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4 episodes with global liquidity
5 episodes with global liquidity
4 episodes with global liquidity
4 episodes with global liquidity
2 episodes with global liquidity
2 episodes with global liquidity
2 episodes with global liquidity
2 episodes with global liquidity
2 episodes with global liquidity
The Dollar Standard, Global Liquidity, and the Coming Economic Reckoning In my expansive and highly accessible conversation with renowned economist Richard Duncan, we discuss the logic behind his long-running critique of the international monetary system, a system Richard calls the Dollar Standard where he explains why current U.S. policy moves, the system could come crashing down. The Origins of the Dollar Standard and America's “Exorbitant Privilege” The Dollar Standard, Duncan explains, evolved out of the collapse of the Bretton Woods system (implemented after WWII) in 1971. Under Bretton Woods, currencies were pegged to the U.S. dollar, and the dollar was pegged to gold. But when other countries accumulated more dollars than the U.S. had gold, President Nixon suspended dollar convertibility, effectively ending the gold standard. What replaced it was a floating currency regime and the birth of the Dollar Standard. Crucially, the U.S. began running persistent trade deficits, importing goods and sending dollars abroad. These dollars, in turn, were recycled by foreign central banks, especially in trade surplus countries like China and Japan, into U.S. dollar-denominated assets, primarily Treasuries, but also equities and real estate. This loop, Duncan argues, created America's “exorbitant privilege”: the ability to fund government spending and consumer imports at artificially low interest rates, because foreign buyers are constantly reinvesting in U.S. debt and assets. The phrase "exorbitant privilege" was first coined by Valéry Giscard d'Estaing, who later became President of France, but at the time was serving as France's Minister of Finance under President Charles de Gaulle in the 1960s. He used the term to criticize the unique advantages enjoyed by the United States under the Bretton Woods system, particularly the ability to run persistent deficits by issuing debt in its own currency (the U.S. dollar), while foreign nations had to hold and use those dollars to trade and build reserves. Giscard and de Gaulle saw this as an unfair financial hegemony that allowed the U.S. to “live beyond its means” at the expense of others. The phrase was intended as a critique but, ironically, it's now often used in a neutral or even admiring tone by economists. How Global Credit Became a Bubble Machine Duncan makes the case that this system, while benefiting the U.S. enormously, has been fundamentally destabilizing for the rest of the world. As surplus countries absorb dollar inflows, their central banks convert them into local currency, often by printing their own money. That liquidity ends up in domestic banking systems, fueling excessive credit growth, asset bubbles, and financial crises. It happened in Japan in the late 1980s. It triggered the Asian Financial Crisis in the late 1990s. And it helped fuel China's real estate boom and the global credit bubble that preceded the 2008 collapse. Notably, Duncan predicted the 2008 financial crisis in his 2003 book, The Dollar Crisis, warning that runaway global imbalances would eventually lead to a systemic shock. He now argues that post-2008 bailouts and quantitative easing (QE) only expanded the bubble rather than fixing the problem. Trump's Trade Doctrine: Potential to Destabilize the System Fast forward to 2025: Trump is back in office, and his administration is moving quickly to reshape global trade. Duncan's concern is that the Trump administration's effort to eliminate the U.S. trade deficit by imposing high tariffs and pursuing a strategic devaluation of the dollar, undermines the very structure that has sustained U.S. prosperity and global financial stability for decades. Why? Because every U.S. trade deficit is matched by a capital inflow. It's a balance-of-payments identity: if the U.S. runs a $1.1 trillion current account deficit, there must be a $1.1 trillion capital surplus (i.e., inflows) to finance it. Take that away and you choke off the supply of global liquidity that props up asset prices worldwide. The Doom Loop: What Happens If Capital Stops Flowing In Duncan walks through the scenario: If tariffs succeed in shrinking the trade deficit, dollars stop flowing abroad. Without those dollars, foreign central banks have fewer reserves to recycle into U.S. assets. This reduces demand for Treasuries, pushing interest rates up. Rising rates crush real estate, stocks, and credit-dependent sectors. Simultaneously, trade-surplus economies face a liquidity crunch, leading to job losses, bankruptcies, and potential financial crises. The result? A global depression triggered not by market excess this time, but by deliberate government policy. Duncan notes that the Trump administration has already blinked once in rolling back tariffs on China after markets began to seize. But the damage to global confidence in the dollar's stability and America's reliability as a trading partner may already be done. CRE-Specific Risks For CRE professionals, Duncan's framework suggests several key risks: Interest Rate Volatility: If capital inflows decline, Treasury demand will fall and rates may rise, increasing financing costs and repricing assets downward. Foreign Capital Flight: A weakening dollar and escalating trade tensions could lead to foreign divestment from U.S. real estate, especially in coastal gateway cities where foreign investors are dominant. Liquidity Shock: Reduced global liquidity may tighten credit markets, making debt financing harder to access for new acquisitions or refis. Wealth Effect Reversal: Falling stock prices and higher rates could curb consumer spending and investor confidence, affecting retail, hospitality, and housing-linked CRE. Is There a Way Out? Despite the dire tone, Duncan offers a constructive alternative. In his more recent book, The Money Revolution, he advocates using the U.S. government's borrowing capacity, enabled by dollar dominance and low rates, to invest aggressively in future-focused industries: AI, biotech, quantum computing, green energy. In short: inflate productively, not destructively. Use fiat-financed public investment to grow out of the debt bubble, rather than letting it implode through austerity or protectionism. But he acknowledges that political will may be lacking and that, without it, the only other option will be another round of massive QE when the next crisis hits. Final Thought Duncan's message is clear: we are not playing by gold standard rules anymore. The U.S. economy, and the world's, runs on confidence, liquidity, and the flow of capital. Disrupt that system and we may find ourselves testing whether the Fed and Treasury can reflate the bubble one more time. *** You may not agree with Richard's perspective but, as a real estate investor, understanding differing points of view helps in underwriting investment risk by incorporating possible downsides into exit strategies. This is a fascinating and accessible discussion. Tune in if you want to understand the real risks underpinning your real estate investment decisions in the coming months. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation. We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset, and why capital controls—not tariffs—could redefine the global economic order. Arthur lays out his full thesis on how a massive shift in global liquidity is unfolding, what it means for crypto, and why he's betting big on Bitcoin, gold, and “buying everything” as the money printers rev up again. ------
In this episode, Arthur Hayes joins the show to discuss Trump's slew of concessions sending markets higher, the evolving US-China strategy, and Bitcoin decoupling from US assets as tariffs reduce the US capital account surplus. We also delve into Treasury buybacks, the Fed & SLR exemption, potential catalysts that would trigger QE, and more. Enjoy! __ Follow Arthur: https://x.com/CryptoHayes Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv __ At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com. — Timestamps: (00:00) Introduction (01:47) Trump Agenda & Concessions (07:06) Tariffs & US-China Strategy (13:39) Ads (Ondo, Ledger) (14:50) Bitcoin Decoupling & Changing Trade Flows (19:33) Fiscal Levers & Global Liquidity (25:26) Treasury Buybacks (30:49) Ads (Ondo, Ledger) (32:04) Powell & The Fed (34:43) SLR & Big Banks (37:30) What Would Trigger QE? (41:55) Structural Bid In Gold __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In this episode of the Crypto 101 podcast, hosts Bryce Paul and Brendan Viehman engage with Rennick Palley, CEO of Stratos, to discuss the current volatility in the crypto market, the implications of global liquidity on Bitcoin, and the ongoing debate between inflation and deflation. They explore the U.S. debt situation, the future of tokenization in finance, and investment strategies in emerging crypto projects, including meme coins. Rennick shares insights on risk management and lessons learned from successful and failed trades, providing a comprehensive overview of the evolving landscape of cryptocurrency investing.Chapters00:00 Introduction 05:59 The Impact of Global Liquidity on Bitcoin09:00 Inflation vs. Deflation: Bitcoin's Role11:47 U.S. Debt and Economic Strategies15:49 The Future of Tokenization in Finance19:50 Investing in Emerging Crypto Projects23:54 Meme Coins: Trends and Strategies27:53 Risk Management in Crypto Investments32:01 Lessons from Successful and Failed TradesCheck out Plus500: https://plus500.comCheck out BODi and use my code CYPTO101 for a great deal: https://www.bodi.comCheck out NPR: https://npr.orgGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Link:https://www.stratos.xyz/about*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Why are Treasury yields soaring when they should be falling on flight to safety? This is the telltale sign of something we're not supposed to talk about or even recognize. As clear as day, the Treasury market's supposed breakdown explains everything else that's happening alongside it: why there are liquidations and chaos seemingly in every direction. Eurodollar University's Money & Macro AnalysisBasis Trade/Hedge Fund Bailouthttps://youtu.be/MF3B0puKkxUhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to QE, how to approach portfolio allocation and risk management, and more. Enjoy! — Follow Darius: https://x.com/DariusDale42 Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com. — Timestamps: (00:00) Introduction (00:06) Key Market Narratives (04:03) Trump's Economic Vision (13:28) Ads (Ondo, Ledger) (14:39) Trump's Economic Vision (Con't) (16:02) Technical vs. Actual Recession (20:02) Credit Cycle and Market Positioning (25:13) Market Pricing for Recession (30:15) Fiscal Policy and Tax Cuts (32:39) Ads (Ondo, Ledger) (33:54) Federal Reserve's Mandates and QE (37:26) Global Liquidity and Debt Refinancing (43:50) Portfolio Construction and Risk Management (47:34) KISS Portfolio System (52:29) Managing Different Opinions & Systematic Investing — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In this episode, Michael Howell joins the show to discuss the Fed & Treasury's hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why the Fed's QE & duration goals are unrealistic. We also delve into the dislocation between the 10-year yield and mortgage rates, what China needs to do to escape its debt deflation, global liquidity's correlation to Bitcoin's price, and more. Enjoy! __ Follow Michael: https://x.com/crossbordercap Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv __ Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (00:06) Deep Dive into Bank Reserves (03:53) Fed/Treasury Pump and Dump (09:51) Global Liquidity and Debt Refinancing (16:05) Ledger Ad (16:49) Bank Reserves & Liquidity-to-Debt Ratio (20:19) Post-GFC Financial System (23:46) Repo Market Tensions (35:01) Ledger Ad (35:46) The Fed's Duration Dump and Debt Refinancing (39:25) Yield Curve Suppression and Inflation Rates (44:11) Credit Markets and Risk Appetite (50:47) China's Economic Policy and Gold Strategy (01:00:52) Bitcoin & Global Liquidity (01:07:59) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In this episode, Preston and Matthew dive deep into Bitcoin's design, its ability to protect financial autonomy, and the macroeconomic trends shaping its value. Matthew breaks down Bitcoin price models, stock-to-flow analysis, and the role of global liquidity. They also explore the impact of Layer-2 solutions and make bold predictions about Bitcoin's future in global finance. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:47 - Why Bitcoin serves as an "escape hatch" from centralized financial instability 04:34 - How Bitcoin's design ensures individual financial autonomy in a digital world 06:26 - What historical economic patterns suggest about Bitcoin's resilience 13:47 - The most overlooked factors in Bitcoin valuation and price modeling 18:48 - How stock-to-flow holds up today and alternative valuation frameworks 20:39 - Key metrics for tracking global liquidity and Bitcoin's role as a store of value 28:38 - The significance of macro liquidity and its effect on Bitcoin's adoption 31:38 The impact of Layer-2 scaling solutions on Bitcoin's liquidity 43:44 - How Bitcoin's fixed supply interacts with the need for liquidity in a digital economy 44:12 - A bold 10-year prediction for Bitcoin's role in reshaping global finance Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Porkopolis Economics website. Matthew's X Account. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite SimpleMining CFI Education Unchained Hardblock Found Fintool The Bitcoin Way Shopify Vanta Onramp PrizePicks TurboTax Fundrise Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
There's financial news happening that you’re probably not hearing about. This week on The Investor Lab, we break down three massive financial stories that could have a huge impact on investors… Because the world’s financial system is looking shakier than ever: RBA Discovered Fake Gold Reserves in Australia? And the US hasn’t audited its gold reserves since 1953?
