#ChinaPlayingGo: Welcome To The Old World Order
Release Date: 04/18/2021
Channeling Byron: 10 Potential Surprises for 2025
Around The World With Yusko
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 also discusses the rebound in emerging markets, Europe’s economic struggles, and the impact of shifting global monetary policies. Join us as we unpack what 2025 might hold for investors, exploring contrarian ideas and the themes shaping the markets in the year ahead. Want more? ...
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Back Around The World: 2024 In Review
Around The World With Yusko
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 breaking 100k, the decline in oil prices, and China’s three-year market rebound. Join us as we look toward next year's investment landscape with intrigue and excitement! Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at . Watch it after the...
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Much Ado About Nothing: Does the Winner of the 2024 Election Really Matter for Investors?
Around The World With Yusko
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 political promises, the push for a strategic Bitcoin reserve, and how China will respond to the proposed tariffs. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the fact at...
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Around The World With Yusko: More Bidenomics or the Return of Trumponomics: Does Election 2024 Really Matter for Investors?
Around The World With Yusko
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 us as we discuss World rate cuts, Taxes and trade wars, as well as the constant trends across the various presidential-nomics. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the fact at...
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Around The World With Yusko: Deja Vu All Over Again: Is It The 1970’s Redux?
Around The World With Yusko
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 be different. Join us as we discuss oil price uncertainty, the declining US working age population, and the recent Fed money supply shift. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the fact at...
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Throw Back Thursday: A Trip Down Macro Memory Lane
Around The World With Yusko
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 ...
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China Is Uninvestable: Why We Believe The Doomsayers Are Wrong On The Dragon Economy
Around The World With Yusko
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 in the year of the dragon and beyond. In this episode, Mark discusses the Chinese markets, and exposes a different tale than what western sentiment eems to believe. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch...
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Power, Politics & Populism: The Outlook For Capital Markets In 2024
Around The World With Yusko
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 patterns and current geopolitical climates, Mark seeks to highlight the potential opportunities and risks facing capital markets in the year ahead. Join us as we discuss topics such as the modern development of fractional reserve banking, the Chinese resurgence as a global superpower, and the potential...
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Channeling Byron: 10 Potential Surprises for 2024
Around The World With Yusko
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 from FANGMAN to MAG7, oil markets, the future of China and Japan, and the price of Bitcoin. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the fact at...
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Back Around The World: 2023 In Review
Around The World With Yusko
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 from the past year and investing ideologies that may influence 2024. Join us as we head into next year's investment landscape with curiosity and ambition. Want more? Watch the “Around The World With Yusko” webinar series live by contacting us at [email protected]. Watch it after the...
info_outlineMark 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