The Milk Road Show

Mark Yusko Predicts a Recession is Coming: How to Position Your Portfolio & Why Bitcoin Wins

Mar 5, 2025
Mark Yusko, CEO of Morgan Creek Capital and a crypto and macro investor, dives deep into the looming recession and how to safeguard your wealth. He outlines strategies for navigating economic turbulence while emphasizing Bitcoin's role as a superior asset compared to gold. The discussion also covers the impact of US-China dynamics on Bitcoin's volatility and critiques traditional investment approaches. Yusko promotes informed investing and the need for a diverse portfolio as essential steps for financial success in uncertain times.
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ANECDOTE

Trump's Strategic Reserve Tweet

  • Trump tweeted about creating a strategic reserve including BTC, ETH, SOL, XRP, and Cardano.
  • Howard Lutnick believes Trump will execute this plan at the White House Crypto Summit.
INSIGHT

Strategic Reserve Motivation

  • Trump's "strategic reserve" announcement was likely influenced by individuals who hold these assets and are single-issue voters.
  • The proposed "strategic reserve" is actually a relabeling of seized crypto assets, not a new initiative.
INSIGHT

Bitcoin's Superiority to Gold

  • Bitcoin's divisibility and portability make it superior to gold as a store of value.
  • Central banks, which use gold as a base layer of money, could eventually adopt Bitcoin for this role.
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