Liquidity is the lifeblood of financial markets, but what happens when it peaks? In this insightful interview, James Connor welcomes Michael Howell to explain why 2025 marks a critical turning point for global liquidity and expensive markets, how it could reshape investment opportunities, and the risks investors should know in the global macro landscape. Learn why gold, Bitcoin, and real assets are key to protecting your wealth, the growing dangers in U.S. and global debt markets, and how China's economic slowdown could trigger global ripple effects. This is your essential guide to navigating what's next in markets. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3PMaVg6 Hard Assets Alliance - The Best Way to Invest in Gold and Silver - https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:10 - Understanding Liquidity Flows: The Lifeblood of Markets 3:43 - Is Liquidity Just Money Printing? 5:53 - Navigating Global Economic Uncertainty: Regional Insights 12:22 - Janet Yellen's Legacy: A Rating of Her Policies 15:55 - The Fed's Tightrope: Rates, Inflation, and the Debt Trap 21:42 - Bond Vigilantes and the Risk of Financial Repression 27:29 - The US Dollar's Strength: A Blessing or a Curse? 33:03 - Gold vs. Bitcoin: The Inflation Hedge Debate 39:22 - Preparing for the Next Liquidity Cycle: Investment Strategies Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Liquidity #GlobalEconomy #Bitcoin #Gold #Inflation #DebtCrisis #InvestmentStrategies #FederalReserve #ChinaEconomy #StockMarket ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feel like you’re working harder, saving more, and still falling behind? It’s not just you. The secret lies in something most people don’t even think about: global liquidity. This week, we’re breaking down: What global liquidity actually means (in plain English so you understand why to pay attention) Why central banks, not your boss, might determine your financial future. How liquidity cycles quietly shape property prices, crypto surges, and even your day-to-day spending power. As we touched on last week, money doesn’t store value like it used to — making investing essential. And liquidity is the reason. This week, we’re diving deeper into how the flow of liquidity impacts where and how you should invest. If you’ve been wondering why everything feels more expensive, this is the episode that explains it all—and shows you what to do next. See you on the inside! -- Resources mentioned: Goose’s quick reference guide - Global Liquidity, Debt, Cross-Border Capital Flows, and Their Impacts on Asset Prices Michael Howell liquidity newsletter: ‘Capital Wars’ - https://capitalwars.substack.com Portfolio Growth Plan (Create your own here). If you have existing properties, speak with the team here -- Want Dashdot's help to become an investor? Our team can help — book in a quick chat here and we’ll point you in the right direction: https://go.oncehub.com/til-discovery-call Connect: https://www.dashdot.com.au https://www.youtube.com/@dashdotinsider https://www.instagram.com/dashdotproperty https://www.instagram.com/goosemcgrath https://www.instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.
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In this week's episode of the Coin Stories News Block powered by Bitdeer (NASDAQ: BTDR), we cover these major headlines related to Bitcoin and global finance: Corporations Can't Stop Buying Bitcoin Did Bitcoin Dip Back Due to Global Liquidity? Governments Are Reversing Course on Bitcoin Battery Finance Unveils Bitcoin-Backed Credit Solutions ---- SUBSCRIBE TO THE FREE NEWSLETTER: thenewsblock.substack.com ---- The News Block is powered exclusively by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com. ---- References mentioned in the episode: MicroStrategy Buys $5.4 Billion Worth of Bitcoin Chart of MicroStrategy's Bitcoin Accumulation Semler Scientific Buys $29 Million Worth of Bitcoin Rumble Announces Bitcoin Treasury Strategy Rumble CEO's Tweet With Saylor's Reply Hut8's CEO Asks If They Should Buy More BTC Joe Consorti's Chart on Global M2 Contracting Dollar Has Strengthened for 8 Consecutive Weeks Sam Callahan & Lyn Alden's Report on Global Liquidity SEC Chair Gary Gensler to Depart Agency in January Howard Lutnick Picked to be Commerce Secretary Scott Bessent Picked to be Treasury Secretary Morocco Drafting Legislation to Legalize Bitcoin Use 2022 Global Crypto Adoption Index Report 2023 Global Crypto Adoption Index Report Brazil Introduces Bill for Bitcoin Strategic Reserve Paper on Sovereign Default Risk and Crypto Adoption Battery Finance CEO's Segment on CNBC Squawk Box ---- Natalie's Promotional Links: Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: www.casa.io/natalie For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: partner.river.com/natalie Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/partners/natalie-brunell Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025 Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
Sam Callahan writes simple, insightful updates on bitcoin called “The News Block Weekly Newsletter.” In this conversation, we talk about global liquidity, why bitcoin is so sensitive to it, Paul Tudor Jones comments on bitcoin, companies putting bitcoin on balance sheets, interest rates, and where you can get smarter on a daily basis. ======================= Buy book: https://www.amazon.com/Live-Extraordinary-Life-Anthony-Pompliano/dp/0857199927/ ======================= Xapo Bank, the world's first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join. ======================= The Pomp Podcast is powered by BetOnline.ag, the premier crypto-friendly place to gamble on politics and sports, casino, poker and horse racing. BetOnline.ag gives you the ability to use Bitcoin and more than a dozen altcoins to make deposits and withdraw your winnings. There are no crypto transaction fees, and processing is instantaneous and secure. Visit https://promotions.betonline.ag/pomp and use PROMO CODE: POMP100 to receive a 100% matching bonus on any crypto deposit. BetOnline.ag is available in nearly every country around the world, making it the top global gaming destination for crypto users. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Join Austin, Keyan and PlebPoet to discuss Stacker News' top posts of the week, PlebPoet & Keyan's favorite posts of the week, and top stackers for the week of Oct 11th, 2024.Follow the conversation of the episode on SN.TimeStamps:04:54 - Why not pass out cashu nuts for Halloween this year?16:00 - Ask me anything about Bitcoin in Japan, Diamond Hands etc-AMA with Koji Higashi17:51 - REXEARCH : Virtual Size of Onchain Transaction30:33 - Microbolt v2 is here38:52 - Global Liquidity and Bitcoin45:11 - I am not Satoshi Nakamoto': Subject of HBO documentary denies he invented btc47:47 - Money Electric: The Bitcoin Mystery | Movie Review01:02:57 - The Disappearance of an Internet DomainShoutout @Wumbo for tracklist. Zap'em!We love the Fountain app for Lightning 2.0 podcasting, Send us a Boost, and we will read it on the next SNL.Find Car on NostrFollow Car on SNRead Thriller BitcoinFollow Thriller on NostrFollow Thriller on Zap.StreamFollow Thriller on YouTubeContribute to ~buildersLearn more about PlebLabFollow Keyan on TwitterFollow Keyan on NostrFollow Keyan on SNFollow Stacker News on NostrLearn more about Stacker News
"These findings are notable because they demonstrate that even though the strength of the correlation may vary based on the time frame, Bitcoin's price direction generally aligns with the direction of global liquidity. Furthermore, its price direction more closely mirrors global liquidity than any other traditional asset analyzed." — Sam Callahan If Bitcoin was set to become the purest price signal in the global economy, how might that manifest before it became a more widespread medium of exchange, and still played mostly the role of risk asset in global markets? Would it maybe provide the clearest, least affected by other arbitrary supply changes, market conditions, or jurisdictional economic effects than any other asset? Might it already be the best asset in the world for a directional correlation with global liquidity and a mirror for the money supply than every other traditional asset? What if we had analysis that suggested exactly this? Sam Callahan and Lyn Alden bring us this incredible investigation into Bitcoin's role in the global economy, and how it may already be telling us more than we realize. Don't miss this incredible investigation into global markets. Check out the original article at Bitcoin: A Global Liquidity Barometer (Link:https://tinyurl.com/yaur4wrb) Guest Link Sam Callahan on X (Link: https://x.com/samcallah) Lyn Alden on X (Link: https://x.com/LynAldenContact) Lyn Alden Website (Link: https://www.lynalden.com/) Host Links Guy on Nostr (Link: http://tinyurl.com/2xc96ney) Guy on X (Link: https://twitter.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Guy on TikTok (Link: https://www.tiktok.com/@theguyswann) Guy on YouTube (Link: https://www.youtube.com/@theguyswann) Bitcoin Audible on X (Link: https://twitter.com/BitcoinAudible) The Guy Swann Network Broadcast Room on Keet (Link: https://tinyurl.com/3na6v839) "Education is an admirable thing but it is well to remember from time to time that nothing that is worth knowing can be taught." — Oscar Wilde.
Joining Matt and Lee on the podcast today is a very special guest from J. P. Morgan: AJ Nobile, CFA. He is an executive director and an investment specialist at JPMAM within the Global Liquidity business. His entire career has been at J. P. Morgan, starting with an internship years ago. Today, he talks with Matt and Lee about short-term rates, money-markets, and how the Fed's recent rate cuts have affected the market.
Oct 3, 2024 – We're all aware of the disastrous flooding that just swept through parts of the US. But what you might not be aware of is the flood of liquidity moving into the markets right now. That's what we're going to dive into today...
