Here's How the New Weight Loss Drugs Could Change Everything
About this episode
There'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.
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Odd Lots publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Odd Lots
Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real
Odd Lots
The Rise of Organized Retail Crime at Big Box Stores
Odd Lots
Why Money Launderers Love $100 Bills
Odd Lots
Why Laser Beams Are the Hottest New Tech in Defense
Odd Lots