• Our Favorite ETF Ideas: Get 30-Days Free

    Get 1-month of completely free access to “ETF Pro Plus” – our Macro team’s monthly strategy note distilling our macro investment research down to our favorite ETF exposures.

This webcast originally aired on April 6, 2021

Please join us for a discussion and Q&A with Dr. Jamie Rutland, CEO and Medical Director at Rutland Medical Group/West Coast Lung. Hedgeye Health Care Sector Head Tom Tobin moderates this timely discussion, which we expect to cover a number of topics that we all care about for reasons including and beyond the fact that our Position Monitor stocks are levered to a return of in-person care and the general reopening of the economy. Dr. Rutland has been in the trenches, so to speak, caring for COVID-19 patients since the pandemic began and is widely recognized as an expert on the disease, the virus that causes it, treatment options, and the vaccines.

Discussion Topics:

    1. The recent uptick in COVID-19 cases – variants picking up as a % of total cases, some states faring worse than others, and factors that are working for and against "us" one year after the pandemic started here in the US.
    2. Vaccination and testing trends – vaccine effectiveness, progress toward herd immunity, etc.
    3. Outlook for 2H21 and the potential for a return of a “normal” flu/respiratory virus season.
    4. Practice trends year-to-date and year-over-year, the return of in-person care, the role of telemedicine, and acuity levels.
    5. Long-COVID/COVID-19-syndrome - risks and expectations.