Around The World With Yusko

In the next episode of our Around the World with Yusko series surrounding tariffs, we'll explore how shifting geopolitical strategies are reshaping supply chains and investor behavior. Tune in to discover why the era of “slobalization” may be upon us, how central banks are navigating rising recession signals, Bitcoin's continued institutional adoption and gold's unexpected outperformance. Plus, we'll dive into how outdated retirement frameworks like the 401(k) may finally be evolving—and what that could mean for your future portfolio.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In the third chapter of our Around the World with Yusko focused on tariffs, Mark Yusko further unpacks the tariff talk and its potential dire economic consequences. From historical context and policy blunders to the present-day rhetoric fueling global trade tension, Mark examines whether history will repeat itself with recession, inflation, and market turmoil all back on the table. He breaks down Bitcoin's potential role in a post-fiat world, why he believes gold is having a moment, and the growing divergence between U.S. and global markets.  He also discusses central banks and whether the bear market is back.  Join us for this exciting episode!   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.  

In this episode of Around the World, Mark revisits the trade tensions of 2025.. President Trump's aggressive tariff strategy has continued to reshape global commerce, but are these policies protecting American industry or creating new economic challenges? With China, Mexico, and Canada still in the crosshairs, and global markets reacting to increasing uncertainty, we analyze the potential real-world impact of these trade wars. Meanwhile, China is adapting—leveraging currency devaluation, expanding trade partnerships, and accelerating technological advancements to counteract U.S. pressure. Join us as we break down what's changed, what's stayed the same, and where we might be headed next.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In this episode of Around the World, Mark brings President Trump's trade policies under the microscope to analyze the potential consequences of economic protectionism. The trade wars of 2025 primarily target China with “tariff darts,” but even allies such as Canada, Mexico, and the United Kingdom are facing collateral damage from this new stance on global commerce. What may seem an aggressive position to shield American industry may end up putting financial pressure on consumers domestically. China appears poised for the challenge, devaluing its currency, diversifying its export influence, and innovating new products to compete with its Western counterparts.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In this year's first episode, Mark breaks down last year's surprises and predicts 10 new ones for 2025. From the relentless rise of the MAG 7 tech giants to the unexpected surge in the U.S. dollar and the resilience of gold, Mark revisits the predictions he got right—and the ones he didn't. He also discusses the rebound in emerging markets, Europe's economic struggles, and the impact of shifting global monetary policies. Join us as we unpack what 2025 might hold for investors, exploring contrarian ideas and the themes shaping the markets in the year ahead.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Mark Yusko is back in our latest episode of Around the World to recap some major market movements that made 2024 a year to remember. Mark dives into past episode themes to see what we got right in predicting the past year's trends. He revisits the nail-biting presidential election, Bitcoin breaking 100k, the decline in oil prices, and China's three-year market rebound. Join us as we look toward next year's investment landscape with intrigue and excitement!   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

With the election results in, investors are now trying to decipher what the next four years will hold for markets. In our latest episode of "Around The World," Mark reflects on how the past two presidencies may illuminate the economic uncertainty ahead. Join us as we discuss topics like Trump's political promises, the push for a strategic Bitcoin reserve, and how China will respond to the proposed tariffs.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com.   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Conflicts disclosed during the production are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

With November 4th soon approaching, Mark walks listeners through the economic ideologies and results of the last two presidential terms. He explores the historical inspiration behind both parties' platforms, pulling from policies of former presidents Ronald Reagan and Franklin D. Roosevelt. Join us as we discuss World rate cuts, Taxes and trade wars, as well as the constant trends across the various presidential-nomics.  Want more?  Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.  Visit us on the web at https://www.morgancreekcap.com  Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Bell Bottom Jeans, Gobal Political Strife, and Sticky Inflation have many investors feeling as if we've stepped back into the 70's. In the latest episode of "Around The World," Mark compares the current market sentiment to that of fifty years ago, making the argument that this time things could be different. Join us as we discuss oil price uncertainty, the declining US working age population, and the recent Fed money supply shift. Want more?  Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.      

