Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Conteúdo fornecido por Nick Taylor, Morgan Creek Capital Management, and LLC. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nick Taylor, Morgan Creek Capital Management, and LLC ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
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Celebration of 40+ years on the fringe of show business. Stories, interviews, and comedy sets from standup comics... famous, and not so famous. All taped Live on my Comedy stage. The interviews will be with comics, old staff members, and Friends from the world of Comedy. Standup Sets by Dana Carvey, Jay Leno, Tom Dreesen, Jerry Seinfeld, Larry Miller, Mark Schiff, Bobcat Goldthwait, Paula Poundstone, Garry Shandling, Ray Ramano, Cathy Ladman, Willie Tyler & Lester, and MORE. My web site has many pictures, items for sale, and more information www.standupcomedyyourhostandmc.com
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Conteúdo fornecido por Nick Taylor, Morgan Creek Capital Management, and LLC. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nick Taylor, Morgan Creek Capital Management, and LLC ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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.
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Conteúdo fornecido por Nick Taylor, Morgan Creek Capital Management, and LLC. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nick Taylor, Morgan Creek Capital Management, and LLC ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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.
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1 2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan Creek Capital Management [February 13, 2025 HedgeD, With A Capital “D” Webinar Series] 45:07
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CurtidoIn this episode of HedgeD , we replay the February 13th, 2025 HedgeD, With A Capital “D” webinar featuring Cory Lester of Morgan Creek Capital Management. After back-to-back strong years for equities, what does 2025 have in store for investors? Will equity market returns broaden out following multiple years of leadership from the Magnificent Seven? Are hedge funds poised for another year of solid performance? Which themes are hedge fund managers the most excited about for 2025 and beyond? I address these questions and go into detail about some of the themes Morgan Creek is the most excited about, including Artificial Intelligence, Innovative Healthcare, Chinese Recovery Plays, and Rifle Shot Shorts. I hope you enjoy the discussion, and I invite you to please follow-up with us if you are interested in learning more. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [September 19, 2024 HedgeD, With A Capital “D” Webinar Series] 1:01:50
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD , we replay the September 19th, 2024 HedgeD, With A Capital “D” webinar featuring John Yetimoglu of Infinitum Partners in conversation with Mark Yusko and Cory Lester of Morgan Creek Capital Management. Although still an emerging manager, Morgan Creek believes Infinitum and John possess some of the hallmarks of a hedge fund manager that could one day become an industry leader. Mark and Cory discuss several topics with John, including Artificial Intelligence (“AI”), opportunities within AI such as Inference, and one of the companies in Inference – Groq. We hope you enjoy the discussion, and we invite you to please follow-up with us if you are interested in learning more. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 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] 44:16
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we replay the July 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Previously, Mark and Cory discussed why they believe interest rates are likely to settle into a more normalized range over the coming years, compared to the near zero interest rate period following the Great Financial Crisis, and why they believe this is likely to be a strong tailwind for long/short equity strategies going forward. As for the direction of broader equity markets, investors appear to be anxiously awaiting interest rate cuts to push stocks even higher, however, history suggests this optimism could be misplaced and that investors should be careful what they wish for. Listen in to find out why and we hope you enjoy the episode. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 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] 48:46
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we replay the April 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an update to previous podcasts where they discussed why they think higher interest rates should benefit long/short equity strategies. They are already starting to see some encouraging signs of this dynamic showing up in the performance data for the asset class so far in 2024. We hope you enjoy their insights into the topic. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series] 1:06:53
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Cory Lester from Morgan Creek discuss a variety of investment topics and themes with Chris, including long/short equity, artificial intelligence, the anti-obesity market, India and biotech. Chris is an old school long/short equity manager that has invested across various market cycles throughout his nearly three-decade long career. We hope you enjoy his insights on the current market environment and his comments about the prevailing opportunity set. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital “D” Webinar Series] 41:34
