Macro Hive Conversations With Bilal Hafeez

Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades


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Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. In this podcast we discuss:
  1. The importance of the asset allocation decision rather than trading
  2. The investment value of ownership
  3. The problem with the 60:40 model
  4. The coming debt default
  5. How to manage risk
  6. Innovation as an asset class
  7. Understanding the crypto revolution
  8. How to pick the right crypto markets and avoid Ponzi schemes
  9. Favourite coins/tokens
  10. Favourite equity sectors and bonds for 2022
  11. Learning from star investors
  12. Books that influenced Mark: The Alchemist (Coelho) and The Tao Jones Averages (Goodspeed)
...more
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Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

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