Capital Flows and Asset Markets | Russell Clark | Substack

IS IT TIME TO BUY STERLING?Watch now (11 min) | Probably not - but the answer is political

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AUTOCALLABLES - FAQ Watch now (8 min) | Answering common questions from my series on autocallables

Sep 23

REPRODUCTION REVOLUTION - PART II Watch now (8 min) | Income/Fertility relationship is inverting - but this is a reflection of aging mothers, and the cost of IVF.

Sep 22

IS IT TIME TO BUY COMMODITIES OR BONDS?Watch now (10 min) | Recession or continued growth?

Sep 20

AUTOCALLABLES AND ITS EFFECT ON IMPLIED VOLATILITY Watch now (11 min) | HSCEI gives us a worked example. KOSPI 200 looks to be close to barriers.

Sep 15

WHY LOOK AT AUTOCALLABLES NOW?Watch now (9 min) | A number of key markets are near trading near barriers, which means the risk of a volatility blow up is high. Without a fall in…

Sep 13

IS THE WIDOWMAKER TRADE DEAD?Watch now (11 min) | Yen weakness normally encourages other countries to devalue. China looks to be different - and hence deflation looks less and less…

Sep 12

KOREAN AUTOCALLABLES AND THE MISPRICING OF VOLATILTY Watch now (11 min) | The presence of autocallables cause volatility to be mispriced. The end of autocallables will lead to a repricing of volatilty.

Sep 8

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