The Next Commodity Boom Is Forming, Here’s What You Need to Know | Michael Howell

Markets are sending mixed signals as commodity prices strengthen while bond markets remain relatively calm, challenging many of today’s dominant narratives. This divergence points to deeper shifts in global liquidity and the evolving role of the U.S. dollar that are not always visible in headlines.

In this episode, we speak with Michael Howell, founder of CrossBorder Capital, to explore how capital flows are shaping the next phase of the commodity cycle, what liquidity is revealing beneath the surface, and how these forces may affect the real economy in the period ahead.

Views expressed in this video are the opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.