Erik Townsend and Patrick Ceresna welcome Michael Howell to MacroVoices. Erik and Michael discuss:
- Global Liquidity and Market Conditions
- Debt Liquidity Nexus and Financial Markets
- Repo Markets and Bank Reserves
- China's Role in the Global Financial System
- Gold and Bitcoin as Hedges
Download the podcast transcript: [Click Here]
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Founded in 1996 by Michael Howell, CrossBorder developed a reputation as an independent investment advisory and macro research firm specialised in the monitoring of Global Liquidity Flows.
In 2010, CrossBorder started managing systematic fixed income specialised mandates and in 2016 systematic currency specialised mandates.
October 2023, CrossBorder Capital entered into an agreement with Insch Kintore Ltd and launched the CrossBorder Kintore AMC that makes available the Kintore XAU/FX Strategy.