Around The World With Yusko

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.

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

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

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

Election 2020, volume 2. Mark Yusko discusses his opinion on the biggest winner in this year's controversial election – Bitcoin. First, Mark reviews the election results. And then he elaborates on the lifespan of Bitcoin as well as the acceleration towards a digital world and the eventual mainstream adoption of crypto/digital assets. #GetOffZero.

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

Vaccines. The word on the tip of everyone's tongue this year. Mark Yusko explains the history, development and process of vaccines, herd immunity, and some specifics around the coronavirus. In this episode, he also discusses the path to approval and the overall market effect of a potential winner.

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