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Top Healthcare Stocks & ETFs To Watch · Earn Your Leisure

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  Speaker 1: can keep pushing your vision forward. So if you want
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  Speaker 1: to create a two tech two index version, let's get
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  Speaker 1: into this centered around healthcare.
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  Speaker 2: Let's get into this. What two would you recommend for
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  Speaker 2: this combination? I think this is a great question.
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  Speaker 3: But one thing I do want to stress is I
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  Speaker 3: want you got to stay focused on what you have
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  Speaker 3: a portfolio at the moment, because I think too many
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  Speaker 3: people once again take their eyes off the main thing.
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  Speaker 3: I would do v o VT. I el l instruct
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  Speaker 3: what I've talked about before. I know it's not fun,
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  Speaker 3: and this is where men I'm not trying to belabor
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  Speaker 3: a point on brother. I think too often times as men,
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  Speaker 3: we look for the new exciting thing opposed to the
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  Speaker 3: thing that's working.
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  Speaker 2: There's a reason we don't have trade thirsts market mondays
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  Speaker 2: is working right.
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  Speaker 3: Too many people like try and create too much diversity
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  Speaker 3: in their portfolio, and you end up telling the thing
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  Speaker 3: that's great for something that's good. Where if you just
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  Speaker 3: kept pouring money into the thing that's working, you'll be
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  Speaker 3: a okay, So a great question if you have currently
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  Speaker 3: been investing in TO and that's some change. But if
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  Speaker 3: I was focusing on a healthcare version, I would be
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  Speaker 3: striker and normally and hold.
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  Speaker 2: Forever, striker literally and hold interesting.
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  Speaker 1: I chose specific ETFs in healthcare, and so I went
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  Speaker 1: with Vanguard as well.
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  Speaker 2: Uh, the VHT and Spider.
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  Speaker 1: You know, we always talk about XLK and we talked
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  Speaker 1: about XLI. Uh, there one is XLV. And I told
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  Speaker 1: people in our class, especially if you're not familiar with sectors, right,
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  Speaker 1: ETFs and indexes are probably the best way. But inside
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  Speaker 1: of those ETFs, you should go look at the holdings
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  Speaker 1: and go look at the largest allocations inside those those ETFs,
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  Speaker 1: And for XLV, you're gonna I mean for v HD
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  Speaker 1: as well, really is usually number one, right, the number
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  Speaker 1: two is United health and so we've we've watched that
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  Speaker 1: of health take a bathroom obviously with healthcare plans of
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  Speaker 1: skyrocket and really no rhym.
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  Speaker 2: Or reason for it. So I said, let I knew
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  Speaker 2: you would probably go traditional with Strike.
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  Speaker 1: I know that's one of your favorite companies, and I
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  Speaker 1: think we were both lily and so I threw two
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  Speaker 1: wild cards in there in terms of the healthcare space,
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  Speaker 1: and one we're probably not going to think healthcare but nah.
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  Speaker 1: So CBS is a company that I've spoken about plenty
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  Speaker 1: of times, and they kind of have this like soul
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  Speaker 1: survivor syndrome. That is interesting when we think about growing
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  Speaker 1: up in the past, maybe five to ten years, there
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  Speaker 1: was a right eight's yeah, it used to be a
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  Speaker 1: Walgreensian neighborhood, good.
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  Speaker 2: Luck if you can find it. And CBS is still here,
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  Speaker 2: not thousand locations.
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  Speaker 1: And they have vertical integration, which is very unique in
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  Speaker 1: the sense that they have insurance they bought so they
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  Speaker 1: have the insurance right, they have prescription delivery, and they
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  Speaker 1: have direct patient care. We have all those things in
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  Speaker 1: one whereas United Healthcare doesn't quite have it. They're the
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  Speaker 1: largest provider of health insurance. We won't have all three verticals.
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  Speaker 1: So when you think about it in that sense, somebody
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  Speaker 1: all right. People still look to find out each one
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  Speaker 1: of those verticals from different places. Then my wildcard came
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  Speaker 1: in and I said, well, who can disrupt them from
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  Speaker 1: the retail space and who can also disrupt them from
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  Speaker 1: the primary care space? And then I came to this
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  Speaker 1: company called Amazon, and I thought, damn not a thousand
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  Speaker 1: locations is great until you can have same day delivery
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  Speaker 1: straight to your house. Now you've got a billion locations,
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  Speaker 1: right because everybody, if you're going to get it delivered,
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  Speaker 1: you have to have an address. I'm like, all right, well,
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  Speaker 1: that could kick in the door for them from a
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  Speaker 1: retail standpoint, But as soon as they have AI agents
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  Speaker 1: and that jetic is a big thing for Amazon.
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  Speaker 2: And we saw this kind of during COVID when you
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  Speaker 2: couldn't go to.
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  Speaker 1: The doctor, but you had that telehealth situation where you
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  Speaker 1: call and you can give the symptoms and the doctor
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  Speaker 1: would call you. As we get further on in this AI,
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  Speaker 1: especially with the gent ticket, and we saw industries that
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  Speaker 1: will be disrupted law for sure, healthcare is going to
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  Speaker 1: be another one.
