show episodes
 
Watch the best Europeans in biotech to grow. Hosted by Philip Hemme. 15k monthly views. Free. Guests include Antoine Papiernik @Sofinnova, Werner Lanthaler @Evotec, Ingmar Hoerr @CureVac, Bernat Olle @Vedanta, Johannes Fruehauf @BioLabs, Rodger Novak @CRISPR Tx, Agnete Fredriksen @Nykode, Mike Ward, Thomas Clozel @Owkin, Marc de Garidel @Abivax, and Sander van Deventer @VectorY & Forbion. Your host Philip animates the conversation to dig out exciting, and sometimes contrarian ideas.
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Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.
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Welcome to the Invest in Bavaria-US Podcast, where successful entrepreneurs from the US share insights about why Bavaria is THE place to build a business in the heart of Europe. This is a production of Invest in Bavaria, the business promotion agency of Bavaria, Germany’s largest federal state, where innovation and entrepreneurship go hand in hand. Find out more at www.bavaria.org
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show series
 
We’re in Boston 🇺🇸 with one of the top VCs, Otello Stampacchia of Omega Funds.We talked about the highest competitive tension in biopharma now that he has ever seen. We also talked about his career, especially the challenges and opportunities he had from moving to Boston over 15 years ago.📜 TRANSCRIPTRead the full transcript here: https://flot.bio/…
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher addresses a common investor concern—US national debt. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/june-2024-ken-fisher-discusses-us-national-debt-fears, where you’ll find links to more information and resources to help you be…
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We’re in San Sebastián 🇪🇸 with one of the top VCs in Europe, Christina Takke from V-Bio Ventures. We talk about her path to get to the top and the benefits of gender diversity for both investing and European biotech as a whole. We also talk about her investment in Argenx when it was only three employees and the venture creation had dropped since 20…
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We’re in San Sebastián 🇪🇸 with Naveed Siddiqi of one of Europe's largest biotech investors, Novo Holdings. We talked about how things really are in European biotech at the moment. We also talked about his upbringing as a second-generation immigrant in the UK and the importance of diversity. I’ve known him since he was a partner at Andera. He is a s…
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We’re in Hannover 🇩🇪 with the founder and CEO of Cardior, Claudia Ulbrich We talked about Cardior’s recent €1B exit to Novo Nordisk. We also talk about miRNA and Cardiovascular, and why she earned the funny nickname “Frau Biotech”. 💎 ABOUT THE SPEAKER Claudia has been founding biotechs since the ’90s. She founded her first biotech company, LipoNova…
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken provides his inflation outlook and why you should be forward looking when buying stocks. He also offers his thoughts on the state of the commodity market and highlights emerging markets opportunities outside of China. Visit ou…
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This episode features excerpts from the recent Fisher Investments’ client-exclusive Capital Markets Update session which includes insights from Fisher Investments’ Investment Policy Committee. Learn more about why short-term volatility is inherent to stocks and Ken Fisher thoughts on the state of investor sentiment. We also share our thoughts on in…
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We’re super privileged to chat online with Bahija Jallal, the CEO of Immunocore. Immunocore is the largest biotech in the UK and the 5th largest in Europe with a market cap of just over 3 billion dollars. We talk about how Immunocore has helped thousands of cancer patients and has become a commercial biotech. We also talk about why she thinks gende…
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We’re in Brussels with Edwin Moses, the former CEO of one of the most successful platform companies in Europe, Ablynx, now part of Sanofi. We talk about how he feels 5 years after the exit from Ablynx and his lessons. We also talk about the parallels between industrial biotech, AI bio and cell therapy, and how a chairman can help CEOs grow. 💎 ABOUT…
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In this episode, Fisher Investments’ Senior Vice President of Research Aaron Anderson chats with Naj Srinivas about our outlook for capital markets in 2024. They discuss how the start of the current bull market was somewhat atypical and reflect on where they see investor sentiment today as well as expectations for stocks in 2024. Aaron also address…
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We’re in Copenhagen with Jens Nielsen, the CEO of BioInnovation Institute. We will talk about what works best to translate academic research in bio into innovation for humanity, especially how everything is connected. We also talk about how BII is solving some of the main challenges scientist entrepreneurs face and the drawbacks of Novo financing m…
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken explains why the Fibonacci analysis isn’t useful for stock prediction, what happens if the reverse repo market and the treasury funds get drained and what he expects for U.S. GDP in 2024. Lastly, he debunks any correlation bet…
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We’re in Amsterdam with Sander van Deventer, the CEO of VectorY. We will talk about VectorY and what’s missing in gene therapy. 💎 ABOUT THE SPEAKERSander has an impressive track record, being a professor, operational biotech founder and a VC. In 1998, he co-founded uniQure, which brought the first gene therapy to the market. He also co-founded the …
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken covers his economic outlook on Eastern European countries, if bonds are the asset class of the hour, and if 2024 is the year for small caps and lastly, book recommendations on investing.Visit our episode page, where you’ll fin…
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In an online special, we’re interviewing Thomas Clozal, the co-founder and CEO of Owkin. We talk about scaling AI in biotech and how it feels to be the child of billionaire biotech parents.💎 ABOUT THE SPEAKERThomas founded Owkin in 2016 and I first met him in 2017. At that time, Owkin was still a baby and I wasn’t sure where it would go. Now it’s a…
