Asset Allocation | Bitcoin & Crypto
Ep. 95: Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades
- By Bilal Hafeez
- 1 min read
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek in 2004, Mark was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. In this podcast we discuss:
- The importance of the asset allocation decision rather than trading
- The investment value of ownership
- The problem with the 60:40 model
- The coming debt default
- How to manage risk
- Innovation as an asset class
- Understanding the crypto revolution
- How to pick the right crypto markets and avoid Ponzi schemes
- Favourite coins/tokens
- Favourite equity sectors and bonds for 2022
- Learning from star investors
- Books that influenced Mark: The Alchemist (Coelho) and The Tao Jones Averages (Goodspeed)
You can follow Mark here and see his views here.
You can read the transcript for this podcast here.
Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)