Following directly on from yesterday’s first part of my conversation with Mark Yusko, CEO and CIO of Morgan Creek Capital, today I have part two of my chat with Mark. This time we discuss a wide range of topics:
- From OPEC, to European financials, and the US stock market to what Mark is excited about.
- We also engaged in a fascinating discussion about the market which Mark really likes (and one that Kyle Bass hates).
- Then we also talked about a topic which Worth Wray (you can listen to my conversation with Worth here and here) and I have been throwing around and how this could potentially solve an important demographic issue.
Listen to the second part of my conversation with Mark Yusko here:
(click on the image to listen to the podcast)
“Our job in the investment business is to look at all the pertinent facts, form a hypothesis and execute investment strategies to try and capitalize on opportunities that we see. Investing is all about taking intelligent risks, those risks you are compensated correctly for taking.” — Mark Yusko
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