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#654: The Fed Has Painted Itself Into a Corner with Michael Howell
Manage episode 502378365 series 2398553
Marty sits down with Michael Howell to discuss the Fed's predicament at Jackson Hole, global liquidity cycles, the structural shift toward collateral-dependent lending, and how mounting debt refinancing pressures alongside AI capital expenditures are creating conditions that favor monetary inflation hedges like Bitcoin and gold.
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927 episodes
Manage episode 502378365 series 2398553
Marty sits down with Michael Howell to discuss the Fed's predicament at Jackson Hole, global liquidity cycles, the structural shift toward collateral-dependent lending, and how mounting debt refinancing pressures alongside AI capital expenditures are creating conditions that favor monetary inflation hedges like Bitcoin and gold.
CrossBorder Capital on Twitter: https://x.com/crossbordercap
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey
Unchained
Obscura
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
https://www.instagram.com/tftc.io/
Nostr
Follow Marty Bent:
Nostr
Newsletter
Podcast
927 episodes
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