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Sunlight Is The Best Disinfectant: Why Higher Rates Could Benefit Long/Short Equity [October 26, 2023 HedgeD, With A Capital “D” Webinar Series
Manage episode 382943974 series 3272055
Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they get, the better the operating environment for long/short equity managers may be. Please reach out if you would like to receive a copy of the presentation that Mark and Cory reference or visit the webinar version of the replay via the link in the show notes below. We hope you enjoy the conversation.
You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
44 episodes
Manage episode 382943974 series 3272055
Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market’s sunlight, and why they believe the higher (i.e., brighter) they get, the better the operating environment for long/short equity managers may be. Please reach out if you would like to receive a copy of the presentation that Mark and Cory reference or visit the webinar version of the replay via the link in the show notes below. We hope you enjoy the conversation.
You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
44 episodes
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