James van Geelen

James van Geelen, an analyst at Citrinitas Capital, delves into the transformative impact of new GLP-1 weight loss drugs like Ozempic and Wegovy. He explores their potential to reshape consumer behavior and industries, from fast food to healthcare. Van Geelen discusses the economic ramifications, including potential shifts in market dynamics and healthcare costs. He also highlights the challenges investors face in adapting to these megatrends and the broader implications for society as appetite-suppressing medications gain traction.