A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets.
Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities.
CHAPTERS:
1 Understanding Global Liquidity 00:46
2 Liquidity & Central Banks 08:42
3 Is it Possible Central Bankers Actually Know What They're Doing? 0:19:15
4 Where Are We in the Global Monetary Cycle? 0:30:12
5 The Takeaways 0:45:08
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