The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 19 March 2021

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Josh here - On today's show, I practically beg you to stop crying over 10-year Treasury yields. The answer to rising rates is the same as the answer to falling rates. I will repeat it until it sinks in. I talk to Andrew Dudum, the founder and CEO of Hims & Hers Health (HIMS, NYSE) about the massive opportunity in telehealth. My friend Frankie Stella of Precision Pharmacy joins the discussion. Andrew is 31 years old and founded Hims & Hers about four years ago. It is one of the fastest-growing consumer health plays in America today and I learned so much from this conversation. I hope you do too! Make sure to leave us a rating and review, we appreciate it! Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Let me explain something to you.
0:02.0	It's not a different answer.
0:04.0	It's always the same answer.
0:07.0	500 people wanted to ask me this week.
0:10.0	What do you do now with higher interest rates?
0:14.0	First of all, overnight rates have not gone up
0:16.0	and the Fed just told us they're not going to go up
0:19.0	any time soon.
0:21.0	Most likely not until the end of 2022,
0:24.0	which is almost two full years away.
0:28.0	But even more likely, according to current expectations,
0:31.0	not until early 2023.
0:33.0	So if overnight rates are staying at zero
0:35.0	and people are worried about rising rates,
0:37.0	what are they worried about?
0:38.0	They're looking at the 10-year treasury,
0:40.0	which hit a high of 1.75 as of Thursday,
0:45.0	and have come a long way since 50 basis points in August.
0:49.0	Okay.
0:50.0	The rate on the 10-year is higher.
0:52.0	So what do you do?
0:53.0	It's not a different answer.
	...

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