2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan Creek Capital Management [February 13, 2025 HedgeD, With A Capital "D" Webinar Series]

About this episode

This episode features a discussion on the 2025 equity market outlook and investment themes with Cory Lester from Morgan Creek Capital Management.

In this episode of HedgeD , we replay the February 13th, 2025 HedgeD, With A Capital "D" webinar featuring Cory Lester of Morgan Creek Capital Management. After back-to-back strong years for equities, what does 2025 have in store for investors? Will equity market returns broaden out following multiple years of leadership from the Magnificent Seven? Are hedge funds poised for another year of solid performance? Which themes are hedge fund managers the most excited about for 2025 and beyond? I address these questions and go into detail about some of the themes Morgan Creek is the most excited about, including Artificial Intelligence, Innovative Healthcare, Chinese Recovery Plays, and Rifle Shot Shorts. I hope you enjoy the discussion, and I invite you to please follow-up with us if you are interested in learning more. 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

People in this episode

Guest: Cory Lester

Topics covered

• 2025 equity market outlook
• investment themes
• hedge funds
• artificial intelligence
• innovative healthcare
• Chinese recovery plays
• Rifle Shot Shorts

Keywords

• equity market
• investment themes
• hedge funds
• artificial intelligence
• healthcare
• Chinese recovery
• Rifle Shot Shorts

Mentioned in this episode

Organizations: Morgan Creek Capital Management, HedgeD_Podcast, YouTube, Twitter, Morgan Creek

Books & works: HedgeD, With A Capital "D"

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