Sarah James
Managing Director at Cantor Fitzgerald, providing analysis on UnitedHealth's performance.
Best podcasts with Sarah James
Ranked by the Snipd community
Jan 27, 2026 • 43min
SOTS 2nd Hour: Insured Losses, Apollo's Chief Economist, & An AI CEO's New Warning 1/27/26
Sarah James, an equity analyst focused on health insurers, and Torsten Slok, Apollo’s global chief economist, join the conversation. They discuss a new Medicare proposal pressuring insurer stocks and why some see a buying opportunity. Torsten breaks down growth drivers, AI capex, inflation stickiness, and Fed rate risks. The hour also touches on big AI headlines and supply-chain moves in tech.
Oct 15, 2024 • 44min
Chips Trade At Its Peak?... And UnitedHealth Drops After Earnings 10/15/24
Dan Niles, founder and portfolio manager of Niles Investment Management, discusses the recent downturn in chip stocks, particularly ASML’s warning about weak sales in China. He examines if the semiconductor surge has peaked and where potential investment opportunities might lie. Sarah James, Managing Director at Cantor Fitzgerald, analyzes UnitedHealth's troubling earnings report, emphasizing rising medical costs and its worst day since the pandemic, sparking discussions about future strategies in the healthcare sector.
