Jared Holtz

Jared Holtz, a healthcare sector strategist at Mizuho, dives into the latest vaccine guidance and its potential effects on pharma and biotech stocks. He discusses how underperforming sectors could rally with new guidelines in play. The podcast also covers a high-stakes call between President Trump and Xi Jinping, the impact of the iPhone 17 launch on Apple’s stock, and significant shifts in the market landscape. Listeners get a comprehensive look at current national and economic dynamics shaping the future.