Share this postCopy linkFacebookEmailNotesMoreCapital Flows and Asset MarketsDEFENCE UPDATE14Share this postCopy linkFacebookEmailNotesMore41×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∙ Paid14Share this postCopy linkFacebookEmailNotesMore4ShareSubscribeThis 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 EpisodesTHINKING ABOUT AI - AND A LONG IDEA9 hrs ago • Russell ClarkWHY NIIP FAILED WITH THE USAug 6 • Russell ClarkIS AI A BUBBLE - PART 2Aug 6 • Russell ClarkIS AI A BUBBLE?Aug 5 • Russell ClarkBRUMBY UPDATE Aug 3 • Russell ClarkWHAT TO DO ABOUT PRIVATE EQUITY?Jul 29 • Russell ClarkSTRATEGY UPDATEJul 24 • Russell Clark
