Morgan Creek’s Top Long & Short Equity Market Themes For 2021

HedgeD

English - December 11, 2020 21:54 - 59 minutes - 54.7 MB
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At the risk of looking completely incompetent this time next year, we put it all out there in this episode and discuss our top long and short themes heading into the New Year. While we obviously cannot guarantee these will look like top themes with the benefit of future hindsight, we can guarantee that a lot of brainpower, thought and analysis went into their curation. Please join us for this virtual trial by fire as Mark Yusko puts co-hosts Cory Lester and Andrew Schmeelk in the hot seat.

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