Mark Yusko – "With Every Investment We Become Richer or Wiser, Never Both" | #427

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 6 July 2022

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to crypto. Then we hear about his foray into ETFs and a SPAC idea that I love. We also touch on China, the Fed, inflation, and how some of his predictions for 2022 look at the halfway point. To listen to episode 314 with Mark’s friend and Pantera CIO Dan Morehead, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by the Bonner Private Wine Partnership. Founded in 2019 by Will Bonner, the Bonner Private Wine Partnership is a group of wine lovers who come together to import great, small batch wines that might otherwise get overlooked by large importers. Click here to get 4 bottles of wine for almost half off plus free shipping. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	Meeth Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	What's up y'all?
0:40.6	We got a really fun show for you today.
0:42.1	Our returning guest is Mark
0:43.4	Yusko, chief investment officer of Morgan Creek Capital Management and the
0:46.9	managing partner of Morgan Creek Digital. In today's episode, Mark
0:50.6	covers the evolution he's seen in the digital asset space and why he also likes
0:54.9	applying a trend-falling approach to crypto. Then we hear about his foray into
0:58.9	EDFs and a SPAC idea that I love. We also touch on China, the Fed, inflation, and how some of his macro predictions for 2022 look at the halfway point.
1:09.0	If you enjoy this discussion on crypto early on, be sure to go back and listen to episode 314 with
1:14.2	Mark's friend and Pantera, C. I. O' Dan Morehead, either scroll back or check the
1:18.8	link in these show notes. This episode is brought to you by 10 East.
1:23.0	Long time listeners know I've invested in private markets quite a bit myself,
1:27.0	but with access to these markets broadening, it can be hard to know where to find vetted high quality offerings. That's where Ten East comes in.
	...

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