33 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

    • Business
    • 5.0 • 36 Ratings

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.

    ATWWY: A Follow-up Conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk [November 09, 2022 HedgeD, With A Capital “D” and Around The World With Yusko Combined Webinars]

    ATWWY: A Follow-up Conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk [November 09, 2022 HedgeD, With A Capital “D” and Around The World With Yusko Combined Webinars]

    In this episode, we replay the November 9th HedgeD, With A Capital “D” and Around The World With Yusko combined webinars. Mark Yusko leads a follow-up conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk in which they provide a sneak peak of some of their top themes and ideas heading into the year ahead. They touch on a variety of topics in Emerging Markets, Technology and Healthcare. Now, sit back, relax and enjoy the show.   
     
    You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com 
     
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
     
    Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com
     
    And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 1 hr 3 min
    ATWWY: A Conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk [September 29, 2022 HedgeD, With A Capital “D” and Around The World With Yusko Combined Webinars]

    ATWWY: A Conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk [September 29, 2022 HedgeD, With A Capital “D” and Around The World With Yusko Combined Webinars]

    In this episode, we replay the September 29th HedgeD, With A Capital “D” and Around The World With Yusko combined webinars. Mark Yusko leads Cory Lester and Andrew Schmeelk through a thoughtful conversation about what’s wrong with the traditional 60/40 portfolio of stocks and bonds. Additionally, they discuss potential opportunities in the Chinese equity market. We hope you enjoy this dynamic and engaging episode, and, as always, we would love to hear what you think.
    You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com 
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
    Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com
    And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 1 hr 9 min
    Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital “D” Webinar Series]

    Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital “D” Webinar Series]

    In this episode, we replay the June 2022 HedgeD, With A Capital “D” Webinar, where we provided an update on a long standing, high conviction Growth-oriented theme – Cloud Migration / Software. You get a few great buying opportunities a decade in this secular growth theme and we think the sharp selloff in the space currently is likely one of them. The backdrop is opportunity-rich, yet skilled security selection will be critical to capitalizing on the buying opportunity in the midst of a broader economic slowdown. We outline the prevailing opportunity set as we see it and more in this episode of HedgeD. Please don’t forget to drop us a rating and review, and feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com with any questions or comments. Now sit back, relax and enjoy the episode. 
     
    Follow us on Twitter @HedgeD_Podcast
     
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
     
    Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
     
    Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 35 min
    Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series]

    Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series]

    In this episode, we replay the May 2022 HedgeD, With A Capital “D” Webinar, during which we provided an update to our Energy Survivors theme – a high conviction Value-oriented theme of ours since shortly after the outbreak of the pandemic in 2020. We provided an update on the Bull Case Energy and the Bear Case, both of which ultimately come down to one’s timeframe, in our opinion. We hope you appreciate the update and welcome any follow-up questions or comments. Please feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com. 
     
    Follow us on Twitter @HedgeD_Podcast
     
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
     
    Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
     
    Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 33 min
    A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta Global Management)

    A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta Global Management)

    In this episode, we sit down with an experienced hand in the Tech-investing scene in South Korea, Carlos Jesena of Carmenta Global Management. Carlos and Carmenta have backed many now-household names in South Korea such as Coupang, Market Kurly and Toss. Carlos gives listeners updated thoughts on each of these exciting companies, in addition to walking though the current opportunity set in South Korea. He imparts on listeners a wealth of information about Tech-investing in Asia, accumulated over the course of his long, yet still young career. Carlos is definitely a person that should be on your Asia Technology Investing Watch List for years to come. Enjoy.
     
    Follow us on Twitter @HedgeD_Podcast
     
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
     
    Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
     
    Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 1 hr 5 min
    Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capital “D” Webinar Series]

    Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capital “D” Webinar Series]

    In this episode, we replay the April 2022 HedgeD With A Capital “D” webinar, where we provided an update on an idea we put out there last September about why we think equity long/short could be the new 60/40. Given price action in stock and bond markets so far year-to-date, we thought an update on our thinking would be timely. We hope you enjoy this update and if you would like to discuss the matter in more detail, please feel free to @ us on Twitter or email us at the address in the show notes below.  
    Follow us on Twitter @HedgeD_Podcast
    Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
    Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
     
    Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
     

    • 42 min

Customer Reviews

5.0 out of 5
36 Ratings

36 Ratings

Mike & Annie ,

5 star content

Mark is a wealth of knowledge and thoughtful. I will consume any content he shares and creates.

Stt23bac139533919nyc87 ,

Morgan Creek Insights are A+

Cory, Mark and Andrew have done a great job putting together thoughtful content across a variety of topics since launching. It’s great to get their perspectives with so much market experience over the years.

Tinder1984 ,

Thought Provoking

Very informative podcast aimed at those who are interested in compounding their capital! Any investor will benefit.

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