Hi guys, Welcome to the Advanced Video Search Engine, and you are watching Investing in the Future of Health Care with Mike Taylor | Ozempic, Cancer, Aging and More. That video is uploaded by Excess Returns at 2024-03-08T05:30:30-08:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [hLbVfHMe8Fk]
| Name | Investing in the Future of Health Care with Mike Taylor | Ozempic, Cancer, Aging and More |
| Video Uploader | Video From Excess Returns |
| Upload Date | This Video Uploaded At 08-03-2024 13:30:30 |
| Video Discription | In this episode, we are joined by Mike Taylor, manager of the Simplify Health Care ETF (PINK). Mike is one of the best health care investors out there and has managed portfolios for Oppenheimer and major hedge funds like Citadel and Millenium. PINK is the only ETF in existence that donates all its profits to charity with its proceeds benefitting the Susan G. Komen foundation. We talk to Mike about the exciting developments going on in the health care space and how he thinks about constructing a portfolio to profit from them. We also discuss his work as a scientist, the lessons from his hedge fund career and his views on the current macro environment. 01:55 - The idea behind the PINK ETF 05:28 - Mike's work as a scientist 06:13 - Transitioning from a scientist to a hedge fund 10:46 - The pros and cons of coming from outside the investing world 15:06 - Are there quantitative parts of Mike's process? 17:07 - The main categories of health care 20:58 - The exciting future of health care 26:04 - Slowing the aging process 27:43 - The future potential of cancer treatment 29:03 - The impact of AI in health care 29:56 - The future potential of GLP-1 drugs 32:52 - A bottom-up approach to building a health care portfolio 35:15 - The difference between managing a hedge fund and an ETF 37:29 - Mike's thoughts on portfolio concentration 40:34 - How Mike views valuation 45:20 - Managing investments with binary outcomes 48:41 - Mikes views on macro and inflation 55:05 - The one lesson Mike would teach the average investor FIND OUT MORE ABOUT PINK https://www.simplify.us/etfs/pink-simplify-health-care-etf FOLLOW MIKE ON TWITTER https://twitter.com/Mike_Taylor1972 SEE LATEST EPISODES https://www.excessreturnspod.com FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau hLbVfHMe8Fk |
| Category | Education |
| Tags | Education Download MP4 | Education Download MP3 | Education Download MP4 360p | Education Download MP4 480p | Education Download MP4 720p | Education Download MP4 1080p |
