The Pragmatic Investor
The Pragmatic Investor
E40 w/Michael Howell: Liquidity Outlook For 2025
2
11
1×
0:00
Current time: 0:00 / Total time: -57:51
-57:51

E40 w/Michael Howell: Liquidity Outlook For 2025

2024 has been great to investors, but watch out in 2025...
James Foord
Nov 27, 2024
2
11
Share
Transcript

My guest today is

Michael Howell
, the author of Capital Wars. He understands Global Liquidity and its effects on markets better than anyone I know, and I got the chance to pick his brains for an hour in this conversation.

Expect to learn:

  • How Trump’s presidency will affect markets in 2025

  • The outlook for liquidity

  • Risks to global liquidity as debt refinancing comes due

  • Best assets to hold short and long-term

Check out Michael’s work:

https://substack.com/@capitalwars

https://www.crossbordercapital.com/

https://x.com/crossbordercap

Discussion about this podcast

The Pragmatic Investor
The Pragmatic Investor
With all the styles of investing to pick from, which is the right one for you?
The simple answer is; the one that works.
The Pragmatic Investor has no bias or prejudice against any form or style of investing. Every week, I speak to fellow investors to learn about their unique approach.
Listen on
Substack App
Spotify
RSS Feed
Appears in episode
James Foord
Recent Episodes
E39 w/Alejandro Yela: Finding Alpha in Microcaps
 • James Foord and Alejandro Yela
E38 w/Michael Howell: Liquidity Says It All
 • James Foord and Michael Howell
E37 w/Nader: Solana vs Ethereum and AI Cryptos
 • James Foord
E35 w/Amrita Roy: Is AI A Bubble?
 • James Foord
E35 w/MyWeeklyStock: Finding A Trading Style That Works For You
 • James Foord
E34 w/George Robertson: Unprecedented stimulus; 6000 SPX target
 • James Foord
E33 w/Gary: Must Have Tools For Investors/Traders
 • James Foord and DailyStockPick