After a long and choppy bull-crab market, Dr. Ross notes that the bull market is here! Dr. Jeff Ross, founder, Vailshire Capital Management, joins me to discuss the ongoing sentiment in the markets, global liquidity, pitfalls and opportunities of this bull cycle, holistic living and more! Summary In this conversation, Dr. Jeff Ross discusses his transition from a bearish to a bullish outlook on Bitcoin and the broader market, emphasizing the importance of liquidity and central bank policies. He explains how liquidity flows impact asset prices, particularly Bitcoin, and outlines his predictions for economic growth and market behavior in the coming years. The discussion also touches on wealth inequality, the role of Bitcoin in addressing economic disparities, and strategies for investors, including the controversial 8% withdrawal rate for Bitcoin holders. Takeaways Liquidity is the key driver of asset prices. The transition from bear to bull markets is influenced by liquidity flows. Central banks play a significant role in market dynamics. Bitcoin is seen as a solution to wealth inequality. The US dollar remains the strongest currency despite global challenges. High liquidity environments lead to increased risk-taking behavior. Investors should consider Bitcoin as a significant part of their portfolio. Timing the market can be beneficial for fund managers but not for regular investors. The 8% withdrawal rate is reasonable for Bitcoin holders. Future economic growth may surprise - to the upside. Timestamps: Timestamps: (00:00) - Intro (00:48) - Why is Dr. Jeff bullish?; Shift from bull-crab to bull (03:29) - The significance of M2 Money Supply & Global Liquidity (07:44) - Will the Fed rate cut increase asset prices? (10:38) - Liquidity into 2025? (16:09) - Recession fear overblown? (22:05) - Ever-increasing US Govt. debt and currency collapse across the world (30:07) - “Easy money begets stupid & risky behavior” (37:35) - Detachment of Bitcoin halving cycles from other major cycles (40:10) - Bhutan on a Bitcoin stacking spree; Changing world-order (44:01) - How do Gold & Bitcoin perform in a high liquidity environment? (47:23) - Asset allocation wrt Bitcoin for Institutional investors (53:23) - $475K Bitcoin target in play? (57:12) - Caution to take during a bull cycle (1:00:47) - Financial independence & 8% Withdrawal Rate? (1:07:24) - Closing thoughts Links: drjeff@nostrplebs.com https://primal.net/p/npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l Sponsors: Bold Bitcoin CoinKite.com (code LIVERA) mempool.space/accelerator Stephan Livera links: Follow me on X: @stephanlivera Subscribe to the podcast Subscribe to Substack
This week we discuss China's economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ — Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link — Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (01:14) China & Economic Stimulus (08:11) The World is Changing (12:26) Oil Market (15:45) Unpacking the Labor Market (23:27) Permissionless Ad (24:04) Interview Continues (25:15) Central Bank Politics (27:16) GDP & GDI (32:26) Global Liquidity & Equity Multiples (38:26) Things to be Worried About (45:40) Main Takeaways — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. In this episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann are joined by Sam Callahan of The NewsBlock to explore how macroeconomic factors and liquidity conditions are driving Bitcoin's price. They dive into the Federal Reserve's recent rate cuts, the impact of Solana's token unlocks, and why many investors are concerned about a potential liquidity crunch. Plus, the panel discusses whether Bitcoin's price is increasingly dependent on global M2 money supply, and how BlackRock's Bitcoin ETF options could impact the market. Is Bitcoin simply a leveraged macro bet? And could Solana's unlocks cause a price squeeze? Show highlights: Alex and Joe's takeaways from Token 2049 and Solana Breakpoint Why there's so little attention on Bitcoin at these conferences The SOL vs. ETH trade debate Why Sam thinks that the Fed cut rates to help the Treasury Whether they think inflation will persist How China's rate cuts aim to boost its economy amidst export challenges How Bitcoin's correlation with global liquidity can break down during speculative bull runs, despite its typical sensitivity to liquidity conditions The pros and cons of the approval of Bitcoin ETF options Why fears about BlackRock and Coinbase's bitcoin holdings are unfounded, according to James Sponsors: Gemini Stellar Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Joe McCann, Founder, CEO, and CIO of Asymmetric Guest: Sam Callahan, Current Free Agent Analyst & Scribe of the NewsBlock Sam's research post with Lyn Alden Links Coverage of Unchained on Token 2049 and Solana Breakpoint: Should the Solana Foundation Be Dissolved? Yes... and No... $1.3 Billion Market Cap BONK Caught Asymmetric Financial's Eye at $28 Million, Founder Tells Solana Breakpoint Event Bring Back ICOs, Says Multicoin Capital's Tushar Jain, Winning Agreement From Debate Adversary Qiao Wang of AllianceDAO PYTH Stakers Get Carrots and Sticks as Douro Labs Rejigs Staking Mechanism DeFi Protocol Sky, Formerly MakerDAO, to Launch on Solana Blockchain Firedancer Efforts Bring Solana a Step Closer to Leap in Processing Power, Says Jump Trading's Science Chief Stoner-Originated Proof-of-Liquidity Network Berachain Scores a Hit at Token2049 SOL vs. ETH Unchained: SOL on Course to Flip ETH, Says Multicoin Capital's Kyle Samani Alex's tweet: “Ironically $SOLETH is barely up in 2024” Rate cuts and macro: Fed Cuts Rates for First Time Since 2020 China: Reuters: China's central bank unveils most aggressive stimulus since pandemic | ETF options: CoinDesk: BlackRock Bitcoin ETF Options to Set Stage for GameStop-Like 'Gamma Squeeze' Rally Decrypt: SEC Hits Pause on Ethereum ETF Options Following Bitcoin Nod - Kamala Harris: Unchained: Kamala Harris Makes Her First Comments on Crypto Harris Commits to Prioritizing Emerging Industries Like Blockchain in Speech Timestamps: 00:00 Intro 02:55 Takeaways from Token 2049 and Solana Breakpoint 07:14 Little Bitcoin interest me at conferences 12:23 The SOL vs. ETH trade debate 17:32 Sam's view on the Fed's rate cuts 28:55 Will inflation persist? 41:14 China's rate cuts and economic boost 49:44 Bitcoin's correlation with global liquidity 1:02:43 Pros and cons of Bitcoin ETF options 1:13:23 BlackRock and Coinbase Bitcoin holdings fears Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. In this episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann are joined by Sam Callahan of The NewsBlock to explore how macroeconomic factors and liquidity conditions are driving Bitcoin's price. They dive into the Federal Reserve's recent rate cuts, the impact of Solana's token unlocks, and why many investors are concerned about a potential liquidity crunch. Plus, the panel discusses whether Bitcoin's price is increasingly dependent on global M2 money supply, and how BlackRock's Bitcoin ETF options could impact the market. Is Bitcoin simply a leveraged macro bet? And could Solana's unlocks cause a price squeeze? Show highlights: Alex and Joe's takeaways from Token 2049 and Solana Breakpoint Why there's so little attention on Bitcoin at these conferences The SOL vs. ETH trade debate Why Sam thinks that the Fed cut rates to help the Treasury Whether they think inflation will persist How China's rate cuts aim to boost its economy amidst export challenges How Bitcoin's correlation with global liquidity can break down during speculative bull runs, despite its typical sensitivity to liquidity conditions The pros and cons of the approval of Bitcoin ETF options Why fears about BlackRock and Coinbase's bitcoin holdings are unfounded, according to James Sponsors: Gemini Stellar Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Joe McCann, Founder, CEO, and CIO of Asymmetric Guest: Sam Callahan, Current Free Agent Analyst & Scribe of the NewsBlock Sam's research post with Lyn Alden Links Coverage of Unchained on Token 2049 and Solana Breakpoint: Should the Solana Foundation Be Dissolved? Yes... and No... $1.3 Billion Market Cap BONK Caught Asymmetric Financial's Eye at $28 Million, Founder Tells Solana Breakpoint Event Bring Back ICOs, Says Multicoin Capital's Tushar Jain, Winning Agreement From Debate Adversary Qiao Wang of AllianceDAO PYTH Stakers Get Carrots and Sticks as Douro Labs Rejigs Staking Mechanism DeFi Protocol Sky, Formerly MakerDAO, to Launch on Solana Blockchain Firedancer Efforts Bring Solana a Step Closer to Leap in Processing Power, Says Jump Trading's Science Chief Stoner-Originated Proof-of-Liquidity Network Berachain Scores a Hit at Token2049 SOL vs. ETH Unchained: SOL on Course to Flip ETH, Says Multicoin Capital's Kyle Samani Alex's tweet: “Ironically $SOLETH is barely up in 2024” Rate cuts and macro: Fed Cuts Rates for First Time Since 2020 China: Reuters: China's central bank unveils most aggressive stimulus since pandemic | ETF options: CoinDesk: BlackRock Bitcoin ETF Options to Set Stage for GameStop-Like 'Gamma Squeeze' Rally Decrypt: SEC Hits Pause on Ethereum ETF Options Following Bitcoin Nod - Kamala Harris: Unchained: Kamala Harris Makes Her First Comments on Crypto Harris Commits to Prioritizing Emerging Industries Like Blockchain in Speech Timestamps: 00:00 Intro 02:55 Takeaways from Token 2049 and Solana Breakpoint 07:14 Little Bitcoin interest me at conferences 12:23 The SOL vs. ETH trade debate 17:32 Sam's view on the Fed's rate cuts 28:55 Will inflation persist? 41:14 China's rate cuts and economic boost 49:44 Bitcoin's correlation with global liquidity 1:02:43 Pros and cons of Bitcoin ETF options 1:13:23 BlackRock and Coinbase Bitcoin holdings fears Learn more about your ad choices. Visit megaphone.fm/adchoices
The latest price moves and insights with Jennifer Sanasie and Lyn Alden Investment Strategy founder and Analyst Lyn Alden.To get the show every day, follow the podcast here.Lyn Alden Investment Strategy founder and Analyst Lyn Alden joins CoinDesk with her analysis on how macroeconomic factors like the Fed interest rate cut, China's economic influence and global liquidity are shifting the crypto market.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The latest price moves and insights with Jennifer Sanasie and Lyn Alden Investment Strategy founder and Analyst Lyn Alden.To get the show every day, follow the podcast here.Lyn Alden Investment Strategy founder and Analyst Lyn Alden joins CoinDesk with her analysis on how macroeconomic factors like the Fed interest rate cut, China's economic influence and global liquidity are shifting the crypto market.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Raoul Pal and Dan Tapiero explain how global liquidity cycles could propel crypto to a staggering $100 trillion market. They break down the "Everything Code" concept, explaining how broader economic trends are setting the stage for crypto's explosive growth. Pal and Tapiero unpack China's economic challenges, debate AI's impact on employment, and share their strategies for portfolio allocations. From Bitcoin's potential million-dollar valuation to the emergence of new layer-1 blockchains, you don't want to miss this one! - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Raoul: https://x.com/RaoulGMI? Follow Dan: https://x.com/DTAPCAP Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - The 6th edition of Meridian, a web3 conference hosted by the Stellar Development Foundation is happening in London, England October 15-17, 2024. Learn more and get your early-bird priced tickets now at meridian.stellar.org by using the code BLOCKWORKSPOD. - - Harpie sets the standard in on-chain security, actively monitoring and safeguarding your crypto wallet against theft in real time. It detects, blocks, and recovers stolen assets from risky transactions before they execute, shielding you from even the most advanced hacks and scams. Harpie is free to use and compatible with all Ethereum, Base, Polygon, and Arbitrum wallets. Protect your crypto today at harpie.io. - - Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work. If you're a founder or a VC looking for support for your teams, head on over to RenaudPartners.com or give their co-founder Geoff a follow on x at https://x.com/ReoffGenaud - - Timestamps: (00:00) Introduction (02:16) Dan & Raoul Origin Story (05:21) The Global Macro Liquidity Cycle (15:14) Who Drives the Cycle? (20:14) Do US Presidents Impact Cycles? (23:46) Why We are Not in a Recession (28:28) Best Portfolio Today (34:39) Stellar Ad (35:29) Invisible North Ad (36:24) MyPrize (37:00) Harpie Ad (38:15) Trading Cycles (48:21) Pitch for LPs (01:01:04) 12-Month Predictions (01:04:44) Election Impact - - Disclaimer: Nothing said on Empire 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 solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
