Michael Howell (@crossbordercap), CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” joins Julia La Roche on episode 96 to discuss what's happening in the bond market. Howell recently shared a piece on his Substack, "It's Bonds, Not Banks, That Look Dangerous." Read the piece here: https://capitalwars.substack.com/p/its-bonds-not-banks-that-look-dangerous Links: Website: http://www.crossbordercapital.com/ Twitter: https://twitter.com/crossbordercap Substack: https://capitalwars.substack.com/ Book: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392902 0:00 Intro 1:02 Macro view today 2:26 Why is the bond market so important 6:40 Pressures in the bond market 10:15 Term premia 14:43 BRIC economies’ gold-backed currency 16:16 Who is going to want to buy the Treasuries? 19:00 Bond market is distorted 22:50 US dollar 27:30 Liquidity
#033 Jan Van Eck On Why Now Is The Time To Buy Bonds
#032 Scott Galloway: It's Never Been Easier To Become A Billionaire, But It’s Never Been Harder To Become A Millionaire
#031 Danielle DiMartino Booth On Recession, Housing, And Killing The Fed Put
#030 Vitaliy Katsenelson On The 'Dot-Com Bubble 2.0' Ushering In 'A Value Investor's Paradise'
#029 Steve Case On Peak Silicon Valley And The Rise Of The Rest
#028 Dr. Nomi Prins On How The Fed Created A ‘Permanent Distortion’
#027 Rick Rule: The Damage Will Be Severe But Survivable
#026 Brent Donnelly On Why It’s Starting To Feel Like 2001
#025 Alex Gurevich On Why Deflation — Not Inflation — Is The Real Concern
#024 "Convexity Maven" Harley Bassman On Repricing For Reality
#023 Nick Maggiulli On Why You Should ‘Just Keep Buying’
#022 Brent Johnson On The "Dollar Milkshake" Theory And Why A Currency Crisis Is Ahead
#021 Jim Rickards: We're Going To Wake Up This Winter With A Severe Recession
#020 Josh Brown: You Weren’t Supposed To See That
#019 Marty Chavez On How Software Ate Finance
#018 David Friedberg On Reimagining The World Through Decentralization
#017 Jim Rogers: The Next Bear Market Will Be 'The Worst In My Lifetime'
#016 Marc Benioff On The New Era For Business
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
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