#2395 - Mariana van Zeller
Date: Podcast: The Joe Rogan ExperienceThe Joe Rogan Experience
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
- $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
- $CONSTRUCT - Construction industry faces potential labor shortages due to heavy reliance on immigrant workers who may be affected by deportation policies
- $AG - Agriculture sector vulnerable to labor disruptions from immigration enforcement due to heavy dependence on immigrant workers
- $HOSPITALITY - Hotels and restaurants face operational risks from potential labor shortages due to reliance on immigrant workers in kitchens and hospitality services