Capital Flows and Asset MarketsWALL OF WORRY OR SLOPE OF HOPE?1671×Preview0:00Current time: 0:00 / Total time: -0:32-0:32Audio playback is not supported on your browser. Please upgrade.WALL OF WORRY OR SLOPE OF HOPE?The repricing of capital continuesRussell ClarkApr 23, 2025∙ Paid167ShareSubscribeIts been a long time since we have had a real bear market in the US. For me, its looks like more of slope of hope, where rallies are there to be sold. This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inCapital Flows and Asset MarketsExplaining how capital flows and asset markets workExplaining how capital flows and asset markets workSubscribeListen onSubstack AppRSS FeedAppears in episodeRussell ClarkRecent EpisodesIS OIL A BETTER INFLATION HEDGE THAN GOLD?Oct 30 • Russell ClarkSITUATIONAL AWARENESS - GOOD IDEAS, BAD RISK MANAGEMENTOct 28 • Russell ClarkAI AND ANTHROPIC MAKE ME THINK YIELDS ARE GOING HIGHEROct 28 • Russell ClarkOCTOBER - “AXE TO FOREHEAD” MONTHOct 26 • Russell ClarkARE THESE MARKETS MACRO OR POLITICAL?Oct 23 • Russell ClarkIS IT THE END OF AI - OR JUST THE FINAL UNWIND OF SITUATIONAL AWARENESS?Oct 22 • Russell ClarkSHORT SELLING WEALTH WARNINGOct 21 • Russell ClarkIF YOU ARE NOT CONFUSED BY COREWEAVE - THEN YOU ARE NOT PAYING ATTENTIONOct 21 • Russell Clark