A Pulse on the Markets: Early‑Year Momentum & What We Think Lies Ahead, featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [February 26, 2026 HedgeD, With A Capital "D" Webinar Series]

From HedgeD by Morgan Creek Capital Management, LLC

March 5, 2026 · 1h 1m

About this episode

This episode features a discussion on early-year market trends and investment strategies with Mark Yusko and Cory Lester.

I n this episode of HedgeD , we re play the February 26 th , 20 2 6 , webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management . As 2026 unfolds, global markets are shifting, with d eveloped i nternational and e merging m arkets gaining momentum, U.S. mega‑caps cooling, and defensive sectors, such as h ealthcare, outperforming . We invite you to listen in as we break down these early‑year trends and discuss what they could mean for the investment landscape going forward. F ollow 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 S ubscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

People in this episode

Guests: Mark Yusko, Cory Lester

Topics covered

market trends
investment strategies
global markets
healthcare sector
early-year momentum

Keywords

markets
investing
momentum
healthcare
emerging markets
defensive sectors

Mentioned in this episode

Organizations: Morgan Creek Capital Management

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