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Sam Altman, CEO of OpenAI, returns to lead the company after a dramatic departure. Winners and losers in OpenAI's recent developments are discussed, highlighting Microsoft as a winner. The global water shortage and its impact on climate change are explored. The challenges faced by the healthcare workforce during the pandemic are examined. The impact of a specific drug on appetite, weight loss, and productivity enhancement is discussed. The podcast also touches on market closure for Thanksgiving and money management.
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Quick takeaways
- Prescriptions for appetite-reducing drugs like O'Zempic have led to healthier food choices and portion control during holidays like Thanksgiving.
- The market shows positive signals for the end of 2023 and 2024, with small-cap stocks performing well and 20-year treasuries becoming more attractive.
Deep dives
Prescriptions for GLP1 agonists quadruple as Americans eat less
Prescriptions for drugs like O'Zempic and VWG-Goodwing have quadrupled in recent years. These medications reduce appetite and have led many people to eat less. Patients taking these drugs report having a different perspective on food and are more mindful of their portion sizes. As a result, some individuals are making healthier food choices and incorporating more fruits, vegetables, and protein into their diets. The use of these drugs has had a significant impact on how people approach food during holidays like Thanksgiving.
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