EXPERT INTERVIEW

Why It’s Not Too Late for Semiconductors

StockPick News

May 27, 2024 12:30 PM

We spoke with former hedge fund manager Russell Clark to get his unique take on the state of the economy and find out what he’s buying right now. Clark thinks deep pockets in the U.S. government will lead to much better than expected growth but that means rates will also rise much more than most investors think. Longer-term though, he thinks the U.S. growth model could come into question as more and more global investors look away from the U.S. dollar and U.S. treasuries as global reserve assets

Russell Clark, Former Hedge Fund Manager & Author of Capital Flows & Asset Markets

Russell Clark has spent 20 years working in capital markets, specialising in hedge funds, macro and short selling. He’s taking a break now to write newsletters instead.

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