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 EpisodesSITUATIONAL AWARENESS - GOOD IDEAS, BAD RISK MANAGEMENTOct 28 • Russell ClarkAI AND ANTHROPIC MAKE ME THINK YIELDS ARE GOING HIGHEROct 28 • Russell ClarkOCTOBER - “AXE TO FOREHEAD” MONTHOct 26 • Russell ClarkARE THESE MARKETS MACRO OR POLITICAL?Oct 23 • Russell ClarkIS IT THE END OF AI - OR JUST THE FINAL UNWIND OF SITUATIONAL AWARENESS?Oct 22 • Russell ClarkSHORT SELLING WEALTH WARNINGOct 21 • Russell ClarkIF YOU ARE NOT CONFUSED BY COREWEAVE - THEN YOU ARE NOT PAYING ATTENTIONOct 21 • Russell ClarkTHE TRUE MEANING OF COREWEAVE Oct 19 • Russell Clark