Russell Clark: "The US Has Almost Become Like an Emerging Market" скачать в хорошем качестве

Russell Clark: "The US Has Almost Become Like an Emerging Market"

In this eye-opening conversation, Maggie Lake sits down with renowned global macro strategist and author of the Capital Flows and Asset Markets Substack, Russell Clark, to unpack the dramatic shifts unfolding in global markets. With foreign demand for US Treasuries weakening and Trump's tariff policy potentially "killing the golden goose of low interest rates," Russell explains why the US might be losing its safe haven status. Russell digs into why 10-year bond yields could climb much higher than many expect, why he likes DOGE in principle but finds it "unserious," and how populism, geopolitics, and global trade dynamics are shaping the investment landscape. Recorded live on Substack on April 11. 🔔 Hit that subscribe button and join the conversation in the comments. Subscribe to Russell's Substack here: https://www.russell-clark.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. 00:00 - Introduction with Russell Clark 00:40 - Is the Bond Market Breaking? Margin Shocks & Clearinghouse Risks 02:26 - Trump’s Tariff Strategy and the Push for Lower Rates 04:25 - Are Tariffs Threatening the U.S. Treasury Market? 06:08 - Is the US Losing Its Safe-Haven Status? 09:45 - The Decline of Foreign Demand for Treasuries 12:00 - Long-Term Rate Outlook: Could 10% Be Coming? 14:30 - Why Real Assets Could Struggle Ahead 16:50 - Political Cycles, Populism, and Bond Market Trends 20:15 - Is the U.S. Becoming an Emerging Market? 22:35 - Can China Supplant the US as a Financial Anchor? 25:00 - Global Buyers Are Turning Away from US Treasuries 27:15 - Will the U.S. Intervene in the Long-End of the Bond Market? 30:30 - Can the Treasury Market Still Handle Volatility? 33:00 - Why U.S. Bonds Are Becoming Less Attractive 34:45 - Is This a U.S.-Only Crisis or a Global Shift? 37:00 - Russell’s View: This Market Cycle Is About Rebalancing, Not Doom 38:40 - Are We in a Generational Buying Opportunity or a New Regime? 41:10 - Buffett vs. Soros: Lessons for Investors in This Market 44:12 - Final Thoughts: Follow the Bond Market Signals #economy #marketanalysis #talkshow #marketsentiment #investing #macro #macroeconomics #podcast #talkingmarkets #maggielake #russellclark #bondmarket #treasuries #investing #marketoutlook #usdebtcrisis #tariffs #geopolitics #interestrates #inflation