Around The World With Yusko

Author: 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.
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Language: en

Genres: Business, Investing

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Honoring Byron Wien: 10 Potential Surprises for 2026
Monday, 9 February, 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 outsized impact on GDP, the global debt bomb, the unraveling yen carry trade, Europe's political tightrope, China's long‑game positioning, and the next phase of Bitcoin's four‑year cycle. Mark explains why the risks everyone obsesses over often aren't the ones that matter, and where real opportunity tends to emerge when liquidity, psychology, and policy collide. As Viper reminds us, "A good pilot evaluates what's happened… so he can apply what he's learned." Want more? Watch the "Around The World With Yusko" webinar series live by contacting us at ir@morgancreekcap.com. 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.