Around The World With Yusko

In this episode of Around the World, Mark breaks down the key themes shaping markets ahead of the U.S. midterm elections and explores why politics, monetary policy, and global macro trends are becoming increasingly intertwined. From the prospects of a "Blue Wave" and its potential impact on healthcare, defense, energy, and data center investments to the broader implications f...

Is "Uptober" still alive, or is the market floating higher on borrowed helium?

In this episode of Around the World, Mark Yusko breaks down the forces driving markets higher while warning about the growing risks lurking beneath the surface. From surging government debt and rising bond yields to private credit stresses, AI-driven speculation, and unprecedented market co...