Capital Flows and Asset MarketsBRUMBY CAPITAL UPDATE20911×Preview0:00Current time: 0:00 / Total time: -0:13-0:13Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL UPDATEA good monthRussell ClarkSep 01, 2025∙ Paid2091ShareSubscribeA surprisingly good month, despite relative tame macro moves.This 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 EpisodesIS THE AI TRADE DONE - PART 217 hrs ago • Russell ClarkIS THE AI TRADE DONE?Jul 16 • Russell ClarkMEMORY AND WAFER UPDATEJul 14 • Russell ClarkFROM THE ARCHIVE - IS GOLD BUYING A LEADING INDICATOR OF FINANCIAL DISTRESS?Jul 11 • Russell ClarkFROM THE ARCHIVE - PEAK OIL PRICEJul 11 • Russell ClarkGATES, PRIVATE CREDIT AND MEJul 10 • Russell ClarkFROM THE ARCHIVES!Jul 9 • Russell ClarkMY READ OF THE AI TRADEJul 9 • Russell Clark