Blockworks Macro, Released on 7/8/23 This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly […]
Blockworks Macro, Released on 6/10/23 This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear […]
Stansberry Research, Released on 5/18/23 Bitcoin (BTC) and cryptocurrencies in general are notorious for being volatile… Sometimes very volatile. But the world’s largest crypto has been trading in an uncharacteristically narrow range for months now. And if history is any indication, it means a big move may be on the horizon. So on this episode […]
Blockworks Macro, Released on 5/6/23 This week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in […]
Blockworks Macro, Released on 4/29/23 This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving […]
The Julia La Roche Show, Released on 3/28/23 0:00 Intro 3:08 The Endowment Model 4:08 Taking advantage of time-horizon arbitrage 6:47 What else makes the Endowment Model unique? 8:00 Equity 10:20 Greatest wealth is created by being an early investor in innovation 12:08 Mark’s background 13:33 Dialogue and debate through active listening 16:00 Lessons investing […]
The Market Sniper, Released on 1/25/23 Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding […]
Kitco News, Released on 12/2/22 Mark Yusko, CEO, Founder, and Chief Investment Officer of Morgan Creek Capital Management joined Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, to discuss the FTX collapse, whether Sam Bankman-Fried was ‘money laundering’ for U.S. politicians, FTX’s links to the Ukrainian government, and the claim that SBF was a […]
