Around the World: War Is Peace: The Ministry of Truth Tells Investors To Party Like It's 1999

Around the World: War Is Peace: The Ministry of Truth Tells Investors To Party Like It's 1999

From Around The World With Yusko by Morgan Creek Capital Management, LLC

May 1, 2026 · 1h 6m

About this episode

Mark dissects a market rally amidst global instability and explores the implications of geopolitics and central banks on market psychology.

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 . 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 b e owned…

People in this episode

Host: Mark

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Keywords

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Products: Bitcoin

Places: Iran, global, oil, inflation, global trade

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