Interview with Mark Yusko

Published on
12 February, 2016
Topic
Investment Framework, Global Outlook, US Economy
Duration
42 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities

Interview with Mark Yusko

Featuring Mark Yusko

In this highly-requested interview, CEO and CIO of Morgan Creek Capital Management Mark Yusko shares his thoughts on the economic landscape, explaining why he expects the Chinese devaluation to happen slowly, the dollar to underperform, his opinion on the probability of recession, and much more.

Published on
12 February, 2016
Topic
Investment Framework, Global Outlook, US Economy
Duration
42 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities
Rating
39
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Comments

  • FG

    Flavio G.

    8 11 2018 15:49

    0       0

    This guy blocked me on Twitter because I stated the fact that he was NOT an early investor in crypto (like Fred Wilson) but a late comer to a party that was about to crash. Too emotionally thin-skinned for proper investing.

  • NA

    Naiem A.

    8 7 2016 21:18

    2       0

    I'm surprised that he till believes in the fractional reserve banking myth.

  • LV

    Luís V.

    27 2 2016 19:44

    1       0

    In a sense Yusko maintains a strange moral view re: lying to keep the "Truman Show" (meeting w/greek AlfaBankCEO). Isn´t that the reason why things got this bad?

  • WM

    Will M.

    20 2 2016 18:41

    0       0

    It is so difficult to keep an open mind. The internet is full of info, views & "beliefs". I have a contrarian bent & a feeling the world is not at all right, so Grant & Raoul's views feed a need.

  • sc

    sam c.

    20 2 2016 17:52

    1       0

    the R word : governments around the world won't admit reccesion or anything else because they rely too heavily on the easy power of words and make of their citizens mind controlled idiots, 1984

  • MC

    Mike C.

    18 2 2016 01:21

    3       0

    "It is the mark of an educated mind to be able to entertain a thought without accepting it" Aristotle

  • LP

    Lynn P.

    16 2 2016 22:23

    7       0

    Next step for RV: Yusko and Hart debating China currency crash.
    With much mutual respect. What a break for the Presidential debates.

  • JK

    Jon K.

    16 2 2016 10:28

    4       0

    Two thumbs up! Reboot "The Chain" 2.0 starting with Yusko!

  • js

    janet s.

    15 2 2016 21:19

    0       0

    Social Security is requiring that they use automatic deposit of all checks. I can see a run on the banks the day these checks are deposited if people get charged for the bank keeping their funds.

  • dw

    darcy w.

    15 2 2016 21:03

    0       0

    A part of the talk reminds me of:
    Don't let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition.
    -- Steve Jobs

  • DD

    Derek D.

    15 2 2016 15:34

    1       0

    Re: the dollar/yuan, Raoul sees the carry trade unwind as bullish for the dollar. But wouldn’t that unwind send a tidal wave of dollars washing back onto US shores? Huge inflation? Convince me!

  • EL

    Eric L.

    15 2 2016 05:03

    1       0

    I have been in the market in '93. My take away is "if your not right get out". As I get older, I begin to understand the simple stuff.

  • rp

    ross p.

    14 2 2016 15:38

    1       0

    So many interesting thoughts and life lessons to take away. Going for a walk on the beach now.

  • A

    Aaron .

    14 2 2016 06:15

    1       0

    Another instant classic RVTV interview. He brings up an interesting idea, we need a 2-3 hour roundtable discussion between some of the names he dropped.

  • DF

    Dominic F.

    14 2 2016 03:38

    2       3

    Hopefully the Blockchain will do away with banks. Thats why JPM are studying it.

  • RA

    Ricardo A.

    13 2 2016 20:10

    9       0

    "Fractional reserve banking might be the best invention of out lifetime"? Hum ...

  • C

    Christian .

    13 2 2016 17:01

    0       0

    Totally agree with views on renminbi.

  • TS

    Thomas S.

    13 2 2016 15:03

    2       0

    This interview reminds me: Come on RVTV, we need to get Soros on here!

  • MM

    M. M.

    13 2 2016 15:02

    0       0

    Fresh speaker! "Have your own thoughts".

  • KS

    Kathleen S.

    13 2 2016 14:51

    5       2

    I the slip we make bets, I mean investing. What? He thinks he is investing. Please - investing is building a factory. Calculated guess on whether China devalues - is a bet. Let's be real -- I bet!

  • MD

    Marian D.

    13 2 2016 10:23

    1       0

    Top notch!

  • AP

    A P.

    13 2 2016 05:27

    2       0

    Discourse is not a zero-sum activity.

  • RA

    Robert A.

    12 2 2016 23:56

    5       0

    I REALLY like the idea of binging on RV and then unplug, sit in the woods, and let your mind and all of your life's stored lessons bring you to YOUR plan of action!

  • DC

    Dale C.

    12 2 2016 20:12

    1       0

    Great interview. Good stuff.

  • KR

    Kelly R.

    12 2 2016 18:31

    6       0

    Very Good Interview. Completely agree about getting Russell Clark from Horseman on !!!!

  • MZ

    Michael Z.

    12 2 2016 17:28

    22       0

    Yusko seems like a cool dude that just gets it. Stay open minded, have perspective and always maintain a willingness to change. Stubbornness and false pride aren't admirable traits.

  • GB

    Grant B.

    12 2 2016 17:18

    10       7

    Not a ton new there to be honest.

  • DB

    David B.

    12 2 2016 16:14

    2       0

    Discussion regarding loss of faith in central banks and markets is so important...particularly with retiring baby boomers so twitchy about their retirement funds. Forget bank runs...think market runs

  • CC

    Christopher C.

    12 2 2016 16:09

    10       2

    We keep seeing the FED do the "wrong" thing at the "wrong" time for the "wrong" reason. What if the FED is and has done exactly the "right" thing at the "right" time to meet their "TRUE" goals?

  • FS

    Fred S.

    12 2 2016 15:17

    7       0

    Loved both your views on "views" and beliefs. Got me thinking about my own and those around me. Gotta get away from the noise more often. Thanks!