Elvis may have been talking about love, but can’t the same be said for markets? GLP1 drugs like Ozempic’s success in the weight loss arena have disrupted the healthcare sector. Most notably ResMed, whose stock price plummeted on the back of predicted decreased demand. But where there is disruption and volatility, Paul Taylor sees opportunity.

This month Paul talks about why taking an immediate view can cloud investors thinking and where he’s seen this all before.

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This episode was recorded 3 October 2023. Read our full disclaimer.