#9: Mark Yusko on Gut Instinct (and Why His Says We’re Headed for a Crash)
Superinvestors and the Art of Worldly Wisdom
July 18, 20171h 3m
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting together a team to do the same for the University of North Carolina. From there he setup a fund of hedge funds for Julian Robertson to take advantage of the talent Julian had identified at Tiger Management. Today, he oversees $3 billion at his firm Morgan Creek Capital Management. Mark is one of the most avid and astute students of value investing as a discipline I've come across. In this conversation we discuss his evolution as an investor, how and why he learned to listen to his gut and what it's telling him today: that we could be headed for a stock market crash. For notes, links and charts related to this episode visit TheFelderReport.com/podcast.