This week we discuss Powell's dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris' newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https://blckwrks.co/4dUUAj5 -- Follow Zaheer: https://x.com/SplitCapital Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network's future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now's the time to join. Start your journey today at polkadot.com/get-started – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (02:13) Jackson Hole Speech (08:17) Employment Outweighing Inflation (09:33) Zaheer's Macro View (11:18) Housing Comeback (13:49) Polkadot Ad (14:26) Global Liquidity (18:01) Credit Isn't The Problem (23:02) New Cycle Of Investing (26:22) Kamala's Economic Policies (34:45) Permissionless Ad (35:27) Crypto Regulation (42:27) Election Impact On Crypto (44:19) Crypto Market Outlook (50:42) The Bull Market Hasn't Even Started (54:55) Altcoins (59:21) Attributes Of Value (01:01:37) Don't Fight The Fed (01:03:11) Polkadot Ad -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potential for an unwind of the yen carry trade before the crash in Japanese equities and the yen carry trade was widely blamed for Monday's steep decline. But Brent doesn't really care about being "right" he is an investor first and foremost. On that point, I think people perceive that a majority of his portfolio is based on the surging of the U.S. dollar but as he says it's a very small percentage and he recommends using this "cheap hedge" (for example buying calls on USDHKD) as a way to comfortably go long risk assets. He is also (and has been) a bull on gold and he remains *not* a bull on Treasurys (which he thinks some incorrectly think he is). __ Follow Brent Johnson on Twitter https://x.com/SantiagoAuFund Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (01:34) Brent's Market Views (06:56) Brent's Dollar View (13:44) VanEck Ad (14:26) Interview Continues (17:57) Potential For A "Fiscal Doom Loop" (19:41) People Have Been Calling For The End Of The Dollar For Longer Than Most People Have Been Alive, And It Hasn't Happened. Brent Is Betting That Those People Will Continue To Be Wrong For At Least A Little While Longer (20:20) People Have Been Calling For The End Of The Dollar For Longer Than Most People Have Been Alive, And It Hasn't Happened. Brent Is Betting That Those People Will Continue To Be Wrong For At Least A Little While Longer (26:07) Hedging For The Dollar Milkshake In A Responsible, Risk-Defined Way (36:46) Permissionless Ad (37:53) Connection Between Dollar and U.S. Stock Market (43:19) Potential For A Global Dollar Squeeze (48:37) Why The Rest of The World Suffers From A Stronger Dollar (01:02:00) Would Trump And Vance Ticket Succeed In Weakening The U.S. Dollar To Promote Exports? (01:04:51) Michael Pettis' Frameworks That U.S. Fiscal Deficit Is Large Because U.S. Trade Deficit Is Large (01:13:03) Does Weaponization of The U.S. Dollar Force De-Dollarization? (01:16:17) Brent's Views On Economy And Stock Market: He Doesn't Think U.S. Is Headed For A Recession __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Join us for an exclusive sit-down with Michael Howell, CEO of Cross Border Capital, as he and Jason Raznick tackle the complexities of today's financial markets. Key Takeaways:- Hedging against inflation with gold, commodities, bitcoin, and crypto.- Monitoring global liquidity for a strategic investment advantage.- How China's economy impacts global markets and your portfolio.Tune in.Hosts:Jason RaznickSupport this podcast at — https://redcircle.com/the-raz-report/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, Nik summarizes his recent conversation with CrossBorder Capital founder Michael Howell. After Nik interviewed Michael on May 9th, viewers asked us for more education surrounding some of the key concepts covered, including how to understand Howell's liquidity index itself, Treasury bill monetization by banks, and duration's impact on financial markets. Nik concludes with why global liquidity matters for bitcoin. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL's research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice. Block Height 844372 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode with speak with Michael Howell – author of the books Capital Wars and Investing in Emerging Markets and the leading authority on global liquidity. He's worked in finance for over 30 years and was the research director at Salomon Brothers where he developed the concept of ‘global liquidity' – about how global liquidity affects economic cycles.
In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Michael shares his theories on how this year will play out in financial markets. We ask him about debt monetization, currency devaluation forces on Japan and China, the impact of cross-border capital flows, why bitcoin is an excellent barometer of global liquidity, and much more. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL's research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice. Block Height 842768 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macroSubscribe to The Bitcoin Layer on Soundwise
Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have two things in common: they both correctly predicted the renewed bull market in stocks and they both have been guests on The Forward Guidance podcast. That is where the similarities end, as Michael and George have entirely different explanations for what is driving the surge in equity prices. While Michael is renowned for his models on Global Liquidity and closely tracks the changes in central bank balance sheets (most notably the Fed's), George dismisses the Fed entirely and thinks that monetary authorities have effectively zero influence on the economy and stock market. What ensues is a heated debate not just about what is driving the stock market and economy but about the very nature of money and credit creation itself. Recorded on April 10, 2024. __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Michael Howell on Twitter https://twitter.com/crossbordercap Follow George Robertson on Twitter https://twitter.com/BickerinBrattle Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Michael's Substack https://t.co/7jRGW9iR0S George's Substack https://themonetaryfrontier.substack.com/ Michael's Book https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:32) Jack's Intro (02:28) Michael's Opening Statement (06:09) George's Opening Statement (18:17) The Draining of The Fed's Reverse Repo (RRP) Facility (24:59) VanEck Ad (26:03) (28:38) The Portfolio Rebalancing Theory (I.E. How Quantitative Easing (QE) Theoretically Works) (45:21) Duration Impact of U.S. Treasury Issuing Longer-Maturity Paper (51:39) Spread Between Agency Mortgage-Backed Securities (MBS) Yield And 10-Year Treasury Yield (01:12:09) There's A Distortion In The Yield Curve, That's For Sure" (01:17:47) Beyond The Fed's Balance Sheet (01:23:18) Jack's Comment On Cause And Effect (01:25:07) Views On Markets: George And Michael Remain Very Bullish __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche for episode 161 to discuss the global liquidity cycle and its impact on the economy. He explains that liquidity is a key driver of asset prices and that the current liquidity cycle is pushing asset prices higher. Howell argues that the focus on interest rates and policy rates is misplaced, and that the long-term rate and liquidity are more important factors. He also highlights the importance of liquidity in the refinancing of debt and warns of the risks of a liquidity shortage. Howell suggests that investors should consider assets like gold, cryptocurrencies, and solid companies on Wall Street as hedges against monetary inflation. 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 Takeaways Liquidity is a key driver of asset prices and the current liquidity cycle is pushing asset prices higher. The focus on interest rates and policy rates is misplaced; the long-term rate and liquidity are more important factors. A shortage of liquidity can lead to banking and refinancing crises. Investors should consider assets like gold, cryptocurrencies, and solid companies on Wall Street as hedges against monetary inflation. Timestamps: 00:00 Introduction 1:38 Macro view + liquidity cycle 3:07 Interest rates 6:10 What really matters is the integrity of the US Treasury market 07:47 Hedging Against Monetary Inflation 9:16 Gold 11:56 US public debt 15:15 Monetizing the debt 18:06 Gold is the pole star in the financial system 20:40 US dollar 26:29 Inverted yield curve 31:37 Conclusion and parting thoughts
Darius Dale is the Founder & CEO of 42Macro. In this conversation, we talk about global liquidity, quantitative risk management model, bitcoin, other assets, and macro environment conditions. ======================= Introducing Espresso - the world's most interactive portable display. They have a portable screen that is incredibly light, comes with a nice stand, and the user interface is very easy. Anyone who listens to this podcast can go to us.espres.so/pomp. They have a brand new offer waiting for you. ======================= Get Better Crypto Data: Do you want faster, easier crypto data? Sign up for Velo Data, a new product that we have been working on to solve this problem: velowaitlist.com ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
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XRP Price Set - Global Liquidity - Black Swan - WWIII ------------------------------ *SUPPORT ON THE CHAIN* -------------------------------- *GET A BADASS YETIS NFT* At XRP.cafe with XRP https://otc.one/mint At Supermojo with a credit card https://otc.one/supermojo GET BADASS YETIS COFFEE https://otc.one/BadassYetisBrew -------------- JOIN THE CHANNEL https://otc.one/join OTC MERCH https://onthechain.shop Support ON THE CHAIN https://otc.one/support ------------------- *ON THE CHAIN* ------------------- SUBSCRIBE TO THE OTC PODCAST: https://otc.one/podcast On The Web: https://onthechain.io Follow OTC on Twitter: https://otc.one/otc Join On The Chain Community on Twitter https://twitter.com/i/communities/1599435678995062788 -------------- *JEFF* Follow Jeff on Twitter: https://otc.one/jeff -------------- *CHIP* Follow Chip on Twitter: https://otc.one/chip Listen to Chip's music http://nojoyyet.com -------------- *DISCLAIMER:* _All opinions expressed by content contributors that appear on OTC are solely expressing their opinions and do not reflect the views of OTC, its affiliates, or sponsors. Content contributors may have previously disseminated information on a social media platform, website, or another medium such as a podcast, television, or radio. OTC, Content Contributors, Affiliates, or Sponsors are not obligated to update or correct any information. The content contributors are sharing the information which they believe to be reliable. OTC, its affiliates, or sponsors cannot guarantee the accuracy of the opinion shared, and viewers, readers, and listeners should not rely on it. Opinions expressed are not financial advice. Please consult a licensed financial advisor before making any financial decisions. You must research before you invest in anything. Do not invest based on what someone else is doing or not doing or based on other people's opinions. #XRP #Ripple #cryptocurrency #news
How are corporates mitigating risk in the trade finance space? To answer this question, Eleanor Hill (TMI) enlists the help of Suresh Subramanian (BNP Paribas), who gives a detailed snapshot of the current macro environment, explaining how geopolitical pressures are impacting supply chains, and raising significant liquidity concerns. Our guest also provides a silver lining, highlighting the opportunities coming to the fore amid global uncertainty.
