Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Capital Flows and Asset MarketsSubscribe to watchINVESTOR DAY PRESENTATIONWhere I answer various questionsRussell ClarkApr 24, 2026∙ Paid821ShareSubscribeVideo only today.SubscribeThis 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 EpisodesPROBABLY TIME TO GET BEARISH11 hrs ago • Russell ClarkGLT/TLT AGAIN?Jul 22 • Russell ClarkWHAT DRIVES SOVEREIGN BOND YIELDS?Jul 21 • Russell ClarkFROM THE ARCHIVE - JAPANESE SELF CONSUMING REITSJul 19 • Russell ClarkIS US ENERGY POLICY A DEAD END?Jul 19 • Russell ClarkIS THE AI TRADE DONE - PART 2Jul 17 • Russell ClarkIS THE AI TRADE DONE?Jul 16 • Russell ClarkMEMORY AND WAFER UPDATEJul 14 • Russell Clark