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Transcript
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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

I did a market update with Maggie Lake yesterday.

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Discussion about this video

User's avatar
Geva Zipper's avatar

Very good prespective, Thanks for sharing!

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Nicholas's avatar

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

savage but true

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Dan Luger's avatar

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

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Charlie's avatar

@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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SL's avatar

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.

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Russell Clark's avatar

Buffett is in cash and short bonds

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0:12
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