Goldman Warns of Crowding Risk in Outperforming Hedge Funds

The video discusses hedge fund portfolios, highlighting increased leverage and sector overweight in industrials and healthcare. It addresses the risks of crowding, particularly in healthcare, due to policy risks and liquidity issues. The video also examines crowding in major companies like Amazon and Facebook, and the impact of the US-China Trade War on certain stocks.

Which company is noted as having the most crowding risks from hedge funds?

What factors are contributing to the struggles in the healthcare sector?