Russell Clark on Two Troubled Sectors

Published on
November 9th, 2018
Duration
70 minutes


Russell Clark on Two Troubled Sectors

The Interview ·
Featuring Russell Clark

Published on: November 9th, 2018 • Duration: 70 minutes

Russell Clark of Horseman Capital has been building a short thesis on US shale oil and semiconductor stocks. He thinks that the decline in shale sand efficiency will be a force that drives the oil price higher and put downward pressure on the USD as future foreign investment diverts away from the US to alternative international opportunities. Filmed on October 11, 2018 in London.