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.
From Silicon To GDP: How AI Is Rewiring The Global Economy
Mark Yusko interviews industry experts on how AI is rewiring the global economy, questioning its sustainability and impact on GDP.
1 May 2026TRANSCRIPT
Around the World: 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 prices, the episode explores how geopolitics, central banks, and doublethink are shaping today's market psychology. Along the way, Mark draws parallels to 1973 and 2000, examines valuations in equities and AI, questions the sustainability of the rally, and explains why Bitcoin, liquidity, and real assets may be telling a very different story beneath the headlines.
Want more?
Watch the "Around The World With Yusko" webinar series live by contacting us at ir@morgancreekcap.com (mailto: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.
25 Mar 2026
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 investors debate how high prices could go. We explore China's strategic stockpiling, Iran's escalating retaliation tactics, and the surprisingly muted initial market reaction despite growing evidence of a prolonged energy shock. With U.S. political odds shifting alongside rising gas prices and intensifying global debt pressures, the conflict is colliding with an already fragile economic backdrop. Equity markets may be cracking under the strain, with treasuries potentially failing to act as the traditional safe haven. The episode wraps with insights on crypto, commodities, and what this geopolitical realignment could mean for the months ahead.
Want more?
Watch the "Around The World With Yusko" webinar series live by contacting us at ir@morgancreekcap.com (mailto: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.
Inside a recent episode
From Silicon To GDP: How AI Is Rewiring The Global Economy
Published 5 Aug 2026 · Transcript excerpt
[…] I said, look, I'm a dutiful firstborn. I'll always answer your question. So he asked me the question. My answer is not worth that much, but I actually don't think they're going to raise. I don't think the economy can support it. I think if you look under the surface, you know, kind of beyond the top 1%, It's ugly out there. Sure. Rich people are vacationing in Europe and buying fancy cars and going to expensive restaurants. That's all great. Stock markets were, before the last month, at all-time highs. Real estate prices were still high. So the inequality gap was big. I mean, the top 0.1%, this is a crazy stat, the top 0.1% of people own 50% of the stocks. […]
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