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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

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Manage episode 382943974 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 382943974 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

43 episodes

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