Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job. Watch Michael's last interview:    • ‘Absolute Madness’: Trillions In Debt Matu...   *This video was recorded on June 25, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my Briefs channel:    / @davidlinreportbriefs   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW MICHAEL HOWELL: X (@crossbordercap): https://x.com/crossbordercap Website: https://www.crossbordercapital.com/ "Capital Wars" Substack: https://substack.com/@CapitalWars FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Intro: Gold, Bitcoin, and Market Warning 2:02 - Why This Year Looks Different 3:22 - Fed Policy and Global Liquidity 6:10 - Repo Stress, Bond Volatility, and Market Cracks 10:13 - Fed Balance Sheet and Dollar Strength 14:25 - Yield Curve, Rates, and the Economy 18:26 - Inflation, SOFR, Gold, and Bitcoin Signals 22:10 - China Liquidity and the Gold Market 27:33 - Oil, Commodities, Deficits, and Investor Strategy #stocks #investing #economy