Recent 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 Davi...
Aug 11, 2021•1 hr 15 min
In 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 mor...
Jul 16, 2021•1 hr 5 min
In 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 foll...
Jul 13, 2021•1 hr 10 min
Buckle 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.morgancreek...
Jul 01, 2021•1 hr 37 min
Brazil 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 gra...
Jun 03, 2021•1 hr 30 min
Latin 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.co...
May 18, 2021•1 hr 7 min
Someone 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 po...
May 05, 2021•1 hr 11 min
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...
Apr 21, 2021•1 hr 1 min
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 seri...
Apr 07, 2021•56 min
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 Capi...
Mar 17, 2021•1 hr 6 min
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 ...
Mar 03, 2021•1 hr 20 min
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, th...
Feb 18, 2021•59 min
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:/...
Jan 19, 2021•53 min
At 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 ...
Dec 11, 2020•1 hr
With 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...
Nov 12, 2020•1 hr 3 min
Not 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 monthl...
Oct 26, 2020•1 hr 1 min
Bar-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://ww...
Oct 20, 2020•1 hr 2 min
The 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? J...
Oct 06, 2020•54 min
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/opportuni...
Sep 16, 2020•45 min
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/...
Aug 23, 2020•52 min
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...
Jul 31, 2020•48 min
