#2460 - Rachel Wilson

Bullish:

• $INFRA - Infrastructure and traditional male-dominated sectors (construction, utilities, manufacturing) remain essential and undervalued as society still depends on physical infrastructure that men predominantly build and maintain.

  • “The microphone, the technology, everything was built by men.”

    Rachel·1:26:01

  • “far and away, men are the builders and maintainers of infrastructure and technology, and they always will be.”

    Rachel·1:26:33

  • “When they flush the toilet, they don't think about who built the road they're driving on, who built the cars or designed them, or who changes their oil. It's all men.”

    Rachel·1:27:53

  • “If there's a hurricane or an ice storm, who's gonna be back out in the dangerous weather trying to rescue people and get the power back on? It's gonna be men.”

    Rachel·1:28:02
• $TRADFI - Traditional financial structures and established wealth (represented by historical figures like Vanderbilt) have proven resilient and continue to benefit from information asymmetries and insider networks.

  • “she basically had a spy network of prostitutes who would give her insider trading information. He used that to game the stock market on the first Black Friday.”

    Rachel·44:44

  • “when the New York Times interviewed him and said, how did you do how did you come out 26,000,000 at the time, it was 1.3, but today's money, 26,000,000. How'd you pull this off when everybody else has just lost their ass?”

    Rachel·45:02

Bearish:

• $RETAIL - Retail and service sector jobs are increasingly seen as unfulfilling 'wagey' work that women are being pushed into despite preferring family roles, suggesting workforce dissatisfaction and potential labor shortages.

  • “The average woman, like me, ends up working a basic like, I'm a retail manager. I'm a waitress. You know? I'm a school teacher.”

    Rachel·48:40

  • “I work a nursing a twelve hour nursing shift four nights a week. And I have to come home and take care of my kids and my family. And I feel like I can't do it all. It's too much.”

    Rachel·48:49

  • “This is for wageies, like low low paid wagey people to do. I need to be doing something important.”

    Rachel·16:43
• $PHARMA - Pharmaceutical industry faces criticism for over-medicating women with psychiatric drugs, with 26% of American women on psychiatric prescriptions suggesting unsustainable dependency and potential regulatory backlash.

  • “Twenty six percent of American women are on at least one psychiatric prescription drug.”

    Rachel·2:17:49

  • “That's nuts.”

    Rachel·1:00:01

  • “Women have higher rates of substance abuse than ever in recorded history right now.”

    Rachel·2:17:02
• $HC - Healthcare system provides overly conservative, liability-driven advice rather than effective treatment, with doctors giving poor guidance to avoid lawsuits rather than help patients recover.

  • “I had a doctor that told me I wasn't gonna walk again after my fourth baby because my pelvic bone separated when I birthed her.”

    Rachel·2:09:05

  • “She was like, you should just get a walker.”

    Rachel·2:09:12

  • “By that time, I knew that most doctors give you advice based on liability. They don't wanna get sued.”

    Rachel·2:09:22

  • “She doesn't wanna tell me to go squat because what if I hurt myself and then it's her fault?”

    Rachel·2:09:27