In his appearance at Thoughtful Money's Spring online conference back in March, Michael Howell, founder & CEO of Crossborder Capital, warned of an oncoming liquidity air pocket.Which was why the market's subsequent plunge of nearly 20% in the following month wasn't a surprise to him.So, where does he see liquidity headed for the rest of 2025?To find out why, we'll sit down today with the man himself.

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Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell

Thoughtful Money with Adam Taggart

Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell