Around The World With Yusko

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 F...

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 An...

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...

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 resea...

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 W...

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...

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...

$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@m...

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 h...

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...

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...

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. T...

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 recessio...

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 powe...

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...

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...

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 win...

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, SPA...

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...

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 liqu...

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....

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 Yus...

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...

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 f...