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MEGA TRADERS - OR HOW I LEARNT TO LOVE THE US GOVERNMENTWatch now (13 min) | I admire Soros and Buffett - but I used to think they had two totally different styles. Now I realise they are flip sides of theā€¦
Russell Clark
4

January 2023

THE NEXT FOOD SPIKE?Jetzt ansehen (11 min) | Is it right to export food when you cannot feed your own people?
Russell Clark
7
MEGA TRADE FOLLOW UP : FAILURE TO LAUNCHWatch now (11 min) | Even a space race does not make rocket business look like a mega trade
Russell Clark
4
FOOD INFLATION UPDATEWatch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
Russell Clark
8
BONDS - DO SOME MATHWatch now (10 min) | BDSM - Bonds, do some math
Russell Clark
7
RETHINKING JAPANWatch now (15 min) | Is Japan a vision of the future? Or an outlier? Or it really the centre of the financial universe? I am toying with the idea asā€¦
Russell Clark
19
ARE JAPANESE BANKS A BUY?Watch now (10 min) | If we are moving to a pro-labour world, then yes
Russell Clark
25
SHORT SELLING SUCKS - SINO STOCKS SERIESWatch now (8 min) | Short selling is never easy
Russell Clark
2
WAR IN UKRAINE - HUNTING FOR THE MEGA TRADEWatch now (12 min) | The war in Ukraine has changed the world in a new and profound way
Russell Clark
11
WHAT TO DO ABOUT INDIA?Watch now (15 min) | I have mixed feelings about investing India. It sits in the junction of pro-capital and pro-labour policies. I suspect the marketā€¦
Russell Clark
12
NEW YEAR SPECIAL : HAVE WE SEEN A PEAK IN PAX AMERICANA?Watch now (13 min) | How can we define it? And if we have peaked, how should we invest?
Russell Clark
13

December 2022

CHRISTMAS SPECIAL : HAVE THERE BEEN OTHER PRO-LABOUR SHIFTS?Watch now (15 min) | Pro-labour shifts when they occur between countries tend to be revolutionary. If a pro-labour shift is an attack on Americanā€¦
Russell Clark
5
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