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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.
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.
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66 ratings
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.
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.
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