PODCAST · business
Around The World With Yusko
by Morgan Creek Capital Management, LLC
Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management. A provocative thinker and engaging speaker, Mark frequently presents around the country, in podcasts and on national TV on investment-related topics and portfolio management strategy.
Episodes
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From Silicon To GDP: How AI Is Rewiring The Global Economy
In this episode of Around the World with Yusko, Mark explores whether AI is truly rewiring the global economy or whether investors are beginning to fall victim to another cycle of extrapolation and excess. Framed around the explosive growth in AI-related capital spending, he examines how...
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War Is Peace: The Ministry of Truth Tells Investors To Party Like It's 1999
In this episode of Around the World, Mark dissects a market rally unfolding against a backdrop of global instability. From the on‑again, off‑again Iran conflict and its ripple effects on oil, inflation, and global trade, to the disconnect between deteriorating fundamentals and soaring asset…
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Those Two Really Are Cowboys: The Global Market Impact of the Iran Conflict
In this episode of Around the World, Mark breaks down how the sudden escalation of the Iran conflict is reshaping global markets and geopolitical risk. The closure of the Strait of Hormuz has caused one of the largest oil supply disruptions in modern history, sending volatility surging as…
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Honoring Byron Wien: 10 Potential Surprises for 2026
Mark Yusko returns with his highly anticipated "Around the World: 10 Surprises for 2026," opening with a Top‑Gun‑worthy flyby through the global macro landscape before diving straight into the turbulence ahead. He breaks down the forces that could define the year: the K‑shaped economy, AI's...
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Back Around The World: 2025 In Review
In this year-end edition of Back Around The World, Mark Yusko unpacks the highs, lows, and jaw-dropping surprises that shaped the global economy in 2025. The year opened with markets at record highs and investor euphoria, only to be jolted by tariff wars, recession fears, and wild volatility....
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Willing Suspension of Disbelief: Is It Really Different This Time?
In this episode of Around the World with Yusko, Mark Yusko applies Samuel Taylor Coleridge's concept of the "willing suspension of disbelief" to today's markets, challenging listeners to separate optimism from economic reality. From the birth of central banking to the AI-driven boom, Yusko traces...
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So Much For Sell In May And Go Away: The Relentless Summer Melt-up
In this episode of Around the World, we dive into the surprisingly "relentless summer melt-up" that has sent markets worldwide to all-time highs. We examine the potential for a speculative bubble and the surprising disconnect between political rhetoric and economic reality on issues like trade…
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Happy Summer: A Mid-year Update on Global Markets
On this sizzling summer edition of Around the World with Yusko, Mark returns from Yosemite to deliver a wide-ranging midyear global markets update. From the ongoing saga of Trump's tariff threats to meme-stock madness, rising credit stress, and the surprising comeback of gold miners and European...
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The Never-Ending Story: Are The Trump Tariffs Terminated...?
On this month's Around the World with Yusko, we unpack the latest twists in the ongoing global trade drama, focusing on the continued discussion of Trump-era tariffs, boiling geopolitical tensions, and what "TACO" really means. Join Mark as he weaves a narrative of markets, macroeconomics, and...
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Tariffs, Tariffs Everywhere: At This Point We Could All Use A Drink...
In the next episode of our Around the World with Yusko series surrounding tariffs, we'll explore how shifting geopolitical strategies are reshaping supply chains and investor behavior. Tune in to discover why the era of "slobalization" may be upon us, how central banks are navigating rising...
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Tariffs, Tariffs Everywhere: Will the Economy Sink?
In the third chapter of our Around the World with Yusko focused on tariffs, Mark Yusko further unpacks the tariff talk and its potential dire economic consequences. From historical context and policy blunders to the present-day rhetoric fueling global trade tension, Mark examines whether history...
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Tariffs, Tariffs Everywhere: Is The Investment Environment Starting To Stink?
In this episode of Around the World, Mark revisits the trade tensions of 2025.. President Trump's aggressive tariff strategy has continued to reshape global commerce, but are these policies protecting American industry or creating new economic challenges? With China, Mexico, and Canada still in…
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Tariffs, Tariffs Everywhere: Did Anyone Stop To Think?
In this episode of Around the World, Mark brings President Trump's trade policies under the microscope to analyze the potential consequences of economic protectionism. The trade wars of 2025 primarily target China with "tariff darts," but even allies such as Canada, Mexico, and the United Kingdom...
