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 EpisodesPROBABLY TIME TO GET BEARISH10 hrs ago • Russell ClarkGLT/TLT AGAIN?Jul 22 • Russell ClarkWHAT DRIVES SOVEREIGN BOND YIELDS?Jul 21 • Russell ClarkFROM THE ARCHIVE - JAPANESE SELF CONSUMING REITSJul 19 • Russell ClarkIS US ENERGY POLICY A DEAD END?Jul 19 • Russell ClarkIS THE AI TRADE DONE - PART 2Jul 17 • Russell ClarkIS THE AI TRADE DONE?Jul 16 • Russell ClarkMEMORY AND WAFER UPDATEJul 14 • Russell Clark