• Hedgeye Investing Summit: A Special HedgeyeTV Webcast Event

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications. Join Hedgeye CEO Keith McCullough and our special guests live from October 14-16.

special complimentary access !

You're invited to watch the replay of our 3Q 2019 Healthcare Themes Presentation below.

CLICK HERE to access the associated slides.

CLICK HERE to listen to the audio-only replay.

Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans discuss the latest data on labor trends and a variety of policy and political trends set against the backdrop of the Macro Quad 3 environment as well as Position Monitor updates including:

  • Teladoc Health Inc (TDOC)
  • DexCom, Inc. (DXCM)
  • UnitedHealth Group Inc (UNH)
  • Davita Inc (DVA)

 *This is special one-time access to our institutional Quarterly Healthcare Themes presentation.