Mike Taylor

Mike Taylor, a seasoned portfolio manager at Simplify’s PINK healthcare ETF, brings a wealth of experience from top hedge funds like Citadel and Millennium. He discusses the importance of having 'skin in the game' and shares insights on high-conviction investments. Mike's unique take on international investing and macro trends provides valuable lessons for navigating global economic challenges. He also reflects on the complexities of market dynamics, equity analysis, and even shares a personal passion for cars, intertwining financial wisdom with his interests.

Mike Taylor, co-author of a book on Prompt Engineering and founder of a growth marketing agency, discusses the importance of improving prompt engineering skills, approaching it procedurally and programmatically, and the challenges of running an agency. They explore the evolution of growth hacking, lack of statistical literacy in marketing, and the scientific approach to testing strategies in marketing.

With a special guest appearance by Mike Taylor (@Mike_Taylor1972).Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look

Joining Keith McCullough is Mike Taylor, a seasoned hedge fund veteran renowned for his market acumen, especially in healthcare. They dive into bold predictions for 2025, including expected Federal Reserve rate cuts and sectors poised for growth like REITs and utilities. Mike discusses potential losers like MRNA and Walmart, as well as the geopolitical tension arising from tariffs between the U.S. and China. They analyze evolving market dynamics and economic challenges, offering insights for navigating investments in the upcoming year.

Guest Mike Taylor, Portfolio Manager of PINK Shares for the Cure, discusses Pink ETF success, Sarepta stock potential, investment strategies in changing economic landscape, insights on inflation, brilliance, politics, and market understanding, analysis of stagflation impact on industrial companies, trade opportunities in agriculture, and navigating political landscape for financial success.

The podcast discusses the role of AI in business, the importance of mentorship for growth, breaking down problems for solutions, active learning in tech, and Michael's Udemy course on AI and marketing.

Mike Taylor, a hedge fund manager with the Pink Fund, discusses the intersection of healthcare and investing. He shares insights on groundbreaking medical innovations, particularly in spinal surgery and drug development. The conversation critiques passive investment strategies and explores the political climate ahead of the presidential election, emphasizing its economic implications. Taylor also sheds light on the healthcare sector's performance in Quad 3 and the need for diligent investment strategies amid rising public discontent with traditional politics.

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.

Experienced yearbook experts share convention stories and tips, discussing the value of conventions, gaining administrator support, and creative fundraising ideas. They reflect on impactful encounters, award wins, mishaps, and adventures, emphasizing the importance of networking and learning from industry professionals. The podcast also explores maximizing educational value through administrator participation and the significance of fundraising for convention trips.

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.