What podcasts say about healthcare
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about healthcare
26 statements · 22 positive · 3 negative · 1 neutral
Health care has led sector performance over the past month
“Health care, up 10 percent over the last month, has led the way.”
Open the episode · After Tech-Led Rally, More AI-Related Results LoomListen at 8:22
AI could provide a long-term tailwind for healthcare
“there's potentially a tailwind for this industry over the long run as well.”
Open the episode · Closing Bell Overtime: Markets End a Wild Week With AI Under Pressure 11/6/26Listen at 30:02
The healthcare sector is currently outperforming.
“The health care sector has started to outperform.”
Open the episode · Jordi Visser: Is the S&P 500’s Run Over? Where the Next Wealth Boom Is Coming FromListen at 53:02
The election results are a net positive for healthcare stocks.
“the entire healthcare space, it's a net positive, the election results.”
Open the episode · Post-Midterm Playbook 11/4/26Listen at 26:38
Healthcare’s relative outperformance is likely to continue as a catch-up trade.
“it is also just playing catch-up and likely to continue”
Open the episode · Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26Listen at 27:41
Healthcare is a useful portfolio hedge against economic weakness and AI disruption.
“I think it's a nice hedge in your portfolio.”
Open the episode · Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26Listen at 34:37
Mark Cuban aims to change American healthcare
“Obviously, I want to change healthcare in America.”
Open the episode · Mark Cuban: The Next Market Crash Is Where The Real Money Is Made!Listen at 1:27:54
Mark Cuban predicts he will transform U.S. healthcare
“And I'll completely change healthcare in this country. And that's the mission.”
Open the episode · Mark Cuban: The Next Market Crash Is Where The Real Money Is Made!Listen at 1:29:09
Healthcare accounts for 18% of the economy.
“healthcare is 18% of the economy.”
Open the episode · America's Real One Percent Has Nothing to Do With Silicon Valley or Wall StreetListen at 21:54
Investors concerned about AI delays should take long positions in healthcare.
“If you're worried about the AI build out and the delays, get along the healthcare sector.”
Open the episode · Will Bitcoin Survive Quantum Computing? | Jordi VisserListen at 50:13
Healthcare will be a major beneficiary of superintelligence.
“I think this is going to be one of the ultimate beneficiaries.”
Open the episode · The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26Listen at 32:47
Advanced medicines could reduce healthcare spending below 10% of GDP.
“can you shrink healthcare as a percentage of GDP to under 10%? You probably could.”
Open the episode · Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304Listen at 1:10:34
Health care remains attractive for near- and long-term investment.
“I still like health care. I think it's a good place to be, not just for the near term, but for the long term.”
Open the episode · Closing Bell 10/20/26Listen at 14:12
Healthcare is currently relatively expensive
“Health care is now screening pretty aggressively expensive in our view.”
Open the episode · Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26Listen at 21:11
Healthcare cannot be managed like Amazon.
“healthcare can't be run like Amazon.”
Open the episode · Michael Lewis: Don't Bet Against the CountryListen at 32:30
Healthcare has performed well and merits additional portfolio allocation.
“Healthcare has been great for us, this sector. We've been adding to that.”
Open the episode · Bloomberg Surveillance TV: September 30th, 2026Listen at 5:02
Healthcare systems should place greater emphasis on prevention.
“So I'd love to see more health prevention.”
Open the episode · Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I LearnedListen at 44:18
Health care remains a favored equity sector.
“And we do like we do like health care.”
Open the episode · Yields Respond to Kevin Warsh's Jackson Hole SpeechListen at 18:04
Healthcare is entering a golden age driven by technology and AI.
“we're definitely going into a golden age of... healthcare”
Open the episode · Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?Listen at 6:51
Healthcare is currently the S&P 500’s best-performing sector over three months.
“health care in a good spot right now, the best performing sector. over the past three months in the S&P 500.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 3:49
Healthcare is currently the S&P 500’s best-performing sector over three months.
“health care in a good spot right now. The best performing sector over the past three months in the S&P 500.”
Open the episode · Newmont Leads Mining Stocks, Ross Stores Gains, Merck Hits All-Time HighListen at 4:16
Health care is an emerging investment opportunity.
“one area that's really been picking up on our radar has been the health care sector.”
Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on PauseListen at 22:55
Healthcare’s poor sentiment and performance make it an attractive contrarian opportunity.
“The contrarian to me starts to say, oh, look at this. And it's finally starting to work.”
Open the episode · It's a bull market and nobody drinks anymore.Listen at 47:18
Healthcare meets Munro’s criteria for an attractive investment area.
“healthcare fits every single criteria what we're looking for at Munro.”
Open the episode · Two attributes to make you a better investorListen at 39:14
Healthcare is expected to be the only S&P 500 sector with negative income growth.
“healthcare is the only one sector among the S&P 500 who is expected to post negative year over year income growth”
Open the episode · HCA Healthcare Slumps, Stride Falls, Yum Brands DropsListen at 1:44
Health care combines value with growth potential.
“I like value, especially when it's attached to a growth industry like health care.”
Open the episode · Mad Money w/ Jim Cramer 4/23/26Listen at 1:15
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.