks, I listen intently. Of all his many interviews, this was the best. Nik Bhatia was so prepared and asked excellent questions. I’ve listened to this discussion twice.

Nice one! Great guest- enjoy all of his interviews.

@p.m.8316

2 ай бұрын

Agree. but he always says the same things.

@Hueyck

2 ай бұрын

@@p.m.8316 ya but he gets away with it since he does it in a different order each time because no one listens to more than 5 minutes.

Michael Howell is a great guest 👍🏼

This content is so good that it's insane it was for free. You gotta love Internet Congrats on a great episode!!

Michael Howell is the GOAT!

This is gold. Had to watch it twice to be able to absorb all the information, and by “all the information” I mean the 1% that my brain could take in.

Most underrated channel on KZread macro

Solid video!! Thank you all for sharing the knowledge!!

Incredible. Thanks for such interesting content!

Very fine discussion men!

Great show thanks

Absolutely fabulous! One of the best I’ve heard in years 👍🙌

Always look forward to your content Nik, thank's guys -

master class

Cracking conversation. Great questions and enlightening responses

Impressive interview both by interviewers and interviewee.

Excellent explanation of the box we’re in… can’t control inflation with high interest rates as interest payments bust spending as well as increase fiscal dominance spending🤦🏼‍♂️. Concludes with traditional 60-40 stock-bond mix won’t work and need for other hard assets and bitcoin👍…

Amazing video. A good number of things clicked for me in this vid

I would appreciate if you could mention the recording date in the future .

Brilliant discussion!

Would love to hear Michael’s view on how the current, expansive fiscal policy, which is a relatively new (ie, post-pandemic) phenomenon affects his views on global liquidity, which seem more focused on monetary (ie central bank) policy.

Sounds like we need a deep dive on duration.

I'm going to send Michael a microphone for when he does interviews. I've watch several of his videos and it seems like he's always using the mic on his computer

Thank you

Great interview! Thanks learnd a lot!

Outstanding guest

Michael Howell is nr 1.

Thanks 🎉

Great episode.

Fantastic videos, thanks a lot

Pretty awesome interview. I would like to know more about the implications of a Chinese evaluation. Brent Johnson has said that it would export deflation throughout the world. I ask because it would be nice to have a better entry point into the market.

Excellent video

Did you notice that gold front ran the JPY move ? Something to consider moving forward

@s0.0s

2 ай бұрын

Correlation is not causation.

44:48 why is Australia ---> Japan?

“The Yen was a stalking horse” - very profound statement

Top 3 bitcoin pod

I agree, think Powell should wear a tophat! ;-)

Fantastic

excellent

That’s why he is called father of liquidity.

💎💎🔥🔥🔥

Who would have thought: cash flows drive markets!😅

The Federal Reserve is aware. They have no intention of combating inflation. They will not stop inflating, and commodities and stocks will rise in tandem with everything else. You can't merely hoard cash and wait for the market to crash; instead, you need to make your money work for you by starting small and accelerating your purchases as the market continues to decline.

Why is China trying to keep their currency stable/prevent it from depreciating?

Listened to the full hour and barely understood anything...thats how yo know its good

A proper Dub is Micka…