Mark Yusko on London Real: Bitcoin, Inflation and Investing

Mark Yusko is an American investor and the founder, chief executive and chief investment officer of Morgan Creek Capital Management, which he set up in 2004. He previously ran the endowment investment office of the University of North Carolina at Chapel Hill, after working at the University of Notre Dame’s investment office, and in 2018 he started Morgan Creek Digital to invest in blockchain and digital assets.

Brian Rose has interviewed Yusko twice on London Real, in 2023 and 2024. They talked about inflation, why he sees Bitcoin as a new base layer of money, blockchain and decentralised finance, and his forecast that Bitcoin could reach $150,000.

Both interviews are listed below.

Bio

  • Name: Mark Yusko
  • Known for: Founder, CEO and CIO of Morgan Creek Capital Management; early institutional investor in Bitcoin and blockchain
  • Earlier career: University of Notre Dame investment office; head of UNC Management Company
  • London Real appearances: 2023 to 2024, 2 interviews

Start here

Bitcoin, Inflation and Why Blockchain and DeFi Are The Greatest Wealth Creation Opportunity Of Our Lifetime (2023). His first interview, with his background and his core case for Bitcoin and blockchain.

Every Mark Yusko interview on London Real

Key ideas

Bitcoin as the new base layer of money

Speaking in 2024, Yusko argued that gold has been the base layer of money for 5,000 years and that Bitcoin will play that role in future.

Invest early in innovation

Yusko says the greatest wealth comes from backing innovation before most people understand it, and that this means accepting ridicule for going against the consensus.

Inflation and the case for scarce assets

In 2023 he linked his interest in Bitcoin to inflation, arguing that assets with a fixed supply can protect savers when money loses value.

From endowments to digital assets

Yusko built his career on the university endowment model, which spreads money across alternative assets. He sees blockchain and decentralised finance as the next frontier for that kind of long-term investing.

Frequently asked questions

Who is Mark Yusko?

Mark Yusko is an American investor and the founder, CEO and chief investment officer of Morgan Creek Capital Management. He previously ran the University of North Carolina’s endowment investment office and is a prominent Bitcoin advocate.

What did Mark Yusko talk about on London Real?

In two interviews in 2023 and 2024, Yusko talked about inflation, Bitcoin as a new base layer of money, blockchain and decentralised finance, and his forecast of a $150,000 Bitcoin price.

Which Mark Yusko episode should I watch first?

Start with his March 2023 interview on Bitcoin, inflation, blockchain and DeFi, which covers his background and his core case.

How many times has Mark Yusko been on London Real?

Twice, in March 2023 and May 2024.

What is Morgan Creek Capital Management?

Morgan Creek Capital Management is an investment firm Mark Yusko founded in 2004, based on the university endowment model of investing. In 2018 he added Morgan Creek Digital, which invests in blockchain and digital assets.

What does Mark Yusko predict for Bitcoin?

In May 2024 he told London Real he expected Bitcoin to reach $150,000.

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