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Macro Sessions: Michael Howell on the End of the "Everything Bubble"

The founder and MD of CrossBorder Capital on the liquidity squeeze, the repo market crisis, permanent QE, and the policy shift that could cause a financial accident

Boy do we have a treat for you today.

On Tuesday, I sat down with Dr.

, founder and MD of CrossBorder Capital, author of the fantastic Capital Wars here on Substack, and the Godfather of Liquidity.

As always when I catch-up with Michael, I walked away with a clear view of the state of the global financial architecture (and yes, he more than lives up to …

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