Playback speed×Share postShare post at current timeShare from 0:000:00/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∙ Paid721ShareSubscribeVideo 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 EpisodesTRYING TO PRICE TOTAL AI MARKETMay 15 • Russell ClarkIS SOFTBANK THE SOFT FLANK OF AI?May 12 • Russell Clark"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS" May 7 • Russell ClarkGOLD FOR BITCOIN?May 5 • Russell ClarkMAYBE FOOD INFLATION IS THE KEYMay 1 • Russell ClarkAPRIL UPDATEMay 1 • Russell ClarkUPDATE - BOOK AND SLICEApr 28 • Russell ClarkTHE POLITICS OF TLTApr 27 • Russell Clark