Stansberry Investor Hour
The Weight Loss Revolution is Underway
Nov 6, 2023
In this podcast, the hosts discuss topics like the economy, fraud in the crypto market, eccentric companies, wealth inequality, and the economic impact of obesity and weight loss. They explore the potential of weight loss drugs and the opportunities for investment. They also touch on the economic impact of retiring later and the concept of R star.
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Quick takeaways
- Obesity is a major problem worldwide, affecting half the population in 34 out of 36 OECD countries, and it has significant implications for the economy and public health.
- GLP-1 drugs, like Wegovy and Ozempic, have the potential to disrupt the healthcare industry and macroeconomics by reducing medical costs, improving productivity, and addressing long-term budget deficits.
Deep dives
Obesity is a Global Epidemic with Serious Consequences
Obesity is a major problem worldwide, affecting half the population in 34 out of 36 OECD countries. It is responsible for a significant portion of healthcare costs, as well as a loss of productivity and a drag on GDP growth rates. The scale of the problem continues to increase rapidly, with obesity rates reaching 42% in the United States. This has massive implications for the economy and public health.
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