Julian Hofmann
Healthcare sector analyst who reviews post-pandemic industry trends, operational turnarounds and the case for a sector rotation into healthcare driven by earnings upgrades and structural catalysts.
Best podcasts with Julian Hofmann
Ranked by the Snipd community
Mar 6, 2026 • 40min
War in Iran, healthcare resurgence & Isa changes: The Companies and Markets Show
Holly McKechnie, personal finance editor explaining upcoming ISA reforms and practical saver steps. Julian Hofmann, healthcare analyst on a potential sector revival and earnings-led rotation. Mike Fahy, energy and defence commentator on how Middle East tensions ripple through energy prices, shipping costs and defence spending. They discuss ISA rule changes, healthcare momentum and geopolitical market effects in short, punchy segments.
Feb 6, 2026 • 32min
Software sell-off, corporate bonds, GSK: The Companies and Markets Show
Valeria Martinez, tech market commentator on AI and software; Erin Withey, fixed-income specialist on corporate bond access; Julian Hofmann, pharma equity analyst focused on GSK. They debate the recent software sell-off and AI threats to enterprise software. They cover FCA reforms widening retail bond access and what to watch when buying corporate debt. They review GSK’s profit momentum, pipeline and AI in R&D.
