About this episode

This episode discusses the implications of Trump-era tariffs on global trade and markets, including inflation and Bitcoin's performance.

On this month's Around the World with Yusko , we unpack the latest twists in the ongoing global trade drama, focusing on the continued discussion of Trump-era tariffs, boiling geopolitical tensions, and what "TACO" really means. Join Mark as he weaves a narrative of markets, macroeconomics, and monetary policy that spans the impact of tariffs on inflation and recession risks, to Bitcoin's bullish setup, and the surging performance of gold miners, European equities, and Bitcoin treasury companies. Fast-paced and full of surprises, this is surely an episode you don'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 conflicts mentioned by…

People in this episode

Host: Mark

Topics covered

• global trade
• Trump tariffs
• geopolitical tensions
• inflation
• recession risks
• Bitcoin
• gold performance

Keywords

• Trump tariffs
• global trade
• inflation
• Bitcoin
• gold miners
• geopolitical tensions
• recession risks

Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Products: Bitcoin, gold miners

Places: Trump, European equities

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