Market Update With Russell Clark

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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

Russell Clark

and

Maggie Lake

Apr 11, 2025

Transcript

I did a market update with Maggie Lake yesterday.

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Discussion about this video

Geva Zipper

Apr 11

Very good prespective, Thanks for sharing!

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Nicholas

Apr 14

"If you don't have to own it, its very unattractive"

savage but true

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Dan Luger

Apr 11

Fantastic discussion, great intellect marrying politics,geo politics and markets.

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Charlie

Apr 12

@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).

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