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 EpisodesTRYING TO PRICE TOTAL AI MARKETMay 15 • Russell ClarkIS SOFTBANK THE SOFT FLANK OF AI?May 12 • Russell Clark"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS" May 7 • Russell ClarkGOLD FOR BITCOIN?May 5 • Russell ClarkMAYBE FOOD INFLATION IS THE KEYMay 1 • Russell ClarkAPRIL UPDATEMay 1 • Russell ClarkUPDATE - BOOK AND SLICEApr 28 • Russell ClarkTHE POLITICS OF TLTApr 27 • Russell Clark