• [WEBCAST] Raoul Pal & Neil Howe: A Sobering U.S. Economic Reality Check

    Prepare your portfolio for “big picture” paradigm shifts with Real Vision co-founder Raoul Pal and Demography analyst Neil Howe. Watch the replay from this webcast.

Watch the replay below as our Healthcare team reviews important updates to their Position Monitor (TDOC, THC) and discusses the latest trends in the jobs data.

CLICK HERE to access the associated slides. 


  • Jobs - Demand is accelerating, update with BLS employment report being released Friday, May 3rd 
  • Demand outlook - Extreme readings on consensus revision trends and price performance, dangerous territory for short positions if demand outlook is correct
  • Teladoc Health Inc - TDOC adoption and use trends based on app activity look good despite a weak flu season
  • Tenet Healthcare Corp - THC expecting upside to adjusted admissions growth versus consensus