Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and beyond.
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Aug 18
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, trying to envision what the world might look like in a decade and building portfolios around nascent opportunities. In an interview with Gold ... Show More
43m 47s
Aug 13
What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar
The US and Japan coordinated on the biggest currency market intervention in 15 years, helping to stabilize a weakening yen. Karen Fishman, senior FX strategist in Goldman Sachs Research, and Praneet Shah, global head of FX options trading in Global Banking & Markets, discuss why ... Show More
27m 13s
Feb 2024
The Big Business Behind Weight Loss Drugs
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
33m 54s
Dec 2024
Deep Dive: The Gold Rush to Cure the Obesity Epidemic
<p>GLP-1 weight-loss drugs, such as Novo Nordisk's Ozempic and Eli Lilly's Zepbound, are credited with reversing obesity trends in the U.S. for the first time in decades, according to a new study in the Journal of the American Medical Association. The episode highlights the rapid ... Show More
8m 47s
Jun 2024
The weight-loss drug revolution
Diabetes and obesity drugs like Ozempic, Wegovy and Mounjaro have become famous for helping users shed big amounts of weight. It's a market that could soon be worth more than $100 billion. Two companies dominate this space, Novo Nordisk which makes Ozempic and Eli Lilly, maker of ... Show More
17m 28s
Aug 2025
Deep Dive: Novo Nordisk & Eli Lilly Stumble Into Next Phase of Ozempic Era
Two pharma giants, Eli Lilly and Novo Nordisk, are in a high-stakes race for leadership in the $150 billion GLP-1 obesity drug market. We examine Lilly’s latest earnings, the mixed results from its oral pill orforglipron, and Novo’s push with higher-dose oral semaglutide. We also ... Show More
11m 3s
Oct 2024
Weight Loss Drug Ads: Good or Bad?
Companies are spending big bucks advertising weight-loss drugs like Ozempic and Rybelsus. This week, we’re dropping an episode of Brian Goldman’s White Coat, Black Art podcast into our feed.We thought you might find the topic interesting. In Canada, "reminder ads" can only give t ... Show More
27m 8s