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#606: The Ratio That Signals Every Crash with Michael Howell

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Marty sits down with Michael Howell to discuss the incoming liquidity crisis.


Crossborder Capital on Twitter: https://x.com/crossbordercap


Capital Wars Substack: https://capitalwars.substack.com/


0:00 - Intro


0:36 - Is liquidity crunch incoming


6:13 - Explaining the crisis


16:12 - Fold & Coinkite


17:49 - The Fed’s ineffective measures


20:39 - Powell/Trump standoff and China selling


28:13 - Unchained Evernt


29:37 - Digging out with better assets


34:44 - Bessent's reset & BitBonds


39:56 - Weimar & gold


45:21 - Cutting red tape


49:53 - Clear skies beyond the storm


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