Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
Here's How the New Weight Loss Drugs Could Change Everything | Odd Lots
Posted
August 17, 2023
Views
4,171
Likes
24
Comments
4
Engagement
August 17, 2023
4,171
24
4
0.67%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
55:22Now PlayingThere's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss. It's a big deal for the companies which make them, with shares of Novo Nordisk and Eli Lilly all soaring in recent weeks. But the drugs could end up having a much broader economic impact too. On this episode, we speak with James van Geelen of Citrinitas Capital, about the second-order effects of effective weight-loss drugs. He talks us through how he's evaluating the potential of the new meds and how he approaches possible 'mega-trends' like GLP-1 or AI.
Key insights from the pod:
Intro - 00:00
What are GLP-1 drugs? — 7:05
How to invest in a hype cycle — 15:03
How much do these drugs cost? — 19:35
What are other companies saying about them? — 21:15
How many people are taking these drugs today? — 28:23
Obesity trends in the US — 30:17
What about fast food companies? — 33:15
The economic impact of obesity — 39:20
What are the impacts on insurance and other benefits? — 44:02
See omnystudio.com/listener () for privacy information.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts
Check out more Odd Lots
Get the Odd Lots newsletter via
And for all things Odd Lots, visit
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
#Bloomberg #Podcast #OddLots
Follow Bloomberg Podcasts on Twitter
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
