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Market Mixers
Ally Selby and Armina Rosenberg
4 episodes
1 week ago
Welcome to Market Mixers, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.
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Investing
Business
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All content for Market Mixers is the property of Ally Selby and Armina Rosenberg and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Market Mixers, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.
Show more...
Investing
Business
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Why investors are betting big on AI-powered health care
Market Mixers
19 minutes 18 seconds
3 weeks ago
Why investors are betting big on AI-powered health care

Artificial intelligence is transforming healthcare diagnostics - from how images are read to how hospitals make decisions. In the latest episode of Market Mixers, Minotaur Capital's Ally Selby and Armina "Arms" Rosenberg explore how AI is reshaping the sector and what investors should watch as innovation comes for diagnostics.


  • Music: https://www.youtube.com/watch?v=epQ2B6Ef5fw
  • Videography: Robert Parker
  • Editing: Ally Selby, Robert Parker


Timecodes:

  • 0:00 - Intro 
  • 1:03 - How to make a "Cardio Cooler" 
  • 1:19 - How investors should think about analysing healthcare diagnostics stocks 
  • 1:54 - Importance of evidence and trials 
  • 3:06 - Why regulation and FDA/TGA pathways matter 
  • 5:01 - Do you need specialist knowledge to invest in healthcare companies 
  • 6:05 - How to use AI/ChatGPT to help you with your analysis 
  • 7:10 - How these businesses make money 
  • 7:43 - Who are the stakeholders who are involved 
  • 8:48 - A deep dive into Heartflow (NASDAQ: HTFL) 
  • 9:45 - Why we like RadNet (NYSE: RDNT) 
  • 11:30 - Why Minotaur is bullish on Artrya (ASX: AYA) 
  • 14:24 - What we got wrong on Heartflow 
  • 16:37 - Risks to be aware of when investing in healthcare diagnostics 
  • 18:07 - Key takeaways 


Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

Market Mixers
Welcome to Market Mixers, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.