Michael Howell: Did The Fed Just Make A Mistake?

Join Will Rhind of GraniteShares and Michael Gayed of The Lead-Lag Report as they interview Michael Howell of Cross Border Capital on stocks, bonds, liquidity, and more.

[@sethdub8795]

its always a great time to have michael howell on a show

[@ana22btoss]

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[@royalbritishmusketeersmc1166]

Always throughly enjoy listening to Micheal Howell. Understandable, concise descriptions of frequently detailed concepts, most especially for those not in finance. Learn something new every time. Fan favorite. Many thanks.

[@dustindavid5094]

We need Lacey Hunt or Professor Hanke on a podcast with Michael Howell.

[@dcanehimself3060]

Howell finally bought a new camera :D

[@farsh66]

Michael Howell is honestly a wealth of knoweledge

[@anthonychuan7279]

Powell said - our economy is in a good stage. Question - Is it Transitory just like Inflation.

[@bloodymundi]

​@@jayk3551Transitory? U blind? Still above the target and now going up after the 50 bps cut.

[@bloodymundi]

@@jayk3551Not Venezuela or Argentina, but the US in the 70s.

[@lennybriscoe6133]

​@@bloodymundiPrivate bank lending drove monetary inflation in the real economy in the 70s. Not so today. That's why the Fed could raise rates extremely fast from zero and not kill demand. See Lyn Alden on this.

[@bloodymundi]

@@lennybriscoe6133 Not private bank lending, but excessive money printing after ending the Bretton Woods agreement.

[@accountfake1070]

@@jayk3551 So, the inflation rate is zero and will remain as such? Otherwise known as stable prices which is the central planners=banks job to make it happen? Price are the similar or lower than 1913 when the FED opened its doors? Oh wait, It seems the people are being gaslit. The Fed had to raise rates because there was excess Trump money dropped into the economy during covid. So much of it, the FED opened up the reverse repo flood gates to soak up 2 trillion of it. That is why the fast rate rise had little affect. There was a huge amount of excessive money in the economy.

[@jonathanlee5185]

👍Thanks, Michael's liquidity theory does explain a lot. 👍

[@edgehunter8175]

This session was pure pure alpha .. thanks guys!!

[@jackwalsh1468]

Hey Mikey. A very well done and highly informative Podcast. Cheers, Mate.

[@BrazilianSwedSamurai]

Just started reading Capital Wars by Howell. Incredible read so far, what a mind!

[@nachogonzalezseamoslibres]

101 bancos centrales de Joseph Wang se complementan bien !! para comprender capital wars !!

[@rohitkothari3890]

J Arthur Burns Powell would like to invite you to a great 70s party! 🎉💲💲💸💸

[@roadtested9009]

One might think a 0.50% cut was made to placate Janet Yellen, et al.

[@lak1294]

Legend = old (j/k). We love all you gentlemen!

[@sonpollo8995]

If the increased liquidity is used to pay off debt than assets could sell off.

[@wyattgormley3129]

Is someone paying british men (i.e. Jonny Matthews & Michael Howell) to say 'no recession’? (Oldest trick in the book, they sound like they could be narrating a documentary!) Not sensing either Will or Michael agree much…

[@accountfake1070]

What now? Michael Howell 5.25 - The US markets needs liquidity? Is that because the lack of liquidity has shown up as falling stock and housing prices? Market at all time highs. Housing near highs. Later, the markets will continue to go up over the next 5 months due to abundance of liquidity. Ahhh yes, gaslighting or selling his book? / Gold prices going higher is a result of currencies losing value due to liquidity. Howell even said so. Another commentator with cognitive dissonance.

[@FrankLennon1970]

Did the Fed have one eye on the election with the .50% reduction? IE they don’t want bad economic news in the next 2 months.

[@RICTV83]

Powell stated he missed a cut because data was late

[@toinengwyn3935]

The rate cut is too late to stop any bad economic event brewing in the next 2 months.

[@patriciomora9663]

Wrong!!! Javier Milei has the stomach to cut deficit spending. He is on a path to close the Argentinian central bank, so there is a path to fiscal sanity.