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we replay the November 30th, 2023 HedgeD, With A Capital “D” webinar where Mark Yusko and Cory Lester talked about why they are so constructive on the outlook for Biopharma stocks. The fundamental disconnect between where Biopharma stocks are trading and the innovation and advancements in treatments reached an extreme level in 2023, in their opinion. They believe it is only a matter of time before investor attention returns to the sector focused on the science rather than the macro environment. We hope you enjoy the conversation. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series 58:23
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Mais Tarde Mais Tarde Listas Like CurtidoLouis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they get, the better the operating environment for long/short equity managers may be. Please reach out if you would like to receive a copy of the presentation that Mark and Cory reference or visit the webinar version of the replay via the link in the show notes below. We hope you enjoy the conversation. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital “D” Webinar Series] 47:55
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Mais Tarde Mais Tarde Listas Like CurtidoIn the June 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester discuss the potential advantages of long/short investing over the long run. They discuss why the math of loss in investing is so punishing, and how the long/short model may help position portfolios to recoup losses faster than more traditional strategies after a difficult year like 2022. Please reach out if you would like to receive a copy of the presentation they reference or visit the webinar version of the replay on our YouTube channel via the link in the show notes below. We hope you enjoy the conversation. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Is China Investable? Featuring Nic Lee from Morgan Creek 57:11
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we have on one of our favorite China experts – Morgan Creek’s very own Nic Lee. Nic has been at “The Creek” for the better part of two decades and during his tenure has spent the vast majority of his time in private markets focused on China. He brings a wealth of knowledge and perspective to the conversation and attempts to address the overhanging question on many investors’ minds right now – Is China investable? Like us, we hope you come away from this episode as excited about the prevailing opportunity set in China as we are. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series] 38:53
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Mais Tarde Mais Tarde Listas Like CurtidoIn the March 2023 HedgeD, With A Capital “D” webinar, we take a closer look at why we believe the market backdrop could prove advantageous for active equity strategies versus passive. We discuss why equity markets could remain range bound and volatile, why interest rates may stay higher for longer, and how such circumstances have historically impacted the performance of actively managed strategies. We also touch on more nuanced topics, such as why a higher short rebate might provide a tailwind for hedge fund managers. We hope you enjoy the episode. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 The Long (and Short) of It, featuring John Hempton from Bronte Capital 51:54
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we pick well-known hedge fund manager John Hempton’s brain on what makes a good long investment. John is probably best known for his short selling abilities, but others have already adequately covered that topic so, instead, he walks us through his framework for assessing longs. John is truly a gifted storyteller, and we hope you enjoy listening to this episode as much as we enjoyed recording it. Cheers. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 What’s New and Exciting in Software, featuring special guests David Atterbury and Andrew Carlson from Whetstone Capital Advisors 1:02:14
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we have Whetstone Capital Advisors back on the show to discuss the current state of play in the software industry. Whetstone’s Portfolio Manager & Managing Partner, David Atterbury, and Investment Partner, Andrew Carlson, share a number of insights about this rapidly growing and dynamic industry that you won’t want to miss. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series] 47:31
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Mais Tarde Mais Tarde Listas Like CurtidoIn the inaugural HedgeD, With A Capital “D” webinar for 2023, we discuss some of the lingering concerns surrounding the economy and markets and what this might mean for investors. In summary, we think 2023 could be the year where being different pays off. We discuss why we believe that investors should consider focusing on international equity markets over domestic, emphasizing value-oriented strategies instead of growth, watching for signs of a resurgence in active management vs. passive and avoiding the largest weights in the major indices. We hope you enjoy the episode. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 = 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] 1:03:18
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we replay the November 9th HedgeD, With A Capital “D” and Around The World With Yusko combined webinars. Mark Yusko leads a follow-up conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk in which they provide a sneak peak of some of their top themes and ideas heading into the year ahead. They touch on a variety of topics in Emerging Markets, Technology and Healthcare. Now, sit back, relax and enjoy the show. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 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] 1:09:13
