Capital Flows and Asset Markets

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13:44
NOVEMBER NEWSLETTER AND PORTFOLIO
Pro-labour trade still looks good - will add to existing trades
 • 
Russell Clark
2
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WHY HAVE EQUITY?
Does Clearinghouse Reform Make Equity Unnecessary?
 • 
Russell Clark
13:53
8
WHY CHANOS FAILED
Is Short Selling A Dead Industry?
 • 
Russell Clark
13:56
24
PRO-LABOUR POLITICS AT WORK
Japan continues to run pro-capital policies, while Mexico and Korea runs pro-labour policies.
 • 
Russell Clark
9:19
18
TLT - THE NEW WIDOWMAKER
Is the bond rally done?
 • 
Russell Clark
9:38
15
PORTFOLIO CONSTRUCTION - SHOULD I GET RID OF THE LONG BOOK?
Listen now (14 mins) | My value add is on the short side - and maybe the long book is a waste of time?
 • 
Russell Clark
13:43
11
SHOULD I SHORT LUXURY?
Listen now (13 mins) | A pro-labour shift feels like it should not be great for luxury stocks
 • 
Russell Clark
12:35
18
PORTFOLIO CONSTRUCTION : WHAT TO DO ABOUT THE MAGNIFICENT SEVEN?
Listen now (16 mins) | It seems to me there are no good options. Politics has turned against them, but when does it bite looks impossible to time.
 • 
Russell Clark
15:42
15
Capital Flows and Asset Markets
Hedge funds, macro and short selling.
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Capital Flows and Asset Markets

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