Episode 89

Healthcare Stocks: Value Trap or Generational Buy?

In this episode of Non-Consensus Investing, host Ram Ahluwalia from Lumida Wealth speaks with policy analyst Avik Roy about the challenges and strategies in alternative investments, with a particular focus on healthcare, biotech, and digital assets. Avic offers insights into the challenges faced by the healthcare sector, the impact of regulation, and innovative investment strategies. They discuss the intricacies of biotech investing, the influence of fiscal and monetary policies, and the long-term implications for Bitcoin as a hedge against inflation. Avic also draws comparisons with healthcare systems like Switzerland's to argue for more efficient healthcare reform in the U.S.

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

August 15, 20251h 3m

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Show Notes

(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert
(05:50) The Impact of AI on Healthcare Costs
(13:24) Obamacare Successes and Failures
(21:08) The Future of Healthcare Policy
(33:06) Hospital Oligopolies and Regulatory Challenges
(33:51) FTC and DOJ Jurisdiction Issues
(34:50) Monopolies in Big Tech
(35:06) Antitrust and FTC Powers
(38:52) Biotech Investing Insights
(42:01) Impact of Monetary Policy on Biotech
(46:02) Pharma Sector Analysis
(49:25) Digital Assets and Bitcoin
(56:58) US Dollar and Federal Debt Concerns

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