November 17th 2021
Hi, thanks for joining another installment of Kaizen. I’m Aaron Schere, here to help you set a course for financial solvency. Sasha Bart is back with us today to talk about potential profits and pitfalls in the booming medical and insurance industry. But first, it’s time for a Market Breakdown.
Markets are already on the move thanks to the IAE rumor mill. With this year’s big event almost here, spectrum has been flooded with speculation and anonymous reports credited to “industry insiders.” A quick reminder that the duration of the IAE remains an extremely volatile time for aerospace industry stocks. Investors should proceed cautiously as history has proven time and again that information leaked before the expo is often incomplete or simply wrong. That said, the gains and losses are still very real.
RSI and Anvil have seen steady growth ahead of what many expect to be a strong showing from both manufacturers. Meanwhile, MISC’s stock price has fluctuated wildly after a highly coordinated outlaw attack on one of its transports sparked rumors that its presence at the expo might be affected. MISC has publicly denied these claims and insisted that everything it needs for the main expo in Kiel is already in-system. Some noted the company specified Kiel but made no mention of the satellite expo on microTech, leaving some to wonder if the omission was a mistake or intentional. Since the initial rumors, MISC’s stock price has stabilized after deal-seeking investors pounced on the falling price.
Next, insurance giant Olympus Principal continues to expand its footprint across the empire. The company recently completed a series of buyouts of smaller insurance companies, most with a presence only in a single system. These takeovers will not only expand the insurance giant’s client base, but also land it new locations in prime landing zones and rest stops across the empire. Investors were energized by the announcement and pushed Olympus Principal’s stock to a new all-time high.
Here with us today to discuss the current state of the medical and insurance industry is Sasha Bart, who’s a senior economic correspondent for the New United and a frequent guest on this show.
Your latest series for the New United has focused on the medical and insurance sectors. The final installment that came out this week is the culmination of months spent delving into an ever-expanding and shifting financial landscape. It’s a wonderful series and I highly encourage everyone to read it regardless of whether you’re looking to invest.
Your most recent article profiled a handful of businesses and identified several potential booms and busts in both sectors. Before we drill down into the details, let’s talk about the sector as a whole. Obviously, regen tech has had a profound effect on it.
I can only imagine.
Didn’t one person you spoke to have to physically restrain a co-worker from jumping out the window?
Celebratory? Seems a little presumptuous after an initial report.
Imperator Addison gets full credit for championing these measures, but several people you spoke with argued that it’s been too much, too fast.
Weren’t some of those government credits allocated just for businesses that needed to hire more employees or upgrade critical infrastructure?
Consolidation isn’t only happening in the insurance sector it seems. You’ve reported that there are fewer cybernetic manufacturers today than before regen tech came online.
And despite these efforts there are still shortages of implants in some corners of the empire. Believe one person you spoke to described the task of keeping up with the demand as trying to catch a crashing wave with your arms.
That seems to encapsulate this sector for many investors: potential for profit and so much risk. I’d like to shift now to your latest article highlighting several medical and insurance businesses that you believe will boom and several that will bust, but before we do that, we need to take a quick commercial break. Stay here for further insights from the New United’s Sasha Bart and more when Kaizen returns.