Around The World With Yusko

2021derful or 2020 Won: Which Way For the Economy And Markets?


Listen Later

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 winner and still in charge? The economic recovery isn’t going to happen as quickly as hoped, we are in a recession (GDP growth is down, consumer spending is down), Zombie companies are at an all-time high, the Dollar continues to plummet, hard assets and Bitcoin will continue winning, and SPACs are here to stay.

Tune in to listen to each side of the coin.

 

 

 

Want more?

 

Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes

Visit us on the web at https://www.morgancreekcap.com

...more
View all episodesView all episodes
Download on the App Store

Around The World With YuskoBy Morgan Creek Capital Management, LLC

  • 5
  • 5
  • 5
  • 5
  • 5

5

6 ratings


More shows like Around The World With Yusko

View all
Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

913 Listeners

TFTC: A Bitcoin Podcast by Marty Bent

TFTC: A Bitcoin Podcast

765 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,834 Listeners

The Breakdown by Blockworks

The Breakdown

741 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

247 Listeners

Bankless by Bankless

Bankless

1,022 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

227 Listeners

Swan Signal Live - A Bitcoin Show by Swan Bitcoin

Swan Signal Live - A Bitcoin Show

178 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Coin Stories by Natalie Brunell

Coin Stories

412 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

133 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

Digital Currents by Morgan Creek Capital Management, LLC

Digital Currents

14 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

55 Listeners