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: https://youtu.be/ADvvdgSu58I*This video was recorded on June 25, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL HOWELL:X (@crossbordercap): https://x.com/crossbordercapWebsite: https://www.crossbordercapital.com/"Capital Wars" Substack: https://substack.com/@CapitalWarsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: 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 Warning2:02 - Why This Year Looks Different3:22 - Fed Policy and Global Liquidity6:10 - Repo Stress, Bond Volatility, and Market Cracks10:13 - Fed Balance Sheet and Dollar Strength14:25 - Yield Curve, Rates, and the Economy18:26 - Inflation, SOFR, Gold, and Bitcoin Signals22:10 - China Liquidity and the Gold Market27:33 - Oil, Commodities, Deficits, and Investor Strategy#stocks #investing #economy