HedgeD

About 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.

Publisher

Morgan Creek Capital Management, LLC

Category

business

Language

en

Explicit

No

First episode

31 Jul 2020

Latest episode

5 Mar 2026

Latest episodes

1 of 51 episodes have a transcript.

1. 

   5 Mar 2026TRANSCRIPT

   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 developed international and emerging markets gaining momentum, U.S. mega‑caps cooling, and defensive sectors, such as healthcare, 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. 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 (https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ)

2. 

   26 Nov 2025

   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 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 enjoy the discussion. Please reach out if you'd like to learn 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 (https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ)

3. 

   21 Oct 2025

   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. 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. 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 (https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ)

Inside a recent episode

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]

Published 5 Mar 2026 · Transcript excerpt

[…] I think what's going to happen... And I feel badly for these people who did. But I think the people who were throwing money into these private companies at these multi-hundred billion dollar valuations – I think they're – well, I'm pretty sure they're going to be very disappointed. You know, the competition is fierce. The price is heading lower. And these are going to be tools, right? They're going to be a commodity. They're going to be a utility. And the application layer is going to be monstrous. It's going to end up kind of like the internet, right? The guy who invented – TCP IP did not get rich. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

38 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 25 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

30

Social presence

0

YouTube

0

Engagement

51

Contact HedgeD

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about HedgeD