Скачать или смотреть December 15, 2025 Crypto Cracks, Healthcare Rotation, and Japan’s Quiet Signal

In this episode of Wall Street Beats, the team digs into growing signs of stress beneath the surface of year-end markets.



The conversation opens with renewed weakness in crypto and AI-linked speculative stocks, as forced liquidations, leverage unwindings, and structural flaws come back into focus. Bitcoin, MicroStrategy, and the mechanics of preferred stock financing take center stage, with a broader discussion on why late-stage momentum trades often collapse under their own weight.



From there, attention shifts to rotation. Healthcare continues to assert leadership after a powerful rally, with selective pullbacks creating new entry points. The panel discusses positioning in biotech, pharmaceuticals, and generics—highlighting execution-driven winners, valuation discipline, and why healthcare remains a favored sector heading into next year.



Japan also re-enters the macro conversation. As rate policy, yen strength, and domestic demand begin to matter again, the group explores why Japanese equities—particularly healthcare, consumer staples, and financials—may benefit from a changing global liquidity backdrop.



The episode closes with insights on GLP-1 prescription trends, flu season dynamics, portfolio fatigue after a long year, and why many professional investors are simply trying to “get to January” without taking unnecessary risk.



A grounded, end-of-year discussion about where capital is leaving—and where it’s quietly rotating next.



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