In this insightful clip, Troy Millings and Ian Dunlap dive deep into building a strong portfolio centered on the healthcare sector! Whether you’re an experienced investor or just starting out, they break down the tried-and-true strategies to help you navigate an ever-changing market.

The conversation kicks off with Ian sharing his take on focusing your investments, urging listeners to stick with what works rather than chasing the latest trend. He discusses his go-to picks for a healthcare-focused “two tech, two index” strategy: VO, VTI, Eli Lilly, and Stryker—plus why consistency often outperforms novelty when it comes to portfolio growth.

Troy brings his own expertise to the table, highlighting some of his favorite healthcare ETFs like Vanguard’s VHT and the SPDR’s XLV. He walks you through the importance of understanding ETF holdings, emphasizing why Eli Lilly and UnitedHealth are usually at the top—and what recent market turbulence means for these giants.

But it doesn’t stop there. Troy introduces “wild cards” for those looking to think outside the box, featuring CVS and its vertically integrated healthcare model, as well as Amazon’s surprising potential in the health space. The two hosts explore how the integration of AI, telehealth, and cloud services could help companies like Amazon disrupt traditional healthcare and even become a top holding in major healthcare ETFs in the future.

The clip wraps up with a candid discussion about what makes a company “generational,” touching on Amazon’s history of innovation, the power of major tech players, and why infrastructure and cloud computing play such a huge role in shaping the future of healthcare.

Highlights include:

• Practical advice on building a healthcare-focused investment portfolio
• Why stability often beats chasing trends in investing
• Deep dives into healthcare ETFs VHT and XLV, plus their major holdings
• The role of CVS and Amazon in the evolving healthcare landscape
• How AI and cloud technology are disrupting traditional models
• Real-world examples and anecdotes from Troy and Ian’s financial journeys

Whether you want to refine your stock strategy or gain new perspectives on the intersection of tech and healthcare, this clip is packed with actionable insights to help you stay ahead.

*Watch now and let us know your favorite healthcare stock or ETF in the comments! Don’t forget to like and subscribe for more expert investing tips.*

#Investing #HealthcareStocks #ETFs #FinancialFreedom #StockMarket #WealthBuilding #AIinHealthcare #CVS #Amazon #VHT #XLV #TroyMillings #IanDunlap #MarketMondays #portfoliostrategy

In this insightful clip from MM, Rashad Bilal and Troy Millings sit down with Steve Eisman, the legendary investor who famously predicted the 2008 financial crisis and was portrayed in "The Big Short." Eisman shares his expert perspective on the current state of the economy, evaluating whether today’s risks parallel those of 2008 and how concerned investors should be about a potential recession or greater financial calamity.

Eisman breaks down the key differences between the dangerous leverage and complex derivatives networks that drove the 2008 crisis and the more robust, regulated landscape today. He explains why he doesn’t see the same level of systemic risk in the global economy, addresses the impacts of trade wars, and discusses the reduced leverage of major banks post-Dodd-Frank.

The conversation spans critical topics, including:

• Could a trade war trigger a recession?
• Is today’s economic environment as risky as 2008?
• Why Steve Eisman remains long-term bullish on leading technology stocks like Nvidia and Microsoft, especially in the very early days of AI development.
• How Eisman is managing personal portfolio risk right now and why he’s keeping a higher cash position.
• The future of the US dollar as the world’s reserve currency and why “doom and gloom” predictions about its demise might be overblown.

If you want a behind-the-scenes look at how one of Wall Street’s sharpest minds assesses today’s market risks and opportunities, this clip is for you. Don’t miss Eisman’s candid advice: focus on long-term value, avoid panic, and be cautious about risk during uncertain global negotiations.

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#SteveEisman #FinancialCrisis #MarketAnalysis #Investing #Recession #TheBigShort #RashadBilal #TroyMillings #MMMedium #Economy #Finance #StockMarket #AIInvesting #USDollar #TradeWar #PortfolioManagement

In this clip, Ingrid Best shares her journey into the world of art investing, offering valuable insights and practical tips for those interested in exploring this unique and rewarding investment avenue.

Ingrid's venture into art investing began with a realization sparked by a significant bonus from her career in the wine and spirits business. Instead of indulging in fleeting luxuries, she decided to invest a substantial portion of her bonus in a piece of art from South Africa, purchased directly from the artist, Nelson Macomo. This initial investment, despite raising eyebrows from those around her, marked the beginning of her journey into the world of art collecting and investing.

Ingrid stresses the importance of investing only in art that genuinely resonates with the collector, emphasizing the significance of forming a personal connection with the pieces. She highlights her passion for African art and the profound stories interwoven with the creations, which led her to further explore and invest in the work of black artists.

With over 40 to 50 pieces in her collection, Ingrid shares her unique approach to integrating art into her everyday living spaces, breaking away from conventional perceptions of art as mere decoration confined to walls. She discusses the challenges of accommodating a growing collection and the innovative ways art enthusiasts find to display and appreciate their acquisitions.

Ingrid's involvement in a collective of art collectors, joining forces to acquire and donate artwork to institutions like the Smithsonian Museum, sheds light on the potential for collective economics in the art world. The episode delves into the intricacies of art acquisition, preservation, and the significance of understanding the stories behind the art and the artists.

Moreover, Ingrid provides essential advice for aspiring art investors, emphasizing the importance of getting to know the artists and the provenance of the artwork. She underscores the need for proper insurance, careful preservation, and due diligence when considering art investments. With an emphasis on legacy and wealth building, she emphasizes the long-term value of art as an investment, drawing parallels with other forms of asset acquisition such as real estate and wine.

The discussion also delves into the dynamics of lending artwork to museums, offering insights into the potential financial aspects of having artwork on display at prestigious institutions.

Whether you're a seasoned art investor or a novice looking to explore the world of art collecting, this episode provides valuable insights, personal experiences, and practical wisdom from Ingrid Best's journey into art investing. Join us as we uncover the subtle nuances and timeless allure of art as a form of investment and cultural expression.