Around The World With Yusko

In this episode of Around the World with Yusko, Mark explores whether AI is truly rewiring the global economy or whether investors are beginning to fall victim to another cycle of extrapolation and excess. Framed around the explosive growth in AI-related capital spending, he examines how hyperscalers, chipmakers, memory companies, and data center operators have become the pri...

In this episode of Around the World, Mark dissects a market rally unfolding against a backdrop of global instability. From the on‑again, off‑again Iran conflict and its ripple effects on oil, inflation, and global trade, to the disconnect between deteriorating fundamentals and soaring asset prices, the episode explores how geopolitics, central banks, and doublethink are shapi...

In this episode of Around the World, Mark breaks down how the sudden escalation of the Iran conflict is reshaping global markets and geopolitical risk. The closure of the Strait of Hormuz has caused one of the largest oil supply disruptions in modern history, sending volatility surging as investors debate how high prices could go. We explore China's strategic stockpiling, Ira...

Mark Yusko returns with his highly anticipated "Around the World: 10 Surprises for 2026," opening with a Top‑Gun‑worthy flyby through the global macro landscape before diving straight into the turbulence ahead. He breaks down the forces that could define the year: the K‑shaped economy, AI's outsized impact on GDP, the global debt bomb, the unraveling yen carry trade, Europe's...

In this year-end edition of Back Around The World, Mark Yusko unpacks the highs, lows, and jaw-dropping surprises that shaped the global economy in 2025. The year opened with markets at record highs and investor euphoria, only to be jolted by tariff wars, recession fears, and wild volatility. Tariffs dominated headlines for months, sparking trade tensions and policy uncertain...