#2395 - Mariana van Zeller

Bearish:

• $REHAB - Widespread fraud in the rehabilitation industry with insurance fraud investigators estimating at least 10% of facilities are fraudulent scams exploiting vulnerable addicts for insurance money

  • “In California alone, we got an insurance the head of the insurance investigations in California, an insurance fraud investigator in California told us that in his estimates that he said they're probably very low, 10% of the thousands of rehab facilities out there are probably a fraud and a scam.”

    Mariana·34:40
• $PHARMA - Pharmaceutical companies face ongoing legal liabilities and reputational damage from their role in the opioid crisis, including pain clinics, distributors, and companies like Purdue Pharma

  • “The doctors, the pain clinics, the distributors, the pharmaceutical companies. I mean... And the Sackler family.”

    Mariana·1:32:48
• $CONSTRUCT - Construction industry faces potential labor shortages due to heavy reliance on immigrant workers who may be affected by deportation policies

  • “There would be no construction. There would be no agriculture. There would be no, you know, kitchens and and restaurants and hospitality services without... the these immigrants.”

    Mariana·1:15:59
• $AG - Agriculture sector vulnerable to labor disruptions from immigration enforcement due to heavy dependence on immigrant workers

  • “There would be no construction. There would be no agriculture.”

    Mariana·1:15:59
• $HOSPITALITY - Hotels and restaurants face operational risks from potential labor shortages due to reliance on immigrant workers in kitchens and hospitality services

  • “There would be no, you know, kitchens and and restaurants and hospitality services without... the these immigrants.”

    Mariana·1:15:59