transcript · 16,941 words

Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]

Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

And welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. If you enjoy these conversations and want to go deeper. Check out Colossus, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus along with all of our podcasts at Colossus.com. Patrick O'Shaughnessy is the CEO of Passitive Sum.

All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, Visit PSUM.vc. Um My guest today is Alex Carnell. Alex is probably the most talented bio and healthcare investor that I've ever met.

And as you'll see, he is an encyclopedia of all things going on in life sciences. Alex has been teaching me this topic for more than five years, and every single one of our conversations is about as deep as this one that you hear today. We cover every single aspect of what makes today's life sciences world so interesting, starting with this concept of the health stack, the things that we can do, both offensive and defensive, to extend our life based on the evidence that he sees in the most exciting companies of today. We talk about cardiovascular disease, neurodegenerative disorders, metabolic disorders, cancers, and beyond. And finally, we finish with his remarkable personal story. I hope you enjoyed this great conversation.

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