But first, Mark Yusko reviews the 2020 Surprises. Mark talks about QE, volatility, currency valuation, oil prices, European equities, Chinese equities, gold and Bitcoin. Then he switches to forward looking predictions, including interest rates and the Fed's balance sheet, the #FourHorsemen, #MVGA, OPEC, the Land of the Rising Stocks, "Made for China," Bitcoin and the Lindy Effect, and finally, SPACs are here to stay.
Did Morgan Creek have a winning record last year? What does Mark think for Surprises in 2021? Tune in to find out.
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
