Managed care needs to improve to improve health care sector, says Mizuho's Jared Holz

Welcome back to the exchange. It's been rough and rougher for the health care sector lately. It's down 11% over the past year, while the S&P has gained 14.That's 25 points of underperformance. And my next guest says this is the worst the sector has traded ever. And it's time to joining me now is Jared Holtz.He's the healthc care sector strategist at Missou. I love the honesty, Jared, because you must be frustrated more than anyone. What has been the latest in this cascade of bad news.For sure. Um, very frus ...