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A new class of weight loss drugs has hit the streets. His GLP-1 drugs such as Ozempic, Wegovy and Mounjaro were created to treat diabetes, but were later found to suppress appetite and cause significant weight loss. Shares of Novo Nordisk and Eli Lilly have surged in recent weeks, posing a big problem for the companies that make them. However, the drug may ultimately have a broader economic impact. In this episode, he speaks with James van Geelen of Citrinitas Capital about the secondary effects of widely available and effective weight loss drugs. He tells us how he assesses the potential of new drugs and how he approaches possible “megatrends” such as GLP-1 and AI.