I did a market update with Maggie Lake yesterday.
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SPEAKER 1
Hi, everyone. I'm Maggie Lake and I'm here with Russell Clark, author of Capital Flows and Asset Markets Substack. Hey, Russell, how are you?
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SPEAKER 2
I'm good, thanks.
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SPEAKER 1
So I'm really curious to get your thoughts on what's going on. So thanks for doing this live because I think a lot of people are also trying to figure out what's happening in the markets. And we spoke in January and after our conversation, The big takeaway was that there was a global paradigm shift that you were worried
Market Update With Russell Clark
A recording from Russell Clark and Maggie Lake's live video
Apr 11, 2025

Capital Flows and Asset Markets
Explaining how capital flows and asset markets work
Explaining how capital flows and asset markets workListen on
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Maggie Lake
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Very good prespective, Thanks for sharing!
"If you don't have to own it, its very unattractive"
savage but true
Fantastic discussion, great intellect marrying politics,geo politics and markets.
@Russell Clark Really enjoyed this (and pairs very well with with Le Shrub’s recent views on https://clearcommodity.net/podcasts/mining-stock-daily/le-shrub-on-the-us-debt-market-warning-sign-and-a-decline-of-american-economic-trust). Question: if EU funds are moving capital back home and exiting treasuries, what happens to EU zone exporters as the Euro appreciates? Won’t they face similar problems to Swiss businesses in the 1970s (i.e. they become expensive).
Good chat but he wants to sell bonds as rates rise to 10% but then ends with follow Buffet and buy bonds.. Classic in this industry.
Buffett is in cash and short bonds