Yuri Khodjamirian

Yuri Khodjamirian, CIO of Tema ETFs, leads a dynamic panel that includes economist Adam Ozimek and research expert Marko Bjegovic. They dive into the shifting landscape of tariffs and their impact on the U.S. economy. Topics include the push for reshoring as companies respond to economic uncertainty, the effects of tariffs on supply chains, and the negotiation challenges between the U.S. and China. The discussion highlights how these factors are reshaping consumer behavior and the future of domestic manufacturing amid rising inflation.

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.

Yuri Khodjamirian, CIO of Tema ETFs, discusses his unique approach to Moat investing, including identifying companies with durable competitive advantages. He covers various types of moats like economies of scale, network effects, and non-replicable assets, and explains how these advantages apply to different industries. Yuri shares insights on Tema's investment process, blending quantitative and qualitative analysis to construct portfolios of high-quality companies.