The Never-Ending Story: Are The Trump Tariffs Terminated...?
Release Date: 06/17/2025
So Much For Sell In May And Go Away: The Relentless Summer Melt-up
Around The World With Yusko
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 wars and tariffs. The discussion also explores the historical context of the market rally, the psychology of investors, and the potential impact of the retiring boomer generation on market dynamics. Want more? Watch the “Around The...
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Happy Summer: A Mid-year Update on Global Markets
Around The World With Yusko
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 equities, Mark connects the macro dots across asset classes worldwide. He also dives into the latest news about Bitcoin treasury companies, stablecoins, and whether the Federal Reserve will switch its course after Jackson Hole. Packed with sharp insights and charts, this is an update you won't want...
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The Never-Ending Story: Are The Trump Tariffs Terminated...?
Around The World With Yusko
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 monetary policy that spans the impact of tariffs on inflation and recession risks, to Bitcoin's bullish setup, and the surging performance of gold miners, European equities, and Bitcoin treasury companies. Fast-paced and full of surprises, this is surely an episode you don’t want to miss! Want...
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Tariffs, Tariffs Everywhere: At This Point We Could All Use A Drink...
Around The World With Yusko
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 recession signals, Bitcoin's continued institutional adoption and gold’s unexpected outperformance. Plus, we’ll dive into how outdated retirement frameworks like the 401(k) may finally be evolving—and what that could mean for your future portfolio. Want more? Watch the “Around...
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Tariffs, Tariffs Everywhere: Will the Economy Sink?
Around The World With Yusko
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 will repeat itself with recession, inflation, and market turmoil all back on the table. He breaks down Bitcoin’s potential role in a post-fiat world, why he believes gold is having a moment, and the growing divergence between U.S. and global markets. He also discusses central banks and whether...
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Tariffs, Tariffs Everywhere: Is The Investment Environment Starting To Stink?
Around The World With Yusko
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 the crosshairs, and global markets reacting to increasing uncertainty, we analyze the potential real-world impact of these trade wars. Meanwhile, China is adapting—leveraging currency devaluation, expanding trade partnerships, and accelerating technological advancements to counteract U.S. pressure....
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Tariffs, Tariffs Everywhere: Did Anyone Stop To Think?
Around The World With Yusko
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 are facing collateral damage from this new stance on global commerce. What may seem an aggressive position to shield American industry may end up putting financial pressure on consumers domestically. China appears poised for the challenge, devaluing its currency, diversifying its export...
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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...
info_outlineOn 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 monetary policy that spans the impact of tariffs on inflation and recession risks, to Bitcoin's bullish setup, and the surging performance of gold miners, European equities, and Bitcoin treasury companies. Fast-paced and full of surprises, this is surely an episode you don’t want to miss!
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 mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.