Uploaded September 2025 | Updated September 2026, 2 weeks ago
You've asked, we listened: Michael Howell, CEO of CrossBorder Capital and renowned macro maestro, joins Raoul Pal for an analysis of the global liquidity cycle and how the latest developments in the U.S., China, Japan, the UK, and Europe will impact risk assets. Has liquidity already peaked, as some think Howell has claimed? Recorded on August 28, 2025.
• 🕰️ Liquidity Peak Not This Year: According to leading indicators like oil prices, bond market volatility, and the business cycle, liquidity likely won’t peak until March of next year—at the earliest. The timeline could even extend further, changing how we position in markets. 📊📉
• 💻 Crypto & Tech Are the Big Winners: Raoul points to crypto and tech stocks as the top performers during this extended liquidity cycle. They're not just surviving — they’re thriving in this environment, outperforming traditional hedges against currency debasement. 🚀🔐
• ⏳ Opposite of 2021? Unlike the stunted cycle in 2021, this one’s stretching longer. And when the cycle is extended, so is price momentum. Investors who understand this timing mechanism can position themselves for significant upside. 📆📈
#RaoulPal #JourneyMan #CryptoInvesting #LiquidityCycle #TechStocks #MacroInsights #InvestingTips #FinanceShorts #EconomicCycle #Crypto2025 #FinancialMarkets
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Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
Newsletter: raoulpal.substack.com
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
EXPAAM: expaam.com
Connect with Real Vision™ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: 🔥 rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol #altcoins #bitcoinnews #btctoday #btcnews
You've asked, we listened: Michael Howell, CEO of CrossBorder Capital and renowned macro maestro, joins Raoul Pal for an analysis of the global liquidity cycle and how the latest developments in the U.S., China, Japan, the UK, and Europe will impact risk assets. Has liquidity already peaked, as some think Howell has claimed? Recorded on August 28, 2025.
• 🕰️ Liquidity Peak Not This Year: According to leading indicators like oil prices, bond market volatility, and the business cycle, liquidity likely won’t peak until March of next year—at the earliest. The timeline could even extend further, changing how we position in markets. 📊📉
• 💻 Crypto & Tech Are the Big Winners: Raoul points to crypto and tech stocks as the top performers during this extended liquidity cycle. They're not just surviving — they’re thriving in this environment, outperforming traditional hedges against currency debasement. 🚀🔐
• ⏳ Opposite of 2021? Unlike the stunted cycle in 2021, this one’s stretching longer. And when the cycle is extended, so is price momentum. Investors who understand this timing mechanism can position themselves for significant upside. 📆📈
#RaoulPal #JourneyMan #CryptoInvesting #LiquidityCycle #TechStocks #MacroInsights #InvestingTips #FinanceShorts #EconomicCycle #Crypto2025 #FinancialMarkets
🔥 Get my FREE PDF report rvtv.io/3YOZZUe
🍌 Get your Banana Zone swag at the Real Vision merch store: shop.realvision.com
⚪ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
Newsletter: raoulpal.substack.com
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
EXPAAM: expaam.com
Connect with Real Vision™ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: 🔥 rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol #altcoins #bitcoinnews #btctoday #btcnews
