What podcasts say about Matthew Henriksson

Every statement, with the speaker, the exact quote and the moment it was said.

What Matthew Henriksson has said on podcasts

6 statements · 1 positive · 4 negative · 1 neutral

on Abbott nutrition segment spin-offNegativeOct 21, 2026· Bloomberg Intelligence
Abbott is spinning off nutrition because it is the portfolio's weak segment.
“they're finally spinning off their nutrition segment because that's probably the black sheep of the overall portfolio for them”
Listen at 10:09
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Abbott medical-device businessPositiveOct 21, 2026· Bloomberg Intelligence
Abbott's spin-off will let it focus on medical-device growth drivers.
“that allows them to focus on their kind of key growth drivers, which is in the medical device space”
Listen at 10:18
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Abbott continuous glucose monitorsNegativeOct 21, 2026· Bloomberg Intelligence
Abbott's continuous glucose monitor growth is slowing to 7% this year.
“You're seeing that growth decelerate from 20% in 2024, 16% last year to 7% this year.”
Listen at 12:14
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Abbott procedure volumes and revenueNegativeOct 21, 2026· Bloomberg Intelligence
ACA or Medicaid cuts could reduce Abbott procedure volumes and revenue.
“that could hurt some of their procedure volumes, which then would hurt revenue”
Listen at 13:12
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Medtech sector rotation into AINegativeOct 21, 2026· Bloomberg Intelligence
Medtech stocks face a macro headwind from capital rotation into AI.
“you just have to get through kind of this kind of headwind of, you know, the macro environment with related to the AI trade”
Listen at 14:01
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger
on Medtech-to-AI capital rotationNeutralOct 21, 2026· Bloomberg Intelligence
Capital is rotating from medtech into AI investments.
“a lot of money is coming out from coming out from the medtech side into the AI side”
Listen at 14:16
Open the episode · SpaceX, Tesla Boards Study Possible $3.5 Trillion Merger

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.