HeyJaredAround The World With Yusko
Listen to well-known investor Mark Yusko share his views on investing and the markets. Mark is the founder and Chief Investment Officer of Morgan Creek Capital Management.
- Indexed episodes, last 90 days
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- Aug 5, 2026
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- Aug 5, 2026
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From Silicon To GDP: How AI Is Rewiring The Global Economy (opens the original)
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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 primary drivers of both market performance and economic growth. He questions the sustainability of trillion-dollar AI infras
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