About this episode

This episode explores the impact of tariffs on supply chains and investor behavior amidst shifting geopolitical strategies.

In the next episode of our Around the World with Yusko series surrounding tariffs, we'll explore how shifting geopolitical strategies are reshaping supply chains and investor behavior. Tune in to discover why the era of "slobalization" may be upon us, how central banks are navigating rising recession signals, Bitcoin's continued institutional adoption and gold's unexpected outperformance. Plus, we'll dive into how outdated retirement frameworks like the 401(k) may finally be evolving—and what that could mean for your future portfolio. 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…

People in this episode

Host: Yusko

Topics covered

• tariffs
• geopolitical strategies
• supply chains
• investor behavior
• slobalization
• recession signals
• retirement frameworks

Keywords

• tariffs
• geopolitical strategies
• supply chains
• Bitcoin
• gold
• 401(k)
• recession

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Places: Bitcoin, gold, 401(k)

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