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we replay the September 29th HedgeD, With A Capital “D” and Around The World With Yusko combined webinars. Mark Yusko leads Cory Lester and Andrew Schmeelk through a thoughtful conversation about what’s wrong with the traditional 60/40 portfolio of stocks and bonds. Additionally, they discuss potential opportunities in the Chinese equity market. We hope you enjoy this dynamic and engaging episode, and, as always, we would love to hear what you think. You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital “D” Webinar Series] 35:01
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we replay the June 2022 HedgeD, With A Capital “D” Webinar, where we provided an update on a long standing, high conviction Growth-oriented theme – Cloud Migration / Software. You get a few great buying opportunities a decade in this secular growth theme and we think the sharp selloff in the space currently is likely one of them. The backdrop is opportunity-rich, yet skilled security selection will be critical to capitalizing on the buying opportunity in the midst of a broader economic slowdown. We outline the prevailing opportunity set as we see it and more in this episode of HedgeD. Please don’t forget to drop us a rating and review, and feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com with any questions or comments. Now sit back, relax and enjoy the episode. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series] 33:41
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we replay the May 2022 HedgeD, With A Capital “D” Webinar, during which we provided an update to our Energy Survivors theme – a high conviction Value-oriented theme of ours since shortly after the outbreak of the pandemic in 2020. We provided an update on the Bull Case Energy and the Bear Case, both of which ultimately come down to one’s timeframe, in our opinion. We hope you appreciate the update and welcome any follow-up questions or comments. Please feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 A Conversation About Tech Investing In South Korea With Carlos Jesena (Carmenta Global Management 1:05:35
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we sit down with an experienced hand in the Tech-investing scene in South Korea, Carlos Jesena of Carmenta Global Management. Carlos and Carmenta have backed many now-household names in South Korea such as Coupang, Market Kurly and Toss. Carlos gives listeners updated thoughts on each of these exciting companies, in addition to walking though the current opportunity set in South Korea. He imparts on listeners a wealth of information about Tech-investing in Asia, accumulated over the course of his long, yet still young career. Carlos is definitely a person that should be on your Asia Technology Investing Watch List for years to come. Enjoy. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Why Long/Short Equity Is The New 60/40 – Part II [April 2022 HedgeD With A Capital “D” Webinar Series] 42:50
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode, we replay the April 2022 HedgeD With A Capital “D” webinar, where we provided an update on an idea we put out there last September about why we think equity long/short could be the new 60/40. Given price action in stock and bond markets so far year-to-date, we thought an update on our thinking would be timely. We hope you enjoy this update and if you would like to discuss the matter in more detail, please feel free to @ us on Twitter or email us at the address in the show notes below. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 Surveying The South Korean Investment Landscape [March 2022 HedgeD With A Capital “D” Webinar Series] 44:14
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode we are trying something new by giving you the audio replay from the March 3rd, 2022 HedgeD With A Capital “D” webinar. We host this webinar series each month and in it take a look at one of our most topical current investment themes. In March, we looked at South Korea, which we find particularly interesting on the Technology, Internet, Consumer and Fintech fronts for reasons described in the episode. Andrew Schmeelk, Mark Yusko and Cory Lester walk listeners through the opportunity set at a high level with the support of the webinar slides. We would encourage you to tune into the webinar series live each month or watch the replays on our YouTube channel (the link can be found in the show notes below), but if podcasts are your preferred medium of content consumption, we completely understand. We hope you enjoy this addition to the usual HedgeD podcast releases and, as always, welcome any comments, suggestions or, preferably, reviews. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ…
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1 What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review) 1:25:26
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we conclude our holiday series exploring Morgan Creek’s highest conviction equity themes by taking a look back at our top picks for 2021 to see what we got wrong, what we got right and what we still like. We hope you enjoyed this three-part series and if you missed Part I, which focused on our top Growth themes, or Part II, which focused on our top Value & Short themes, please give them a listen, as they set the stage for a lot of the content we will be talking about with the help of some outside guests throughout 2022. And, as always, if you like what you hear, we kindly ask that you rate and review the podcast wherever you subscribe. Finally, let us be the last to wish you at this point a happy and prosperous New Year, and thank you for making 2021 such a resounding success for HedgeD. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly webinar series called HedgeD, With A Capital “D” by emailing us at HedgeD@morgancreekcap.com…
