Great piece. I completely agree health and wellness is going completely parabolic.
Any publicly traded firms you’re looking at. I’ve seen a lot going on in privates but not much in public equities. Probably can just buy LLY and wait for an acquisition.
Few of the privates I’m following (Daniel Ek’s Neko (Spotify’s founder), function health (a16z), superpower, Climatic health (lung health device - CPG/Wellness))
Good to know about all this new health advancements. In the future, people will live longer and this is excellent, but this makes me wonder what the social security system will look like from the point of view of government spending. They should probably start thinking about a reform.
Hey Sandro, Completely valid point and one of the most underappreciated fiscal challenges ahead. Social security systems were designed when average life expectancy was 65 to 70. If longevity science pushes that toward 90 or 100, the math on pensions and retirement ages breaks completely. The political problem is that reform means telling people they will work longer and receive less. No elected politician wants to say that out loud. So it gets delayed until it becomes a crisis. As an investor the takeaway is clear. The pressure on government budgets will accelerate privatization of healthcare and a shift toward individual responsibility for health outcomes. That trend is already underway and will only accelerate.
Great piece. I completely agree health and wellness is going completely parabolic.
Any publicly traded firms you’re looking at. I’ve seen a lot going on in privates but not much in public equities. Probably can just buy LLY and wait for an acquisition.
Few of the privates I’m following (Daniel Ek’s Neko (Spotify’s founder), function health (a16z), superpower, Climatic health (lung health device - CPG/Wellness))
Thanks for reading & sharing your thoughts!
Good to know about all this new health advancements. In the future, people will live longer and this is excellent, but this makes me wonder what the social security system will look like from the point of view of government spending. They should probably start thinking about a reform.
Hey Sandro, Completely valid point and one of the most underappreciated fiscal challenges ahead. Social security systems were designed when average life expectancy was 65 to 70. If longevity science pushes that toward 90 or 100, the math on pensions and retirement ages breaks completely. The political problem is that reform means telling people they will work longer and receive less. No elected politician wants to say that out loud. So it gets delayed until it becomes a crisis. As an investor the takeaway is clear. The pressure on government budgets will accelerate privatization of healthcare and a shift toward individual responsibility for health outcomes. That trend is already underway and will only accelerate.