Get Think Tanked Distilled with Michael Howell

In our latest episode, we were incredibly fortunate to welcome Michael Howell, the Founder of Cross Border Capital. Cross Border Capital is a distinguished advisory firm originating from London, specializing in intensive research work and proficient money management. Our conversation with Howell was a fascinating exploration through the intricate terrain of global capital flows and fixed-income investments.

One of the focal points of our discussion was the role that credit rating agencies assume in the current market. Despite the criticism they often face, Howell emphasized that these agencies have an indispensable part in the financial sector. He brought his insights to bear on China’s recent credit downgrade, characterizing it as illogical when one considers the immense assets and resources that the Chinese government commands.

Our conversation also navigated the choppy waters of US-China relations. Howell accentuated the need to comprehend global liquidity, spotlighting the Federal Reserve and the People’s Bank of China as the two most influential central banks in the world. He noted the assertive easing of monetary policy by the PBOC and the subsequent reverberations this has on both the Chinese and global economies.

In dissecting the US economy, Howell underlined the importance of the Federal Reserve’s role in pumping liquidity into the markets. He provided an insightful examination of the potential ripple effects of regional bank failures and the prevailing inflation issue in Japan. Howell suggested that, in response to these factors, we may witness the yen rally against the dollar in the short term.

We also touched on the contentious issue of the US technology ban and the potential shockwaves it could send through Chinese markets and gold prices. Howell hypothesized that the ban might incentivize Chinese companies to search for cheaper alternatives, thereby intensifying price competition. Furthermore, he explored the prospects of the Federal Reserve resuming its purchase of US government debt and the potential implications this could have on global liquidity and gold price.

To conclude our discussion, Howell shared his bullish outlook on the markets, emphasizing the importance of embracing opportunities, especially in times when economists are bearish. He urged listeners to stay proactive and not fall into excessive skepticism, reinforcing the idea that there are still profitable opportunities to seize in the market.

In summary, this episode was a whirlwind tour of invaluable insights and expert predictions regarding the current conditions and potential future of the global economy. Whether you are an investor, economist, or a curious observer seeking to understand the labyrinthine world of finance, this episode with Michael Howell serves as an indispensable guide. The depth of Howell’s expertise and his ability to break down complex financial concepts into digestible insights make this episode a must-listen for anyone interested in the world of finance.


All investments involve risk, including possible loss of principal.

The material provided here is for informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The value of investments and the income from them can go down as well as up and investors may not get back the amounts originally invested, and can be affected by changes in interest rates, exchange rates, general market conditions, political, social, and economic developments, and other variable factors. Investment involves risks including but not limited to, possible delays in payments and loss of income or capital. Neither Tidal nor any of its affiliates guarantees any rate of return or the return of capital invested. This commentary material is available for informational purposes only and nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit. While we have gathered the information presented herein from sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are our opinions and are current only as of the date of distribution, and are subject to change without notice. We disclaim any obligation to provide revised opinions in the event of changed circumstances.

The information in this material is confidential and proprietary and may not be used other than by the intended user. Neither Tidal nor its affiliates or any of their officers or employees of Tidal accepts any liability whatsoever for any loss arising from any use of this material or its contents. This material may not be reproduced, distributed, or published without prior written permission from Tidal. Distribution of this material may be restricted in certain jurisdictions. Any persons coming into possession of this material should seek advice for details of and observe such restrictions (if any).

Navigating the Waters of Emotional Economics: Insights from Peter Atwater’s “The Confidence Map”

Navigating the Waters of Emotional Economics: Insights from Peter Atwater’s “The Confidence Map”

Are you ready to dismantle the complexities of our emotions and how they shape

ETF Industry KPI – 12/18/2023

ETF Industry KPI – 12/18/2023

Week of December 11, 2023 KPI Summary Ryan Fitzgerald ETF Launches AB

You May Also Like