Joe Burnett is joined by "Rational Root" to discuss Bitcoin scarcity, the halvings, the "diminishing returns" theory, and why the future is incredibly bullish. ⛏️Start mining Bitcoin today with the Blockware Marketplace: https://marketplace.blockwaresolution... Upgrade your security by hammering your Bitcoin seed phrase into titanium plates using Stampseed. Use Coupon Code "BLOCKWARE15" for 15% off sitewide. Valid through June 2023 https://stampseed.com/?mtm_campaign=b... Follow us on Twitter: Joe: https://twitter.com/IIICapital Root: https://twitter.com/TheRationalRoot Blockware: https://twitter.com/BlockwareTeam 00:00 Intro 00:59 Blockware Marketplace 02:02 How much BTC is actually available for trade? 12:33 Is the theory of “diminishing returns” legit? 21:25 Examining historical Bitcoin data & on-chain analysis. 25:33 Bitcoin HODLers are now in control, unlocking savings technology. 30:33 Why didn't Bitcoin hit $100k in 2021? 34:15 Bitcoin demand, 4 year cycles, and psychology. 38:58 Was Spring 2021 the true market top? 42:05 What caused the 2022 bear market? 51:15 BTC, Global Liquidity & Macro. 56:41 Closing thoughts.
This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”. We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. To. hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Darius Dale is the founder & CEO of 42Macro. In this conversation, we talk about global liquidity, debt limit crisis, treasury issuance potentially up-ticking, and what this all means for asset prices. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
In this thought-provoking and insightful episode of Lead-Lag Live, Michael Gayed sits down with Darius Dale, a highly respected macroeconomic strategist, for an exclusive Darius Dale Interview. Together, they dive deep into the world of global liquidity and US business cycles, offering valuable insights on how these factors impact financial markets and investment decisions. This podcast is a must-listen for anyone interested in gaining a better understanding of the complex interplay between global liquidity, US business cycles, and their influences on asset prices.Throughout the Darius Dale Interview with Michael Gayed of Lead-Lag Live, the two experts explore key themes, including the importance of analyzing global liquidity in the current macroeconomic environment, the implications of changing central bank policies on financial markets, and the potential risks and opportunities associated with different phases of the US business cycle. By drawing on their vast experience and expertise, Dale and Gayed are able to provide viewers with a comprehensive and nuanced understanding of these critical topics.One of the major highlights of this podcast is the detailed discussion on how global liquidity conditions affect financial markets and asset prices. Dale and Gayed delve into the mechanics of capital flows and the role of central banks in shaping the global liquidity landscape. By doing so, they help viewers appreciate the significance of monitoring and understanding global liquidity trends in making well-informed investment decisions.Another fascinating aspect of this episode is the examination of the relationship between US business cycles and asset prices. Dale and Gayed offer an in-depth analysis of the various stages of the business cycle, highlighting how each phase presents unique challenges and opportunities for investors. They also discuss the importance of incorporating business cycle analysis into investment strategies, so as to better navigate the ever-changing financial landscape.In conclusion, the Darius Dale Interview with Michael Gayed of Lead-Lag Live offers a wealth of knowledge on the crucial aspects of global liquidity and US business cycles. Whether you're an experienced investor or someone who's just starting their financial journey, this podcast is an invaluable resource that will enhance your understanding of these complex topics and help you make smarter investment decisions.Don't miss out on this fascinating conversation - be sure to listen to the full podcast, and don't forget to subscribe to Lead-Lag Live for more exclusive interviews and expert insights on financial markets and investing.The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive interview, we dive deep into the world of global liquidity and market direction with renowned financial expert, Michael Kramer. Join us for an insightful Michael Kramer Interview with Michael Gayed of Lead-Lag Live, as they discuss the current state of the global economy, investment strategies, and market trends. This is a must-listen for anyone interested in understanding the complex financial landscape we live in today.Throughout the podcast, Michael Kramer shares his unique perspective on global liquidity and its impact on market direction. As the conversation unfolds, you'll gain valuable insights into how economic factors, such as interest rates and inflation, affect the overall investment climate. As a highly respected strategist and author, Michael Kramer's insights are sought after by top investment professionals around the world.During this exclusive Michael Kramer Interview with Michael Gayed of Lead-Lag Live, they also explore the importance of adjusting your investment strategies in response to changing market conditions. As a top financial analyst, Michael Kramer brings his years of experience and expertise to the table, providing invaluable advice for both novice and seasoned investors alike.Furthermore, this conversation delves into the role of central banks in the global economy, offering a comprehensive understanding of their influence on liquidity and ultimately, market direction. As two experts in their respective fields, the dynamic between Michael Kramer and Michael Gayed makes this interview a must-listen for anyone looking to expand their financial knowledge.Whether you're an experienced investor or just starting out, this Michael Kramer Interview with Michael Gayed of Lead-Lag Live is an excellent resource to deepen your understanding of global liquidity and market direction. Don't miss this opportunity to learn from one of the best in the business and stay ahead of the game in today's ever-changing financial landscape.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Darius Dale is the founder & CEO of 42Macro. In this conversation, we talk about global liquidity, bitcoin, halving, what institutional investors are doing, and the President of the United States impact on financial markets. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
The growth of a treasury career takes determination, and a supportive boss or mentor can help propel your career to new heights. On this episode of The Treasury Career Corner, we are joined by Francisco De Barros, Assistant Treasurer at Ingersoll Rand. Francisco explains how mentors and managers helped propel his career to new heights and why it's important to push yourself and find growth opportunities in treasury. Plus, he explores the differences between each of his roles, moving abroad and his views on technology in treasury. Francisco is a seasoned treasury and finance professional with experience in trade finance, FX management, cash management and capital markets. After interning at GE Money, Francisco began his career at Tyco International, starting as a Corporate Auditor before progressing to Treasury Manager of Global Liquidity. He later switched to an FP&A Management role before returning to treasury. He joined AbbVie, working in multiple treasury roles until March 2021 when he moved to Assistant Treasurer at Ingersoll Rand. On the podcast we discussed… Francisco's first moves into finance Switching from treasury to FP&A and back How mentors helped push his career forward How treasury teams should use technology The differences between his treasury roles The importance of pushing yourself Looking for opportunities to grow Why mentorship is key to success You can connect with Francisco De Barros on LinkedIn. Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here! If you're interested in learning more about the fundamental pillars of treasury, download my free Corporate Treasury eBook by clicking here!
This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Global Central Banks Coordinate to Inject Liquidity In The U.S. Dollare Swap Lines --- Support this podcast: https://podcasters.spotify.com/pod/show/cryptoceej/support
Joe Burnett and Joe Consorti discuss Binance's solvency, Trad-Fi severing ties with Bitcoin companies, Fed interest rate policy, and more! Passport is the Bitcoin hardware wallet you already know how to use. With a gorgeous design and familiar interface, Passport makes it easier than ever to self-custody your Bitcoin. No more sitting at your computer or squinting at tiny screens. Passport seamlessly connects to your phone, empowering you to quickly view your balance and move Bitcoin in and out of cold storage. Get yours today at: https://foundationdevices.com/?mtm_campaign=Blockware Use code: BLOCKWARE for $10 off! Follow us on Twitter: Joe Burnett: https://twitter.com/IIICapital Joe Consorti: https://twitter.com/JoeConsorti Blockware: https://twitter.com/BlockwareTeam 00:00 Is Binance going to be FTX 2.0? 14:50 Is Lightning ACTUALLY a risk-free rate? 27:57 Bitcoin-backed stablecoins, Taro assets 36:27 Operation Chokepoint 43:55 How high will rates go? 49:34 Bitcoin 2023 Outlook 55:12 Gauges for Global Liquidity
In this next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Michael Howell he shares more about his thoughts on the global liquidity outlook for 2023. From questions like why liquidity is so important for investors, to tracking the global liquidity cycle, join us in this next installment as we dive deep into the topic alongside Michael. This is a shortened version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more. -- Michael J. Howell is Managing Director at CrossBorder Capital, an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
Higher interest rates have brought liquidity structures back into the spotlight. Although the fundamental goals of liquidity management don't change rapidly, the appeal of on-demand applications and increasing pace of treasury decisions necessitate fresh strategies. Are liquidity structures equipped to handle the degree of automation and integration required by new data-driven, always-on commerce? Host Michael Bosacco, Head of GTS Advisory, Bank of America Co-hosts Mark Waggoner, Assistant Treasurer, Koch Industries Henrik Lang, Head of Global Liquidity, Bank of America MAP 5468600 / 2-16-24
Michael Howell, legendary market strategist, author and founder of CrossBorder Capital, joins our Keeper Russell Napier to discuss global liquidity. Join us for a thought-provoking episode that seasoned investors and knowledgable market observers will enjoy getting their teeth stuck into.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.
Michael Howell is the founder of Crossborder Capital and has been tracking liquidity flows for decades now. Crossborder is well known for their research into liquidity and harnessing it as part of the investment approach. Here he discusses: When do banks lend? Does the Fed "print" money? How does the Fed's liquidity additions make their way to the market? And much much more! You can also purchase his book here: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity-ebook/dp/B086BBF1H9
Host Kelvin Wong talks with James Andrew, CEO of Global Liquidity Inc., about a number of interesting topics including:• James' background and his journey into crypto• Major takeaway from his trading background• Perspective on the intrinsic value of Bitcoin.• What is the Lightning Network?• Use cases of the Lightning Network• Who controls the Lightning Network?• The pros and cons of the Lightning Network• James' vision of the future of payment• What problems Global Liquidity Inc. is solving• And more About Global Liquidity Inc.: https://www.globalliquidity.io/ Web3 Opportunities Podcast: https://www.web3opp.com/
James Andrew is the CEO and Technical Director at Global Liquidity, Inc. He is the creator of Lightning Bridge ATM, the personal ATM for your Web3 wallets, a fully transparent and 10X faster solution for depositing and withdrawing funds via the Bitcoin Lightning Network. James is an entrepreneur and technologist at heart. He was an early pioneer of high-frequency algorithmic trading, and deeply involved in the electronification of Wall Street, where he started his career back in 1997. In 2018, he created his current company, Global Liquidity, where he began developing an advanced electronic trading interface based on real-time 3D graphics. Global Liquidity is backed by institutional investors, including BlockTower Capital and GSR Markets, as well as Hivemind Ventures, LD Capital LTD., Rich Rosenblum, Jason Williams, Brad Mills, Willy Woo, and Micah Spruill. https://www.globalliquidity.io Links about Lighting Network: https://amboss.space/magma https://hivemind.vc/why-lightning-why-now/ Follow me on Facebook: Santino Peralta Instagram: sonny232323 Snapchat: peralta2323 Twitter: @santinoperalta1 TikTok: @cryptokid23 https://www.facebook.com/cryptokidpodcast/ affiliate link: https://kitcaster.com/cryptokid/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cryptokid/message Support this podcast: https://anchor.fm/cryptokid/support
The Mavens sit down and talk with James Andrews, CEO & Chief Architect at Global Liquidity Inc. Replicating the efficiency of a real-world ATM, Global Liquidity, Inc.'s website, lightningbridge.com, allows Web3 participants to withdraw or deposit NFTs and cryptocurrency into their digital wallets through apps like Cash App. With transactions taking under a minute and various user options, Andrews' company is working to make Web3 and meta verse technology accessible to all. With the Mavens, Andrews discusses how users can connect their existing Web3 assets, the evolution of Fintech, and the potential Bitcoin has for changing the global economy. To learn more, tune in to “Building Bridges.”
