Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Bellevue Trust’s Paul Major: small cap healthcare's big opportunity
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Manage episode 435404095 series 2891889
Contenido proporcionado por Proactive Investors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Proactive Investors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Bellevue Healthcare Trust PLC (LSE:BBH) co-portfolio manager Paul Major tells Proactive's Stephen Gunnion about the potential benefits for the healthcare sector as tech stocks lose their lustre. Major discussed how the long-overdue rotation from tech could positively impact healthcare, particularly small and mid-cap growth stocks, which stand to gain from a potential decline in interest rates. He pointed out that while tech stocks have seen massive growth, healthcare, especially the biotech sector, might now be poised for significant gains. Major also highlighted the return of the healthcare industry to pre-pandemic norms and the increasing interest in defensive, longer-term earnings within the sector. "Small mid-cap healthcare should be the biggest beneficiary within the wider healthcare investment universe of a negative rate environment," Major said. He further discussed the market's focus on GLP-1 drugs and the potential for new players to emerge as the market broadens. Additionally, Major shared insights on the trust's current cash position and plans for reallocating capital in the coming months. He emphasised the trust's strategy of looking beyond giants like Novo Nordisk and Eli Lilly to identify the next generation of obesity treatments. For more insights from Bellevue Healthcare Trust and other market experts, don't forget to give this video a like, subscribe to the Proactive channel, and enable notifications for future content. #HealthcareStocks #TechStockRotation #PaulMajor #BellevueHealthcare #SmallCapStocks #InterestRates #GLP1Drugs #BiotechInvesting #ProactiveInvestors #InvestmentStrategy #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
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608 episodios
MP3•Episodio en casa
Manage episode 435404095 series 2891889
Contenido proporcionado por Proactive Investors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Proactive Investors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Bellevue Healthcare Trust PLC (LSE:BBH) co-portfolio manager Paul Major tells Proactive's Stephen Gunnion about the potential benefits for the healthcare sector as tech stocks lose their lustre. Major discussed how the long-overdue rotation from tech could positively impact healthcare, particularly small and mid-cap growth stocks, which stand to gain from a potential decline in interest rates. He pointed out that while tech stocks have seen massive growth, healthcare, especially the biotech sector, might now be poised for significant gains. Major also highlighted the return of the healthcare industry to pre-pandemic norms and the increasing interest in defensive, longer-term earnings within the sector. "Small mid-cap healthcare should be the biggest beneficiary within the wider healthcare investment universe of a negative rate environment," Major said. He further discussed the market's focus on GLP-1 drugs and the potential for new players to emerge as the market broadens. Additionally, Major shared insights on the trust's current cash position and plans for reallocating capital in the coming months. He emphasised the trust's strategy of looking beyond giants like Novo Nordisk and Eli Lilly to identify the next generation of obesity treatments. For more insights from Bellevue Healthcare Trust and other market experts, don't forget to give this video a like, subscribe to the Proactive channel, and enable notifications for future content. #HealthcareStocks #TechStockRotation #PaulMajor #BellevueHealthcare #SmallCapStocks #InterestRates #GLP1Drugs #BiotechInvesting #ProactiveInvestors #InvestmentStrategy #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
…
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