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new batch of listener questions. Ken covers why stocks are superior to other assets, even with high interest rates; why the global economy continues to grow despite China’s slowing economy; and some of the underappreciated risks to the current bull market. Visit …
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Today, I’m in Paris (🇫🇷) to chat with Marc de Garidel, the new CEO of Abivax. We talk about the challenges behind the exits and why Abivax could be a third big success.💎 ABOUT THE SPEAKER Marc is a biopharma veteran with an impressive track record. He has made two billion-dollar exits, was CEO of Ipsen, and has recently made the biggest French IPO …
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Today we're in Munich at BIO-Europe to chat with one of the best commentators in European biotech, Mike Ward. We talk about the best and the worst of the European biotech industry since the 80s.💎 ABOUT THE SPEAKERMike has been in biotech content since the birth of the industry in the 80s. He has worked at BioCentury, Informa/Scrip and now Clarivate…
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We’re live from Oslo 🇳🇴 to catch up with Agnete Fredriksen, co-founder and CBO of Nykode (ex-Vaccibody). In this episode, we chat about being one of the leading women in bio in Europe, the Nordics, and immunotherapies. 💎 ABOUT THE SPEAKERAgnete founded the immunotherapy company Nykode in 2006 which is now worth around $500M. For her PhD she designe…
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Biotech great Rodger Novak, Co-Founder and Chairman of CRISPR Tx joins us on the show. In this episode, we chat about bringing the first CRISPR drug to the market and why he thinks everything is wrong in bio in Europe besides science. Rodgers’ is a name everyone should know, having made it big in the global biotech scene. I first interviewed him ba…
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We’re back live and in Paris 🇫🇷 with our next guest, Johannes Fruehauf. We talk about reinventing the co-working labs for biotech startups, the difficulties of doing business in Europe, profitability in biotech, and much more (see timestamps below). 💎 ABOUT THE SPEAKER Johannes is the President, CEO, and founder of BioLabs, the biggest “incubator”,…
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In this episode, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher answers more common listener questions about finance and investing. Ken looks at whether biotech stocks do well during recessionary periods, and whether he thinks now is a good time for investors to consider energy stocks. Ken also gives his …
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In a virtual special, we welcome Bernat Olle to the show. We discuss the microbiome space, including Vedanta’s upcoming Phase 3, and how it feels to be a European founder in Boston. Bernat is the CEO and co-founder of Boston-based Vedanta Biosciences, one of the leading microbiome companies. They’ve had a positive Phase 2 trial and recently raised …
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It’s a treat to welcome Ingmar Hoerr on the show. We chat about building a 20B dollar biotech startup, almost dying on the job, and why people skills are so important in biotech. Ingmar is a pioneer in the EU biotech scene, revolutionizing drug development with mRNA therapeutics. He and his team created the initial technology used in mRNA vaccines …
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It's great to have Werner Lanthaler, the CEO of Evotec, one of the largest biotech research companies in Europe/the world, on the show. We have known each other for almost ten years now. He's not only sharp but also friendly and easy to talk to. In this episode, we chat about leading AI in biotech, the sharing economy in the industry, how to be aut…
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On this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers common listener questions. Ken covers sequence of returns, asset allocation, impacts from the Federal Reserve’s monetary policy decisions and implications of an inverted yield curve.Visit our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/e…
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For our first episode, we catch up with Antoine Papiernik, the chairman of Sofinnova partners, one of the top EU biotech VC funds. We chat about building billion-euro biotechs in Europe, being listed on the Midas list (without letting it go to your head), the importance of being good at selling, being lucky, and how to balance all this with family …
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On this episode, we’ll look at three big investment themes you may want to watch in 2023: inflation, rising interest rates and the potential for a recession. You’ll hear from some Fisher Investments’ main portfolio decision makers — members of the Investment Policy Committee. On our episode page (https://www.fisherinvestments.com/en-us/insights/pod…
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Achieving your long-term investing goals can be easier if you have a solid plan. But, when markets get turbulent, even experienced investors can question their decisions. On this episode, we’ll examine ways to become a more effective long-term investor and stick to your plan over time. Visit our episode page, where you’ll find links to more informa…
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The energy sector and energy companies are connected to many of the biggest news stories of 2022: the Russia-Ukraine conflict, the subsequent Western sanctions and the ongoing inflation situation. In this episode, we examine how this critical sector affects the global economy and financial markets. Visit our episode page (https://www.fisherinvestme…
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Financial scams and fraud affect more and more people around the world. In this episode, we examine who’s at risk and discuss some tips to help you recognize scams. We also investigate three common types of scams (advance-pay scams, romance scams and trusted-individual scams) to understand how they work and how to protect against them. Visit our ep…