In this episode of "Around The World," Mark takes us down memory lane, applying macroeconomic theory to his predictions for surprises in 2024. From mixed recession signals to the Fed's potential pivot, join us as we analyze markets across the globe and discuss which trends might continue as the year progresses. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes. Visit us on the web at https://www.morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In the eyes of the common investor, China's recent economic landscape has been shrouded in uncertainty, prompting many to perceive it as an unstable investment environment. However, delving deeper reveals a contrasting narrative—one where misconceptions cloud the true opportunity China may offer in the year of the dragon and beyond. In this episode, Mark discusses the Chinese markets, and exposes a different tale than what western sentiment eems to believe.  Want more?  Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In today's episode Mark Yusko takes us back to go forward by drawing parallels between the current market environment and the historical cycles of the rise and fall of empires. Mark explores how advancements in economic structures can contribute to the movement of global power. By analyzing past patterns and current geopolitical climates, Mark seeks to highlight the potential opportunities and risks facing capital markets in the year ahead. Join us as we discuss topics such as the modern development of fractional reserve banking, the Chinese resurgence as a global superpower, and the potential impact of Bitcoin in 2024.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Investors are eagerly anticipating what the new year will mean for world markets. In the first podcast of the year, Mark reviews last year's surprises and gives listeners 10 new potential surprises for the road ahead. Join us as we discuss topics such as the lingering fear of recession, the shift from FANGMAN to MAG7, oil markets, the future of China and Japan, and the price of Bitcoin.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

2023 proved to be a whirlwind for financial markets. From consolidation in the banking industry to the bounce back of Bitcoin, no one could have guessed the highs and lows this year would bring. In this episode, Mark takes us back around the world to discuss some of the major themes and events from the past year and investing ideologies that may influence 2024. Join us as we head into next year's investment landscape with curiosity and ambition.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

After a decade of historically low interest rates, investors are looking to the past to understand where markets may be headed. In this episode, Mark discusses how abnormal he believes the past thirteen years have been in the grander story of the U.S. economy. He explains our return to “The Old Normal” and how the new era of tightening may affect various asset classes moving forward. Join us as Mark discusses topics such as the correlation of bonds and equities through the years, allocations to alternatives, and digital currencies.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

In this episode, Mark delves into the core areas that he believes will be pivotal in shaping the next digital age. He offers an in-depth analysis of four verticals: Artificial Intelligence, Blockchain Technology, Computing Infrastructure (Chips), and Big Data, while also providing additional insights on the evolving landscape of Web3. Join us as Mark explores themes, including the exponential nature of networks, the expansion of computational capabilities, and the impending shift towards decentralization.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

In this episode, Mark Yusko explores the recent banking crisis. He also discusses other large bank failures, how panic causes policy change, and what historical trends may continue in the current economic environment. In addition, he touches on topics such as how the Federal Reserve fights inflation, how the current crisis began, and how crypto could pay an important role in banking moving forward.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.  Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production should have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

In the first episode of 2023, Mark Yusko recalls how his potential surprises of 2022 played out while estimating what surprises 2023 may bring. Mark analyzes the current state of global markets, explains the factors that brought us to this point, and hypothesizes on where to go from here. Touching on a plethora of topics such as COVID-19, China's re-opening, the duality of Jerome Powell, and the FTX collapse, this episode wraps up a rough year for markets, and looks forward to the new year.     Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com      Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Mark Yusko brings on guests Cory Lester and Andrew Schmeelk, Managing Directors at Morgan Creek and hosts of the HedgeD Podcast, to discuss the challenges the macro global economy has faced this year, how the 60/40 portfolio has fared in the current environment, and the effects of some of the Fed's recent decisions. They also share wisdom on long-term keys to success. To hear more from Cory and Andrew, you can subscribe to the HedgeD With A Capital “D” YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ or email them directly at HedgeD@morgancreekcap.com with any questions or comments. You can also follow them on Twitter at HedgeD_Podcast or join join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com.   Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes. Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Using references to the movie, Top Gun: Maverick, Mark Yusko discusses the current market environment and the choices available to Federal Reserve Chair, Jerome Powell.  He also delves into interest rates, recession expectations and the potential consequences of a recession, equity market valuations and Bitcoin. Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast does not constitute legal, tax, regulatory, investment, financial or accounting advice or an investment recommendation. It is also not a solicitation for the sale of any security. Investments discussed may be owned by funds managed by the host and podcast guests or their firms. Listeners should consult their personal financial advisors before making any investment decisions. 

Mark Yusko discusses Crypto Winter, and his opinion of what this means for the future of digital assets and the Metaverse, He also delves into what is driving the seasonality of crypto, where we currently are in this cycle and what opportunities seasonality creates for investors. Mark expands on the definition of the Metaverse as well as the core elements to this digital world. Listen in for research-based information with a sprinkle of opinion on these topics and more.   Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes. Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.   