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Channeling Byron: 10 Potential Surprises for 2025
In this year's first episode, Mark breaks down last year's surprises and predicts 10 new ones for 2025. From the relentless rise of the MAG 7 tech giants to the unexpected surge in the U.S. dollar and the resilience of gold, Mark revisits the predictions he got right—and the ones he didn't. He…
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Back Around The World: 2024 In Review
Mark Yusko is back in our latest episode of Around the World to recap some major market movements that made 2024 a year to remember. Mark dives into past episode themes to see what we got right in predicting the past year's trends. He revisits the nail-biting presidential election, Bitcoin…
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Much Ado About Nothing: Does the Winner of the 2024 Election Really Matter for Investors?
With the election results in, investors are now trying to decipher what the next four years will hold for markets. In our latest episode of "Around The World," Mark reflects on how the past two presidencies may illuminate the economic uncertainty ahead. Join us as we discuss topics like Trump's...
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Around The World With Yusko: More Bidenomics or the Return of Trumponomics: Does Election 2024 Really Matter for Investors?
With November 4th soon approaching, Mark walks listeners through the economic ideologies and results of the last two presidential terms. He explores the historical inspiration behind both parties' platforms, pulling from policies of former presidents Ronald Reagan and Franklin D. Roosevelt. Join…
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Around The World With Yusko: Deja Vu All Over Again: Is It The 1970's Redux?
Bell Bottom Jeans, Gobal Political Strife, and Sticky Inflation have many investors feeling as if we've stepped back into the 70's. In the latest episode of "Around The World," Mark compares the current market sentiment to that of fifty years ago, making the argument that this time things could…
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Throw Back Thursday: A Trip Down Macro Memory Lane
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...
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China Is Uninvestable: Why We Believe The Doomsayers Are Wrong On The Dragon Economy
In the eyes of the common investor, China's recent economic landscape has been shrouded in uncertainty, prompting many to perceive it as an unstable investment environment. However, delving deeper reveals a contrasting narrative—one where misconceptions cloud the true opportunity China may offer…
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Power, Politics & Populism: The Outlook For Capital Markets In 2024
In today's episode Mark Yusko takes us back to go forward by drawing parallels between the current market environment and the historical cycles of the rise and fall of empires. Mark explores how advancements in economic structures can contribute to the movement of global power. By analyzing past...
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Channeling Byron: 10 Potential Surprises for 2024
Investors are eagerly anticipating what the new year will mean for world markets. In the first podcast of the year, Mark reviews last year's surprises and gives listeners 10 new potential surprises for the road ahead. Join us as we discuss topics such as the lingering fear of recession, the shift...
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Back Around The World: 2023 In Review
2023 proved to be a whirlwind for financial markets. From consolidation in the banking industry to the bounce back of Bitcoin, no one could have guessed the highs and lows this year would bring. In this episode, Mark takes us back around the world to discuss some of the major themes and events…
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The Old Normal is the New Normal: Relearning Investing in the Post-QE World
After a decade of historically low interest rates, investors are looking to the past to understand where markets may be headed. In this episode, Mark discusses how abnormal he believes the past thirteen years have been in the grander story of the U.S. economy. He explains our return to "The Old...
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Around The World With Yusko: The ABCDs of The Digital Age and the Web3 Protocol Stack
In this episode, Mark delves into the core areas that he believes will be pivotal in shaping the next digital age. He offers an in-depth analysis of four verticals: Artificial Intelligence, Blockchain Technology, Computing Infrastructure (Chips), and Big Data, while also providing additional...
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The Global Banking Crisis of '23: The Law of (Un)intended Consequences
In this episode, Mark Yusko explores the recent banking crisis. He also discusses other large bank failures, how panic causes policy change, and what historical trends may continue in the current economic environment. In addition, he touches on topics such as how the Federal Reserve fights...
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Around the World With Yusko: Channeling Byron - 10 Potential Surprises for 2023
In the first episode of 2023, Mark Yusko recalls how his potential surprises of 2022 played out while estimating what surprises 2023 may bring. Mark analyzes the current state of global markets, explains the factors that brought us to this point, and hypothesizes on where to go from here.…
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Around the World With Yusko: A Conversation with Cory Lester and Andrew Schmeelk
Mark Yusko brings on guests Cory Lester and Andrew Schmeelk, Managing Directors at Morgan Creek and hosts of the HedgeD Podcast, to discuss the challenges the macro global economy has faced this year, how the 60/40 portfolio has fared in the current environment, and the effects of some of the…
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Top Gun Jaypo: Recession, Depression or Soft Landing?
