About this episode

Mark Yusko reviews the significant events and trends that influenced the global economy in 2025.

In this year-end edition of Back Around The World, Mark Yusko unpacks the highs, lows, and jaw-dropping surprises that shaped the global economy in 2025. The year opened with markets at record highs and investor euphoria, only to be jolted by tariff wars, recession fears, and wild volatility. Tariffs dominated headlines for months, sparking trade tensions and policy uncertainty that rattled global markets. Meanwhile, AI optimism and tech valuations soared to levels rivaling the dot-com bubble, even as economic fundamentals weakened. Bitcoin reached new all-time highs, gold s urpassed $3,000, and global liquidity fueled a stunning rebound across equities despite mounting debt and consumer stress. As the year closed, animal spirits returned, but questions linger about whether this rally is built to last . Join us as we turn back the tape to discuss an extraordinary year for markets . 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…

People in this episode

Host: Mark Yusko

Topics covered

• global economy
• market analysis
• tariff wars
• AI optimism
• economic volatility
• investment trends

Keywords

• 2025
• global markets
• tariffs
• Bitcoin
• gold
• economic fundamentals
• equities
• investor sentiment

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Products: Bitcoin, gold

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• Willing Suspension of Disbelief: Is It Really Different This Time? · October 31, 2025 · 1h 9m
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• Happy Summer: A Mid-year Update on Global Markets · July 18, 2025 · 1h 17m

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