The $100 billion opportunity: How anti-o...

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This ... Show More

Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoic ... Show More

As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser dis ... 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

Antibiotics stopped providing big gains for pharmaceutical companies decades ago, but as bacteria become more resistant to drugs, the world needs new classes of antibiotics to be discovered if we want to prevent the next global health crisis.Dr Tina Joshi, Associate Professor of ... Show More

Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing. ----- Transcript -----Welcome to Thoughts on the Market. I'm Patrick Wood, Morgan Stanley's MedTech analyst. And today, I'll be talking about the poten ... Show More

How much harm has been done by decades of governments investing too little? Is buy-now-pay-later causing misery or joy for young shoppers? Are supermarkets cutting prices fast enough? Is Novo Nordisk’s anti obesity wonder drug Semaglutide the most important pharmaceutical discove ... Show More

As new weight management medications are being developed, might the obesity market parallel the likes of hypertension or high blood pressure to become the next blockbuster Pharma category? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Terence Flynn, Head of the U. ... Show More

Brian Beitner of Chautauqua Capital Management says that investors are risk-on right now -- despite a market and global economy that could have trouble shaking off the impacts of coronavirus -- at a time when they likely should be risk-off, meaning more conservative and fearful o ... Show More

In this episode, Youngme, Mihir and Felix discuss antitrust and whether we should be concerned about the size of the big tech companies; debate the propriety of corporate lobbying; and offer their After Hours Picks for the week. Hosted on Acast. See acast.com/privacy for more inf ... Show More

Dustin Lemick, founder and CEO of insurance technology company BriteCo, shares his insights on the recent festive shopping season in a conversation we recorded on December 20. Plus: How lab-grown pricing impacts insurance.