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.
For detailed show notes, click here
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 Feedback@TheMebFaberShow.com
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!
Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals.
In today’s episode, Kevin …
Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.
In today’s episode, Lyn gives an overview of how she sees the world today, starting …
Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops …