53 min
Covid Winners: China Online Education & E-commerce HedgeD
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- Investing
The digital transformation of the global economy has accelerated under the pandemic. In this episode of HedgeD, Mark Yusko interviews Cory Lester and Andrew Schmeelk about this transformation and they take a deep dive into two industries squarely in the crosshairs – China Online Education and E-commerce. Cory and Andrew frame the investment opportunities in both of these Megatrends from a top-down perspective while layering in some thoughts on potential long-term winners and losers.
Want more?
Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
The digital transformation of the global economy has accelerated under the pandemic. In this episode of HedgeD, Mark Yusko interviews Cory Lester and Andrew Schmeelk about this transformation and they take a deep dive into two industries squarely in the crosshairs – China Online Education and E-commerce. Cory and Andrew frame the investment opportunities in both of these Megatrends from a top-down perspective while layering in some thoughts on potential long-term winners and losers.
Want more?
Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
53 min