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 EpisodesTHOUGHTS FROM SAN FRANCISCOOct 30 • Russell ClarkQUICK UPDATEOct 29 • Russell ClarkIS BAD NEWS GOOD NEWS?Oct 27 • Russell ClarkIT IS THE 70S.... BUT SEMICONDUCTORS ARE THE NEW OILOct 24 • Russell ClarkIS GOLD DONE?Oct 21 • Russell ClarkWHATS WRONG WITH BITCOIN?Oct 20 • Russell ClarkIS THE CRAPPY BANK TRADE DONE?Oct 17 • Russell ClarkAI, VIX AND AUTOCALLABLESOct 17 • Russell Clark