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:
Clint Carlson's hedge fund, Carlson Capital's Double Black Diamond strategy, gained 1.04% net of fees in the month of September. Following this performance, the fund has returned 9.87% net of fees for the year to the end of the month. Q3 2021 hedge fund letters, conferences and more The Double Black Diamond strategy makes up Read More
“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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