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Recent Episodes
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]
In this episode of HedgeD, we replay the February 26th, 2026, webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. As 2026 unfolds, global markets are shifting, with…
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]
On 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…
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, 2025 webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management, with guest Will Graves of Boardman Bay Capital Management.…
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…
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,…
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…
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…
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…
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…
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…
Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital "D" Webinar Series
Louis 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…
Slow and Steady Wins the Race [June 1, 2023 HedgeD, With A Capital "D" Webinar Series]
In 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…
Is China Investable? Featuring Nic Lee from Morgan Creek
In 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…
It's Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital "D" Webinar Series]
In 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…
The Long (and Short) of It, featuring John Hempton from Bronte Capital
In 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…
What's New and Exciting in Software, featuring special guests David Atterbury and Andrew Carlson from Whetstone Capital Advisors
In 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,…
It's Okay To Be Different [January 12, 2023 HedgeD, With A Capital "D" Webinar Series]
In 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…
= 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]
In 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…
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]
In 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…
Theme Update – Cloud Migration / Software [June 2022 HedgeD, With A Capital "D" Webinar Series]
In 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…
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HedgeD has published 50 episodes since July 2020, covering topics in Business, Investing.
HedgeD is currently highly active with new episodes every 2 months. Average episode length is 58m.
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