When today's gust was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023.
And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead.
Well, here in the final month of Q1 2024, things so far have played out according to his script.
So where does he liquidity heading for the rest of the year?
To find out, I sat down for another very important conversation with Michael Howell, founder & CEO of Crossborder Capital.
He still expects positive net liquidity flows to drive the economy and markets higher though 2025…but he admits it will be a rockier ride from here, starting in Q2.
To find out why, watch Thoughtful Money's interview with Michael below:
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