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This episode features insights from across Fisher Investments to answer listener questions about inflation and explore how labor shortages and supply chain disruptions are affecting stocks. We also delve into the latest on China. Visit our episode page [https://www.fisherinvestments.com/en-us/podcasts/market-insights], where you’ll find links to mo…
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This episode features timely insights from members of Fisher Investments’ Investment Policy Committee. Learn why the COVID-19 Delta variant and slower economic growth aren’t necessarily headwinds for stocks. Also, find out more about the current inflation situation and what market risks may sit on the horizon. And Ken Fisher shares his thoughts on …
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In this episode, we examine some important financial planning tips to consider in the second half of 2021. Host Mike Hanson (Senior Vice President of Research) interviews Hailey Bill (Associate Vice President of Financial Planning) about the impact of recent legislation on families’ financial planning. Mike and Hailey also discuss why investors mig…
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In part 2 of 2, we answer listener questions about trade and explore how cybersecurity is affecting investors’ discussions about trade. We also explore questions about China’s economic recovery and the proposed US infrastructure plans. This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Poli…
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In part 1 of 2, we answer listener questions about cryptocurrencies and evaluate investor expectations about inflation. This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Policy Committee and host of The Well-Read Investor.Visit our episode page (https://www.fisherinvestments.com/en-us/podc…
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This episode features insights from members of the Fisher Investments’ Investment Policy Committee. Learn more about lessons investors can learn from 2020, the importance of a macroeconomic perspective for stock investors, and what potential trouble spots might be on the horizon. Also, find out why the reality of the continuing economic recovery do…
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If you want to get better control over your money and investments in 2021, head of Fisher Investments’ International Private Client group, Carrianne Coffey, has some strategies you can try. She joins Market Insights to kick off 2021 and discuss how asset-allocation decisions, emergency funds and regular family finance check-ins can help you secure …
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Becoming a better investor means having an information advantage. Fisher Investments’ Senior Vice President of Research, Mike Hanson, joins the program to discuss how his podcast The Well-Read Investor can help listeners broaden their investing horizons. Visit our web page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) for more …
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Investors today are increasingly considering environmental, social and governance (ESG) factors in the search for new opportunities and emerging risks. In this episode, we examine what happens when investors align their strategy and values. Fisher Investments’ Senior Vice President of Research, Aaron Anderson, joins host Naj Srinivas to discuss the…
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This special extra episode features insights from members of the Fisher Investments’ Investment Policy Committee. Learn more about inflation, gold as an investment, and the potential market impacts from deteriorating US-China relations. Also, find out what underappreciated positives the market is currently discounting. And Ken Fisher shares his tho…
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In this episode, we take a unique look at overcoming some of the financial obstacles that families encounter. Host Naj Srinivas talks with Jill Hitchcock, the head of Fisher Investments’ US Private Client Group. Working with clients for over 20 years, Jill has seen almost every challenge finances can throw at a family, and she shares insights from …
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In this episode, we answer listener questions about the market effects of a potential second wave of COVID-19. We also examine the investor phenomenon of “breakevenitis” and whether gold brings a shine to your investment portfolio during times of volatility. This episode features Client Communications Group Vice President Naj Srinivas, along with M…
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In this episode, we answer listener questions on the potential impact of swelling government debt and the possible inflation implications from government COVID aid. This episode features Client Communications Group Vice President Naj Srinivas, along with Client Services Program Manager, Wendy Nicholsen, and US Private Client Services Executive Vice…
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Learn about the tax, investment, and financial implications for individuals and small business owners from the government’s recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act. Featuring Client Communications Group Vice President Naj Srinivas and Hailey Bill, Vice President of Financial Planning at Fisher Investments.…
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This podcast features an audio excerpt from a Market Update Webinar provided exclusively for Fisher Investments clients. In this podcast, Fisher Investments’ Senior Vice President of Research and Investment Policy Committee Member, Michael Hanson discusses recent market volatility and our current outlook.Since hitting all-time highs in mid-February…
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In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 13 minutes.Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Managem…
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In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Christo Barker about changes to the short and long end of the yield curve in recent months, how this has affected the lending environment, and other considerations and drivers for the Financials sector. Recorded August 30, 2019.…
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