EPISODE · Mar 9, 2026 · 0 MIN
TIDYING UP THE SHORT BOOK
from Capital Flows and Asset Markets · host Russell Clark
This is a free preview of a paid episode. To hear more, visit www.russell-clark.comAfter I closed my last fund, and spent a few years thinking about how the world works, I realised that politics trumps macro. And even when it looks like macro is winning, it just that the politics is allowing it to win. First of all, I recognise that all the doom scrolling headlines on Iran could be true. And maybe its USD 200 a barrel going forward. But politically, Iran looks cooked, and so I feel like taking some shorts off here.
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TIDYING UP THE SHORT BOOK
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