
About this episode
In the final episode of our three part series on Japan, we interview Eduardo Costa from Calixto Global Investors, a TMT long/short equity hedge fund. We touch on a wide array of themes, including Digital Payments, E-Commerce and Cloud Services, and some of the top companies within each. We hope you come away from our deep dive into Japan with a newfound perspective on the vastness of the current opportunity set and how technology is changing the investment landscape.
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/hedge-funds/
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