Capital Flows and Asset MarketsBRUMBY CAPITAL - POSITION UPDATE91×Preview0:00Current time: 0:00 / Total time: -0:10-0:10Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL - POSITION UPDATEUpdate on one of my Japanese positions.Russell ClarkNov 26, 2025∙ Paid9ShareSubscribeThis 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 EpisodesTHE CHANGING NATURE OF MARKETS AND SHORT SELLING18 hrs ago • Russell ClarkCAN AI BE A BUBBLE LIKE THE DOT COM BUST?Feb 23 • Russell ClarkCURRENCIES AND BEAR P@RNFeb 19 • Russell ClarkPRIVATE EQUITY AND SOFTWAREFeb 18 • Russell ClarkDO I LIKE EMERGING MARKETS HERE?Feb 17 • Russell ClarkIS THE BOND BEAR MARKET OVER? PART IIFeb 16 • Russell ClarkIS THE BOND BEAR MARKET OVER?Feb 13 • Russell ClarkBRUMBY, EUROHEDGE AND MEFeb 12 • Russell Clark