Playback speed×Share postShare post at current timeShare from 0:000:00/Generate transcriptA transcript unlocks clips, previews, and editing.2412THOUGHTS ON THE AI BOOMJust a video this timeRussell ClarkApr 24, 20262412ShareTranscriptSubscribeYesterday, I gave a presentation to ANU Alumni of UK. It was just a quick presentation on AI, which I am now posting here.SubscribeDiscussion about this videoCommentsRestacksCapital Flows and Asset MarketsExplaining how capital flows and asset markets workExplaining how capital flows and asset markets workSubscribeListen onSubstack AppRSS FeedAppears in episodeRussell ClarkRecent EpisodesWHAT'S THE DEAL WITH THE YEN INTERVENTION?Aug 12 • Russell ClarkCONFIRMED - SEMIS ARE THE NEW OILAug 10 • Russell ClarkIT FINALLY MIGHT BE TIMEAug 5 • Russell ClarkMACRO AND JAPANAug 4 • Russell ClarkJULY UPDATEAug 2 • Russell ClarkGETTING DOWN TO THE HEART OF THE AI TRADEJul 31 • Russell ClarkSHOULD YOU SHORT MEMORY STOCKS?Jul 30 • Russell ClarkHYPERSCALER COST OF CAPITAL IS RISING - WHAT HAPPENS NEXT?Jul 29 • Russell Clark