Terence Flynn: The Next Blockbuster for ...

<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

Pharmaceutical companies and insurance providers are at odds over a new class of drugs that have proven quite effective at helping people living with obesity lose weight. Bloomberg’s Robert Langreth and Emma Court join this episode to share their reporting on recent advancements ... Show More

It’s become a multibillion-dollar business: weight loss drugs. Demand is high, as is the cost. How did medications like Ozempic, Wegovy, Mounjaro and Zepbound become so popular and so profitable? And what kind of impact might they have on the future of food and healthcare? Dr. Sa ... Show More

A discussion of claims that obesity is mostly due to genetics. (1:30) Should a pharmaceutical company be for profit? (7:38) What is Big Pharma’s motivation behind these claims? (10:09) What does obesity contribute to? (15:52) Is capitalism to blame? (21:14) Lifestyle is EVERYTHIN ... Show More

Over 1 billion people worldwide are obese, according to the World Health Organization. If current trends continue, half the world could be obese or overweight by 2035. The WHO refers to it as an epidemic. Recent data shows that over 40% of Americans are living with obesity. But o ... Show More

<p>From Elon Musk to several Hollywood celebrities, the weight loss wonder drug, semaglutide, is taking the world by storm. What was an unintended consequence of a diabetes control med, the emergence of significant weight loss has raised the expectation of the wonder drug becomin ... Show More

Can we be addicted to food? This is quite a hot topic and one that is more relevant than ever. On the one hand we have food companies and respected scientists telling us that food addiction is a myth. Because we don’t see people smashing windows or stealing money from loved ones ... Show More

<p>Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18% of US GDP!) became too strong for us to resist. While we didn’t know much ab ... Show More