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.

Around The World With Yusko
Claim This Podcastby Morgan Creek Capital Management, LLC
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
12/22/2020
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Recent Episodes

May 1, 2026
Around the World: War Is Peace: The Ministry of Truth Tells Investors To Party Like It's 1999
<div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "TextRun SCXW142250440 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW142250440 BCX8">In this episode of Around the World, Mark </span><span class= "NormalTextRun SCXW142250440 BCX8">dissects a market rally unfolding against a backdrop of global instability</span><span class="NormalTextRun SCXW142250440 BCX8">. From the on</span></span><span class= "NoBreakHyphenBlob BlobObject DragDrop SCXW142250440 BCX8">‑</span><span class="NormalTextRun SCXW142250440 BCX8">again, off</span><span class= "NoBreakHyphenBlob BlobObject DragDrop SCXW142250440 BCX8">‑</span><span class="TextRun SCXW142250440 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW142250440 BCX8">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 </span><span class= "NormalTextRun SCXW142250440 BCX8">a very different</span><span class= "NormalTextRun SCXW142250440 BCX8"> story beneath the headlines.</span></span><span class= "EOP Selected SCXW142250440 BCX8" data-ccp-props= "{"201341983":0,"335559739":0,"335559740":300}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "EOP Selected SCXW142250440 BCX8" data-ccp-props= "{"201341983":0,"335559739":0,"335559740":300}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "NormalTextRun SCXW142250440 BCX8">Want more? </span><span class="EOP Selected SCXW142250440 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "EOP Selected SCXW142250440 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "TextRun SCXW142250440 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW142250440 BCX8">Watch the "Around </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW142250440 BCX8">The</span><span class="NormalTextRun SCXW142250440 BCX8"> World </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW142250440 BCX8">With</span><span class="NormalTextRun SCXW142250440 BCX8"> Yusko" </span><span class="NormalTextRun SCXW142250440 BCX8">webinar</span><span class="NormalTextRun SCXW142250440 BCX8"> series live by contacting us at </span></span><a class= "Hyperlink SCXW142250440 BCX8" href="mailto:ir@morgancreekcap.com" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW142250440 BCX8" data-ccp-charstyle= "Hyperlink">ir@morgancreekcap.com</span></a><span class= "NormalTextRun SCXW142250440 BCX8">. Watch it after the fact at </span><a class="Hyperlink SCXW142250440 BCX8" href= "https://www.morgancreekcap.com/market-commentary/#investment-themes" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW142250440 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com/market-commentary/#investment-themes</span></a><span class="NormalTextRun SCXW142250440 BCX8">.</span><span class="EOP Selected SCXW142250440 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "EOP Selected SCXW142250440 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "NormalTextRun SCXW142250440 BCX8">Visit us on the web at </span><a class="Hyperlink SCXW142250440 BCX8" href= "https://www.morgancreekcap.com/" target="_blank" rel= "noreferrer noopener"><span class= "NormalTextRun SCXW142250440 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com</span></a><span class= "NormalTextRun SCXW142250440 BCX8" data-ccp-charstyle= "Hyperlink">.</span><span class="EOP Selected SCXW142250440 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "EOP Selected SCXW142250440 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "NormalTextRun SCXW142250440 BCX8">Legal Disclaimer</span><span class="EOP Selected SCXW142250440 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW142250440 BCX8"> <p class="Paragraph SCXW142250440 BCX8"><span class= "NormalTextRun SCXW142250440 BCX8">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 b</span><span class= "NormalTextRun SCXW142250440 BCX8">e owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host </span><span class="NormalTextRun SCXW142250440 BCX8">are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.</span><span class="EOP Selected SCXW142250440 BCX8" data-ccp-props="{}"> </span></p> </div>

March 25, 2026
Those Two Really Are Cowboys: The Global Market Impact of the Iran Conflict
