My guest today is
, 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/
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