This is my first time returning to Wealthion since Adam left, and I came back because I follow guest Michael Howell. I’m sorry to say, but the host, James, didn’t seem well-prepared. He didn’t appear familiar with Michael’s area of expertise and asked broad, unfocused questions, treating Michael like an ordinary economist and acting more like a concerned investor. The questions felt disorganized and random. Fortunately, Michael worked hard to steer the conversation back to his main thesis on cross-border money flow, global liquidity, which is his specialty. I’m not trying to be harsh, just giving honest feedback. Running a business isn’t easy, and I want to see you succeed. But it’s important to do your homework and be well-prepared. Relying on popular guests and topics alone won’t be enough to sustain your channel.
Concerned Fed Will Drive Liquidity. The FED and all the other central banks freaked out in 2020, and flooded the system with liquidity. US: 4.5T$USD Each new bailout of the markets is 4 times the previous bailout. So that means this one will be about 18T$USD. Add that to the cumulative deficit. Plus foreign Central Banks following suit. What could possibly go wrong?
The other concern to the accelerating debt problem is for a massively destructive conflict to be orchestrated which would address rising unemployment with consequential ramifications for actual population numbers and much higher inflation leading to a Weimar Republic outcome !
Oil is a global commodity, with price controls by OPEC. They reduce products as the economy slows. Inflation should increase prices against a lower product production. In the inflationary period, prices should stay elevated. . ???
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
The tightening was too aggressive to begin with. The rate hikes have broken an already fragile economy that would have worked out the inflation in the free market. The Fed chose to spark inflation buy napalming the public with stimulus right when the global supply chain was broken and production of good and service basically did not exist during Covid. It was gasoline on the perfect firestorm. Then, instead of letting the inflation work itself out… we hiked rates thousands of times higher than they were in the most massive pounding the Fed has ever given an economy. They chose to break the inflation they created over the backs of the middle class. Now they’re providing a little relief and everyone is acting like it’s going to bring back Covid level inflation and end the world..... Anyone feeling the impact of these economic shifts should consider Crypto long-term trading strategies to protect their assets. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 520k from day trading with Francine Duguay in few weeks, this is one of the best medium to backup your assets incase it goes bearish..
Francine goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
Thanks for the forecast! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?
I guess he is partially bullish on BTC... The reason he mentioned before is the BTC has a very short life yet to 'be sure' ... So in comparison with gold, and even though BTC may be more sensitivity to liquidity in facy, it is not clear that from a defensive position/risk off, BTC may hold the turbulences the same way as gold (purchased mainly by huge operators such commercial banks/states central banks). However, if SP&500 keeps rallying, BTC may have again a run up...
“Janet Yellen doing a good job…” For what? For being a crook? Remember that she used to work at the Federal Reserve and now she’s working at Treasury… go back to school and teach economics, you don’t know how the real game is played 😂
Then what's the use of so called Inflation fight...and raising rates .It's the high liquidity which is of concern....They are trying to inflate away the debt..still .
Debt refinancing is not debt for the production, capital stock and growth but for its own maintenance, being paid for, ultimately by product or a part thereof. Without debt being utilised for production and it's growth, how to reduce existing levels. Given that debt is likely to be further directed to existing assets, we can expect rising prices for those things and a further compounding of the problem.
Kicking the can down the road, so to speak, only aggravates the wealth divide but, as said, it is not politically expedient to do anything else. The queston is, without serious austerity, major conflict or absurd taxation, there is no solution, yet found.
While the FOMC's decisions are critical, investors should avoid reacting impulsively. A financial adviser can help create a diversified, resilient portfolio, ensuring your investments remain secure despite economic changes or shifts in Fed policy.
I don't think 4% inflation year on year is going to be welcomed with open arms by the public. If what raul says is right we are being debased 8% per year. PER year. When was the last time anyone got a 4-8% raise each year at their job? Something has to give. We can't just debase nearly 100% over a decade, and everyone come out unscathed. To quote Brent Johnson : "There will be blood."
I’m in Ohio. Everyone is broke and frustrated here local to me. Regular people anyhow. Inflation has beat us all down like Biden and Harris wanted. Edit: you should put links to your guest’s resources in your show notes for easier access.
