Liquidity—not headlines, narratives, or sentiment—is the dominant force shaping asset prices across global markets. In this episode, we break down how liquidity cycles work, why they consistently front‑run fundamentals, and how traders can use liquidity indicators to anticipate major market moves before they happen.

🔍 Key Topics Covered

• What Liquidity Really Means in Markets
  • Monetary liquidity vs market liquidity
  • Why liquidity availability determines risk appetite
  • How liquidity impacts equities, bonds, FX, and crypto
• The Mechanics of Liquidity Flows
  • Central bank balance sheet expansion and contraction
  • Treasury issuance and its drain/injection effects
  • Money supply (M2) trends and investor positioning
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