Around The World With Yusko
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.
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Back Around The World: 2025 In Review
<p >In this year-end edition of Back Around The World, Mark Yusko unpacks the highs, lows, and jaw-dropping surprises that shaped the global economy in 2025. The year opened with markets at record highs and investor euphoria, only to be jolted by tariff wars, recession fears, and wild volatility. Tariffs dominated headlines for months, sparking trade tensions and policy uncertainty that rattled global markets. Meanwhile, AI optimism and tech valuations soared to levels rivaling the dot-com bubble, even as economic fundamentals weakened. Bitcoin reached new all-time highs, gold surpassed $3,000, and global liquidity fueled a stunning rebound across equities despite mounting debt and consum...
Willing Suspension of Disbelief: Is It Really Different This Time?
<p >In this episode of Around the World with Yusko, Mark Yusko applies Samuel Taylor Coleridge's concept of the "willing suspension of disbelief" to today's markets, challenging listeners to separate optimism from economic reality. From the birth of central banking to the AI-driven boom, Yusko traces how belief, leverage, and monetary policy have fueled centuries of speculative cycles. He examines bubbles from WeWork and Beyond Meat to nuclear startups and quantum computing, highlighting the widening gap between enthusiasm and the underlying fundamentals. Along the way, he contrasts fiat devaluation with the strength of scarce assets like gold and Bitcoin, dissects t...
So Much For Sell In May And Go Away: The Relentless Summer Melt-up
<p >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. </p> <p > </p> <p >Want more? </p> <p > </p> <p >Watch the "Around The World With Yusko" webinar series live by contacting us at ir@morganc...
Happy Summer: A Mid-year Update on Global Markets
<p > 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!</p> <p > Want more?<...
The Never-Ending Story: Are The Trump Tariffs Terminated...?
<p > 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!</p> <p > Want more?</p> <p > </p> <p > W...
Episode # 100, Thank You Listeners And Bitcoin
<p >In this roundup, we recap the big news from the Bitcoin Vegas conference. We dive into a wave of products, policies, and regulatory updates shaping the digital asset landscape. We cover Strike CEO, Jack Mallers, and his unveiling of low-interest Bitcoin-backed loans. We move on to the pro-crypto policy agenda of Reform UK leader, Nigel Farage, that includes a proposed Bitcoin reserve at the Bank of England. We also discuss the SEC’s latest staff statement clarifying that certain staking activities do not violate securities laws, and the bipartisan CLARITY Act, which aims to define regulatory oversight of the U.S...
Tariffs, Tariffs Everywhere: At This Point We Could All Use A Drink...
<p > 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.</p> <p > </p> <p > Want more?</p> <p > </p> <p > Watch the "Around The World With Yusko" webinar series live...
Tariffs, Tariffs Everywhere: Will the Economy Sink?
<p > 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. Jo...
Tariffs, Tariffs Everywhere: Is The Investment Environment Starting To Stink?
<p > 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 ne...
Tariffs, Tariffs Everywhere: Did Anyone Stop To Think?
<p > 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.</p> <...
