About this episode
Buckle up for a whirlwind of an episode covering Morgan Creek's highest conviction Growth, Value and Short themes. We provide an update on the themes we outlined going into 2021 and add some new ones to the list. It's a doozy of an episode, jam-packed with our top ideas and a bevy of names that warrant your attention.
Join the HedgeD, With A Capital "D" webinar series by contacting us at [email protected]
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Get every episode summarized
Each time HedgeD publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from HedgeD
A Pulse on the Markets: Early‑Year Momentum & What We Think Lies Ahead, featurin...
HedgeD
Markets in Motion - Key Themes Shaping 2026, featuring Mark Yusko and Cory Leste...
HedgeD
The AI Revolution in Action featuring Mark Yusko and Cory Lester of Morgan Creek...
HedgeD
Equity Market Mid-Year Update featuring Mark Yusko and Cory Lester of Morgan Cre...
HedgeD