This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liquidity surge and stablecoin risks, and Europe’s structural challenges. We close with why today’s environment is truly unique in 4,000 years of monetary history. Enjoy!

—

Follow Michael: https://x.com/crossbordercap

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

—

Timestamps:

(00:00) Introduction

(01:51) Where Are We in the Global Liquidity Cycle?

(05:26) Main St. Recession & Economic Rebound

(08:49) GDP vs Liquidity Cycles

(10:33) QE, Liquidity & Gold vs BTC

(15:44) No 4-Year Cycle But Still Bullish

(20:05) Stablecoins & China

(27:01) Europe’s Economic Struggles

(29:15) Developed Nation Decline

(34:55) How Unique is this Moment?

—

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Macro #Investing #Markets #ForwardGuidance