Capital Flows and Asset MarketsDEFENCE UPDATE1441×Preview0:00Current time: 0:00 / Total time: -0:10-0:10Audio playback is not supported on your browser. Please upgrade.DEFENCE UPDATEQuick update on earningsRussell ClarkJul 30, 2025∙ Paid144ShareSubscribeThis 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 EpisodesWHAT'S THE DEAL WITH THE YEN INTERVENTION?Aug 12 • Russell ClarkCONFIRMED - SEMIS ARE THE NEW OILAug 10 • Russell ClarkIT FINALLY MIGHT BE TIMEAug 5 • Russell ClarkMACRO AND JAPANAug 4 • Russell ClarkJULY UPDATEAug 2 • Russell ClarkGETTING DOWN TO THE HEART OF THE AI TRADEJul 31 • Russell ClarkSHOULD YOU SHORT MEMORY STOCKS?Jul 30 • Russell ClarkHYPERSCALER COST OF CAPITAL IS RISING - WHAT HAPPENS NEXT?Jul 29 • Russell Clark