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Listen to the last episode:
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health. If you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
Previous episodes
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476 - Weighing the GLP-1 MarketTue, 23 Apr 2024
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475 - Are inflation fears overblown? The outlook for inflation, US growth, and long-term ratesTue, 16 Apr 2024
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474 - Global insurers turn to private credit — and AITue, 09 Apr 2024
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473 - Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessonsTue, 02 Apr 2024
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472 - Are the largest US stocks too dominant?Tue, 26 Mar 2024
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471 - Global transit & trade: in rough watersTue, 19 Mar 2024
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470 - High mortgage rates, limited inventory continue to challenge the US housing marketTue, 12 Mar 2024
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469 - What’s ahead for retail: how retail CEOs are navigating a more complex environmentTue, 05 Mar 2024
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468 - Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investmentsWed, 28 Feb 2024
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467 - Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertaintyFri, 23 Feb 2024
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466 - Shifting supply and demand dynamics buffer oil marketWed, 21 Feb 2024
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465 - 2024: the year of electionsTue, 13 Feb 2024
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464 - Investing in a post-modern ‘super cycle’Tue, 06 Feb 2024
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463 - The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our WorldThu, 01 Feb 2024
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462 - The Future of Four Wheels: Episode 3, The New New-Car BusinessWed, 31 Jan 2024
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461 - The Future of Four Wheels: Episode 2, Building the Car of the FutureTue, 30 Jan 2024
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460 - The Future of Four Wheels: Episode 1, The Twin RevolutionMon, 29 Jan 2024
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459 - Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic prioritiesTue, 23 Jan 2024
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458 - America Powers On: Why US equities are still poised to outperform in 2024Thu, 18 Jan 2024
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457 - US presidential elections outlook: Implications for policy and marketsTue, 09 Jan 2024
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456 - KKR’s Henry Kravis on private equity, culture, and global marketsFri, 05 Jan 2024
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455 - Uncharted territory: Navigating a ‘geopolitical recession’Wed, 03 Jan 2024
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454 - Asset allocation outlook: The case for greater portfolio diversification in 2024Wed, 20 Dec 2023
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453 - Focus on financials: Why banks and asset managers are constructive about the economy in 2024Mon, 18 Dec 2023
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452 - Middle East risksFri, 15 Dec 2023
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451 - M&A in 2024: Navigating opportunities and challengesTue, 12 Dec 2023
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450 - Blackstone’s Kathleen McCarthy on the forces shaping the real estate industryTue, 05 Dec 2023
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449 - What China’s struggling property sector means for the global economy and marketsTue, 28 Nov 2023
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448 - What’s the outlook for deal-making, corporate and investor sentiment, and markets?Tue, 21 Nov 2023
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447 - Why the global economy and markets can continue to outperform in 2024Tue, 14 Nov 2023
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446 - BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’Fri, 10 Nov 2023
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445 - The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behaviorTue, 07 Nov 2023
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444 - Impactive Capital’s private equity approach to ESG-oriented activismFri, 03 Nov 2023
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443 - Is US outperformance at a turning point?Wed, 01 Nov 2023
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442 - Unlocking the AI M&A SupercycleTue, 24 Oct 2023
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441 - Commercial real estate risksTue, 17 Oct 2023
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440 - Implications of a higher-for-longer rate regimeWed, 11 Oct 2023
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439 - General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantageFri, 06 Oct 2023
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438 - Why most Americans aren’t saving enough for retirementTue, 03 Oct 2023
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437 - The IPO market’s soft openingTue, 26 Sep 2023
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436 - Tech companies are investing in growthTue, 19 Sep 2023
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435 - Emerging market equities poised to overtake developed market equitiesFri, 15 Sep 2023
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434 - How companies, private equity firms, and institutional investors are navigating the global economyTue, 12 Sep 2023
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433 - A conversation with Renaissance Technologies CEO Peter BrownMon, 11 Sep 2023
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432 - The Fed is likely finished hiking rates as the US avoids recessionThu, 07 Sep 2023
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431 - The economic potential of closing gender and racial gapsTue, 22 Aug 2023
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430 - The music industry’s turning pointFri, 18 Aug 2023
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429 - BlackRock’s Rick Rieder on his career, the markets, and investing in the current environmentThu, 17 Aug 2023
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428 - Corporate credit concernsTue, 15 Aug 2023
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427 - Germany: a country at the crossroadsTue, 08 Aug 2023
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