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1 Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II – Value & Short Ideas) 58:01
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we continue our holiday series exploring Morgan Creek’s highest conviction equity themes and ideas for the year ahead and beyond with Part II. Part I focused on our top Growth-oriented themes and ideas, while in Part II we explore the Value-oriented and Short sides of our research efforts. The goal of the series is to talk through a lot of ideas at a high level in hopes of encouraging further research and due diligence by you, our listeners. We encourage you to reach out with follow-up questions or comments. Be sure to tune into Part III next time, where we will conclude the series by taking a look back at our top picks this time last year to see what we got right, what we got wrong and what we still like. Part III is scheduled to drop in late January. Until then, we hope you have a very merry and cheerful holiday season. Happy Holidays and Early New Year from the entire HedgeD Podcast Team. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly webinar series called HedgeD, With A Capital “D” by emailing us at HedgeD@morgancreekcap.com…
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1 Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part I – Growth Ideas) 52:51
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Mais Tarde Mais Tarde Listas Like CurtidoWe continue the holiday tradition started this time last year with the second installment of Morgan Creek’s top equity themes for the year ahead and beyond. The goal of the series is to talk through a lot of ideas at a high level in hopes of encouraging further research and due diligence by you, our listeners. We hope you find the Growth-oriented ideas in today’s episode interesting and provocative, and would encourage you to reach out with any follow-up questions by emailing us HedgeD@morgancreekcap.com, following us on Twitter @HedgeD_Podcast or visiting us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Part 2 of this series will be released in the coming weeks and focus on our top Value-oriented and Short ideas for 2022 and beyond. Be on the lookout for that episode to drop before year-end. Follow us on Twitter @HedgeD_Podcast Visit us on the web at www.morgancreekcap.com/hedge-funds/ Join our monthly webinar series called HedgeD, With A Capital “D” by emailing us at HedgeD@morgancreekcap.com…
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1 A Conversation About Crossover Investing With Bill Martin – Founder & CIO, Raging Capital 1:10:08
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Mais Tarde Mais Tarde Listas Like CurtidoIn this episode of HedgeD, we tackle the ins and outs of all the rage these days – Crossover Investing – that is, investing in both private and public equities and all the variations and iterations of equity ownership in between – from Friends & Family rounds, to Growth Equity investments, to Pre-IPO opportunities and so on. Investing has always been in Bill’s blood, having bought his first stock at the ripe young age of 10, starting his first business at the age of 19 or 20 and cutting his teeth in markets during the height of the Tech Bubble back in the late 90s. With some similarities, but many differences between then and now, we trust you will gain as much insight as we did from our conversation with Bill. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Why Long/Short Equity Is The New 60/40 1:11:00
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Mais Tarde Mais Tarde Listas Like CurtidoIn this Back-To-School edition of HedgeD, we breakdown why we think long/short equity might be the new 60/40. We think the outlook for stocks and bonds looks pretty bleak considering the starting point offered by prevailing valuations. And as central banks pullback emergency stimulus measures implemented during the pandemic, and inch closer to tightening monetary policy, market tailwinds could quickly turn into market headwinds. Like the early 2000s when the Tech Bubble deflated, we think high quality long/short equity strategies can not only help protect capital, but potentially provide a much needed source of positive return in the face of potential losses elsewhere. Tune in to hear the rationale behind this view, and, as always, any feedback – good, bad or indifferent – is welcome. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 An Update On The Chinese Regulatory Landscape With David Wang - Chief China Economist, Credit Suisse 1:14:43
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Mais Tarde Mais Tarde Listas Like CurtidoRecent developments have served as a stark reminder that understanding the Chinese mindset is essential to successfully investing in China as a foreigner. Who better to unpack this topic in grave detail than Credit Suisse’s Chief China Economist David Wang. David shares many helpful insights on the ongoing regulatory crackdown from a local perspective and provides a unifying framework for thinking about China’s long-term policy goals. We hope you take away as much from our conversation with David as we did. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 The Bear Case For Oil With Matt Niblack 1:05:21
