Skip to content
TrackPodcasts
businessOct 6, 202053:47pending

Covid Winners: China Online Education & E-commerce

HedgeD

About this episode

The digital transformation of the global economy has accelerated under the pandemic. In this episode of HedgeD, Mark Yusko interviews Cory Lester and Andrew Schmeelk about this transformation and they take a deep dive into two industries squarely in the crosshairs – China Online Education and E-commerce. Cory and Andrew frame the investment opportunities in both of these Megatrends from a top-down perspective while layering in some thoughts on potential long-term winners and losers.

 

Want more?

 

Join the monthly HedgeD, With A Capital "D" webinar series by contacting us at [email protected]

 

Follow us on Twitter @HedgeD_Podcast

 

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

Get every episode summarized

Each time HedgeD publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Covid Winners: China Online Education & E-commerce

HedgeD

0:00
53:47

More episodes

More from HedgeD

View all episodes →