Excess Returns

Investing in the Future of Health Care with Mike Taylor

Mar 8, 2024
Guest
Mike Taylor
Mike Taylor, manager of the Simplify Health Care ETF, discusses healthcare sector insights, charitable endeavors supporting breast cancer awareness, gene therapy, AI in healthcare, ozempic molecule impact, strategic healthcare investing, contact lens maker investment opportunity, healthcare valuation risks, market trends, and economic challenges like inflation and perpetual money printing.
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Episode notes
1
Introduction
00:00 • 2min
2
Investing in Impact: The Charitable ETF Pink
01:57 • 4min
3
Exploring the Intersection of Gene Therapy and Finance in Healthcare Investing
05:27 • 24min
4
Exploring the Evolution of AI in Healthcare and the Impact of Ozempic Molecule
29:04 • 4min
5
Strategic Investing in Healthcare Sector
32:53 • 6min
6
Analyzing an Investment Opportunity in a Contact Lens Maker
38:39 • 2min
7
Navigating Healthcare Investments: Valuation, Risks, and Market Trends
40:35 • 7min
8
Navigating Economic Challenges
47:56 • 8min