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Podcast: Have We Hit the QE Peak?

Tyler and Mike discuss Mike’s background, the global outlook and QE.

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Michael Howell, CEO, CrossBorder Capital

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In the latest episode of Blockworks’ new podcast “Generational Arbitrage,” Tyler Neville speaks with with Michael Howell, Founder of CrossBorder Capital.

Mike is a leading global macro thinker who watches giant trends in liquidity from global central banks. He is the author of Capital Wars: The Rise of Global Liquidity and has a process unlike most fundamental economic analysis. They talk about the Mike’s experience in the market, the global outlook, the end of the Bretton Woods system and the rise of China.

Check out what they had to say in the video below. 👇

The social fabric of contemporary American life is tearing itself apart. On “Generational Arbitrage,” once a week, Tyler Neville, author of Blockworks’ smash hit Daily Newsletter, digs into the institutions whose promises are left unfulfilled. The generational imbalances are vast and very few can speak out against entrenched interests. Let’s find them!

Episodes are released every Friday morning. 

Subscribe to Empire today on Apple or Spotify. Watch episodes on YouTube.

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Every distributed system inherits the physical limitations, or advantages, of the network it runs on. Physics-bound systems can optimize their execution layers, compress their state, and parallelize their runtime, and still lose time they cannot recover to the speed of light through fiber and the routing decisions of carriers that are not optimized for consensus. The public internet routes traffic by least cost, not best performance. For a system where the order and timing of messages determine who earns and who loses, that is a structural tax and a measurable networking design flaw for traders.

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