Create: 2024-08-31 Update: 2025-07-05 22:55:49

Мой хороший друг и отличный визионер от технологической медицины Алексей Ремез сходил на make sense и записал крутой подкаст на свою любимую тему — продуктовой подход в healthcare https://music.yandex.com/album/6842874/track/128155238?utm_medium=copy_link

Классный формат получился с таким product view на медицину в целом. Леша сейчас делает новый проект в UK и это очень вдохновляющая история. А предыдущий его бизнес - Unim и про него я уже рассказал на канале подробно и с картинками.

В общем всем реко послушать и подумать.

Медтех

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О продуктовом подходе в медицине, рынке диагност...

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

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