Capital Flows and Asset MarketsWHERE TO FROM HERE - PART II111×Preview0:00Current time: 0:00 / Total time: -0:24-0:24Audio playback is not supported on your browser. Please upgrade.WHERE TO FROM HERE - PART IILeverage has built upRussell ClarkJun 19, 2026∙ Paid11ShareSubscribeThere are an increasing number of divergences in markets, which typically signal caution. Furthermore, there are signs of increasing amount of leverage in the both bond and equity markets.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 EpisodesMOST OF THE BIG CALLS HAVE BEEN RIGHT - SO WHERE TO FROM HERE? PART I20 hrs ago • Russell ClarkQUANTUM COMPUTING AND BULL MARKETSJun 17 • Russell ClarkTHE ECONOMIST, CLEARINGHOUSES AND GLD/TLTJun 15 • Russell ClarkPASSIVE AND GOLDJun 11 • Russell ClarkIS THERE A PROBLEM WITH GOLD?Jun 10 • Russell ClarkAI AND THE RISING COST OF CAPITALJun 9 • Russell ClarkWHAT'S GOING ON?Jun 8 • Russell Clark