Unusual Whales Unusual Whales Pod Ep. 54: Trump, RFK Jr., and the U.S. Healthcare Outlook in 2025
Feb 24, 2025
Yuri Khodjamirian, CIO of Tema ETFs, joins physicians Jason Fung, Ken Berry, and Jesse Morse to discuss the future of U.S. healthcare. They explore the implications of Robert F. Kennedy Jr.'s policies, specifically focusing on disease prevention through diets like intermittent fasting. The panel debates drug reform's impact on pharma finance and advocates for RFK Jr.'s idea of radical transparency to combat misinformation. They also highlight the potential of deregulation in biotechnology, while emphasizing innovative investment opportunities related to obesity and cardiometabolic health.
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Healthcare's Economic Impact
- Healthcare represents 18% of US GDP, significantly impacting the overall economy.
- Uncertainty in healthcare policy affects market valuations, especially after elections.
Administrative Costs in Healthcare
- US healthcare spending has grown significantly, primarily due to administrative costs, not frontline care.
- Other countries observe the US system's high cost and lower comparative outcomes.
Medication Costs
- Some Indian patients travel back to India for cheaper medications, saving enough to cover their trip expenses.
- This is possible because the same medications, produced under license, are significantly cheaper in India.