Joining us in the shop this week is James Andrew, CEO of Global Liquidity. Listen along as James tells us about his past as a pioneer of high frequency algorithmic trading and how that relates to his current project, Lightning Bridge. James also tells us about the interface design and we request early access if he ever develops a 3D DOM for futures before we wrap things up with a discussion on Bitcoin's use case and the even broader topic of currencies in general.About James:James is an entrepreneur and technologist at heart. He was an early pioneer of high-frequency algorithmic trading, and deeply involved in the electronification of Wall Street, where he started his career back in 1997. In 2018, he created his current company, Global Liquidity Inc, where he began developing an advanced electronic trading interface based on real-time 3D graphics.Guest Links:Lightning Bridge WebsiteGlobal Liquidity WebsiteSocial Links:Follow Lightning Bridge on TwitterFollow James on TwitterOther Links:getumbrel.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
James Andrew is the CEO & Technical Director of Global Liquidity, the company building a product called Lightning Bridge to connect apps like Cash App and Strike with crypto over the Lightning Network. In our discussion, James explained exactly how Lightning Bridge works, why the Lightning Network is the perfect payment rail for currency swaps and transfers, and we discussed Web3, Taro, and more. → Lightning Bridge: https://www.lightningbridge.com/ Sponsors → Voltage: https://voltage.cloud?utm_source=kevinrooke&utm_medium=Youtube&utm_campaign=1mo → Stakwork: https://stakwork.com/ This show is a Lightning podcast. That means instead of asking for likes or shares, I ask for sats. The best way to show your support is to download Fountain from the App Store, load your wallet with some sats, and send them over the Lightning Network to kerooke@fountain.fm. → Fountain: https://www.fountain.fm/ → More Episodes: https://play.fountain.fm/show/P6XXuSPg6f2rj4ECB0fT → Lightning Address: ⚡kerooke@fountain.fm Links → Stack Sats: https://www.stacksats.how/ → Twitter: https://twitter.com/kerooke → Books: https://www.kevinrooke.com/book-recommendations → Blog: https://www.kevinrooke.com/blog Timestamps 00:00 - Intro 02:19 - James Andrew Intro 06:24 - How Lightning Bridge Works 11:02 - Lightning Bridge vs. Strike 15:21 - The Different Types of Lightning Node Operators 23:38 - Why Do Institutions Care About Lightning? 29:22 - Will Wrapped Assets on Taro Disrupt Lightning Bridge? 37:24 - Is The Lightning Network Necessary for Digital Payments? 40:48 - Lightning Bridge Competitors 54:08 - James Andrew on Taro 1:00:50 - How Will The Lightning Network Change The World? 1:06:52 - The Lightning Round
Episode 243: James Andrew, CEO of Lightning Bridge ATM joins the podcast to talk about his background with HFT algorithmic trading during the late 1990's as well as his latest projects with Lightning Bridge ATM. Lighting Bridge ATM lets you deposit and withdraw from your Web3 wallets in under a minute and is easy to use as a traditional bank ATM. Social MediaJames AndrewTwitter: pixelrouterwww.lightningbridge.com
Today, we are joined by Michael Howell, Author and Managing Director of Crossborder Capital, for a conversation on how liquidity drives financial markets, based on his book, “Capital Wars: The Rise of Global Liquidity”. We address term premia and the impact it has on the economy, the off-shore market, how Central Banks have become the dominant players over the last decade and the capital war between China and the U.S. We also discuss what might happen if the global economy becomes divided into two worlds, where one is financed by the U.S. dollar and the other financed by the Chinese Yuan and the increasing networking risk and risk of crises within the financial system, the different types of liquidity and the recipe for creating a strong dollar and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Michael on https://www.linkedin.com/in/michael-howell-357b1416/?originalSubdomain=uk (Linkedin) and https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872 (read his book). Episode TimeStamps: 00:00 - Intro 02:51 - Introduction to Michael Howell and his work 07:38 - How much debt is there globally? 14:08 - Why is longer-term treasuries desirable? 16:08 - The off-shore market 19:56 - The capital war between China and the U.S. 41:37 - Is the financial system more fragile than we think? 50:10 - What if the 10-year bond yield blows out rapidly? 53:59 - What has happened with the offshore short-term market? 59:55 - The currency space and relative liquidity 01:02:31 - Comments on the current regime 01:08:18 - Key takeaways from Niels Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)
This podcast takes a look at the special considerations for corporates doing business in Europe, with a focus on working capital and managing cash flow. Europe presents a unique regulatory environment that creates specific scenarios for corporates doing business there. How can they leverage the opportunities of the region for success? We examine the region in detail, with a particular focus on what Asian corporates coming to Europe need to know. This podcast features Andreas Bock, Head of Global Liquidity & Cash Management, HSBC Continental Europe; Guillaume Mollo, European Treasurer, Thai Union, Europe; Michele Zaquine, Director, Payment Advisory Europe, HSBC; Donatien Mellet, Director, Global Trade & Receivables Finance, HSBC Continental Europe. It is a special rebroadcast of a webinar that was originally held on 28 July 2021. Hosted on Acast. See acast.com/privacy for more information.
On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity. Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises? Tune in to hear this discussion & much more! -- Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Michael Howell https://twitter.com/crossbordercap Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring' supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/ Suez Crisis https://www.history.com/topics/cold-war/suez-crisis Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166 -- (00:00) Introduction (00:25) The Rise of Global Liquidity (06:25) China Entering The WTO (12:28) How A Lack of Liquidity Leads To Financial Crises (19:20) Is Europe The Canary In The Coal Mine? (30:06) Bretton Woods, World Trade & The Role of The U.S Dollar (40:00) Capital Wars Between The U.S & China (44:53) Current Market Liquidity & Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
In Episode 265 of Hidden Forces, Demetri Kofinas speaks with Michael Howell. Michael is the CEO of CrossBorder Capital, a London-based, independent research and investment company that provides asset allocation and capital markets advice to institutional investors. This conversation is a natural follow-up to our recent episodes with Lev Menand on the shadow banking system and Eric Basmajian on economic cycles. Specifically, the credit cycle and its leading impact on the economy and asset prices. But this conversation with Michael also pulls directly from other episodes as well with guests like Michael Pettis on global trade and finance, Claudio Borio on financial instability, Brent Johnson on the Revenge of the Dollar, James Aitken on Digital Currency and the Pivot to Asia, Russel Napier on the New Economic Order and the Asian Financial Crisis, and of course, one of my absolute favorites, a conversation with Kevin Coldiron, Tim Lee, and Jamie Lee on the role of the US Dollar as an international funding currency and as the primary driver of recurring systemic crises in the international financial system. Global liquidity is a term that every single person working in finance and in financial media has not only heard of but has probably used at one point or another. And yet, if you were to ask most people what this term means or what it refers to they would be hard pressed to give you a clear or uniform answer. This is because the drivers of global liquidity, namely the financial and exchange rate relationships within and between countries and the determinants of cross-border flows of money, securities, goods and services, are constantly changing. In the process, they have become, in the words of Michael Howell, “the new weapons in the escalating Capital Wars between the U.S., Europe, and China,” the last of which has a vested interest in not only the long-term stability of the international financial system but perhaps even the eventual aim of displacing the Dollar in favor of the Yuan as the fulcrum around which international trade and commerce is eventually invoiced and credited The goal of today's conversation is not only to help you gain a deeper appreciation for what global liquidity is and the geopolitical and economic forces driving it but to also help you understand how it impacts you and your portfolio directly through the outsized role that it has on shaping economic outcomes and asset prices. This comes at a time when this very liquidity is receding faster than at any point since the Great Financial Crisis and by some measures, even quicker. You can access the full episode, transcript, and intelligence report to this week's conversation, along with the additional material provided by Michael Howell by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 08/02/2022
Dan Ahrens, Managing Director and Portfolio Manager at AdvisorShares Investments, discusses investing in vice-related ETFs. Ainslie Simmonds, President of Pershing X, shares her thoughts on the impact of digital disruption on the advisory community. Bloomberg Businessweek Editor Joel Weber and Businessweek Assistant Managing Editor Jim Ellis have the details of Jim's Businessweek cover story Inflation Has Americans Uneasy About Everything. Jim Dickson, Founder and CEO of Sanctuary Wealth, talks about the evolution of the RIA industry. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, discusses the digitization of the advisory industry. Tonia Bottoms, Senior Managing Counsel at BNY Mellon Pershing, explains why DEI is so important in the financial advice community. And we Drive to the Close with Laurie Brignac, CIO and Head of Global Liquidity at Invesco. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Dan Ahrens, Managing Director and Portfolio Manager at AdvisorShares Investments, discusses investing in vice-related ETFs. Ainslie Simmonds, President of Pershing X, shares her thoughts on the impact of digital disruption on the advisory community. Bloomberg Businessweek Editor Joel Weber and Businessweek Assistant Managing Editor Jim Ellis have the details of Jim's Businessweek cover story Inflation Has Americans Uneasy About Everything. Jim Dickson, Founder and CEO of Sanctuary Wealth, talks about the evolution of the RIA industry. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, discusses the digitization of the advisory industry. Tonia Bottoms, Senior Managing Counsel at BNY Mellon Pershing, explains why DEI is so important in the financial advice community. And we Drive to the Close with Laurie Brignac, CIO and Head of Global Liquidity at Invesco. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
As technology continues to enhance at pace, how can you explore smarter ways to transform your business? Technologies like APIs and blockchain enable you to make more informed decisions, manage risks and ultimately deliver a better customer experience. In this episode, Zohair Ahmed, Director, Global Liquidity and Cash Management, HSBC Singapore speaks with Daniel Laverick, VP, Head of Digital & Data Solutions, Zuellig Health Solutions on the shift to digital and why it matters for treasuries and businesses. Read more at: https://www.gbm.hsbc.com/en-gb/feed/innovation-and-transformation/seamlessly-connect-new-ways-to-transact-in-the-digital-age Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
