#654: The Fed Has Painted Itself Into a Corner with Michael Howell

Marty sits down with Michael Howell to discuss the Fed's predicament at Jackson Hole, global liquidity cycles, the structural shift toward collateral-dependent lending, and how mounting debt refinancing pressures alongside AI capital expenditures are creating conditions that favor monetary inflation hedges like Bitcoin and gold. CrossBorder Capital on Twitter: https://x.com/crossbordercap STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www...