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Michael Howell of Crossborder Capital and Andy Constan of Damped Spring Advisors join Forward Guidance to discuss and debate all things liquidity. Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance Follow Michael Howell on Twitter / crossbordercap Follow Andy Constan on Twitter / dampedspring Follow 2 Gray Beards on Twitter / 2graybeards Follow Jack Farley on Twitter / jackfarley96 Follow Forward Guidance on Twitter / forwardguidance Follow Blockworks on Twitter / blockworks_ More info on Damped Spring Advisors: https://dampedspring.com/ More info on Crossborder Capital: http://www.crossbordercapital.com/ Michael Howell’s Substack: https://capitalwars.substack.com/ ____ Timecodes: 00:00 Defining Global Liquidity 04:07 Only Looking At Federal Reserve Liquidity Is A Big, Big Mistake 11:23 Why Has Michael Howell's Global Liquidity Index (GLI) Been Rising? 18:49 The U.S. Treasury's Issuance Composition Has Been A Huge Factor For Liquidity 31:36 Is This "Shadow Quantitative Easing (QE)"? 44:06 Inverted Yield Curve & Repo 53:19 Michael Howell's Bull Case For Stocks 59:10 The "Short All Assets" Trade 01:07:43 Will The Fed Return To Outright Quantitative Easing (QE)? 01:11:41 Is Liquidity Going To Expand? Yes, It Is - Michael Howell 01:17:44 Final Points On Term Premia, Fiscal Arithmatic, And The Dollar ____ 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.