In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.
0:00 The Gen Z $6b boom
5:30 How to invest in the trend
7:20 Building a healthcare portfolio
8:40 Eli Lilly & GLP-1 dominance
10:30 ProMedicus & Intuitive Surgical
14:05 TransMedics & CSL breakdown
20:50 Community portfolio updates + Ashleigh's Caterpillar pitch
Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)
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