meta_pixel
Tapesearch Logo
Log in
Real Vision: Finance & Investing

Russell Clark: Investing Ideas for a New Macro World

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 30 April 2023

⏱️ 47 minutes

🧾️ Download transcript

Summary

Find out how Russell Clark views the global economy and how he's investing in it. Samuel Burke speaks with Russell Clark, former hedge fund manager and author of the Capital Flows and Asset Markets newsletter, in this special Festival of Learning edition of 3 Ideas. You can track the performance of all our guests’ 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

At TFL, we're making journeys safer for everyone, and that includes improving safety on London's

0:06.5

roads. That's why we and London boroughs are lowering more speed limits to 20 miles per hour,

0:12.4

because 20 miles per hour roads have already reduced collisions resulting in deaths or

0:16.8

serious injuries by 24%. That is how we're making journeys in London safer and brighter for everyone.

0:24.8

Search TFL Improvement Plan to the Mayor of London and TFL every journey matters.

0:32.5

Hey everyone, if you like this podcast go behind the paywall to get privileged access to

0:37.1

the smartest minds and finance. Visit ReelVision.com slash RVPod and use the promo code

0:42.9

podcast10 at podcast10 to get 10% off our essential membership for the first year.

0:49.2

Join the ReelVision community and learn how to become a better investor.

0:52.3

I'm now to the top analysis of today's markets.

1:02.3

Hey everybody, welcome to this special festival of learning three ideas.

1:06.2

I'm the host of the show Samuel Burke Managing Editor here at ReelVision and I'm super excited

1:11.6

to have Russell Clark on with us. A lot of people in the ReelVision community are very excited to

1:16.2

see you here. Russell, your former head fund manager and now content creator and investment manager.

1:22.0

Before we jump into your three ideas, I just want to get your global macro outlook.

1:26.7

We've had some updates from the Fed and testimony at the House in the U.S.

1:31.2

So just curious to see how you see it all. Thanks for joining us.

1:35.0

Yeah, no, my pleasure. Yeah, look, you know, well, the reason I sort of stepped away from

1:41.4

managing money at least for a while is that the world started acting in a different way to how

1:48.2

I'd become expecting it to happen, especially with way of currencies and bonds I used to move.

1:55.2

And I think a lot of that's been driven by changes out of China. So, you know, we've got this,

2:00.4

you know, largest in some ways, the largest coming in the world now as a closed capital account.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.