Shows
Kontrarian KornerKontrarian Korner #49 - Russell ClarkOn Thursday I had Russell Clark on the podcast for the first time for a great conversation. We talked about the US financial markets looking like an emerging market, how politics drives financial markets, and some of the things he’s watching right now. We also talked a little bit about the launch of his new fund, Brumby Capital. Podcast Summary* How the US is behaving like an emerging market, and how financial market correlations might change moving forward. * Why Treasuries aren’t behaving like a safe haven, and the path to double digi...2025-04-131h 01