42 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.

    The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series]

    The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series]

    In this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Cory Lester from Morgan Creek discuss a variety of investment topics and themes with Chris, including long/short equity, artificial intelligence, the anti-obesity market, India and biotech. Chris is an old school long/short equity manager that has invested across various market cycles throughout his nearly three-decade long career. We hope you enjoy his insights on the current market environment and his comments about the prevailing opportunity set.
     Follow us on Twitter @HedgeD_Podcast 
     Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
     Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com
     Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

    • 1 hr 6 min
    Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series]

    Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series]

    In this episode of HedgeD, we replay the November 30th, 2023 HedgeD, With A Capital “D” webinar where Mark Yusko and Cory Lester talked about why they are so constructive on the outlook for Biopharma stocks. The fundamental disconnect between where Biopharma stocks are trading and the innovation and advancements in treatments reached an extreme level in 2023, in their opinion. They believe it is only a matter of time before investor attention returns to the sector focused on the science rather than the macro environment. We hope you enjoy the conversation.
     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

    • 41 min
    Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series]

    Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series]

    Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they get, the better the operating environment for long/short equity managers may be. Please reach out if you would like to receive a copy of the presentation that Mark and Cory reference or visit the webinar version of the replay via the link in the show notes below. We hope you enjoy the conversation.
     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

    • 58 min
    Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series]

    Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series]

    In the June 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester discuss the potential advantages of long/short investing over the long run. They discuss why the math of loss in investing is so punishing, and how the long/short model may help position portfolios to recoup losses faster than more traditional strategies after a difficult year like 2022. Please reach out if you would like to receive a copy of the presentation they reference or visit the webinar version of the replay on our YouTube channel via the link in the show notes below. We hope you enjoy the conversation.
     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

    • 47 min
    Is China Investable? Featuring Nic Lee from Morgan Creek

    Is China Investable? Featuring Nic Lee from Morgan Creek

    In this episode of HedgeD, we have on one of our favorite China experts – Morgan Creek’s very own Nic Lee. Nic has been at “The Creek” for the better part of two decades and during his tenure has spent the vast majority of his time in private markets focused on China. He brings a wealth of knowledge and perspective to the conversation and attempts to address the overhanging question on many investors’ minds right now – Is China investable? Like us, we hope you come away from this episode as excited about the prevailing opportunity set in China as we are.
     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

    • 57 min
    It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series]

    It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series]

    In the March 2023 HedgeD, With A Capital “D” webinar, we take a closer look at why we believe the market backdrop could prove advantageous for active equity strategies versus passive. We discuss why equity markets could remain range bound and volatile, why interest rates may stay higher for longer, and how such circumstances have historically impacted the performance of actively managed strategies. We also touch on more nuanced topics, such as why a higher short rebate might provide a tailwind for hedge fund managers. We hope you enjoy the episode.
     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

    • 38 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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