A bull market in liquidity began in October of 2022, and we all know liquidity leads asset markets.
Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the largest drive in international macro is pointing in the direction of a brand new bull market in equities.
CHAPTERS:
1 Understanding International Liquidity 00:46
2 Liquidity & Central Banks 08:42
3 Is it Doable Central Bankers Truly Know What They’re Doing? 0:19:15
4 The place Are We within the International Financial Cycle? 0:30:12
5 The Takeaways 0:45:08
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