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 EpisodesCLEARINGHOUSES AND THE BASIS TRADESep 15 • Russell ClarkIS GLD/TLT STILL A GOOD TRADE?Sep 12 • Russell ClarkCLEARINGHOUSE THEORY AND PRACTICE HAS BEEN CORRECT - BUT IS POLITICS NOW FALLING IN TO PLACE TOO?Sep 11 • Russell ClarkWHAT IF THE TRUMP ATTACK ON THE FED IS HAWKISH?Sep 8 • Russell ClarkSOMETHING WICKED THIS WAY COMES - UPDATE 2Sep 4 • Russell ClarkWHAT TO DO ABOUT YEN?Sep 2 • Russell ClarkBRUMBY CAPITAL UPDATESep 1 • Russell ClarkI FIND MYSELF UNCONTROLLABLE BULLISH ON JAPANAug 28 • Russell Clark