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  Speaker 2: If Amazon has the agentic.
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  Speaker 1: AI in the healthcare field with the direct to consumer
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  Speaker 1: retail space, I think they become the number two in
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  Speaker 1: the healthcare ETF.
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  Speaker 2: Funds going forward. Okay, I got a question for this
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  Speaker 2: is my first pushback.
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  Speaker 3: You ever, how you do it at CBS and Amazon
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  Speaker 3: in the same class.
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  Speaker 2: No, no, No, CBS is a wildcard. Amazon is not really. Yeah,
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  Speaker 2: you know why it's a wildcard.
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  Speaker 1: It's because it's one of these sleeper companies that is
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  Speaker 1: in your neighborhood.
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  Speaker 2: Right.
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  Speaker 1: You probably frequent it, but you're not thinking of it
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  Speaker 1: as a company that you can invest in. But you
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  Speaker 1: you look at it, you're to day it's up forty
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  Speaker 1: six even in the midst of all these tariffs.
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  Speaker 2: You're to date, it's up forty six percent.
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  Speaker 1: Has it come down from its highs of one hundred
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  Speaker 1: and eleven I think maybe ten years ago and it
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  Speaker 1: hit another one hundred and six.
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  Speaker 2: It looks like it's on that upward momentum again. We'll see.
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  Speaker 1: But it's just an interesting company when you think of
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  Speaker 1: vertical integration inside of healthcare, that makes it very unique.
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  Speaker 2: Yeah, but there goes my Amazon again. I know y'are
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  Speaker 2: gonna say I'm biased, but there's.
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  Speaker 3: The part about the bias and being upset about a pit.
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  Speaker 3: There are only certain companies that are generational companies.
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  Speaker 2: Apple is that for a long time, and videos having
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  Speaker 2: the moment.
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  Speaker 3: Microsoft has found a way to put themselves back in
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  Speaker 3: the conversation.
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  Speaker 2: That's what had a chance ams, honest, one of those ones.
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  Speaker 3: Every generation, you may get maybe ten companies or twelve
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  Speaker 3: companies that are going to have the twenty or thirty
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  Speaker 3: year run and they keep finding what, let's be very out,
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  Speaker 3: has found ways to innovate better than Apple. It's just
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  Speaker 3: not saying that they don't have a tim cook at
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  Speaker 3: the moment, but over the last three or four years,
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  Speaker 3: they've done a better job.
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  Speaker 2: Sure, and all those companies are still relying on it.
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  Speaker 1: And when we talk when we talked about AWS, we
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  Speaker 1: could say like he as Google's on his way and you.
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  Speaker 2: As Microsoft is in terms of cloud. But they're still
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  Speaker 2: a leader.
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  Speaker 1: There still a leader, and they have the cat pex
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  Speaker 1: to actually spend to innovate. So I know that they're
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  Speaker 1: you know, their profit margins aren't as wise as a
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  Speaker 1: company like a video.
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  Speaker 2: There's a reason for that.
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  Speaker 1: They're continuency building, and they're not just doing it in
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  Speaker 1: one industry, which makes them so unique and is why
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  Speaker 1: they becomes so dominant.
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  Speaker 2: And so they enter.
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  Speaker 1: This from an AI standpoint with the lead of having cloud,
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  Speaker 1: having infrastructure, having their own GPUs. They're going to be
• 8:36
  Speaker 1: doing that for a reason. It's We had this conversation
• 8:39
  Speaker 1: in Virginia. We were talking to a gentleman seventy three
• 8:42
  Speaker 1: years old and he was talking about he Owen's land
• 8:43
  Speaker 1: in Richmond, and he was like, I used to sell
• 8:47
  Speaker 1: lumber for like ten to fifteen years, but you know,
• 8:50
  Speaker 1: it's not that fruitful in a sense where you make
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  Speaker 1: maybe six figures, but it takes time to grow the trees.
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  Speaker 2: He was like, there's a new thing that we're going
• 8:58
  Speaker 2: to be doing soon. I'm like, what is it.
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  Speaker 1: He was like, these companies keep coming and they want
• 9:03
  Speaker 1: to build data centers on my land.
• 9:06
  Speaker 2: And I was like, tell me more, tell me more. Yeah.
• 9:11
  Speaker 1: And as we start speaking and he started sharing his knowledge,
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  Speaker 1: he was like, Yo, it's everywhere. It's everywhere, and you
• 9:17
  Speaker 1: can hear it. I mean you can hear the rhetoric
• 9:19
  Speaker 1: saying people are going to slow down, and some of
• 9:21
  Speaker 1: that will be true.
• 9:23
  Speaker 2: But the Mega caps they're in a race to beat
• 9:27
  Speaker 2: each other for sure. Please know that. Please know that.
• 9:30
  Speaker 1: So if you hear Microsoft saying they did something, just
• 9:34
  Speaker 1: know that AMA's not. They're not looking nick for about race,
• 9:39
  Speaker 1: thinking like no, we need to do more.
• 9:40
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  Speaker 1: Homeland Security,