GOLD: Why The US Is LOSING The Capital WAR | Michael Howell
Michael Howell, CEO of CrossBorder Capital, returns to break down the real reason why bonds are falling and gold is rising. He warns of a monetary inflation storm driven by massive short-term debt issuance, a silent conflict between the Fed and U.S. Treasury, and global liquidity imbalances from Japan to China. What assets protect you? Howell says gold, Bitcoin, and large caps with pricing power will outperform as the capital war escalates.
#gold #bonds #liquidity
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๐จโ๐ผ Guest: Michael Howell
๐ข Company: CrossBorder Capital
๐ https://capitalwars.substack.com/
๐ @crossbordercap
๐
Recording date: Jun 3rd, 2025
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00:00 Donโt buy bonds in a monetary inflation world
01:15 Has the US lost control of the bond market
03:15 Yield curve shows return of 1970s stagflation
05:30 Why global term premiums are spiking
08:00 Japanโs bond market shift and inflation problem
10:20 US 10-year yield keeps rising
12:30 Short-term bond demand is dangerous
15:20 Conflict between the Fed and Treasury
17:00 Hidden inflation and tariff effects
19:00 Yellenโs bill issuance distorting markets
22:00 Private banks are monetizing US debt
25:00 Gold and Bitcoin keep rising
28:10 Gold breaks from real interest rates
30:00 Debt drives liquidity
33:00 Bitcoin as a global liquidity signal
35:20 Financial crises are liquidity crises
37:30 Zero rates were historically abnormal
39:00 Refinance wave brings volatility
41:00 Chinaโs deflation and gold strategy
44:00 Coordinated global monetary inflation
47:00 US debt up 10x, gold up 11x
49:00 In a capital war, own hard assets
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#Gold, #Liquidity, #Dollar, #FederalReserve, #China, #Yuan, #MarketLiquidity, #FundingLiquidity, #ReverseRepo, #Treasury, #USDebt, #Economy, #Stimulus, #GlobalMarkets, #Investing, #AssetPrices, #Trump, #GoldStandard, #BRICS, #HardAssets, #Monetization, #BondMarket, #FinancialCrisis, #CrossBorderCapital, #SoarFinancially
