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The 2024 Morgan Creek Investment Roundtable featuring Chris Hansen of Valiant Capital Management [January 25, 2024 HedgeD, With A Capital “D” Webinar Series]

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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.

In this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Cory Lester from Morgan Creek discuss a variety of investment topics and themes with Chris, including long/short equity, artificial intelligence, the anti-obesity market, India and biotech. Chris is an old school long/short equity manager that has invested across various market cycles throughout his nearly three-decade long career. We hope you enjoy his insights on the current market environment and his comments about the prevailing opportunity set.

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

43 episodes

Artwork
iconShare
 
Manage episode 399995455 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.

In this episode of HedgeD, we replay the January 25th, 2024 HedgeD, With A Capital “D” webinar featuring Chris Hansen of Valiant Capital Management. Prior to starting Valiant in 2008, Chris was a partner at Blue Ridge Capital where he worked beside and trained under legendary hedge fund investor John Griffin. In this conversation, Mark Yusko and Cory Lester from Morgan Creek discuss a variety of investment topics and themes with Chris, including long/short equity, artificial intelligence, the anti-obesity market, India and biotech. Chris is an old school long/short equity manager that has invested across various market cycles throughout his nearly three-decade long career. We hope you enjoy his insights on the current market environment and his comments about the prevailing opportunity set.

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

43 episodes

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