HedgeD

In this episode, we discuss the recent decision by the U.S. Securities and Exchange Commission to dismiss certain claims in its case involving Justin Sun and the Tron Foundation, alongside broader regulatory signals suggesting that U.S. regulators may increasingly evaluate digital assets under traditional securities frameworks.

We also analyze comments from Jensen Huang indicating that Nvidia may pause additional investments in OpenAI and Anthropic while continuing to expand its focus on next-generation computing technologies such as photonics. Finally, we cover reports that quantum computing company Pasqal is exploring a public listing through a SPAC transaction and the latest U.S. employment data, which suggests a more challenging labor market environment heading into the spring.

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To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email [email protected]

Legal Disclaimer

This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

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.

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Join the HedgeD, With A Capital "D" webinar series by emailing [email protected]

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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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

 Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

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 [email protected]

Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