Sarah Ketterer

speaker

355 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Companies like Stryker or Zimmer Biomed, they're fantastic.

Medical devices, as long as human bodies break down, are going to be needed.

And it's a very research-intensive business.

And to the degree they keep innovating and they're not in commodity products, they should do quite well.

Part of what's weighed on them has been concerns about the GLP-1 trends and

And individuals will no longer need new body parts.

And we think that's unlikely.

In fact, the longer they live, the more...

part replacements they'll need.

And they won't all get thin, sadly.

No.

Some people will neither want an injection nor will they want to take a pill.

They won't do it.

And compliance will, as always with drugs, people aren't necessarily willing to comply.

It has.

And that should lead to better health care outcomes and lower cost outcomes.

Well, I would argue vociferously against indexing emerging markets.

And I'll just give recent examples.

Maybe 2022 isn't that recent, but Russia, like...

Why would you even want an index weight in that market?

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