Healthcare Stocks: Value Trap or Generational Buy?

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

(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 Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Episode metadata supplied by the publisher feed · Published Aug 15, 2025

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What this episode covers

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.