Around The World With Yusko

Morgan Creek Capital Management, LLC
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Around The World With Yusko Podcast

Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management. A provocative thinker and engaging speaker, Mark frequently presents around the country, in podcasts and on national TV on investment-related topics and portfolio management strategy.

  1. 14 JUN

    Around The World With Yusko: Deja Vu All Over Again: Is It The 1970’s Redux?

    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.

    1h 11m

  2. 15 MAY

    Throw Back Thursday: A Trip Down Macro Memory Lane

    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.

    56 min

  3. 14 MAR

    China Is Uninvestable: Why We Believe The Doomsayers Are Wrong On The Dragon Economy

    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.

    41 min

  4. 28 FEB

    Power, Politics & Populism: The Outlook For Capital Markets In 2024

    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.

    1h 4m

  5. 19 JAN

    Channeling Byron: 10 Potential Surprises for 2024

    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.

    1h 23m

  6. 21/12/2023

    Back Around The World: 2023 In Review

    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.

    1h 12m

  7. 14/11/2023

    The Old Normal is the New Normal: Relearning Investing in the Post-QE World

    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.

    57 min

  8. 01/11/2023

    Around The World With Yusko: The ABCDs of The Digital Age and the Web3 Protocol Stack

    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.

    58 min
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About

Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management. A provocative thinker and engaging speaker, Mark frequently presents around the country, in podcasts and on national TV on investment-related topics and portfolio management strategy.

Information

  • Creator
    Morgan Creek Capital Management, LLC
  • Years Active
    2020 - 2024
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © Copyright Morgan Creek Capital Management, LLC. MORGAN CREEK is a registered service mark of Morgan Creek Capital Management, LLC. Morgan Creek Capital Management is also registered as a trade mark in the United Kingdom (registration number UK0000308897
  • Show Website
    Around The World With Yusko

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