The AI Revolution in Action featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management, with guest Will Graves of Boardman Bay Capital Management [October 9, 2025 HedgeD, With A Capital "D" Webinar Series]

About this episode

This episode features a discussion on the impact of artificial intelligence and next generation computing on investment opportunities.

In this episode of HedgeD , we replay the October 9th , 202 5 webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management , with guest Will Graves of Boardman Bay Capital Management . We share insights on the accelerating wave of artificial intelligence and next generation computing, highlighting how breakthroughs in semiconductors, optical infrastructure, and edge AI are reshaping markets and creating potential investment opportunities. We hope you enjoy the conversation and invite you to get in touch if you are interested in learning 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

Hosts: Mark Yusko, Cory Lester

Guest: Will Graves

Topics covered

• artificial intelligence
• investment opportunities
• semiconductors
• optical infrastructure
• edge AI

Keywords

• AI revolution
• investment
• technology
• webinar
• Morgan Creek

Mentioned in this episode

Organizations: Morgan Creek Capital Management, Boardman Bay Capital Management

More episodes of HedgeD

• 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] · March 5, 2026 · 1h 1m
• 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] · November 26, 2025 · 59 min
• Equity Market Mid-Year Update featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 17, 2025 HedgeD, With A Capital "D" Webinar Series] · July 23, 2025 · 1h 1m
• 2025 Equity Market Outlook & Investment Themes featuring Cory Lester of Morgan Creek Capital Management [February 13, 2025 HedgeD, With A Capital "D" Webinar Series] · February 25, 2025 · 45 min
• Who Is Infinitum? Featuring John Yetimoglu, Infinitum Partners Founder & CIO [September 19, 2024 HedgeD, With A Capital "D" Webinar Series] · October 2, 2024 · 1h 2m
• The First Cut Is The Deepest featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management [July 25, 2024 HedgeD, With A Capital "D" Webinar Series] · August 1, 2024 · 44 min