$2 Trillion Debt Wave To Crush Markets, Economy, Here's When | 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, explains how tightening global liquidity, rising debt burdens, and surging AI spending are affecting stock and bond markets, and what these pressures mean for the broader economy and investors. *This video was recorded on October 22, 2026. Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/ Subscribe to my clips channel:    / @davidlinreportclips   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. 00:00 - Global Liquidity Crisis: What Breaks First? 01:57 - Tech Stocks Sell Off Despite Strong Earnings 04:20 - AI Debt Boom and the Capital Shortage 06:27 - Why Global Liquidity Is Drying Up 09:12 - Debt Maturity Wall and Rising Bond Yields 16:06 - The Fed, Interest Rates, and Market Liquidity 23:23 - Bond Market Volatility and Stock Market Risks 28:05 - Oil Prices, Gold, and Bitcoin 33:26 - Inflation, Central Banks, and the Stock Market Outlook #stocks #investing #economy