Dr. Howell ? iN 1900'S, the people had large families, and we had strong supply chains, vs 2024 smaller families and weak supply chains but higher wages. I don't see DJT's plan working with McKinley's type tariffs. unless wages are reduced similar to China. US consumers will be struck with tariffs, reducing spending and US GDP. Trump would keep rates low but demand would be low as wages would remain low.
Howell says we are not in a recession. That's when I stopped the video. He is just another rear view mirror driver whose car has not gone into the ditch yet.
He's been dead on point for the last 4 years. Listen closely to him
Michael is the GOAT of liquidity...
This is my first time returning to Wealthion since Adam left, and I came back because I follow guest Michael Howell.
I’m sorry to say, but the host, James, didn’t seem well-prepared. He didn’t appear familiar with Michael’s area of expertise and asked broad, unfocused questions, treating Michael like an ordinary economist and acting more like a concerned investor. The questions felt disorganized and random. Fortunately, Michael worked hard to steer the conversation back to his main thesis on cross-border money flow, global liquidity, which is his specialty.
I’m not trying to be harsh, just giving honest feedback. Running a business isn’t easy, and I want to see you succeed. But it’s important to do your homework and be well-prepared. Relying on popular guests and topics alone won’t be enough to sustain your channel.
My favorite interview of yours so far. Brilliant guest. Thanks.
Really really good interview. Always Michael Howell is spot on with facts, and very frank about it.
It's always great to listen to Michael Howell. Thanks.
Great guest 👍🏼
Concerned Fed Will Drive Liquidity.
The FED and all the other central banks freaked out in 2020, and flooded the system with liquidity. US: 4.5T$USD
Each new bailout of the markets is 4 times the previous bailout. So that means this one will be about 18T$USD. Add that to the cumulative deficit. Plus foreign Central Banks following suit. What could possibly go wrong?
Excellent!! True story!!
Central bank printing is inevitable. This has been the game since 1971. Get positioned & benefit from it.
Sir Due to Geo pol issue dollar devalue Gold , silver will rise?
Excellent guest
The other concern to the accelerating debt problem is for a massively destructive conflict to be orchestrated which would address rising unemployment with consequential ramifications for actual population numbers and much higher inflation leading to a Weimar Republic outcome !
But the US economy is only growing because of massive government spending and borrowing, which cannot be sustained.
Central Banks will monetize the debt .. like Japan .. he talks about that in other podcasts..and maybe here
I bet they can sustain it longer than your expected lifetime.
Holy crap Jimmy you're everywhere! Really enjoyed this
Highly prescient speaker 👍
Thanks James and Michael!
Great interview!!!
Gold and stocks and maybe t-bills. No personal debt.
Corporate debt.
Interesting! Thank you
I'd like to know if Michael feels that the dropping oil price will mean inflation falls?
Oil is a global commodity, with price controls by OPEC. They reduce products as the economy slows. Inflation should increase prices against a lower product production. In the inflationary period, prices should stay elevated. . ???
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Her good reputation already speaks for her $ 110k last month
You’re describing the American economy my entire life.
The tightening was too aggressive to begin with. The rate hikes have broken an already fragile economy that would have worked out the inflation in the free market. The Fed chose to spark inflation buy napalming the public with stimulus right when the global supply chain was broken and production of good and service basically did not exist during Covid. It was gasoline on the perfect firestorm. Then, instead of letting the inflation work itself out… we hiked rates thousands of times higher than they were in the most massive pounding the Fed has ever given an economy. They chose to break the inflation they created over the backs of the middle class. Now they’re providing a little relief and everyone is acting like it’s going to bring back Covid level inflation and end the world..... Anyone feeling the impact of these economic shifts should consider Crypto long-term trading strategies to protect their assets. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 520k from day trading with Francine Duguay in few weeks, this is one of the best medium to backup your assets incase it goes bearish..
Francine duguay program is widely available online..
The market has gone berserk! whether you're a newbie or a veteran trader, everyone needs a sort of coach at some point to thrive forward.
I appreciate the professionalism and dedication of the team behind Francine's trade signal service.
Francine goes deeper than just looking at surface-level trends. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
The clarity and precision in Francine market predictions are astounding. I'm so grateful to have found her reviews here on TH-cam as well.
Great insights here, thanks
Thanks for the forecast! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?
Great substack
Bravo James!