“Liquidity” is a critical concept in markets that many may have heard, but few truly understand. Michael Howell, managing director at Cross Border Capital, is the global liquidity flows. He breaks down what liquidity is and he explains to Jack Farley how the tide of liquidity that has lifted asset prices over the past two years is reversing very quickly. Howell argues that, since 95% of central banks are tightening at the same time, the short-term risk/reward for stocks is poor, and he thinks a further 20% correction is ahead for the equity market. Howell explains the complex yield curve dynamics, and explains why the ongoing liquidity collapse might finally make long-term government bonds attractive once again. Filmed on Tuesday, April 19, 2022. A note on the title: Howell's expectation of a 30% in stocks is from peak-to-trough, and since equities are down nearly 10% already, that would equate to a further fall of 20% from current levels (not 30% from current levels). _ Follow Cross Border Capital on Twitter @crossbordercap Follow Jack Farley on Twitter @JackFarley96 Follow Blockworks on Twitter @Blockworks _____ Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market. Call to action: For any further enquiry, please contact vip@bit.com. Sign up URL: https://bit.ly/3KlgLR3 App download URL: https://bit.ly/3xer6uI -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Timestamps -- (00:00) Introduction (00:45) What Is Liquidity? (10:59) The Turbulence Zone (21:06) What Will Be The First To Break? (23:58) Why Are Stocks And Credit Still So Richly Priced? (26:35) But What About Inflation? (32:24) Bit.com Ad (43:32) Can China Save the Day? (47:05) Why Falling Liquidity Causes A Dollar Squeeze (50:33) How High Oil Prices Further Deteriorate Liquidity (53:04) History of Global Liquidity (56:28) Capital Wars and Bretton Woods III (1:08:25) Is The Yield Curve Signaling A Recession? (1:09:56) How Far Will The Fed Get With QT? (Bagehot's Dictum)
With Dr. Michael Howell, PhD. This is the second in a series of interviews I am conducting to try to better understand why food prices have been rising, where they are going as we move toward a potential food crisis, how this will impact the evolving landscape of food availability, and what we should do about it. Michael Howell, PhD joins me to discuss whether "money printing" and the liquidity cycle might be playing a role in rising food prices. Howell has a PhD in Economics and specializes in analyzing global central bank activities, liquidity trends, and capital flow data across 80 economies. He is CEO of CrossBorder Capital, which he founded in 1996. He developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992, and was top-ranked “Emerging Market Strategist” by institutional investors for the three years prior to setting up CrossBorder Capital. Michael has worked in financial markets since 1981 and is a regular international conference speaker. He is a qualified US Supervisory Analyst. You can buy his book, Capital Wars: The Rise of Global Liquidity, here. You can follow his company, Cross Border Capital, on Twitter here. This series started from a Substack post I wrote, The Emerging Food Crisis: https://chrismasterjohnphd.substack.com/p/the-emerging-food-crisis Over the next month, as part of this series, I will conduct interviews and panel discussions on my podcast in an effort to better understand the issue and what to do about it. Relying primarily on interviews will allow me to better understand the issue while staying focused on finishing my vaccine research so I can ultimately return to finishing my book. I will eventually be concluding my work on the vaccines with a COVID Vaccine Guide, which I will distribute for free to paid Substack subscribers, those who have pre-ordered my Vitamins and Minerals 101 book, and members of the CMJ Masterpass. Articles in this series that lay out actionable foundations of my future protocol for vaccine side effects will be for paid Substack subscribers and Masterpass members. However, most of them will available for free for the first 48 hours, and all of them will be readable with a free trial. Paid Substack subscribers get immediate access to my COVID Guide, and are entitled to 50% off a membership to the Masterpass as well. You can subscribe or upgrade your subscription here: https://chrismasterjohnphd.substack.com/subscribe You can pre-order the book here: https://chrismasterjohnphd.com/book And you can join the Masterpass here: https://themasterpass.chrismasterjohnphd.com/sales-page Masterpass members get to watch these interviews live, and also have monthly access to a live Q&A with me. The next Q&A session is Wednesday, April 13, 6:00 PM Eastern.
In this episode, recorded on 17 March 2022, Michael J. Howell looks at the devastating implications of higher oil prices and China's latest monetary squeeze on Global Liquidity and the markets. He also outlines his data on Liquidity and the correlation to the current market situation, and answers audience questions on everything from inflation to Smartkarma users can find the presentation slides here: https://skr.ma/Q81u3sM3qY1Crm2fA Michael J. Howell is Managing Director at CrossBorder Capital, an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Follow his work: https://skr.ma/jYww9yYmcUiA2NCWA This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
During this episode, TMI Editor, Eleanor Hill, speaks with Peter Claus-Landi, Executive, Treasury Operations & Industry Initiatives at GE and Jared Smith, Managing Director, Global Head – Corporates, Global Liquidity and Cash Management at HSBC to cover how key API-centric developments are changing the treasury landscape.With APIs significantly altering the way that corporates connect with their banks, Peter and Jared provide a candid perspective of the benefits – including a detailed overview of GE's API plans – and consider which factors may help to facilitate greater adoption.For more information on this topic, click here. Hosted on Acast. See acast.com/privacy for more information.
In today's show, you will learn why China's Evergrande is setting up a Lehman-like liquidity crisis, why one Senator wants to break up Wells Fargo, how consumer prices are likely to head lower, why consumers can't afford higher consumer prices, and how crude oil prices suggest inflation will soon cool. #economy #stockmarket #business #china #news #breakingnews #stocks #bonds #money Portfolio Shield™ https://stevenvanmetre.com/portfolio-shield/ Website http://stevenvanmetre.com/ Social Media https://twitter.com/MetreSteven https://www.linkedin.com/in/steven-van-metre-b4a08b182/ https://www.facebook.com/svmfin/ Portfolio Shield™ and Momentum Timer Pro™ are unregistered trademarks of Steven Van Metre Financial. Watermark Artwork by Jasmine Miller Twitter: @jazcreative The content of this video is provided as educational information only and is not intended to provide investment or other advice. This material is not to be construed as a recommendation or solicitation to buy or sell any security, financial product, instrument, or to participate in any particular trading strategy. This video was prepared by Steven Van Metre in my own personal capacity. The opinions expressed in this video are my own and do not reflect the view of Atlas Financial Advisors, Inc. or Steven Van Metre Financial.
Drawing inspiration from retail banking and the offerings provided there, corporate clients are beginning to have large expectations around payments and what banks can deliver in this space. In this podcast Michele Zaquine - Director, Head of Propositions and Commercialisation Continental Europe, HSBC speaks with Marco Hughes - MD & Global Head Core Payment Products, Global Liquidity and Cash Management, HSBC about a variety of different topics around real-time payment solutions. They explore the trends for domestic real-time payment solutions, the benefits of SWIFT gpi, and how real-time treasury is being enabled by API technologies. Ask your Sales Manager or Relationship Manager for details or contact us here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In the 6th episode of Generational Arbitrage, Tyler Neville speaks with Michael Howell, Founder of Crossborder Capital. Mike is a leading global macro thinker who watches giant trends in liquidity from global central banks. He is the author of Capital Wars: The Rise of Global Liquidity and has a process unlike most fundamental economic analysis. --- Get unparalleled access to the greatest minds in macro at Blockworks' three day, executive summit in Bretton Woods. August 11 - 13. Apply to attend today. https://blockworks.co/brettonwoods/arbitrage --- Generational Arbitrage is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, visit http://blockworks.co/podcasts.
As the recovery continues, businesses are increasingly looking to move into growth mode. Nadia Hossen Mamode, Chartered Accountant and Founder of VCCA, Peter Charles, FD of Pai Skincare, and Claire Castelli, Sector Head for Retail and Leisure, Global Liquidity and Cash Management at HSBC UK, share their experiences and insights into how businesses can keep control of cash and ensure a healthy cashflow as they move from survival to growth.This episode is part of the Tomorrow Ready podcast mini-series which covers, cash management and finance, business resilience, international trade, sustainability and digital transformation. To find out more about our Tomorrow Ready programme click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
This week, Mercury Group CEO Adam Posner came on to talk about bottlenecks in the global supply chain and why there have been astronomical jumps in shipping rates. Audacity Capital founder and general partner Erikan Obotetukudo discussed forming the first VC firm focused solely on crypto startups and the opportunity she sees in the space. Win Thin, head of global currency strategy at Brown Brothers Harriman, joined to explain why he thinks global liquidity has reached an inflection point and markets are not taking it into account. Then UBS Economist Alan Detmeister gave his outlook for rent inflation. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. This week's episode looks at how fees can quickly multiply and hurt the bottom-line when businesses deal in multiple currencies via traditional payment rails. Find out why and how multi-currency wallets - for businesses - are one way around it, in this episode brought to you by HSBC: https://www.business.hsbc.com.sg/ BT's digital editor Chris Lim hosts Winnie Yap, managing director and head of Global Liquidity and Cash Management Singapore at HSBC. She explains the following: What are the costs that SMEs face when making cross-border payments by transacting in multiple currencies through traditional payment rails? (1:00) What is a multi-currency wallet for businesses, such as the HSBC Global Wallet, and how can it save time and money? (1:29) Addressing SMEs' concerns about foreign exchange rates (3:05) Does the HSBC Global Wallet work like virtual consumer wallets such as GrabPay? (3:52) What are the risks to businesses that don't embrace new payment options such as multi-currency wallets? (5:52) A step-by-step guide for SME businesses to get started with multi-currency wallets if they want to save time and money (9:05) HSBC Global Wallet: https://www.business.hsbc.com.sg/globalwallet HSBC Business Banking for SMEs: https://www.business.hsbc.com.sg/hsbc-sme-business-banking HSBC Commercial Banking for Singapore: https://www.business.hsbc.com.sg Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt WealthBT Podcast on: http://bt.sg/btwealthbt BT Podcasts on: https://bt.sg/pcOM See omnystudio.com/listener for privacy information.
BT Money Hacks Ep 97: How multi-currency wallets can save businesses money 11:10 min Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. This week's episode looks at how fees can quickly multiply and hurt the bottom-line when businesses deal in multiple currencies via traditional payment rails. Find out why and how multi-currency wallets - for businesses - are one way around it, in this episode brought to you by HSBC: https://www.business.hsbc.com.sg/ BT's digital editor Chris Lim hosts Winnie Yap, managing director and head of Global Liquidity and Cash Management Singapore at HSBC. She explains the following: What are the costs that SMEs face when making cross-border payments by transacting in multiple currencies through traditional payment rails? (1:00) What is a multi-currency wallet for businesses, such as the HSBC Global Wallet, and how can it save time and money? (1:29) ddressing SMEs' concerns about foreign exchange rates (3:05) Does the HSBC Global Wallet work like virtual consumer wallets such as GrabPay? (3:52) What are the risks to businesses that don't embrace new payment options such as multi-currency wallets? (5:52) A step-by-step guide for SME businesses to get started with multi-currency wallets if they want to save time and money (9:05) HSBC Global Wallet: https://www.business.hsbc.com.sg/globalwallet HSBC Business Banking for SMEs: https://www.business.hsbc.com.sg/hsbc-sme-business-banking HSBC Commercial Banking for Singapore: https://www.business.hsbc.com.sg Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.
