About this episode

Mark provides a midyear update on global markets, discussing various economic themes and trends.

On this sizzling summer edition of Around the World with Yusko , Mark returns from Yosemite to deliver a wide-ranging midyear global markets update. From the ongoing saga of Trump's tariff threats to meme-stock madness, rising credit stress, and the surprising comeback of gold miners and European equities, Mark connects the macro dots across asset classes worldwide. He also dives into the latest news about Bitcoin treasury companies, stablecoins, and whether the Federal Reserve will switch its course after Jackson Hole. Packed with sharp insights and charts, this is an update you won't want to miss! 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 by funds managed by the host and podcast guests. Any…

People in this episode

Host: Mark

Topics covered

• global markets update
• tariff threats
• meme stocks
• credit stress
• Bitcoin treasury
• stablecoins
• Federal Reserve

Keywords

• global markets
• tariffs
• meme stocks
• credit stress
• Bitcoin
• stablecoins
• gold miners
• European equities

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Products: Bitcoin, stablecoins, gold miners, European equities

Places: Yosemite

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