Uploaded June 2026 | Updated September 2026, 2 weeks ago
Michael Howell of CrossBorder Capital joins Darrell to explain why global liquidity is starting to shift away from financial markets and into the real economy, what that means for stocks, bonds and commodities, and why China may now be the key driver of the gold price.
Follow Michael:
substack.com/@capitalwars
glindexes.com
https://x.com/crossbordercap
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
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00:00 – Introduction
01:06 – Where Global Liquidity Is Moving Now
02:52 – Are Financial Markets Near a Peak?
06:39 – The Fed, Trump, and Market Conditions
10:26 – Bond Yields, Liquidity, and the Yield Curve
19:35 – Higher Interest Costs and the Debt Problem
23:15 – Why Howell Expects Higher Yields and a Stronger Dollar
25:30 – What Happens to Gold in This Environment?
28:41 – China’s Debt Problem and the Gold Market
33:03 – Why Gold Is Under Pressure Short Term
35:07 – Key Gold Levels to Watch
36:11 – Howell’s Long-Term Gold Outlook
40:19 – Bitcoin: Strong Long Term, Weak Short Term
41:35 – Where to Follow Michael Howell
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Michael Howell of CrossBorder Capital joins Darrell to explain why global liquidity is starting to shift away from financial markets and into the real economy, what that means for stocks, bonds and commodities, and why China may now be the key driver of the gold price.
Follow Michael:
substack.com/@capitalwars
glindexes.com
https://x.com/crossbordercap
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 – Introduction
01:06 – Where Global Liquidity Is Moving Now
02:52 – Are Financial Markets Near a Peak?
06:39 – The Fed, Trump, and Market Conditions
10:26 – Bond Yields, Liquidity, and the Yield Curve
19:35 – Higher Interest Costs and the Debt Problem
23:15 – Why Howell Expects Higher Yields and a Stronger Dollar
25:30 – What Happens to Gold in This Environment?
28:41 – China’s Debt Problem and the Gold Market
33:03 – Why Gold Is Under Pressure Short Term
35:07 – Key Gold Levels to Watch
36:11 – Howell’s Long-Term Gold Outlook
40:19 – Bitcoin: Strong Long Term, Weak Short Term
41:35 – Where to Follow Michael Howell
Copyright © 2026 Cambridge House International Inc. All rights reserved.
