In this episode of "Around The World," Mark takes us down memory lane, applying macroeconomic theory to his predictions for surprises in 2024. From mixed recession signals to the Fed's potential pivot, join us as we analyze markets across the globe and discuss which trends might continue as the year progresses.

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 is for informational purposes only and should not be construed as investment advice or as a solicitation for the sale of any security, or any advisory or other service. Investments related to the 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.