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Medicare

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 29, 2020 by Tony Davis · said 11 times in 8 episodes since 2019 · across every show →

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brought up most by Chris and Rob Michalik (2), Brendan Ballou (2), Andy Acker (2), Tony Davis (1), Michael Carmen (1), Jonathan Lewinsohn (1), Ash Williams (1), Annie Lamont (1)

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Everything said about Medicare, oldest first

Jun 29, 2020 bearish
Prediction Held up
Medicare going cash-flow negative will end excess rents for healthcare monopolies
“And I think that trades over because Medicare is going to go cashflow negative in the next few years.”
Tony Davis Jun 29, 2020 ▶ 45:30 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
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