Conversation with Michael Howell of CrossBorder Capital : The Macro Dirt Podcast

Conversation with Michael Howell of CrossBorder Capital : The Macro Dirt Podcast · Nuggets

Data Point	Value	Context	Timestamp
Japan's 1990 Market Cap	60-70%	The percentage of total global market capitalization held by Japan in 1990, demonstrating early international market dynamics.	[00:04:03]
Crossborder Capital Headcount	6 to 25	The firm started with 6 employees and peaked at 25 before halting money management to focus on research.	[00:06:14]
Primary Market Transactions	80%	The percentage of all capital market transactions dedicated to debt refinancing.	[00:08:23]
Federal Reserve Repo Drain	$200 Billion	The amount the Fed extracted from money markets last year due to the rising TGA, causing severe repo spikes.	[00:08:52]

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