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Transcript

James O'Byrne

  1. 0:00 The SP 500 so far has been doing very well.
  2. 0:05 Um part of the April 8th tariffs implemented by President Trump.
  3. 0:10 Every industry has been performing fairly well.
  4. 0:13 But there is one industry in particular that has slipped through the cracks, and that is health care, the healthcare industry.
  5. 0:19 The healthcare industry has lagged by about 5% since the start of 2025.
  6. 0:24 And this is mainly due to regulation over products, over you know, drugs, um, and mainly for that uh the pharmaceutical companies, but for for the healthcare administrators like United Healthcare and Um Blue Cross Blue Shield, there have been issues regarding affordable health care, uh, the heavily reliance upon people using Medicaid.
  7. 0:50 And this it's it's just been a tough year for them to adjust to a new administration that is trying to implement new um new initiatives regarding healthcare.
  8. 1:00 Um there is, however, some glimmer of hope.
  9. 1:05 The due to the the massive decline in this sector, it makes it a very enticing investment opportunity.
  10. 1:13 This past week, Warren Buffett invested five million shares into United Healthcare Group.
  11. 1:18 And that should not fly under the radar because Warren Buffett has always said, go in when people go out, and go out when people go in.
  12. 1:27 So when that when everyone has given up, essentially not given up on healthcare, but have um divested from healthcare into other um avenues and to other investment um plans.
  13. 1:58 Um all the issues and challenges that are presented to them.
  14. 2:02 But as of right now, tech is under is um is under under certain prices, price levels, price targets, so it does seem as an in an enticing purchase to go in on healthcare.