Around The World With Yusko

In this episode of Around the World, we dive into the surprisingly "relentless summer melt-up" that has sent markets worldwide to all-time highs. We examine the potential for a speculative bubble and the surprising disconnect between political rhetoric and economic reality on issues like trade wars and tariffs. The discussion also explores the historical context of the market rally, the psychology of investors, and the potential impact of the retiring boomer generation on market dynamics.      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.   

On this sizzling summer edition of Around the World with Yusko, Mark returns from Yosemite to deliver a wide-ranging midyear global markets update. From the ongoing saga of Trump’s tariff threats to meme-stock madness, rising credit stress, and the surprising comeback of gold miners and European equities, Mark connects the macro dots across asset classes worldwide. He also dives into the latest news about Bitcoin treasury companies, stablecoins, and whether the Federal Reserve will switch its course after Jackson Hole. Packed with sharp insights and charts, this is an update you won't want to miss! 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.

On this month’s Around the World with Yusko, we unpack the latest twists in the ongoing global trade drama, focusing on the continued discussion of Trump-era tariffs, boiling geopolitical tensions, and what "TACO" really means. Join Mark as he weaves a narrative of markets, macroeconomics, and monetary policy that spans the impact of tariffs on inflation and recession risks, to Bitcoin's bullish setup, and the surging performance of gold miners, European equities, and Bitcoin treasury companies. Fast-paced and full of surprises, this is surely an episode you don’t want to miss! 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 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.