Using references to the movie, Top Gun: Maverick, Mark Yusko discusses the current market environment and the choices available to Federal Reserve Chair, Jerome Powell. He also delves into interest rates, recession expectations and the potential consequences of a recession, equity market…
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Why Digital Asset Seasonality Is Actually A Good Thing For Investors
Mark Yusko discusses Crypto Winter, and his opinion of what this means for the future of digital assets and the Metaverse, He also delves into what is driving the seasonality of crypto, where we currently are in this cycle and what opportunities seasonality creates for investors. Mark expands on...
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Back Around The World: 2021 In Review
Another year, another ATWWY review. Listen in to this whirlwind episode where Mark Yusko briefly reviews each of the last twelve webinars from 2021. The major themes this year were Network Effects, inflation and the markets focus on free money. You'll hear Mark review the Words of Wisdom slides…
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Channeling Byron: 10 Potential Surprises for 2022
In the first episode of the year, Mark Yusko reviews his 10 potential surprises for 2022. The 10 surprises are not predictions, but are rather variant perceptions. Listen in to hear Mark's process of thinking about these variant perceptions and alternative scenarios and how it's valuable to spend...
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Beyond Bitcoin: Welcome to the Exponential Age
Exponential growth versus linear growth. Network effects versus viral growth. TradFi to DeFi. Bitcoin, Ethereum, Avalanche and Solana. Listen in to this episode to hear Mark Yusko's take on why these ideas and topics are so important and what new exchanges, protocols and ideas are out there and...
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Modern Monetary Theft: Why MMT is the Problem, Not the Solution
$10 trillion dollars has been printed in the last 18 months. How is this helping the general public? Is it? Where is the money really going? Listen in to hear Mark Yusko's comments and opinions on these questions and more, including the housing market, commodity prices, CPI, PPI, and money...
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Innovation as an Asset Class: The Art of Investing Too Early
According to Mark Yusko, investing is all about taking intelligent risk. In this episode of Around the World with Yusko, Mark shares his thoughts on the topic of investing too early. How do you know if you're early? Is it always a euphemism for wrong or are you sometimes just early - as in taking...
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Inflationomics: Liquidity Drives Markets & The Perils of MMT
Inflation is a policy. It's a decision made by policy makers and politicians. Inflation devalues us all. Listen in to hear Mark Yusko's take on inflation, hyperinflation, deflation, and what the central bankers' jobs actually involve. What does it mean for the economy and markets when we go from...
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No Way Out: The Implications of the Devaluation of the Dollar
No Way Out: The Implications of the Devaluation of the Dollar Is there a war being waged against the middle class? Are you being robbed of your wealth? Tune in to hear what the repercussions are of the devaluation of the dollar, which is what Mark Yusko discusses in his latest episode of Around…
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Sell in May and Go Away: Inflation This Way Cometh…?
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...
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Everything Is AWESOME: COVID Crisis..? What Crisis..?
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...
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#ChinaPlayingGo: Welcome To The Old World Order
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…
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The New Abnormal: Investing In The Post-COVID World
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…
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Network Effects: The Amazing Power of Metcalfe's Law
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...
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2021derful or 2020 Won: Which Way For the Economy And Markets?
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...
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Channeling Byron: 10 Potential Surprises for 2021
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…
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Back Around the World: 2020 in Review
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...
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Return to Normal: Lawsuits, Lockdowns and Liquidity, Oh My.
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…
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#ChinaPlayingGo: Why Investing In China Will Beat Investing in US in 2020s
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...
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Election 2020: Why the Biggest Winner is Bitcoin
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...
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Return to Normal: Can the Vaccine Vanquish the Vicious Virus and Vindicate Value
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…
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Election 2020: That Was Fun…Now What?
Election 2020: We survived Election Day. Democracy is the big winner. Voter turnout returned. Now hear Mark Yusko's thoughts on the outcome and the impact on the market. Volatility, the U.S. Dollar and other currencies, global and emerging markets, and more. Want more? Watch the "Around The World...
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ABOUT THIS SHOW
Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management. A provocative thinker and engaging speaker, Mark frequently presents around the country, in podcasts and on national TV on investment-related topics and portfolio management strategy.
HOSTED BY
Morgan Creek Capital Management, LLC
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Frequently Asked Questions
How many episodes does Around The World With Yusko have?
Around The World With Yusko currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Around The World With Yusko about?
Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management. A provocative thinker and engaging speaker, Mark frequently presents around the country, in podcasts and on national TV on...
How often does Around The World With Yusko release new episodes?
Around The World With Yusko has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Around The World With Yusko?
You can listen to Around The World With Yusko on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Around The World With Yusko?
Around The World With Yusko is created and hosted by Morgan Creek Capital Management, LLC.
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