Honoring Byron Wien: 10 Potential Surprises for 2026
About this episode
Mark Yusko discusses potential surprises for 2026, analyzing various global economic factors and their implications.
Mark Yusko returns with his highly anticipated "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 aren't the ones that matter, and where real opportunity tends to emerge when liquidity, psychology, and policy collide. As Viper reminds us, "A good pilot evaluates what's happened… so he can apply what he's learned." 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…
People in this episode
Host: Mark Yusko
Topics covered
- global macro landscape
- K-shaped economy
- AI impact on GDP
- global debt
- political dynamics in Europe
- China's positioning
- Bitcoin cycle
Keywords
- surprises for 2026
- global economy
- AI
- debt bomb
- yen carry trade
- politics in Europe
- China
- Bitcoin
Mentioned in this episode
Organizations: Morgan Creek Capital Management, LLC, Bitcoin
Places: Europe, China, Japan
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