Share this postCopy linkFacebookEmailNotesMoreCapital Flows and Asset MarketsDEFENCE UPDATE11Share this postCopy linkFacebookEmailNotesMore11×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∙ Paid11Share this postCopy linkFacebookEmailNotesMore1ShareSubscribeThis 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 TO DO ABOUT PRIVATE EQUITY?Jul 29 • Russell ClarkSTRATEGY UPDATEJul 24 • Russell ClarkI LOVE AI - BUT I CAN'T MAKE THE NUMBERS WORKJul 23 • Russell ClarkDOES PRO-LABOUR POLITICS MEAN A NEVER ENDING BULL MARKET?Jul 22 • Russell ClarkCAN THE TARIFFS BALANCE THE BUDGET?Jul 18 • Russell ClarkTHE AI SQUEEZEJul 18 • Russell ClarkCHATGPT AND MEJul 17 • Russell Clark