<div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "TextRun SCXW144451690 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW144451690 BCX8">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</span><span class= "NormalTextRun SCXW144451690 BCX8"> one of</span><span class= "NormalTextRun SCXW144451690 BCX8"> the largest oil supply disruption</span><span class= "NormalTextRun SCXW144451690 BCX8">s</span><span class= "NormalTextRun SCXW144451690 BCX8"> in modern history, sending volatility surging as investors debate how </span><span class= "NormalTextRun SCXW144451690 BCX8">high prices</span><span class= "NormalTextRun SCXW144451690 BCX8"> could go. We explore China's strategic stockpiling, Iran's escalating retaliation tactics, and the surprisingly muted </span><span class= "NormalTextRun SCXW144451690 BCX8">initial</span><span class= "NormalTextRun SCXW144451690 BCX8"> market reaction despite growing evidence of a prolonged energy shock. With U.S. political odds shifting alongside rising gas prices and </span><span class= "NormalTextRun SCXW144451690 BCX8">intensifying global debt pressures</span><span class="NormalTextRun SCXW144451690 BCX8">, the conflict is colliding with an already fragile economic backdrop. Equity markets </span><span class= "NormalTextRun SCXW144451690 BCX8">may be</span><span class= "NormalTextRun SCXW144451690 BCX8"> </span><span class= "NormalTextRun SCXW144451690 BCX8">cracking under </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW144451690 BCX8">the strain</span><span class= "NormalTextRun SCXW144451690 BCX8">,</span><span class= "NormalTextRun SCXW144451690 BCX8"> </span><span class= "NormalTextRun SCXW144451690 BCX8">with treasuries </span><span class= "NormalTextRun SCXW144451690 BCX8">potentially failing</span><span class= "NormalTextRun SCXW144451690 BCX8"> to act as </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW144451690 BCX8">the traditional safe haven</span><span class= "NormalTextRun SCXW144451690 BCX8">. The episode wraps with insights on crypto, commodities, and what this geopolitical realignment could mean for the months ahead.</span></span><span class="EOP Selected SCXW144451690 BCX8" data-ccp-props= "{"201341983":0,"335559739":0,"335559740":300}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "EOP Selected SCXW144451690 BCX8" data-ccp-props= "{"201341983":0,"335559739":0,"335559740":300}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "NormalTextRun SCXW144451690 BCX8">Want more? </span><span class="EOP Selected SCXW144451690 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "EOP Selected SCXW144451690 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "TextRun SCXW144451690 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW144451690 BCX8">Watch the "Around </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW144451690 BCX8">The</span><span class="NormalTextRun SCXW144451690 BCX8"> World </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW144451690 BCX8">With</span><span class="NormalTextRun SCXW144451690 BCX8"> Yusko" </span><span class="NormalTextRun SCXW144451690 BCX8">webinar</span><span class="NormalTextRun SCXW144451690 BCX8"> series live by contacting us at </span></span><a class= "Hyperlink SCXW144451690 BCX8" href="mailto:ir@morgancreekcap.com" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW144451690 BCX8" data-ccp-charstyle= "Hyperlink">ir@morgancreekcap.com</span></a><span class= "NormalTextRun SCXW144451690 BCX8">. Watch it after the fact at </span><a class="Hyperlink SCXW144451690 BCX8" href= "https://www.morgancreekcap.com/market-commentary/#investment-themes" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW144451690 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com/market-commentary/#investment-themes</span></a><span class="NormalTextRun SCXW144451690 BCX8">.</span><span class="EOP Selected SCXW144451690 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "EOP Selected SCXW144451690 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "NormalTextRun SCXW144451690 BCX8">Visit us on the web at </span><a class="Hyperlink SCXW144451690 BCX8" href= "https://www.morgancreekcap.com/" target="_blank" rel= "noreferrer noopener"><span class= "NormalTextRun SCXW144451690 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com</span></a><span class= "NormalTextRun SCXW144451690 BCX8" data-ccp-charstyle= "Hyperlink">.</span><span class="EOP Selected SCXW144451690 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "EOP Selected SCXW144451690 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "NormalTextRun SCXW144451690 BCX8">Legal Disclaimer</span><span class="EOP Selected SCXW144451690 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW144451690 BCX8"> <p class="Paragraph SCXW144451690 BCX8"><span class= "NormalTextRun SCXW144451690 BCX8">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 b</span><span class= "NormalTextRun SCXW144451690 BCX8">e owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host </span><span class="NormalTextRun SCXW144451690 BCX8">are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.</span></p> </div>

