HedgeD
By Morgan Creek Capital Management, LLC
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Category: Investing
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Subscribers: 7
Reviews: 0
Episodes: 43
Description
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.
| Episode | Date |
|---|---|
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Long/Short Equity Is Back!?!? Featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [April 25, 2024 HedgeD, With A Capital “D” Webinar Series]
|
May 13, 2024 |
|
The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series]
|
Feb 08, 2024 |
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Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series]
|
Dec 11, 2023 |
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Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series
|
Nov 09, 2023 |
|
Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series]
|
Jun 14, 2023 |
|
Is China Investable? Featuring Nic Lee from Morgan Creek
|
May 12, 2023 |
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It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series]
|
Apr 10, 2023 |
|
The Long (and Short) of It, featuring John Hempton from Bronte Capital
|
Mar 22, 2023 |
|
What’s New and Exciting in Software, featuring special guests David Atterbury and Andrew Carlson from Whetstone Capital Advisors
|
Mar 09, 2023 |
|
It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series]
|
Jan 25, 2023 |
|
= 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]
|
Dec 02, 2022 |
|
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]
|
Oct 27, 2022 |
|
Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital “D” Webinar Series]
|
Jul 25, 2022 |
|
Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series]
|
Jun 08, 2022 |
|
A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta Global Management
|
May 27, 2022 |
|
Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capital “D” Webinar Series]
|
Apr 22, 2022 |
|
Surveying The South Korean Investment Landscape [March 2022 HedgeD With A Capital “D” Webinar Series]
|
Mar 22, 2022 |
|
What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review)
|
Jan 27, 2022 |
|
Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II – Value & Short Ideas)
|
Dec 23, 2021 |
|
Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part I – Growth Ideas)
|
Dec 07, 2021 |
|
A Conversation About Crossover Investing With Bill Martin – Founder & CIO, Raging Capital
|
Nov 11, 2021 |
|
Why Long/Short Equity Is The New 60/40
|
Sep 29, 2021 |
|
An Update On The Chinese Regulatory Landscape With David Wang - Chief China Economist, Credit Suisse
|
Aug 11, 2021 |
|
The Bear Case For Oil With Matt Niblack
|
Jul 16, 2021 |
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The Bull Case For Oil With Dan Pickering
|
Jul 13, 2021 |
|
2021 Mid-Year High Conviction Theme Review & Update
|
Jul 01, 2021 |
|
Brasil Part 4, Featuring José Carlos Reis de Magalhães Neto (aka Zeca)
|
Jun 03, 2021 |
|
Brasil Part 3, Featuring Pedro Faria & Paulo Passoni
|
May 18, 2021 |
|
Brasil Part 2, Featuring Eduardo Mufarej
|
May 05, 2021 |
|
Brasil Part 1
|
Apr 21, 2021 |
|
Alpha Theory
|
Apr 07, 2021 |
|
Nippon Part 3 – Eduardo Costa
|
Mar 17, 2021 |
|
Nippon Part 2 – Russell Clark
|
Mar 03, 2021 |
|
Nippon Part 1 – Land of the Rising Sun
|
Feb 18, 2021 |
|
Project Quantum
|
Jan 19, 2021 |
|
Morgan Creek’s Top Long & Short Equity Market Themes For 2021
|
Dec 11, 2020 |
|
You Will Not Take This Conversation With Charley About The Coronavirus For Granted
|
Nov 12, 2020 |
|
If You Don’t Listen To This Podcast, Your 401k Will Go To Zero
|
Oct 26, 2020 |
|
Live From Kansas City, It’s Whetstone Capital Advisors!
|
Oct 20, 2020 |
|
Covid Winners: China Online Education & E-commerce
|
Oct 06, 2020 |
|
John Burbank, Part 2 of 2
|
Sep 16, 2020 |
|
John Burbank, Part 1 of 2
|
Aug 23, 2020 |
|
HedgeD, With A Capital "D"
|
Jul 31, 2020 |