HedgeD

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 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/  

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://www.morgancreekcap.com/opportunistic-equity/

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?   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/