So Much For Sell In May And Go Away: The Relentless Summer Melt-up

So Much For Sell In May And Go Away: The Relentless Summer Melt-up

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

August 22, 2025 · 1h 9m

About this episode

The episode discusses the unexpected summer market rally and its implications on the economy and investor behavior.

In this episode of Around the World, we dive into the surprisingly "relentless summer melt-up" that has sent markets worldwide to all-time highs. We examine the potential for a speculative bubble and the surprising disconnect between political rhetoric and economic reality on issues like trade wars and tariffs. The discussion also explores the historical context of the market rally, the psychology of investors, and the potential impact of the retiring boomer generation on market dynamics . 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 conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors…

People in this episode

Host: Yusko

Topics covered

Keywords

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Places: trade wars, tariffs, boomer generation

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