HedgeD

Hosted by Morgan Creek Capital Management, LLC

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Mar 2026

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About the show

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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March 5, 20261 hr 0 min

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]

I n this episode of HedgeD , we re play the February 26 th , 20 2 6 , webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management . As 2026 unfolds, global markets are shifting, with d eveloped i nternational and e merging m arkets gaining momentum, U.S. mega‑caps cooling, and defensive sectors, such as h ealthcare, outperforming . We invite you to listen in as we break down these early‑year trends and discuss what they could mean for the investment landscape going forward. F ollow 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 S ubscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

November 26, 202558 min

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]

O n this episode of HedgeD , we revisit our November 13, 2025 , webinar with Mark Yusko and Cory Lester of Morgan Creek Capital Management. In this special year-end conversation, Mark and Cory reflect on how 2025 unfolded, covering major investment themes, market dynamics, and emerging opportunities as we look ahead to 2026. They also dive into innovations shaping Chinese markets, artificial intelligence, and biotech. We hope you e njoy the discussion . Please reach out if you'd like to learn more. F ollow 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 S ubscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

October 21, 20251 hr 3 min

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]

In this episode of HedgeD , we replay the October 9th , 202 5 webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management , with guest Will Graves of Boardman Bay Capital Management . We share insights on the accelerating wave of artificial intelligence and next generation computing, highlighting how breakthroughs in semiconductors, optical infrastructure, and edge AI are reshaping markets and creating potential investment opportunities. We hope you enjoy the conversation and invite you to get in touch if you are interested in learning more. F ollow 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 S ubscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

July 23, 20251 hr 0 min

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]

In this episode of HedgeD , we replay the July 17th, 2025 HedgeD, With A Capital "D" webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an equity market mid-year update, in addition to an update on some of the themes Morgan Creek is the most excited about for the remainder of the year and beyond. We hope you enjoy the discussion and invite you to get in touch 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

February 25, 202545 min

2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan Creek Capital Management [February 13, 2025 HedgeD, With A Capital "D" Webinar Series]

In 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

October 2, 20241 hr 1 min

Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [September 19, 2024 HedgeD, With A Capital "D" Webinar Series]

In 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

August 1, 202444 min

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]

In 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

May 13, 202448 min

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]

In 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

February 8, 20241 hr 6 min

The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital "D" Webinar Series]

In 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

December 11, 202341 min

Why We Believe Biopharma Is Set For A Comeback [November 30, 2023 HedgeD, With A Capital "D" Webinar Series]

In 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