Michael is no longer bullish on btc - his tune has changed
I guess he is partially bullish on BTC... The reason he mentioned before is the BTC has a very short life yet to 'be sure' ... So in comparison with gold, and even though BTC may be more sensitivity to liquidity in facy, it is not clear that from a defensive position/risk off, BTC may hold the turbulences the same way as gold (purchased mainly by huge operators such commercial banks/states central banks). However, if SP&500 keeps rallying, BTC may have again a run up...
Sir China , Japan and other countries withdrawing money from US why?
“Janet Yellen doing a good job…”
For what? For being a crook? Remember that she used to work at the Federal Reserve and now she’s working at Treasury… go back to school and teach economics, you don’t know how the real game is played 😂
She’s a great cheerleader for the current administration.
Then what's the use of so called Inflation fight...and raising rates .It's the high liquidity which is of concern....They are trying to inflate away the debt..still .
What does Michael see as the best asset class for rate cuts.
Gold miners?
Uranium Miners?
Bitcoin bro!! WTF else is there!! FFS mate, wakey wakey
Gold miners are flat for decades even with a rising gold price. Bitcoin is the best performing for sure.
@@p.m.8316 definitely!!
Miners = very sketchy
Buy physical
Debt refinancing is not debt for the production, capital stock and growth but for its own maintenance, being paid for, ultimately by product or a part thereof. Without debt being utilised for production and it's growth, how to reduce existing levels. Given that debt is likely to be further directed to existing assets, we can expect rising prices for those things and a further compounding of the problem.
Kicking the can down the road, so to speak, only aggravates the wealth divide but, as said, it is not politically expedient to do anything else. The queston is, without serious austerity, major conflict or absurd taxation, there is no solution, yet found.
Find him to be an excellent listen
Michael focuses on the Fed’s cuts but doesn’t consider much why they would be so concerned.
Due to election interest rate will go down ?
While the FOMC's decisions are critical, investors should avoid reacting impulsively. A financial adviser can help create a diversified, resilient portfolio, ensuring your investments remain secure despite economic changes or shifts in Fed policy.
Professional guidance ensures your investments are aligned with long-term goals and protected from economic shifts.
Sir for stock market Mr Trump or Mrs Kamala is better?
TLT is a bond however. wonder why it is going down
I don't think 4% inflation year on year is going to be welcomed with open arms by the public. If what raul says is right we are being debased 8% per year. PER year. When was the last time anyone got a 4-8% raise each year at their job? Something has to give. We can't just debase nearly 100% over a decade, and everyone come out unscathed. To quote Brent Johnson : "There will be blood."
0.5% 🕵️♂️
I’m in Ohio. Everyone is broke and frustrated here local to me. Regular people anyhow. Inflation has beat us all down like Biden and Harris wanted. Edit: you should put links to your guest’s resources in your show notes for easier access.
Why not US earn money with there OIL and Gas reserve?
Nonsense! The markets can’t just continue to go up for zero fundamental reason
@@jayk3551 right you are --- listen to Mike Green's stuff if you haven't already
So china didn't print money to offset cov19 and we did. What is us growth removing war spending and immigration growth?
“Wish I had some money in bitcoin” - host 🙃
Dr. Howell ? iN 1900'S, the people had large families, and we had strong supply chains, vs 2024 smaller families and weak supply chains but higher wages. I don't see DJT's plan working with McKinley's type tariffs. unless wages are reduced similar to China. US consumers will be struck with tariffs, reducing spending and US GDP. Trump would keep rates low but demand would be low as wages would remain low.
Why the hell is tlt going diwn gurrrrrr!
Could be a bull steepener which is bad for stocks
Final question who will win election Mrs Kamala or Mr Trump?
TRUMP!
Makes no difference. Black rock is running the show, no matter who wins
It’s different Trump is business man and he is Smart, Kamala is no brain politician. Her laughing is like a monkey.
Trump is business man and he smart than Kamala.
I can tell you who will lose…the American people
Howell says we are not in a recession. That's when I stopped the video. He is just another rear view mirror driver whose car has not gone into the ditch yet.
This guy is somebody you listen to. We can be in a recession and still have assets soar. This guy has been spot on for years
Talk too much. Just buy bitcoin and relax.
Powell must be fired
Why? His term is almost over. Too late to fire now
FED must be ended
He’s done better than his last four predecessors
5:45 "bank of china" is Taiwan??? Lmao