Episode Details
| Title | Liquidity Is Breaking And The Economy Is Next | Michael Howell |
|---|---|
| Date | 4/2/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Michael suggests a bullish outlook for gold, particularly in relation to China's economic strategy. He provides a specific price target for gold in yuan and its equivalent in USD, indicating that China needs to increase the gold price to address its debt deflation issues.
- “To get out of its debt deflation, China needs to get the yuan gold price up to about 26,000 yuan per ounce. Okay? That is equivalent at current exchange rates to about 3,600 US dollars per ounce.” - Michael (56:29)
- 🟢 $CHINASTK - 🔒
- 🟢 $YIELDCRV - 🔒
Bearish:
- 🔻 $BANKRESERVES - 🔒
- 🔻 $CREDIT - 🔒