Gold or Bitcoin? Michael Howell says you need both. He calls Bitcoin “the most liquidity sensitive asset on the planet by far” and recommends a basket weighted by volatility, one where Bitcoin’s share grows as it becomes more institutional, possibly reaching 50/50 someday. He also flags $70K as key Bitcoin support and explains why Kevin Warsh’s Fed may keep liquidity from slumping.
Chapters:
0:00 – Michael Howell on a “Gangbusters” Economy and Rising Bond Yields
1:18 – How the AI Trade and the Real Economy Are Crowding Out Markets
3:23 – What a Flattening Yield Curve Says About the Liquidity Cycle
4:38 – The Debt Maturity Wall and Why Governments Will Print Big Time
5:42 – From Fed QE to Treasury QE: How the U.S. Is Monetizing Its Debt
7:45 – China’s Bond Market, the Yuan and Why Beijing Has to Print
12:33 – Why Governments Can’t Cut Spending: Monetization Is the Name of the Game
14:25 – Gold vs. Bitcoin: Building a Monetary Inflation Hedge Basket
15:32 – Bitcoin vs. Equities in a Debt Monetization World
19:29 – Kevin Warsh, Money Market Liquidity and Bitcoin’s Next Catalyst
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