Raoul Pal & Michael Howell: Understanding Global Liquidity

[@RealVisionFinance]

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[@Figuring477]

Great conversation !

[@robbridger6020]

Excellent overview of the global liquidity situation

[@basl6714]

This was extremely insightful! Many thanks!

[@tejastamboli7110]

Can someone explain precise definition of balance sheet capacity? TIA

[@int_pro]

Thank you!

[@rainman3927]

Raoul, my hat down to you both, this was an incredible podcast!!! Been trying to make sense of liquidity and why the markets are going up in spite of all the bad news, and you guys just delivered a bunch of very credible information, TY

[@OxwoodBr-io6id]

Transaction tax on the money resource movements lower -+ percentage lows end

[@linmal2242]

As Buffet/Munger said years ago in answer to a question at their big meeting, 'What don't you understand about little or no debt?' when discussing company performance/worth !

[@edreeves121]

Skin crawl rp. Brilliant MH.

[@deborahrobinson7488]

What frightens me the most is the mal investment or misallocation of resources when the GDP is so impacted by government contracting, corporate welfare and even grants. As an example, General Dynamics provides the software system for the VAERS system, the reporting system for vaccine injuries. Of the $6.5 trillion in annual Federal Government spending, I've never seen an actually breakdown of how much money actually goes to private companies who operate partially or fully in this capacity. Government is pretty much an expense to a society and as such you wouldn't keep raising expenses if you wanted to increase real GDP, yet this is what our system is doing and only a handful of public and monetary policy leaders as saying anything about it. It appears most of them are really more interested in feeding the beast, then stopping it. We're funding a war in another country while a Wholefoods had to shut down one of the Stores in San Francesco because they could not keep their employees safe. The government can't even manage it's financial allocations of it most basic responsibility, protecting it's own citizens safety. What know body wants to talk about is the massive group of government contactors and the amount of influence they have on the bureaucracy and system. The fascism, as I call it; the merger of state and corporate powers is destroying our society and not a peep from the establishment and their minions in the MSM.

[@mimir5782]

Michael is a chad

[@joeshmoe-hr3qh]

Gold did nothing during the 2010s QE

[@carlosflorez7479]

Seeing Roul trade with a Blomberg terminal and I'm doing on Trading view makes me sad!!!!!

[@RealVisionFinance]

Thanks for watching and sharing your thoughts!

[@AnonymousanonymousA]

Or Reduce Liquidity which is creating INFLATION and reduce the obscurd stock/commodity prices/valuations, BY INCREASING LIQUIDITY INFLATION IS INCREASING!! which only helps corrupt people in finance bankers etc.

[@linmal2242]

Blame it on the Central Banks worldwide, they WANT to inflate away that debt, but they just create more eventually by their Q E ! This just devalues everything ! SO, where to find VALUE ?

[@TheGanemi]

You're using wrong terms, wrong language, to describe what you mean. Liqiudity increse prices not inflation. Inflation is monetary term in financial system. Rising prices doesn't equal inflation and i can see everyone use it exchangeable. Rising prices is something you won't stop no matter what. They will rise because of comodities and rising liqudity in the system and velocity of money as well. It's gonna be few years to maybe decade of very high price increses until they will find equalibrium. Inflation is not something that is a threat now. Deflation in money supply is what's coming now while at the same time velocity will increse, incresing GDP. Velocity in crypto is way way way higher then in old system based on bonds and stocks because you can easily exchange crypto for real goods. That's why using correct terms is so important

[@gietijzer]

they are gonna have to tax the robots. put that on a T-shirt pls😀

[@Moonlight-yu5xo]

Usury.