Michael Howell, CEO of CrossBorder Capital, returns to break down the real reason why bonds are falling and gold is rising. He warns of a monetary inflation storm driven by massive short-term debt issuance, a silent conflict between the Fed and U.S. Treasury, and global liquidity imbalances from Japan to China. What assets protect you? Howell says gold, Bitcoin, and large caps with pricing power will outperform as the capital war escalates.#gold #bonds #liquidity ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Michael Howell🏢 Company: CrossBorder Capital🌎 https://capitalwars.substack.com/𝕏 @crossbordercap📅 Recording date: Jun 3rd, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/00:00 Don’t buy bonds in a monetary inflation world 01:15 Has the US lost control of the bond market 03:15 Yield curve shows return of 1970s stagflation 05:30 Why global term premiums are spiking 08:00 Japan’s bond market shift and inflation problem 10:20 US 10-year yield keeps rising 12:30 Short-term bond demand is dangerous 15:20 Conflict between the Fed and Treasury 17:00 Hidden inflation and tariff effects 19:00 Yellen’s bill issuance distorting markets 22:00 Private banks are monetizing US debt 25:00 Gold and Bitcoin keep rising 28:10 Gold breaks from real interest rates 30:00 Debt drives liquidity 33:00 Bitcoin as a global liquidity signal 35:20 Financial crises are liquidity crises 37:30 Zero rates were historically abnormal 39:00 Refinance wave brings volatility 41:00 China’s deflation and gold strategy 44:00 Coordinated global monetary inflation 47:00 US debt up 10x, gold up 11x 49:00 In a capital war, own hard assets**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.