
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 HedgeD@morgancreekcap.com Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
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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]

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]

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]

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]
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