Healthcare's defensive, AI-independent appeal
The case was made that healthcare earns a place in portfolios as a defensive sector that can benefit from AI but does not depend on it, unlike other parts of the economy.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.