February 9, 2026
Honoring Byron Wien: 10 Potential Surprises for 2026
<div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "TextRun SCXW227555927 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW227555927 BCX8">Mark Yusko returns with his highly </span><span class= "NormalTextRun SCXW227555927 BCX8">anticipated</span><span class= "NormalTextRun SCXW227555927 BCX8"> "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 </span><span class= "NormalTextRun SCXW227555927 BCX8">aren't</span><span class= "NormalTextRun SCXW227555927 BCX8"> the ones that matter, and where real opportunity tends to </span><span class= "NormalTextRun SCXW227555927 BCX8">emerge</span><span class= "NormalTextRun SCXW227555927 BCX8"> when liquidity, psychology, and policy collide. As Viper reminds us, </span></span><span class= "NormalTextRun SCXW227555927 BCX8">"A good pilot evaluates what's happened… so he can apply what he's learned." </span><span class="EOP SCXW227555927 BCX8" data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335559738":0,"335559739":0,"335559740":300}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "EOP SCXW227555927 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "NormalTextRun SCXW227555927 BCX8">Want more? </span><span class="EOP SCXW227555927 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "EOP SCXW227555927 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "TextRun SCXW227555927 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW227555927 BCX8">Watch the "Around </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW227555927 BCX8">The</span><span class="NormalTextRun SCXW227555927 BCX8"> World </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW227555927 BCX8">With</span><span class="NormalTextRun SCXW227555927 BCX8"> Yusko" </span><span class="NormalTextRun SCXW227555927 BCX8">webinar</span><span class="NormalTextRun SCXW227555927 BCX8"> series live by contacting us at </span></span><a class= "Hyperlink SCXW227555927 BCX8" href="mailto:ir@morgancreekcap.com" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW227555927 BCX8" data-ccp-charstyle= "Hyperlink">ir@morgancreekcap.com</span></a><span class= "NormalTextRun SCXW227555927 BCX8">. Watch it after the fact at </span><a class="Hyperlink SCXW227555927 BCX8" href= "https://www.morgancreekcap.com/market-commentary/#investment-themes" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW227555927 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com/market-commentary/#investment-themes</span></a><span class="NormalTextRun SCXW227555927 BCX8">.</span><span class="EOP SCXW227555927 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "EOP SCXW227555927 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "NormalTextRun SCXW227555927 BCX8">Visit us on the web at </span><a class="Hyperlink SCXW227555927 BCX8" href= "https://www.morgancreekcap.com/" target="_blank" rel= "noreferrer noopener"><span class= "NormalTextRun SCXW227555927 BCX8" data-ccp-charstyle= "Hyperlink">https://www.morgancreekcap.com</span></a><span class= "NormalTextRun SCXW227555927 BCX8" data-ccp-charstyle= "Hyperlink">.</span><span class="EOP SCXW227555927 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "EOP SCXW227555927 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "NormalTextRun SCXW227555927 BCX8">Legal Disclaimer</span><span class="EOP SCXW227555927 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW227555927 BCX8"> <p class="Paragraph SCXW227555927 BCX8"><span class= "NormalTextRun SCXW227555927 BCX8">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 b</span><span class= "NormalTextRun SCXW227555927 BCX8">e owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host </span><span class="NormalTextRun SCXW227555927 BCX8">are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.</span><span class="EOP SCXW227555927 BCX8" data-ccp-props="{}"> </span></p> </div>
50 total episodes available with 4 transcripts
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- What is Around The World With Yusko?
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This podcast updates bi-weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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