Excess Returns
Mike Green and Mike Taylor | PNL For a Purpose
May 6, 2024
Mike Green and Mike Taylor discuss value investing, factor investing, and macro options trading. They explore inflation dynamics, healthcare innovations, GLP-1 drugs, aging research, and cancer treatment advancements. The podcast also touches on the US economy, government overspending, and long-term economic challenges.
56:55
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Quick takeaways
- Inflation narratives are politically driven, affecting market perceptions and questioning reported metrics.
- Healthcare innovations including gene therapies and GLP-1 drugs offer portfolio diversification and support charitable causes.
Deep dives
Innovative Fundraising for a Cause
The podcast episode features a partnership with Susan G. Coleman to raise funds, with 24 guests interviewed in pairs over a week, ranging from market experts discussing topics like value investing and macro options. Listeners are encouraged to donate during the series of interviews, showcasing unique fundraising strategies for a charitable cause.
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