BT Money Hacks Ep 97: How multi-currency wallets can save businesses money 11:10 min Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. This week's episode looks at how fees can quickly multiply and hurt the bottom-line when businesses deal in multiple currencies via traditional payment rails. Find out why and how multi-currency wallets - for businesses - are one way around it, in this episode brought to you by HSBC: https://www.business.hsbc.com.sg/ BT's digital editor Chris Lim hosts Winnie Yap, managing director and head of Global Liquidity and Cash Management Singapore at HSBC. She explains the following: What are the costs that SMEs face when making cross-border payments by transacting in multiple currencies through traditional payment rails? (1:00) What is a multi-currency wallet for businesses, such as the HSBC Global Wallet, and how can it save time and money? (1:29) ddressing SMEs' concerns about foreign exchange rates (3:05) Does the HSBC Global Wallet work like virtual consumer wallets such as GrabPay? (3:52) What are the risks to businesses that don't embrace new payment options such as multi-currency wallets? (5:52) A step-by-step guide for SME businesses to get started with multi-currency wallets if they want to save time and money (9:05) HSBC Global Wallet: https://www.business.hsbc.com.sg/globalwallet HSBC Business Banking for SMEs: https://www.business.hsbc.com.sg/hsbc-sme-business-banking HSBC Commercial Banking for Singapore: https://www.business.hsbc.com.sg Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/19/how-long-the-sp-500-and-global-liquidity-how-long-will-it-last-2/
As the recovery continues, businesses are starting to move into growth mode. Laura Bounds MBE, Owner of Kent Crisps and Curd & Cure, Nadya Hijazi, Global Head of Digital, Global Liquidity & Cash Management at HSBC and Nathan McCarthy, Director of Cash and Working Capital at Interpath Advisory, share their experiences and insights into how businesses can optimise cash management and make the move from survival to growth.This episode is part of the Inspiring Progressive Business mini-series on topics that matter the most to businesses like yours – international trade, sustainability and digital and innovation. To find out more click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
HSBC has launched their first multi currency digital wallet for corporates, and it is also available to SMEs as well. The launch is another step in HSBC’s commitment to building up our SME banking franchise in Singapore. In Mind Your Business, Howie Lim speaks to Ng Li Lian, Head of Business Banking & Winnie Yap, Head of Global Liquidity and Cash Management, HSBC Singapore to find out more. See omnystudio.com/listener for privacy information.
In this episode, I speak with Michael Howell, Managing Director at CrossBorder Capital, a firm he founded in 1996. He's been listed as the top emerging market strategist multiple times and developed a quantitative liquidity research methodology while at Salomon Brothers in the 1980s. He is the author of the recently-released Capital Wars: The Rise of Global Liquidity. [RECORDING DATE: March 18, 2021] If you find value in these conversations, please consider joining the THINK FOR YOURSELF community. All supporters are invited to participate in the live conversations and are given an opportunity to interact with my guests. More information is available at www.patreon.com/mansharamani
This is the third episode in a four-part series that explores the latest trends and considerations for US corporates doing business in Europe. This episode examines what treasury transformation means for corporates in the region.In this wide-ranging discussion, the panel review the tools at a treasurer's disposal to centralise their cash management including SEPA, liquidity instruments and technologies such as virtual accounts.The conversation also covers the role of harmonised message formats and APIs in transforming treasury models.The panel also looks at organisational structures treasurers can adopt such as payment factories, regional treasury centres (RTCs) and shared service centres (SSCs)Guest speaker Mark Redmond, CEO, Chief Executive, American Chamber of Commerce, Ireland, provides his insight into the factors that influence corporates' investment decisions in the region.Following the discussion there is a question and answer session.This session is hosted by Deborah Mur, Head of Global Liquidity & Cash Management Continental Europe, HSBC. She is joined by special guest speaker Mark Redmond, Chief Executive, American Chamber of Commerce, Ireland; Lorraine Donnelly, Country Head of Ireland & Luxembourg, Global Liquidity & Cash Management, HSBC; and Phil Gilbert-Smith, Payments Advisory, HSBC.This podcast is a rebroadcast of a webinar that originally aired on 17 February 2021.To discover more about HSBC's European proposition click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
This is the first episode in a four-part series that explores the latest trends, considerations and opportunities for US headquartered corporates doing business in Europe. This episode sets the scene for the series, adumbrating the cash management landscape and highlighting aspects of particular interest from a US perspective.In this lively and wide-reaching discussion, the panel shares its thoughts on opportunities presented by SEPA as well as the availability of liquidity in the region. The exchange also broaches contemporary topics such as the Covid pandemic and the evolving regulatory landscape post Brexit. Real-time payments, the use of cheques in the region and digitisation are also explored.Following the discussion, there is a question and answer session.This session is hosted by Philip Fellowes, Regional Head of Global Liquidity & Cash Management Europe, HSBC. He is joined by Easton Dickson, Global Treasurer, Bain & Co; Timothy Bartlett, Liquidity and Investment, HSBC; and Jack Swait, Payments Advisory, HSBC.This podcast is a rebroadcast of a webinar that originally aired on 3 February 2021.To discover more about HSBC's European proposition click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Our final episode in this six-part series takes a look at some of the challenges we're facing as a result of the Covid-19 pandemic that developed during the preparation of this series. This will look at the world through the lens of the new normal and, in particular, what B2B payment improvement opportunities are there in the current chaos? Some issues that will be addressed are the things that have changed in the new environment and what that means for the priorities of buyers and suppliers and how best to address them.Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series of six episodes, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Episode five informs on how to eliminate the need to go out to expensive tenders for RFP and to maximise your existing programme. This episode has an eye on the future with a focus on the cost of change and the benefits of taking a long-term view. We'll show how card payments are an essential resource for future proofing your business and improving your client and stakeholder relationships. Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series of six episodes, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In episode four of this six-part series we address the question of data, making a strong case for businesses to share their data to the same extent as consumers do in their daily lives. We're looking at the purpose and value of each data set, how to manage it securely, and why card payments can go further than other payment solutions. Vincent explains how increased sharing and access of data can transform the corporate experience by improving the B2B experience for both buyer and supplier. Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
This second episode in the series shows how change is possible when there is a strong business case but to do this it is important to join up people across different functions like Treasury, Finance, Procurement, Sourcing and Accounts Payable. These different functions experience pain and benefits to different degrees, which affects their willingness to embrace - or resistance to - change. Who owns the buying process and/or the payments in the business? Everyone and no one? Some issues that Vincent will cover include the Supplier's perspective from the Order to Cash process, what is the real cost of a Purchase Order as well as the need to group transactions into high, low or no touch processes. Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
In this first episode we will explore the environment for card payments and how they can resolve issues of compliance, control and security within the Requisition to Pay process. Vincent will be arguing that card payments are an essential tool for delivering business value for both the buyer and the supplier, but that there is a need for behavioural change to facilitate adoption. Some issues we will cover are the purpose of B2B payment cards, how to get staff to do what they are supposed to do, how to deploy effective controls to enable spend at approved suppliers and how to minimise security and risk. Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series of six episodes, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Episode three of this six-part series covers the business case for all parties a.k.a. “to B2B or not to B2B, that is the question?”. Vincent will drill deeper into the ‘prizes' for both supplier and buyer as well as looking in more detail at the Request to Pay process, from PO to Invoicing. He will suggest where card payments can deliver greater efficiencies, savings, and ultimately rewards for both parties. This episode covers how the business case for buyers and suppliers is calculated and what transactions should be targeted for card payments to boost business cases. Introduction to HSBC Visa Podcasts:HSBC and Visa are launching a one-off podcast series of six episodes, hosted by financial expert Vincent Eavis. The aim of the series is to look deeper into the Requisition to Pay process and make the case for card payments, but in a way that is accessible and engaging for those who don't necessarily have an in-depth understanding of some of the processes involved. Vincent will be joined in these podcasts by guests including David Kitchener from Wessex Water, Joanne Towers, Managing Director, Europe Regional Head of Payments and Cards, Global Liquidity and Cash Management at HSBC and Duncan Kennett, Head of B2B at Visa Europe. For more information about anything that you have heard in this podcast, please click here Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
"Strong economies rarely have strong financial markets," says Insight Provider Michael J. Howell. You won't want to miss this episode, where Michael discusses the state of Global Liquidity this year, expected to break new records as Central Banks persist with quantitative easing, and answers audience questions on the topic. See also Michael's Insight, Global Liquidity in 2021: A Warning: https://www.smartkarma.com/insights/global-liquidity-in-2021-a-warning/ Michael J. Howell is Managing Director at CrossBorder Capital, an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Learn more: https://www.smartkarma.com/profiles/michael-j-howell This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
TMI's Eleanor Hill chats with Jared Smith, Managing Director, Global Head - Corporates, Global Liquidity and Cash Management, HSBC, to discuss how unprecedented economic circumstances are facilitating an uptake in digital services. In this candid interview, Jared also considers the increasing relevance of data analytics, and the importance of staying connected while operating remotely. For more information about anything you heard in this podcast or to learn about HSBC's global services and offerings, please visit http://grp.hsbc/gvbmep1 Hosted on Acast. See acast.com/privacy for more information.
Dustin and Clinton talk about tax, laws & accounting and the effects on cryptocurrency users and traders.This episode is sponsored by Sibex.ioWant to trade securely and directly between BTC and any ERC20 - Atomic cross-chain swaps? No Account Creation.No middlemen.Global Liquidity.Exchange, Everything. Decentralized.Get started at Sibex.io
Michael and Dustin talk about real estate, blockchain and the tokenisation of real estate. Michael's liberty real estate fund aims to be one of the world's first to tokenize ownership of high quality commercial real estate assets in a diversified portfolio located across the globeThis episode is sponsored by Sibex.ioWant to trade securely and directly between BTC and any ERC20 - Atomic cross-chain swaps?No Account Creation.No middlemen.Global Liquidity.Exchange, Everything. Decentralized.Get started at Sibex.io
Joe and Dustin discuss how blockchain technology will benefit the world. Joe also talks about his blockchain project Alchemy. Alchemy makes Ethereum development easy and is relied upon by 70% of the world's top Ethereum apps.This episode is sponsored by Sibex.ioWant to trade securely and directly between BTC and any ERC20 - Atomic cross-chain swaps? No Account Creation.No middlemen.Global Liquidity.Exchange, Everything. Decentralized.Get started at Sibex.io
Charlie shares his idea on big data and his vision for Permission.io. It was created to put an end to the interruptive, exploitative advertising model that drives today's web and to give individuals back ownership of their time and data.This episode is sponsored by Sibex.ioWant to trade securely and directly between BTC and any ERC20 - Atomic cross-chain swaps? No Account Creation.No middlemen.Global Liquidity.Exchange, Everything. Decentralized.Get started at Sibex.io
HSBC hosted a virtual discussion in July with leaders from our Global Liquidity and Cash Management and Global Trade and Receivables Finance businesses in Europe to share a day-to-day viewpoint on their learnings during the pandemic so far, with a particular focus on working capital and supply chains. Our teams are here for you and your business. Learn more: http://grp.hsbc/bbc19e2 Hosted on Acast. See acast.com/privacy for more information.
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