‘Absolute Madness’: Trillions In Debt Maturing Soon As Inflation Reignites | Michael Howell
Dec 16, 2025
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Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, predicts 2026 will bring financial crisis and inflation as central banks reduce money supply while trillions in COVID-era debt needs refinancing.
*This video was recorded on December 12, 2025.
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0:00 - Intro.
1:05 - What is global liquidity
4:23 - Why does global liquidity move in cycles?
7:18 - Why stocks, gold, and Bitcoin moved up together
10:01 - Global liquidity and the Fed shift to “treasury QE”
13:33 - Investment ‘traffic light’ system
20:23 - Why inflation is returning
23:42 - Debt-liquidity nexus
28:00 - Debt maturity wall and the Fed
34:01 - 2026 outlook
37:41 - Gold and silver
40:44 - Spending and borrowing
43:12 - Central banks
#stocks #investing #economy