The TBL Team is going live on Wednesday, May 6th, at 2:00 PM EST to walk through TBL Pulse end-to-end. Free to attend, questions welcome. We want to teach you how to use and capitalize on this incredible tool we’ve built.
YouTube link, alongside the video’s summary, can be found below
Macro Update
For those of you who missed it, here’s the recording of our week’s Q&A with Michael Howell earlier this week. Don’t forget to follow the team over at Crossborder Capital. We made sure he answered the questions you all submitted in advance!
Here are the Q&A’s topics of discussion:
We open with Michael Howell’s framework on the collateral multiplier: why the modern financial system runs on collateral, and what that means for how liquidity actually moves through global markets.
We walk through where we are in the 65-month global liquidity cycle: Michael’s view that the cycle peaked in late 2025 and is trending toward a 2027 trough, what the yield curve is confirming, and why the real economy absorbing liquidity is actually a sign of late-cycle strength.
We close with bitcoin, gold, and how to position for both. Michael explains why bitcoin leads stocks by three to six months as the purest liquidity barometer, why the gold price is increasingly being set in China, and how to think about core versus tactical allocation when the liquidity cycle is working against you in the short run.
Okay, on to today’s 1-hour Q&A recording (private YouTube link below) and TLDR summary...
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