Markets in Motion - Key Themes Shaping 2026, featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [November 13, 2025 HedgeD, With A Capital "D" Webinar Series]

About this episode

Mark Yusko and Cory Lester discuss key investment themes and market dynamics as they reflect on 2025 and look ahead to 2026.

O n this episode of HedgeD , we revisit our November 13, 2025 , webinar with Mark Yusko and Cory Lester of Morgan Creek Capital Management. In this special year-end conversation, Mark and Cory reflect on how 2025 unfolded, covering major investment themes, market dynamics, and emerging opportunities as we look ahead to 2026. They also dive into innovations shaping Chinese markets, artificial intelligence, and biotech. We hope you e njoy the discussion . Please reach out if you'd like to learn more. 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

• investment themes
• market dynamics
• emerging opportunities
• Chinese markets
• artificial intelligence
• biotech

Keywords

• investment
• market trends
• 2026 outlook
• biotech
• artificial intelligence
• Chinese markets
• Morgan Creek

Mentioned in this episode

Organizations: Morgan Creek Capital Management

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