Michael Howell
Michael Howell was presented as a liquidity and macro analyst, founder of GL Indexes and author of Capital Wars, whose work informs investment decisions. 12 In the Metals and Miners discussion, Howell argued that government debt in a credit-money system must ultimately be monetized, implying monetary inflation of roughly 7–8% annually and materially different asset allocation. 1 He reportedly expects no recession and favours buying dips in gold, silver, miners, energy and commodities in that environment. 1 Separately, Adam Taggart listed Howell as a conference speaker on liquidity, but the supplied passage contains no substantive view from Howell. 4
Mentions
4 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Bohm 3 mentions
- Lance Roberts 1 mention
- Adam Taggart 1 mention
What they talk about
- Venezuela 1 item
- GL Indexes 1 item
- Eurozone 1 item
- debt maturity wall 1 item
- resource super cycle 1 item
- short-dated bonds 1 item
- nominal GDP growth 1 item
- central banks 1 item
See what your own voices say about Michael Howell, every morning.
Start a desk