Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)

Описание: In this conversation, Pascal Huegli, Michael Howell and Capital Flows discuss the current state of market liquidity, the significance of cross-border capital flows, and the impact of central banks on economic conditions. They explore Japan's economic strategies, China's monetary policy, and the future of Bitcoin in relation to liquidity dynamics. The discussion also touches on market trends, investment strategies, and the potential for a Goldilocks scenario in the economy.

Chapters:
00:00 Intro
01:34 Market Liquidity and Economic Outlook
03:03 The Importance of Cross-Border Capital Flows
05:56 Understanding Risk and Capital Flow Dynamics
08:47 The Role of Central Banks in Liquidity
11:45 Japan's Economic Strategy and Currency Dynamics
14:55 China's Monetary Policy and Global Impact
18:03 The Future of Bitcoin in a Changing Market
20:56 Evaluating Market Trends and Investment Strategies
23:49 The Goldilocks Scenario: Possibilities and Risks
27:09 Final Thoughts on Market Predictions

Check out our sponsors👇
https://mining.blockwaresolutions.com...
Blockware is a Mining-as-a-Service platform that makes it easy for anyone to start mining Bitcoin straight from home! Get $100 off your first miner with discount code LNMS🔥

https://bitbox.swiss/lnms
BitBox is the best in class hardware wallet, I personally trust and use! Get 5% off your first order with discount code LNMS🔥

Follow Capital Flows 👇
https://x.com/globalflows

Follow Michael Howell 👇
https://x.com/crossbordercap

Follow me👇
Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8

Get the latest in finance, crypto, and Bitcoin. Our newsletter provides clear, concise and actionable insights. Don't miss out—check out our Newsletter and subscribe today! 🔥⬇️
https://substack.com/@lessnoisemoresi...

Bitcoin Book 👇
Order from Europe: https://www.amazon.de/dp/1967693013
Global: https://www.amazon.com/-/de/dp/B0F9W8...

Thank you for subscribing to our channel! We’re excited to have you with us!

#liquidity, #capitalflows, #centralbanks, #Japan, #China, #Bitcoin, #markettrends, #investmentstrategies, #economicoutlook, #Goldilocksscenario