Name: The Next Commodity Boom Is Forming, Here’s What You Need to Know | Michael Howell
Uploaded: 2026-02-23T18:47:34.000Z
Description: Markets are sending mixed signals as commodity prices strengthen while bond markets remain relatively calm, challenging many of today’s dominant narratives.

Siyamak Khorrami has been the general manager and chief editor of the Southern California edition of The Epoch Times since 2017. He is also the host of the “California Insider” show, which showcases leaders and professionals across the state with inside information about trending topics and critical issues in California.

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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.

<em>Views expressed in this video are the opinions of the host and guests and do not necessarily reflect the views of NTD.</em>

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