Mark Yusko:
TWITTER https://twitter.com/MarkYusko
MORGAN CREEK https://www.morgancreekcap.com/
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DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
0:00 Introduction to Mark Yusko
1:23 Fun Q – why is everyone moving to North Carolina
2:35 Morgan Creek Capital History
4:00 Operation ChokePoint and Banking Crisis
7:40 Why China Saved the World – not low interest rates
8:45 The JP Morgan Riskless Trade
10:28 Then they Fight You Phase – 2 Useful Idiots Planted
12:40 Were the bank runs intentional
13:40 short storm outage – 20 seconds
15:00 Panic Attack Times – Cause and Effect of Bank Run
17:20 The Unbanked
17:55 How do you ban a decentralized chain?
19:00 Conspiracy Theory – Ukraine On Chain
20:35 US Banking Fines are 80% of Bitcoin Market Cap
21:15 Fears that Satoshi Nakamoto/BTC was entirely created by the CIA.
27:40 On Ramps not really cut off? Can Bitcoin Be Banned
27:50 Satoshi DOB – April 5, 1975 is the birthday of bitcoin’s pseudonymous creator
30:00 exec order 6102 – Gold is Base Layer of Money
35:10 They cannot ban it but what is the mission?
37:40 They want to move the money to the FED!
39:00 Why the Fed was created
42:40 left vs right and Crypto
46:30 All Great Wealth comes from Variant Perception!
49:30 Variant Perception on Bitcoin
52:40 First 5 years Bitcoin was getting off the Ground
56:30 Metcalfe’s Law and Animosity from No Coiners
59:00 Hindenburg going after Jack Dorsey the Block – coincidence w Operation Chokepoint?
01:02:00 No Such Thing as Coincides – you just dont understand who is pulling the strings
01:04:30 Investing Narratives for Morgan Creek Capital
01:05:00 China most crowded trade
01:08:30 How Mark Views Crypto and Blockchain
01:11:00 How VC Investments Work
01:13:50 Why Mark Loves Asymmetry
01:14:00 Exponentiality – nobody understands it
01:15:00 Marks view on his version of Metcalfe’s Law – the Shadows Law
01:16:47 What advice would you give to someone 30 years of Age to be able to retire early
01:21:20 Favourite Charts or TA you use – Trends are great
01:22:40 Wyckoff Pattern for Bitcoin
01:23:00 The MOON – Humans do things based on Nature
01:24:40 Greek Actuary
01:26:00 Are Pension Funds Rigged?
01:28:40 Google vs Tesla – we are half aligned….
01:32:00 Life changing knowledge – Bitcoin Bullishness
01:33:00 Bullish on Humanity – what makes a great podcast!
01:34:00 Crypto Ain’t Going Anywhere – Digital Natives will win out!
01:35:00 Spend Time to Research Disruption