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Mais Tarde Mais Tarde Listas Like CurtidoIn Part 2 of our two-part series on oil, we discuss the long-term Bear Case for hydrocarbons with Matt Niblack, President & Co-CIO of HITE Hedge Asset Management. HITE is one of the longest standing and few remaining sizeable hedge funds focused on Energy, which is particularly impressive considering the peaks and valleys they have had to endure across the firm’s seventeen-year history. Matt makes a compelling case for why many Energy business models today could prove to be the brick and mortar retail or film camera companies of the future. The opportunity set in Energy today is rich and complex. We trust our conversation with Matt will leave you with plenty to think about. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 The Bull Case For Oil With Dan Pickering 1:09:49
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Mais Tarde Mais Tarde Listas Like CurtidoIn Part 1 of our two-part series on oil, we dive into the bullish side of the debate with industry-vet Dan Pickering, Founder & CIO of Pickering Energy Partners. Dan talks about the short-term and long-term fundamentals on both the demand and supply side, and outlines the biggest risks to his otherwise bullish view. With so much riding on the future of hydrocarbons, we hope you come away from this episode with a deeper appreciation of the Bull Case before we turn to the Bear Case in the following. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 2021 Mid-Year High Conviction Theme Review & Update 1:37:04
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Mais Tarde Mais Tarde Listas Like CurtidoBuckle 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 HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Brasil Part 4, Featuring José Carlos Reis de Magalhães Neto (aka Zeca) 1:30:04
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Mais Tarde Mais Tarde Listas Like CurtidoBrazil is blessed with abundant sunshine, wind and water, positioning the country to be a global leader in renewable energy and agriculture. In this episode of HedgeD, we take a deep dive into this topic with the help of our special guest Zeca, who founded Tarpon Investments at just 23 years old. Zeca shares with listeners his enthusiasm and involvement in these megatrends and a lot of wisdom and insight along the way. Zeca brings home our four-part series on Brazil with effortless style and grace. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Brasil Part 3, Featuring Pedro Faria & Paulo Passoni 1:06:39
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Mais Tarde Mais Tarde Listas Like CurtidoLatin America represents 6-7% of global GDP, but has only received about 1% of global venture capital and growth equity dollars historically. Why is this, how is it changing and where are the investment opportunities as a result? In this episode, Pedro Faria from Tarpon and Paulo Passoni from Softbank share their thoughts on these questions and a few of their top themes and ideas in the region. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Brasil Part 2, Featuring Eduardo Mufarej 1:11:18
1:11:18 Mais Tarde Mais Tarde Listas Like Curtido1:11:18
Mais Tarde Mais Tarde Listas Like CurtidoSomeone much wiser than us once said, “If you don’t do macro, macro will do you.” This is especially true in Emerging Markets like Brazil where politics can be volatile, and where the prevailing political winds can have an outsized impact on financial markets. Who better to speak with about the current state of affairs in Brazilian politics than RenovaBR Founder, Eduardo Mufarej. RenovaBR is an online school focused on preparing talented individuals to enter the challenging world of Brazilian politics. Eduardo also provides his thoughts on interesting current investment themes in Brazil and shares some ways to play them. Eduardo’s deep understanding of Brazil and investing acumen will surely leave you wanting more. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
In this episode of HedgeD, we tee up a deep dive into Brasil. Morgan Creek has been investing in the country since the mid-2000s and the opportunity set today is more exciting than ever. Whether you are new to the country or a seasoned vet, we guarantee you will come away from the next four episodes having learned something new. Enjoy. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
In this episode, we speak with Cameron Hight, Alpha Theory CEO & Founder. We discuss his journey from CFA designation recipient, to hedge fund analyst, to entrepreneur and business owner. Cameron is a bona fide expert in the field of decision-making, and describes how good portfolio management ultimately boils down to an exercise in applied math. We were fascinated by our conversation with Cameron and trust you will come away feeling the same. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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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 HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/hedge-funds/…
