John Lavallo

Senior U.S. home building and building products equity research analyst at UBS who discusses potential U.S. housing policy changes and their implications for builders and markets.

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Dec 23, 2025 • 43min

SOTS 2nd Hour: Novo Nordisk Oral Weight-Loss Pill, Global Market Outlook, “Aggressive Housing Reform” 12/23/25

Annika Constantino, a CNBC reporter covering health news, reveals insights from her interview with Novo Nordisk's CEO about the FDA's groundbreaking approval of the first oral GLP-1 weight-loss pill. Lord Jim O'Neill shares a keen outlook on global markets, discussing China’s stimulus efforts and trends among BRICS nations. John Lavallo from UBS explores significant potential U.S. housing reforms, their potential impact on affordability, and builders' margins, suggesting innovative policies to tackle housing challenges.

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