2021derful or 2020 Won: Which Way For the Economy And Markets?
Around The World With Yusko · Morgan Creek Capital Management, LLC
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Show Notes
2021derful or 2020 Won: Which Way For the Economy And Markets?
Mark Yusko reviews the case for 2021derful – investors are bullish on stocks, Covid may end in the coming months now that the vaccine is here, emerging economies will be the big winner during the recovery, Japan will continue to be known as the Land of the Rising Stocks, and Chinese stocks soar again.
On the other hand, is 2020 the winner and still in charge? The economic recovery isn't going to happen as quickly as hoped, we are in a recession (GDP growth is down, consumer spending is down), Zombie companies are at an all-time high, the Dollar continues to plummet, hard assets and Bitcoin will continue winning, and SPACs are here to stay.
Tune in to listen to each side of the coin.
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