Hosted by Russell Clark · EN · 432 episodes
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Explaining how capital flows and asset markets work www.russell-clark.com
Russell Clark hosts Capital Flows and Asset Markets, a business show with 432 episodes published.
I had lunch with an old client a few months ago. One thing he said to me was the GLD/TLT was my only idea. A little harsh, but maybe is is the only idea I have been REALLY committed to for the last four years or so. And
The original thinking behind the Pro-Labour trade was that politicians everywhere were being forced to address imbalances in the economy. The main one was sky high property prices. After the GFC, another property crash w
In a recent note, I was looking at Softbank and Oracle, and thought they looked the weakest link in the AI financing chain. In simple terms, all the other AI players have access to the cash to compete, while Softbank was
There was a time when a prospectus was a dime a dozen. As an analyst in the 2000s, my main job was to read them and then go the management lunch, and work out if they were a buy or not. I love a good prospectus - its the
Three years ago I wrote a note on How to Read The Economist. A lot of financial people do not take the Economist seriously - there is the famous contra indicator of the cover being the exact wrong thing to do. I do not d
After a blow off move in January, GLT/TLT has been going sideways since then. As mentioned numerous times, I am more bearish TLT than bullish GLD, but I needed to have GLD just in case the Fed did YCC or something simila
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com I am thinking of going to New York for 10-11 June. If you are an allocator, and would like to meet, then drop me a line. Below is really
I like Goldman Sachs research. They tend to produce big bits of research with enough raw data for you to make your own decisions. If you wanted a single image to explain the market explosion higher, then these next three
There was a time, not that long ago, when the cheapest provider would be the corporate winner. Remember the days when online shopping was always the cheapest option? Or when streaming was much cheaper than buying DVDs? T
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com Showing my age, I am paraphrasing from Monty Python’s “The Meaning Of Life”. For years after seeing this movie, when ever I tried to get
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com I have preferred gold to bitcoin for awhile. Theoretically, they should be the same - scarce assets that should rise as investors worry
One of the markets theories I was taught when I was young was that when oil prices are up over 50% year on year, the S&P 500 does poorly. Oil is certainly up over 50% year on year. But rather than being a bearish signal,
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com To be perfectly honest with you, I should have lost money this month. If I look at the big macro trades I follow, they all pretty much w
I have been engaged in a number of side projects for the last few months. One of them is writing a book about myself. I have written about eight chapters, but I am struggling to finish it off - there is just so much happ
One of the questions I am often asked is surely the US government or the Fed will step in to stop yields rising too much. And usually I answer this question - with yes that true but that is why you need to own gold, as a
Yesterday, I gave a presentation to ANU Alumni of UK. It was just a quick presentation on AI, which I am now posting here. This is a public episode. If you'd like to discuss this with other subscribers or get access to b
I have used the red pill/blue pill analogy before. I like using it because it does capture the idea of do we choose to continue to stay in an artificial world, or do we choose to face reality? I also like it as the origi
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com I have an investor day this week, and one of the questions was whether we actually need hedge funds? Its a good question. When I look at
I try not to take absolute positions, but relative positions. In the inflationary world that we live in, I think inflationary assets will do well, UNLESS central banks run tight monetary policy. What that means in practi
This is a free preview of a paid episode. To hear more, visit www.russell-clark.com As predicted, markets would generally speaking look through the current crisis and spike in oil prices. Equities are long lived, and its
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Capital Flows and Asset Markets is hosted by Russell Clark. The show is categorised under business (investing) and has published 432 episodes.
Capital Flows and Asset Markets has published 432 episodes.
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