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Sisällön tarjoaa Nick Taylor, Morgan Creek Capital Management, and LLC. Nick Taylor, Morgan Creek Capital Management, and LLC tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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The First Cut Is The Deepest featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 25, 2024 HedgeD, With A Capital “D” Webinar Series]

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Manage episode 431918227 series 3272055
Sisällön tarjoaa Nick Taylor, Morgan Creek Capital Management, and LLC. Nick Taylor, Morgan Creek Capital Management, and LLC tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

  continue reading

44 jaksoa

Artwork
iconJaa
 
Manage episode 431918227 series 3272055
Sisällön tarjoaa Nick Taylor, Morgan Creek Capital Management, and LLC. Nick Taylor, Morgan Creek Capital Management, and LLC tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

  continue reading

44 jaksoa

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