Capital Flows and Asset Markets
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Clearinghouses
Autocallables and Volatility
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A BETTER STRONG DOLLAR MODEL
Watch now (15 min) | I think I have come up with a model that explains why old currency models have failed
17 hr ago
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Russell Clark
9
8
DEMOGRAPHICS IS NOT DESTINY - UPDATE
Watch now (12 min) | Fertility is not destiny - its policy driven
Jun 7
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Russell Clark
15
3
STRATEGY REVIEW
Watch now (13 min) | Is only China pro-labour?
Jun 5
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Russell Clark
19
3
IF I SEEM CONFUSED, ITS BECAUSE THE POLITICS IS CONFUSING
Listen now (13 min) | And when I look at Macro markets, they are sending wildly confusing messages as well. US politics is to blame.
Jun 1
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Russell Clark
19
2
May 2023
THE PARADOX OF US TREASURIES AS A RISK FREE ASSET
Listen now (12 min) | The current US political system is designed to lessen the power of government to impose (corporate) taxes. How can treasuries be…
May 31
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Russell Clark
30
16
IS THE US LOSING THE WORLD?
Listen now (12 min) | The deal that the US is offering the rest of the world is becoming less and less attractive
May 26
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Russell Clark
31
15
SHOULD WE BE LONG TLT AND SHORT GLD?
Listen now (9 min) | BIS data shows how China changed the nature of the game
May 23
•
Russell Clark
28
7
DOES WALLET SHARE DRIVE CURRENCIES?
Listen now (14 min) | Or why is the dollar so strong?
May 19
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Russell Clark
22
10
GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?
Watch now (12 min) | The first is bearish US stocks, the second is bearish China
May 17
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Russell Clark
16
11
RETHINKING THE SHORT BOOK
Watch now (12 min) | The shift to pro-labour is affecting the capital markets differently to how I expected
May 15
•
Russell Clark
15
11
COULD THE US "LOSE" AUSTRALIA?
Watch now (11 min) | Australia is a very close ally of the US - but is the US asking too much?
May 12
•
Russell Clark
24
41
WHAT HAPPENED TO MEAN REVERSION?
Watch now (16 min) | Or why do winners keep winning?
May 10
•
Russell Clark
21
7
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