Invest Like the Best with Patrick O’Shaughnessy
My guests today are Raju Rishi, Nikita Singareddy, and Jason Black of RRE Ventures. RRE is a New York-based VC firm investing in early-stage start-ups with more than 400 investments over its 25 year history. Raju, Nikita, and Jason focus their time in the world of healthcare investing, a topic I haven't explored much personally or on this show. We discuss the current landscape for healthcare investing, the variety of stakeholders in the healthcare value chain, the opportunities for founders and investors in the space, what excites them most about the future of the space, and the impact COVID has had in shaking up the industry. I hope you enjoy my conversation with the RRE team.
This episode is brought to you by Koyfin, one of the fastest growing fintech startups. I discovered Koyfin earlier this year when I asked twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin.
Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at koyfin.com
Ladder Teams is a modern personal training experience with expertly designed workout plans, 1x1 access to some of the best coaches in the world, and the power of community, all delivered to your phone.
If you’re looking to switch up your fitness routine at home or if you are back at the gym and looking to refresh your training plan Ladder Teams has a program for you. Check out https://ladder.fit/Patrick to download the app and get started.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
(2:34) – (First question) – How the team think about attractive investment concepts
(7:13) – The current landscape for healthcare investments
(8:53) – Complications in pricing healthcare and where it needs to change
(17:45) – Catastrophic Care: Why Everything We Think We Know about Health Care Is Wrong
(17:55) – The major stakeholders and where the innovation is coming from
(18:22) – The Patient Will See You Now: The Future of Medicine Is in Your Hands
(24:43) – How Covid is changing the healthcare sector
(28:43) – Cutting edge of remote patient monitoring
(37:03) – Passive monitoring and future tech of healthcare
(39:38) – Improving the clinical trial process
(44:54) – Doctors being lost in the shuffle and improving the experience for them
(50:20) – Excites them most about the future of the space
(56:17) – Kindest thing anyone has done for them
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag