Capital Flows and Asset MarketsBRUMBY CAPITAL UPDATE1051×Preview0:00Current time: 0:00 / Total time: -0:07-0:07Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL UPDATELooking good to go for May 1Russell ClarkApr 11, 2025∙ Paid105ShareSubscribeThis 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 EpisodesGETTING DOWN TO THE HEART OF THE AI TRADE17 hrs ago • Russell ClarkSHOULD YOU SHORT MEMORY STOCKS?Jul 30 • Russell ClarkHYPERSCALER COST OF CAPITAL IS RISING - WHAT HAPPENS NEXT?Jul 29 • Russell ClarkWHAT DOES IT MEAN WHEN HEDGE FUND MANAGERS ARE WRONG?Jul 28 • Russell ClarkIS THE GREAT SEMICODUCTOR BEAR MARKET UPON US?Jul 28 • Russell ClarkPROBABLY TIME TO GET BEARISHJul 23 • Russell ClarkGLT/TLT AGAIN?Jul 22 • Russell ClarkWHAT DRIVES SOVEREIGN BOND YIELDS?Jul 21 • Russell Clark