HedgeD
Morgan Creek Capital Management, LLC
EN61 episodes
businessinvesting
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.
Episodes (61)
A Pulse on the Markets: Early‑Year Momentum & What We Think Lies Ahead, featurin...
HedgeD
Mar 5, 20261:00:31completed
Markets in Motion - Key Themes Shaping 2026, featuring Mark Yusko and Cory Leste...
HedgeD
Nov 26, 202558:49pending
The AI Revolution in Action featuring Mark Yusko and Cory Lester of Morgan Creek...
HedgeD
Oct 21, 20251:03:00pending
Equity Market Mid-Year Update featuring Mark Yusko and Cory Lester of Morgan Cre...
HedgeD
Jul 23, 20251:00:57pending
2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan C...
HedgeD
Feb 25, 202545:07pending
Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [Se...
HedgeD
Oct 2, 20241:01:50pending
The First Cut Is The Deepest featuring Mark Yusko and Cory Lester of Morgan Cree...
HedgeD
Aug 1, 202444:16pending
Long/Short Equity Is Back!?!? Featuring Mark Yusko and Cory Lester of Morgan Cre...
HedgeD
May 13, 202448:46pending
The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Ca...
HedgeD
Feb 8, 20241:06:53pending
Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A...
HedgeD
Dec 11, 202341:34pending
Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equ...
HedgeD
Nov 9, 202358:23pending
Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital "D" Webinar S...
HedgeD
Jun 14, 202347:55pending
Is China Investable? Featuring Nic Lee from Morgan Creek
HedgeD
May 12, 202357:11pending
It's Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, Wit...
HedgeD
Apr 10, 202338:53pending
The Long (and Short) of It, featuring John Hempton from Bronte Capital
HedgeD
Mar 22, 202351:54pending
What's New and Exciting in Software, featuring special guests David Atterbury an...
HedgeD
Mar 9, 20231:02:14pending
It's Okay To Be Different [January 12, 2023 HedgeD, With A Capital "D" Webinar S...
HedgeD
Jan 25, 202347:31pending
= ATWWY: A Follow-up Conversation with Morgan Creek's Cory Lester and Andrew Sch...
HedgeD
Dec 2, 20221:03:18pending
ATWWY: A Conversation with Morgan Creek's Cory Lester and Andrew Schmeelk [Septe...
HedgeD
Oct 27, 20221:09:13pending
Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital "D"...
HedgeD
Jul 25, 202235:01pending
Energy Survivors – Hold 'Em Or Fold 'Em [May 2022 HedgeD, With A Capital "D" Web...
HedgeD
Jun 8, 202233:41pending
A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta...
HedgeD
May 27, 20221:05:35pending
Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capit...
HedgeD
Apr 22, 202242:50pending
Surveying The South Korean Investment Landscape [March 2022 HedgeD With A Capita...
HedgeD
Mar 22, 202244:14pending
What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review)
HedgeD
Jan 27, 20221:25:26pending
Morgan Creek's High Conviction Equity Themes For 2022 & Beyond (Part II – Value...
HedgeD
Dec 23, 202158:01pending
Morgan Creek's High Conviction Equity Themes For 2022 & Beyond (Part I – Growth...
HedgeD
Dec 7, 202152:51pending
A Conversation About Crossover Investing With Bill Martin – Founder & CIO, Ragi...
HedgeD
Nov 11, 20211:10:08pending
Why Long/Short Equity Is The New 60/40
HedgeD
Sep 29, 20211:11:00pending
An Update On The Chinese Regulatory Landscape With David Wang - Chief China Econ...
HedgeD
Aug 11, 20211:14:43pending
The Bear Case For Oil With Matt Niblack
HedgeD
Jul 16, 20211:05:21pending
The Bull Case For Oil With Dan Pickering
HedgeD
Jul 13, 20211:09:49pending
2021 Mid-Year High Conviction Theme Review & Update
HedgeD
Jul 1, 20211:37:04pending
Brasil Part 4, Featuring José Carlos Reis de Magalhães Neto (aka Zeca)
HedgeD
Jun 3, 20211:30:04pending
Brasil Part 3, Featuring Pedro Faria & Paulo Passoni
HedgeD
May 18, 20211:06:39pending
Brasil Part 2, Featuring Eduardo Mufarej
HedgeD
May 5, 20211:11:18pending
Brasil Part 1
HedgeD
Apr 21, 20211:01:02pending
Alpha Theory
HedgeD
Apr 7, 202155:41pending
Nippon Part 3 – Eduardo Costa
HedgeD
Mar 17, 20211:06:10pending
Nippon Part 2 – Russell Clark
HedgeD
Mar 3, 20211:19:45pending
Nippon Part 1 – Land of the Rising Sun
HedgeD
Feb 18, 202158:49pending
Project Quantum
HedgeD
Jan 19, 202153:08pending
Morgan Creek's Top Long & Short Equity Market Themes For 2021
HedgeD
Dec 11, 202059:44pending
You Will Not Take This Conversation With Charley About The Coronavirus For Grant...
HedgeD
Nov 12, 20201:03:05pending
If You Don't Listen To This Podcast, Your 401k Will Go To Zero
HedgeD
Oct 26, 20201:01:08pending
Live From Kansas City, It's Whetstone Capital Advisors!
HedgeD
Oct 20, 20201:02:05pending
Covid Winners: China Online Education & E-commerce
HedgeD
Oct 6, 202053:47pending
John Burbank, Part 2 of 2
HedgeD
Sep 16, 202044:43pending
John Burbank, Part 1 of 2
HedgeD
Aug 23, 202052:20pending
HedgeD, With A Capital "D"
HedgeD
Jul 31, 202048:06pending