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 Andrew, you can subscribe to the HedgeD With A Capital “D” YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ or email them directly at [email protected] with any questions or comments. You can also follow them on Twitter at HedgeD_Podcast or join join our monthly HedgeD, With A Capital “D” monthly series by emailing [email protected].

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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

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 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

Legal Disclaimer

This podcast does not constitute legal, tax, regulatory, investment, financial or accounting advice or an investment recommendation. It is also not a solicitation for the sale of any security. Investments discussed may be owned by funds managed by the host and podcast guests or their firms. Listeners should consult their personal financial advisors before making any investment decisions. 

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 research-based information with a sprinkle of opinion on these topics and more.

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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

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 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

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 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 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 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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

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 the experience.

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

$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 [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

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 his listeners all the way back to the 1800’s to explain this art, what has occurred throughout history, where we are today and what that means for the investing environment.

Listen in to hear Mark’s primary rules and more around this controversial idea.

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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

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 the U.S. differ from other countries?

Mark will expand on these topics, questions and more in this episode.

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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

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 believes you can find store of value relative to the dollar.

And finally, what is taking a larger and larger share of the global money supply? You guessed it. Crypto currencies.

Listen in to hear Mark’s thoughts on these subjects.

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

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 have been mentioned by the host, but are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.