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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Insightful Analysis of Current Economic Climate and Inflation Dynamics
01:58 • 5min
Measuring Inflation and Economic Policy Impact
07:08 • 19min
Healthcare Innovations and Investment Strategies
25:59 • 15min
Exploring the Potential of GLP-1 Drugs and Aging Innovation
40:34 • 6min
Exploring the Future Outlook for Cancer Treatment and Management
46:40 • 2min
Healthcare Innovation Portfolio Strategy and Focus on Sorepta Gene Therapy Company
48:53 • 3min
Analysis of the US economy and future challenges ahead
52:18 • 5min