Another year, another ATWWY review. Listen in to this whirlwind episode where Mark Yusko briefly reviews each of the last twelve webinars from 2021. The major themes this year were Network Effects, inflation and the markets focus on free money. You'll hear Mark review the Words of Wisdom slides and expand on various ideas that warrant additional commentary. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

In the first episode of the year, Mark Yusko reviews his 10 potential surprises for 2022. The 10 surprises are not predictions, but are rather variant perceptions. Listen in to hear Mark's process of thinking about these variant perceptions and alternative scenarios and how it's valuable to spend some time thinking outside the box (or better yet, thinking like there was no box…). Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes. Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Exponential growth versus linear growth. Network effects versus viral growth. TradFi to DeFi. Bitcoin, Ethereum, Avalanche and Solana. Listen in to this episode to hear Mark Yusko's take on why these ideas and topics are so important and what new exchanges, protocols and ideas are out there and their associated risks. Mark also talks about Meta and the Metaverse. To him, the Metaverse is all about the experience.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com

$10 trillion dollars has been printed in the last 18 months. How is this helping the general public? Is it? Where is the money really going? Listen in to hear Mark Yusko's comments and opinions on these questions and more, including the housing market, commodity prices, CPI, PPI, and money illusion.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com  

According to Mark Yusko, investing is all about taking intelligent risk. In this episode of Around the World with Yusko, Mark shares his thoughts on the topic of investing too early. How do you know if you're early? Is it always a euphemism for wrong or are you sometimes just early - as in taking the best opportunity to make the most money, even if that new idea is deemed unnecessary? Mark takes his listeners all the way back to the 1800's to explain this art, what has occurred throughout history, where we are today and what that means for the investing environment. Listen in to hear Mark's primary rules and more around this controversial idea.     Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com                 Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Inflation is a policy. It's a decision made by policy makers and politicians. Inflation devalues us all. Listen in to hear Mark Yusko's take on inflation, hyperinflation, deflation, and what the central bankers' jobs actually involve. What does it mean for the economy and markets when we go from $15 trillion to $25 trillion of U.S. money supply in just a few short months? How does the situation in the U.S. differ from other countries? Mark will expand on these topics, questions and more in this episode.     Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com     Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.   

No Way Out: The Implications of the Devaluation of the Dollar Is there a war being waged against the middle class? Are you being robbed of your wealth? Tune in to hear what the repercussions are of the devaluation of the dollar, which is what Mark Yusko discusses in his latest episode of Around the World With Yusko.  Find out what commodities are likely to splurge in the near future and where Mark believes you can find store of value relative to the dollar. And finally, what is taking a larger and larger share of the global money supply? You guessed it. Crypto currencies. Listen in to hear Mark's thoughts on these subjects.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.   

Mark Yusko talks inflation in this podcast episode, where he discusses the government's response to the pandemic and how the decision to print money is trickling through the economy today and will continue to in the future. He explains how we're in uncharted territory from being part of the greatest experiment in history to seeing the largest quarter over quarter increase in housing prices ever. The 2% inflation goal of the Fed hasn't been reached for 13 years, and 40% of all the dollars ever printed have been printed in the last 12 months. But what does it all mean? What will GDP growth look like in the next year? Inflation may not be going anywhere. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes. Visit us on the web at https://www.morgancreekcap.com

Mark Yusko reviews the past year of the pandemic, and reflects on the state of the U.S. and the world as we begin re-opening. Though markets are at all-time highs, Mark warns that everything may not be as it seems. With unprecedented levels of stimulus and money printing, the depreciating dollar may be the driving force behind the perception that everything is “Awesome.” Are we still in a recession? How should investors interpret the current investment environment? Tune in to listen and find out. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com   Legal Disclaimer This podcast should not be construed as investment advice nor solicitation for the sale of any security, advisory or other service. Investment themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts at the time of production have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.   

Mark Yusko discusses the major economic powers of the last 2000 years and highlights the actions China is taking to re-emerge as a global superpower. By focusing more on innovation and less on infrastructure, China is positioning itself as a leader in the new era of globalization. What sectors does Mark think will benefit the most? What are the implications of China becoming a global economic power?    Tune in to listen and find out.     Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com

Mark Yusko reviews the past year, including the “Corona Crash Crisis” and how the pandemic has impacted the financial markets. With rates dropping to almost zero, what does this mean for equities? Are we in the midst of Tech Bubble 2.0? Mark gives his thoughts on the rise of day traders, stimulus, money printing, and “meme” stocks like GameStop. Will any of these have a lasting impact on investing in the post-COVID world? What countries, if any, are positioned for success as we put the pandemic behind us and begin reopening?   Tune in to listen and find out.     Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com

