Investing in Healthcare

[00:01:31] – (First question) – Where is interest in healthcare started

[00:04:04] – How to categorize health services

[00:05:13] – The product of medicine

[00:06:56] – How medicine is changing in 2020

[00:10:17] – What is enabling innovation in medicine

[00:12:41] – Manufacturing of solutions, gene therapy example

[00:17:16] – Using CRISPR

[00:19:47] – Pros and cons, and the morality of gene intervention

[00:23:44] – How progress is being made in medical breakthroughs

[00:26:51] – What is the business and investment world seeing on the longevity side

[00:30:15] – What is next in the wearable medical tracking trend

[00:33:04] – The personalization of medical treatments

[00:34:31] – How he thinks about all of this from an investing standpoint

[00:36:37] – Exiting these companies

[00:39:41] – How he thinks about founders in this space

[00:42:35] – Drug prices

[00:42:46] – The Paradox of Pricing

[00:46:45] – What will lead to a change in the pricing of drugs

[00:49:05] – The delivery side of healthcare

[00:51:09] – Investments that could improve the delivery side of healthcare

[00:53:33] – Thoughts on the anti-interventionist line of thinking in the medical world

[00:57:50] – Lessons from his health portfolio

[01:02:33] – Other frontiers that pique his interest, including gut biome

[01:06:46] – His career in music

[01:08:20] – Lessons he learned during his time in the music industry

[01:10:19] – Opportunities in the music industry as an investor

[01:12:29] – Kindest thing anyone has done for DA