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Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job.
Watch Michael's last interview:
https://youtu.be/ADvvdgSu58I
*This video was recorded on June 25, 2026.
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DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.
The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.
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0:00 - Intro: Gold, Bitcoin, and Market Warning
2:02 - Why This Year Looks Different
3:22 - Fed Policy and Global Liquidity
6:10 - Repo Stress, Bond Volatility, and Market Cracks
10:13 - Fed Balance Sheet and Dollar Strength
14:25 - Yield Curve, Rates, and the Economy
18:26 - Inflation, SOFR, Gold, and Bitcoin Signals
22:10 - China Liquidity and the Gold Market
27:33 - Oil, Commodities, Deficits, and Investor Strategy
#stocks #investing #economy 
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