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Russell Clark is one of the great macro thinkers of our day and has been visiting / investing in Japan for decades. In this episode, we talk to Russell about investing in Japan as a Gaijin (“a foreigner”) and what an uptick in inflation, driven by higher food prices, could mean for JGBs, the Yen and Japanese Trading Houses. Mark Yusko’s lightning round at the end of the episode is particularly on point – you don’t want to miss it. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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In the next three episodes of HedgeD, we take a deep dive into Nippon, which is the Japanese name for Japan. Nippon literally means “the sun’s origin,” but is often translated into “Land of the Rising Sun,” stemming from Japan’s easterly position relative to China. In this episode, we discuss Morgan Creek’s history of allocating to Japan, before bringing it to the present in the next two episodes. First, through a macro overview with Russell Clark of Russell Clark Investment Management; then, through a fundamental discussion with Eduardo Costa of Calixto Global about Japan Digitization. Please be on the lookout for these episodes to drop in the coming weeks. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
Winston Churchill once said, “However beautiful the strategy you should occasionally check the results.” In this episode of HedgeD, we discuss how Morgan Creek re-invented its approach to long/short equity following the GFC under the auspices of Project Quantum. What was Project Quantum and how did it come about? Tune in to find out. Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Morgan Creek’s Top Long & Short Equity Market Themes For 2021 59:44
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Mais Tarde Mais Tarde Listas Like CurtidoAt the risk of looking completely incompetent this time next year, we put it all out there in this episode and discuss our top long and short themes heading into the New Year. While we obviously cannot guarantee these will look like top themes with the benefit of future hindsight, we can guarantee that a lot of brainpower, thought and analysis went into their curation. Please join us for this virtual trial by fire as Mark Yusko puts co-hosts Cory Lester and Andrew Schmeelk in the hot seat. Want more? Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 You Will Not Take This Conversation With Charley About The Coronavirus For Granted 1:03:05
1:03:05 Mais Tarde Mais Tarde Listas Like Curtido1:03:05
Mais Tarde Mais Tarde Listas Like CurtidoWith over 50 coronavirus vaccines in clinical trials and another 120 in pre-clinical development, who better to make sense of it all than The Wall Street Journal Heard On The Street Healthcare Columnist, Charley Grant. We talk about Pfizer and Moderna, and about the key efficacy and safety questions remaining for their trials, and also talk about the harsh reality that a coronavirus vaccine could still prove elusive. Investors should heed caution and tread carefully. Charley doesn’t have all the answers, but his years of experience covering the space, lends to some very sound advice. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 If You Don’t Listen To This Podcast, Your 401k Will Go To Zero 1:01:08
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Mais Tarde Mais Tarde Listas Like CurtidoNot so fast. Just like in 2016, the race for the White House is a lot closer than polls suggest. Courtney Rosenberger of Strategas Research Partners saw a closer race then and sees a few bright spots today in recent polling for Trump in key swing states. While it is Biden’s race to lose, the one thing we can count on is a few surprises come election night. What might those surprises and their market implications be? Tune into our conversation with Courtney to find out. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Live From Kansas City, It’s Whetstone Capital Advisors! 1:02:05
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Mais Tarde Mais Tarde Listas Like CurtidoBar-B-Que, Patrick Mahomes and Whetstone Capital Advisors. That’s our current Kansas City “Best of” list in no particular order. Yours might be the same after listening to this riveting conversation with Whetstone Portfolio Manager & Managing Partner, David Atterbury, and Investment Partner, Thomas McGannon. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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1 Covid Winners: China Online Education & E-commerce 53:47
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Mais Tarde Mais Tarde Listas Like CurtidoThe digital transformation of the global economy has accelerated under the pandemic. In this episode of HedgeD, Mark Yusko interviews Cory Lester and Andrew Schmeelk about this transformation and they take a deep dive into two industries squarely in the crosshairs – China Online Education and E-commerce. Cory and Andrew frame the investment opportunities in both of these Megatrends from a top-down perspective while layering in some thoughts on potential long-term winners and losers. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
How will advancements in DNA sequencing help stop crime, who will win the election in November, and when will the Golden State Warriors return to glory? Answers to these questions and more can be found in Part 2 of our discussion with John Burbank, Passport Global Founder & CIO. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
What do poetry and investing have in common? Tune in to Part 1 of our two-part discussion with John Burbank, Passport Global Founder & CIO, to find out. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
Mark Yusko, Cory Lester and Andrew Schmeelk explore the origins of Jones Model investing, explain the podcast’s name and touch on their collective five decades of experience allocating capital. You can’t spell HedgeD without Edge and Mark, Cory and Andrew discuss how the game has changed since the 1990s and early 2000s. With every investment you become either richer or wiser but never both. Your hosts conclude by touching on a few of their most vivid richer and wiser investing stories. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/…
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