7 episodes

HedgeD, with a capital “D” for emphasis, brings listeners topical content from both sides of the ledger – the long side and the short side. In each episode, co-hosts Mark Yusko, Cory Lester and Andrew Schmeelk take a deep dive into an investment theme or concept, typically with the help of an expert guest from Morgan Creek’s expansive global network.

HedgeD Morgan Creek Capital Management, LLC

    • Investing

HedgeD, with a capital “D” for emphasis, brings listeners topical content from both sides of the ledger – the long side and the short side. In each episode, co-hosts Mark Yusko, Cory Lester and Andrew Schmeelk take a deep dive into an investment theme or concept, typically with the help of an expert guest from Morgan Creek’s expansive global network.

    You Will Not Take This Conversation With Charley About The Coronavirus For Granted

    You Will Not Take This Conversation With Charley About The Coronavirus For Granted

    With over 50 coronavirus vaccines in clinical trials and another 120 in pre-clinical development, who better to make sense of it all than The Wall Street Journal Heard On The Street Healthcare Columnist, Charley Grant. We talk about Pfizer and Moderna, and about the key efficacy and safety questions remaining for their trials, and also talk about the harsh reality that a coronavirus vaccine could still prove elusive. Investors should heed caution and tread carefully. Charley doesn’t have all the answers, but his years of experience covering the space, lends to some very sound advice.
     
    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 1 hr 3 min
    If You Don’t Listen To This Podcast, Your 401k Will Go To Zero

    If You Don’t Listen To This Podcast, Your 401k Will Go To Zero

    Not so fast. Just like in 2016, the race for the White House is a lot closer than polls suggest. Courtney Rosenberger of Strategas Research Partners saw a closer race then and sees a few bright spots today in recent polling for Trump in key swing states. While it is Biden’s race to lose, the one thing we can count on is a few surprises come election night. What might those surprises and their market implications be? Tune into our conversation with Courtney to find out.
     
    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 1 hr 1 min
    Live From Kansas City, It’s Whetstone Capital Advisors!

    Live From Kansas City, It’s Whetstone Capital Advisors!

    Bar-B-Que, Patrick Mahomes and Whetstone Capital Advisors. That’s our current Kansas City “Best of” list in no particular order. Yours might be the same after listening to this riveting conversation with Whetstone Portfolio Manager & Managing Partner, David Atterbury, and Investment Partner, Thomas McGannon.
     
    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 1 hr 2 min
    Covid Winners: China Online Education & E-commerce

    Covid Winners: China Online Education & E-commerce

    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 53 min
    John Burbank, Part 2 of 2

    John Burbank, Part 2 of 2

    How will advancements in DNA sequencing help stop crime, who will win the election in November, and when will the Golden State Warriors return to glory? Answers to these questions and more can be found in Part 2 of our discussion with John Burbank, Passport Global Founder & CIO.
     
    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 44 min
    John Burbank, Part 1 of 2

    John Burbank, Part 1 of 2

    What do poetry and investing have in common? Tune in to Part 1 of our two-part discussion with John Burbank, Passport Global Founder & CIO, to find out.
     
    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.morgancreekfunds.com/global-equity-longshort-fund/

    • 52 min

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