Mark Yusko takes a deep dive into the Network Effect. What is it? How did it come about? Why is it important? In this episode, you'll learn about the five primary types of Network Effects and how each creates value. Mark expands on why this idea is so powerful, how it drives incredible wealth creation, and what the magic number is to reach critical mass (aka the inflection point) and the best time to buy. He also explains the need to back transformational technology, including the digital revolution and evolution, and the competitive advantages to this.   Tune in to listen to more about this interesting topic. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes.   Visit us on the web at https://www.morgancreekcap.com

2021derful or 2020 Won: Which Way For the Economy And Markets? Mark Yusko reviews the case for 2021derful – investors are bullish on stocks, Covid may end in the coming months now that the vaccine is here, emerging economies will be the big winner during the recovery, Japan will continue to be known as the Land of the Rising Stocks, and Chinese stocks soar again. On the other hand, is 2020 the winner and still in charge? The economic recovery isn't going to happen as quickly as hoped, we are in a recession (GDP growth is down, consumer spending is down), Zombie companies are at an all-time high, the Dollar continues to plummet, hard assets and Bitcoin will continue winning, and SPACs are here to stay. Tune in to listen to each side of the coin.       Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes Visit us on the web at https://www.morgancreekcap.com

But first, Mark Yusko reviews the 2020 Surprises. Mark talks about QE, volatility, currency valuation, oil prices, European equities, Chinese equities, gold and Bitcoin. Then he switches to forward looking predictions, including interest rates and the Fed's balance sheet, the #FourHorsemen, #MVGA, OPEC, the Land of the Rising Stocks, “Made for China,” Bitcoin and the Lindy Effect, and finally, SPACs are here to stay. Did Morgan Creek have a winning record last year? What does Mark think for Surprises in 2021? Tune in to find out.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes . Visit us on the web at https://www.morgancreekcap.com

2020. A year that will forever linger in our memories. Join Mark Yusko as he reviews this chaotic and historic year, starting at the beginning (when life was normal) with Morgan Creek's 10 Potential Surprises for 2020, and then moving on to late Q1 and into Q2, where the coronavirus and Corona Crash Crisis are discussed in detail. Mark then goes on the road in late summer, sharing his observations and insights. In late Q3/early Q4, he states the case for SPACs, and finally, he ends the year discussing the presidential election, how Democracy was the big winner in the election and why Bitcoin is the big asset winner for the entire year.     Want more?     Watch the Around The World With Yusko webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA    Visit us on the web at https://www.morgancreekcap.com

History doesn't repeat itself, but it does rhyme. In this episode, you will hear Mark Yusko talk about the lawsuits that have been filed during this year's election as well as the history behind voting, voter fraud, and elections. He will then discuss the impact of the lockdown on various countries as well as the markets and performance. The third L of this episode goes into the importance of liquidity during this period of time. Control P. Is it the answer? Will it continue? Tune in to find out.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA    Visit us on the web at https://www.morgancreekcap.com

This episode of the podcast, you'll hear Mark Yusko explain his reasoning behind why investing in China will beat investing in U.S. in the 2020s. He starts with the concept of studying Go. Want to learn more? Click play.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at  https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA Visit us on the web at https://www.morgancreekcap.com

Election 2020, volume 2. Mark Yusko discusses his opinion on the biggest winner in this year's controversial election – Bitcoin. First, Mark reviews the election results. And then he elaborates on the lifespan of Bitcoin as well as the acceleration towards a digital world and the eventual mainstream adoption of crypto/digital assets. #GetOffZero.   Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at  https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA   Visit us on the web at https://www.morgancreekcap.com

Vaccines. The word on the tip of everyone's tongue this year. Mark Yusko explains the history, development and process of vaccines, herd immunity, and some specifics around the coronavirus. In this episode, he also discusses the path to approval and the overall market effect of a potential winner.       Want more?   Watch the “Around The World With Yusko” webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at  https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA   Visit us on the web at https://www.morgancreekcap.com

Election 2020:  We survived Election Day. Democracy is the big winner. Voter turnout returned. Now hear Mark Yusko's thoughts on the outcome and the impact on the market. Volatility, the U.S. Dollar and other currencies, global and emerging markets, and more.   Want more?   Watch the “Around The World With Yusko“ webinar series live by contacting us at ir@morgancreekcap.com.  Watch it after the fact on YouTube at https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA   Visit us on the web at https://www.morgancreekcap.com