Mark Yusko talks inflation in this podcast episode, where he discusses the government’s response to the pandemic and how the decision to print money is trickling through the economy today and will continue to in the future. He explains how we’re in uncharted territory from being part of the greatest experiment in history to seeing the largest quarter over quarter increase in housing prices ever.

The 2% inflation goal of the Fed hasn’t been reached for 13 years, and 40% of all the dollars ever printed have been printed in the last 12 months. But what does it all mean? What will GDP growth look like in the next year?

Inflation may not be going anywhere.

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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

Mark Yusko reviews the past year of the pandemic, and reflects on the state of the U.S. and the world as we begin re-opening. Though markets are at all-time highs, Mark warns that everything may not be as it seems. With unprecedented levels of stimulus and money printing, the depreciating dollar may be the driving force behind the perception that everything is “Awesome.” Are we still in a recession? How should investors interpret the current investment environment?

Tune in to listen and find out.

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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. 

Mark Yusko discusses the major economic powers of the last 2000 years and highlights the actions China is taking to re-emerge as a global superpower. By focusing more on innovation and less on infrastructure, China is positioning itself as a leader in the new era of globalization. What sectors does Mark think will benefit the most? What are the implications of China becoming a global economic power?   

Tune in to listen and find out.

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

Mark Yusko reviews the past year, including the “Corona Crash Crisis” and how the pandemic has impacted the financial markets. With rates dropping to almost zero, what does this mean for equities? Are we in the midst of Tech Bubble 2.0? Mark gives his thoughts on the rise of day traders, stimulus, money printing, and “meme” stocks like GameStop. Will any of these have a lasting impact on investing in the post-COVID world?

What countries, if any, are positioned for success as we put the pandemic behind us and begin reopening?  

Tune in to listen and find out.

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

Mark Yusko takes a deep dive into the Network Effect. What is it? How did it come about? Why is it important? In this episode, you’ll learn about the five primary types of Network Effects and how each creates value. Mark expands on why this idea is so powerful, how it drives incredible wealth creation, and what the magic number is to reach critical mass (aka the inflection point) and the best time to buy.

He also explains the need to back transformational technology, including the digital revolution and evolution, and the competitive advantages to this.  

Tune in to listen to more about this interesting topic.

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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

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.

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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

But first, Mark Yusko reviews the 2020 Surprises. Mark talks about QE, volatility, currency valuation, oil prices, European equities, Chinese equities, gold and Bitcoin. Then he switches to forward looking predictions, including interest rates and the Fed’s balance sheet, the #FourHorsemen, #MVGA, OPEC, the Land of the Rising Stocks, “Made for China,” Bitcoin and the Lindy Effect, and finally, SPACs are here to stay.

Did Morgan Creek have a winning record last year? What does Mark think for Surprises in 2021? Tune in to find out.

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

2020. A year that will forever linger in our memories. Join Mark Yusko as he reviews this chaotic and historic year, starting at the beginning (when life was normal) with Morgan Creek’s 10 Potential Surprises for 2020, and then moving on to late Q1 and into Q2, where the coronavirus and Corona Crash Crisis are discussed in detail. Mark then goes on the road in late summer, sharing his observations and insights. In late Q3/early Q4, he states the case for SPACs, and finally, he ends the year discussing the presidential election, how Democracy was the big winner in the election and why Bitcoin is the big asset winner for the entire year.

Want more?

Watch the Around The World With Yusko webinar series live by contacting us at [email protected].  Watch it after the fact on YouTube at https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA 

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

History doesn’t repeat itself, but it does rhyme. In this episode, you will hear Mark Yusko talk about the lawsuits that have been filed during this year’s election as well as the history behind voting, voter fraud, and elections. He will then discuss the impact of the lockdown on various countries as well as the markets and performance. The third L of this episode goes into the importance of liquidity during this period of time. Control P. Is it the answer? Will it continue? Tune in to find out.

Want more?

Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected].  Watch it after the fact on YouTube at https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA 

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

This episode of the podcast, you’ll hear Mark Yusko explain his reasoning behind why investing in China will beat investing in U.S. in the 2020s. He starts with the concept of studying Go. Want to learn more? Click play.

Want more?

Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected].  Watch it after the fact on YouTube at  https://www.youtube.com/channel/UC3qJ6fqaeIzIlIOUOUEMEAA

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