Around The World With Yusko
by Morgan Creek Capital Management, LLC
Latest episode
From Silicon To GDP: How AI Is Rewiring The Global Economy
From Silicon To GDP: How AI Is Rewiring The Global Economy
About this 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.
Episodes
The newest 20 of 50 episodes
- From Silicon To GDP: How AI Is Rewiring The Global Economy · 1 h 0 minIn this episode of Around the World with Yusko, Mark explores whether AI is truly rewiring the global economy or whether investors are beginning to fall victim to another cycle…
- War Is Peace: The Ministry of Truth Tells Investors To Party Like It's 1999 · 1 h 6 minIn this episode of Around the World, Mark dissects a market rally unfolding against a backdrop of global instability. From the on‑again, off‑again Iran conflict and its ripple…
- Those Two Really Are Cowboys: The Global Market Impact of the Iran Conflict · 1 h 2 minIn this episode of Around the World, Mark breaks down how the sudden escalation of the Iran conflict is reshaping global markets and geopolitical risk. The closure of the Strait…
- Honoring Byron Wien: 10 Potential Surprises for 2026 · 1 h 37 minMark Yusko returns with his highly anticipated "Around the World: 10 Surprises for 2026," opening with a Top‑Gun‑worthy flyby through the global macro landscape before diving…
- Back Around The World: 2025 In Review · 1 h 21 minIn 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…
- Willing Suspension of Disbelief: Is It Really Different This Time? · 1 h 8 minIn 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…
- So Much For Sell In May And Go Away: The Relentless Summer Melt-up · 1 h 9 minIn 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…
- Happy Summer: A Mid-year Update on Global Markets · 1 h 17 minOn 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…
- The Never-Ending Story: Are The Trump Tariffs Terminated...? · 56 minOn 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…
- Tariffs, Tariffs Everywhere: At This Point We Could All Use A Drink... · 56 minIn 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…
- Tariffs, Tariffs Everywhere: Will the Economy Sink? · 1 h 9 minIn 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…
- Tariffs, Tariffs Everywhere: Is The Investment Environment Starting To Stink? · 57 minIn 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…
- Tariffs, Tariffs Everywhere: Did Anyone Stop To Think? · 1 h 0 minIn 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…
- Channeling Byron: 10 Potential Surprises for 2025 · 1 h 27 minIn 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…
- Back Around The World: 2024 In Review · 1 h 2 minMark 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…
- Much Ado About Nothing: Does the Winner of the 2024 Election Really Matter for Investors? · 1 h 1 minWith 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…
- Around The World With Yusko: More Bidenomics or the Return of Trumponomics: Does Election 2024 Really Matter for Investors? · 50 minWith November 4th soon approaching, Mark walks listeners through the economic ideologies and results of the last two presidential terms. He explores the historical inspiration…
- Around The World With Yusko: Deja Vu All Over Again: Is It The 1970's Redux? · 1 h 11 minBell 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,"…
- Throw Back Thursday: A Trip Down Macro Memory Lane · 56 minIn 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…
- China Is Uninvestable: Why We Believe The Doomsayers Are Wrong On The Dragon Economy · 41 minIn 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…
