The Dynamics Of Global Liquidity

The Dynamics of Global Liquidity

Recorded on December 16, 2025. In this Natural Resource Stocks interview, host Steve Yang sits down with Michael Howell, ...

In this episode, Nik summarizes his recent conversation with CrossBorder Capital founder Michael Howell. After Nik interviewed ...

Michael Howell is the Founder and Managing Director of Cross Border Capital an independent investment advisory and macro ...

Watch the FULL CONVO Here: https://www.youtube.com/watch?v=5gcE8Htnyb0 ⚪ On the latest "Journey Man," Raoul Pal ...

A bull market in

The United States owes $39 trillion, yet it continues to finance

Rates are “restrictive.” Funding markets disagree. This breakdown follows Fed reserves, reverse repo flows, Treasury cash ...

A short clip from one of our recent CUDL events. Follow the link below to watch the whole session.

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In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into

00:00 – 1. What Is the Yen Carry Trade? 00:50 – 2. Why It Looks Too Easy to Retail 01:35 – 3. Why the Yen Became the

In this episode of Milk Road Macro, the godfather of

0:00 – Introduction: What is Jane Street? 0:45 – The Rise of an Electronic Powerhouse 1:30 – Understanding the Spread: Not ...

In today's video, Darius answers the following question: Where are we in the

Many crypto analysts are arguing that the crypto bull market will last into early 2026 or even the middle of 2026 based on their ...

Enjoy this clip from our April 18, 2026, Around the Horn webcast, in which we detail key elements of our data-driven view that ...

Markets don't move because of earnings or headlines - they move because of

The