In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the Fed’s 2% inflation target may be fantasy.

This is a must-watch for investors trying to understand what comes next for stocks, bonds, gold, Bitcoin, oil, and real assets as liquidity tightens and inflation risk return

💡Michael Howell says the global liquidity cycle is rolling over, AI may add to inflation pressure, and investors may be moving from speculation into turbulence. Is your portfolio prepared for what comes next? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/43ghr5z

💡Michael Howell says investors are moving into a world of inflation pressure, liquidity stress, and growing demand for scarce real assets — from gold and energy to commodities and productive resources. Want access to exclusive real-assets research and interviews? Join Wealthion’s Real Assets Community: https://bit.ly/4ufoJRY

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Chapters:

00:00 — The Market Has Left Calm Behind

00:25 — Michael Howell: Liquidity Is Rolling Over

02:04 — Money Is Leaving Markets for the Real Economy

03:33 — China Hits the Brakes on Liquidity

05:59 — The Economy Is Buzzing — So Why Are Markets at Risk?

07:44 — The Bond Market Problem Investors Are Missing

12:27 — AI’s Inflation Shock

15:40 — Why the Market Is in the Speculation Phase

21:02 — Gold, Bonds & the New Safe-Haven Fight

23:35 — China Is Driving the Gold Market

31:09 — Could China Control Oil Next?

36:09 — Why Inflation Risk Is Mispriced

37:23 — Bitcoin Is Flashing a Liquidity Warning

39:48 — Why Stocks and Bonds Can Both Struggle

41:25 — A 1970s-Style Inflation Warning

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While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

 

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

 

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