Mark Yusko – Think Piece

Published on
June 6th, 2016
Topic
Micro, Liquidity, Macro
Duration
21 minutes
Asset class
Equities

Mark Yusko – Think Piece

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Featuring Mark Yusko

Published on: June 6th, 2016 • Duration: 21 minutes • Asset Class: Equities • Topic: Micro, Liquidity, Macro

Real Vision favorite Mark Yusko, founder & CIO of Morgan Creek Capital Management, explains why 2016 is the year to focus on private investments, comparing the risks, liquidity, and returns of private and public companies and emphasizing that finding and nurturing talent in the private sector is the key to achieving success.

Comments

  • PC
    Peter C.
    20 July 2016 @ 04:36
    Like some others have said below Morgan Creek Tactical Allocation Fund Class I return is -6% for Q2, -21% for yr, - 7% from inception. The miss from benchmark is from 8% to 19%. A complete performance disaster.
  • PM
    Peter M.
    3 July 2016 @ 13:51
    this is a interesting video, but looking at returns alone is only half of the picture. Risk adjusted returns is what you should look for bonds have lower returns than stocks but less volatility...which means you can leverage and get the same or higher returns. Also expectancy of a return should be equated : A high return with low prob of success is just as good as a low return with high prob...
  • JL
    Jordan L.
    26 June 2016 @ 02:59
    Full of absolutely incredible insight. When Mark effortlessly listed out the cycles of venture capital by starting with "the mainframe" I was floored.
  • BL
    Benj L.
    22 June 2016 @ 21:28
    👍
  • J
    Jason .
    9 June 2016 @ 17:41
    Private Equity -near perfect correlation with public markets over long term -persistence is top quartile managers has disappeared with growth in assets -compression between top and bottom quartile with growth in assets -incredibly expensive (5-7%) see Ludovic Phallipou -small buyouts have a beta of 1.6+
  • VP
    Vincent P.
    9 June 2016 @ 15:38
    Sure, just through your money down the Abyss!
  • SM
    Sayit M.
    8 June 2016 @ 18:48
    Thanks, Spencer.
  • ND
    Nick D. | Contributor
    8 June 2016 @ 12:51
    Its interesting how absolute and confident he is, and then you look at the returns... A little dissapointed someone like this is allowed onto the channel. These guys are dangerous with their perceived 'high level thinking' and garbage risk management.
  • OD
    Oleg D.
    8 June 2016 @ 12:50
    Can't fit much more wise advice in 20 min. Well informed. Watching it again.
  • SG
    Spencer G.
    8 June 2016 @ 04:27
    Sayit, it's Pierre Andurand (ex-Vitol guy).
  • S
    Sean .
    7 June 2016 @ 21:40
    Look at the flow of funds into direct lenders and PE... Private investment will eventually be "priced to perfection" in a NIRP/ZIRP environment. I agree with illiquidity as the last redoubt but let's not pretend that it is the be-all and end-all for investors.
  • SM
    Sayit M.
    7 June 2016 @ 20:54
    What is the name o f the Energy Trader who made bullish comment on oil?
  • mj
    maria j.
    7 June 2016 @ 19:47
    Morgan Creek Tactical Allocation Fund Class I return is (-6.19) are you kidding me
  • mj
    maria j.
    7 June 2016 @ 19:31
    food inflation , healthcare inflation and rent inflation their is plenty of inflation
  • DW
    David W.
    7 June 2016 @ 15:51
    Yusko is awesome.
  • GR
    Gregory R.
    7 June 2016 @ 14:45
    I really enjoy Yusko. He gave a great fly-over of the investment landscape with a sage commentary on various types of terrain.
  • PH
    Philip H.
    7 June 2016 @ 14:19
    Mark is an awesome stategic thinker. I don't know where he gets the time to write his quarterly reports. The last one is required reading but make sure you have a good drink as a five act play has nothing on this one...

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