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HedgeD

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.

info_outline Investing in the AI Ecosystem: Insights from Light Street Capital, featuring Shef Osborn of Light Street Capital Management with Mark Yusko and Cory Lester of Morgan Creek Capital Management [October 22, 2026 HedgeD, With A Capital “D” Webinar Series] 11/03/2026
info_outline A Pulse on the Markets: Early‑Year Momentum & What We Think Lies Ahead, featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [February 26, 2026 HedgeD, With A Capital “D” Webinar Series] 03/05/2026
info_outline Markets in Motion - Key Themes Shaping 2026, featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [November 13, 2025 HedgeD, With A Capital “D” Webinar Series] 11/26/2025
info_outline The AI Revolution in Action featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management, with guest Will Graves of Boardman Bay Capital Management [October 9, 2025 HedgeD, With A Capital “D” Webinar Series] 10/21/2025
info_outline Equity Market Mid-Year Update featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 17, 2025 HedgeD, With A Capital “D” Webinar Series] 07/23/2025
info_outline 2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan Creek Capital Management [February 13, 2025 HedgeD, With A Capital “D” Webinar Series] 02/25/2025
info_outline Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [September 19, 2024 HedgeD, With A Capital “D” Webinar Series] 10/02/2024
info_outline The First Cut Is The Deepest featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 25, 2024 HedgeD, With A Capital “D” Webinar Series] 08/01/2024
info_outline 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] 05/13/2024
info_outline The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series] 02/08/2024
info_outline Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series] 12/11/2023
info_outline Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series 11/09/2023
info_outline Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series] 06/14/2023
info_outline Is China Investable? Featuring Nic Lee from Morgan Creek 05/12/2023
info_outline It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series] 04/10/2023
info_outline The Long (and Short) of It, featuring John Hempton from Bronte Capital 03/22/2023
info_outline What’s New and Exciting in Software, featuring special guests David Atterbury and Andrew Carlson from Whetstone Capital Advisors 03/09/2023
info_outline It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series] 01/25/2023
info_outline = 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] 12/02/2022
info_outline 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] 10/27/2022
info_outline Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital “D” Webinar Series] 07/25/2022
info_outline Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series] 06/08/2022
info_outline A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta Global Management 05/27/2022
info_outline Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capital “D” Webinar Series] 04/22/2022
info_outline Surveying The South Korean Investment Landscape [March 2022 HedgeD With A Capital “D” Webinar Series] 03/22/2022
info_outline What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review) 01/27/2022
info_outline Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II – Value & Short Ideas) 12/23/2021
info_outline Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part I – Growth Ideas) 12/07/2021
info_outline A Conversation About Crossover Investing With Bill Martin – Founder & CIO, Raging Capital 11/11/2021
info_outline Why Long/Short Equity Is The New 60/40 09/29/2021
 
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