Capital Flows and Asset MarketsBRUMBY CAPITAL AND MARKET UPDATE1571×Preview0:00Current time: 0:00 / Total time: -0:10-0:10Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL AND MARKET UPDATEOpen - but sitting on cash. Outside of TLT, I feel no rush to tradeRussell ClarkMay 02, 2025∙ Paid157ShareSubscribeThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inCapital Flows and Asset MarketsExplaining how capital flows and asset markets workExplaining how capital flows and asset markets workSubscribeListen onSubstack AppRSS FeedAppears in episodeRussell ClarkRecent EpisodesWHERE ARE WE WITH GLD/TLT?3 hrs ago • Russell ClarkEND OF THE AI TRADE?Oct 13 • Russell ClarkIS SHORT TLT DONE?Oct 12 • Russell ClarkAI AS A MACRO FACTOROct 9 • Russell ClarkWHY ARE MACRO INVESTORS SO DUMB?Oct 8 • Russell ClarkSEPTEMBER REVIEWOct 5 • Russell ClarkFRENCH LESSONSOct 5 • Russell ClarkTHOUGHTS FROM SWITZERLANDOct 1 • Russell Clark