There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss. It's a big deal for the companies which make them, with shares of Novo Nordisk and Eli Lilly all soaring in recent weeks. But the drugs could end up having a much broader economic impact too. On this episode, we speak with James van Geelen of Citrinitas Capital, about the second-order effects of effective weight-loss drugs. He talks us through how he's evaluating the potential of the new meds and how he approaches possible 'mega-trends' like GLP-1 or AI.

There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss. It's a big deal for the companies which make them, with shares of Novo Nordisk and Eli Lilly all soaring in recent weeks. But the drugs could end up having a much broader economic impact too. On this episode, we speak with James van Geelen of Citrinitas Capital, about the second-order effects of effective weight-loss drugs. He talks us through how he's evaluating the potential of the new meds and how he approaches possible 'mega-trends' like GLP-1 or AI.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

On Bloomberg&rsquo;s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

Here's How the New Weight Loss Drugs Could Change Everything

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b5ae666e-8a28-42ab-b0c2-b060012c70b9/transcript

In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a fairly accurate description. Underneath the world's oceans, miles and miles of fiber optic-cables send packets of information from one location to the next, serving as the backbone of the internet as know it. This infrastructure is delicate, too: Memorably, a 2022 volcanic eruption cut off the island of Tonga from web access for an extended period of time. Journalist Samanth Subramanian is the author of The Web Beneath the Waves: The Fragile Cables That Connect Our World, a book that explains, in detail, that the internet is not, and has never been, truly weightless or wireless. In fact, the system in place right now is pretty old school and resembles the telegraph cable network of yore. We talk to Subramanian about the strange contradictions of the undersea cable system, how much basic marine geography — like the Strait of Hormuz or the Suez Canal — informs where cables are laid, and how hard it is protect this vulnerable and vital infrastructure.

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Join the conversation: discord.gg/oddlots

In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a fairly accurate description. Underneath the world's oceans, miles and miles of fiber optic-cables send packets of information from one location to the next, serving as the backbone of the internet as know it. This infrastructure is delicate, too: Memorably, a 2022 volcanic eruption cut off the island of Tonga from web access for an extended period of time. Journalist Samanth Subramanian is the author of The Web Beneath the Waves: The Fragile Cables That Connect Our World, a book that explains, in detail, that the internet is not, and has never been, truly weightless or wireless. In fact, the system in place right now is pretty old school and resembles the telegraph cable network of yore. We talk to Subramanian about the strange contradictions of the undersea cable system, how much basic marine geography &mdash; like the Strait of Hormuz or the Suez Canal &mdash; informs where cables are laid, and how hard it is protect this vulnerable and vital infrastructure.
<a href="http://bloomberg.com/subscriptions/oddlots" data-link-cookie="1" data-destination="http://bloomberg.com/subscriptions/oddlots">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d05e23d4-18e1-442f-8953-b4480146b311/transcript

Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challenges have involved the supply side of the economy. Whether we're talking about supply chain disruptions, the war in Ukraine, and now the war in Iran, these are all issues for which monetary policy is of limited value. Of course, the temptation is to "look through" these events, recognizing the fact that these disruptions don't say much about the actual underlying state of the economy. But when we get one shock after another, it gets harder and harder to keep using words like "transitory." On this episode we speak with Megan Greene, an external member of the Monetary Policy Committee at the Bank of England. We talk about the compounding effects of all these shocks (including the trade war and Brexit), how she's thinking about the first- and second-order effects of each, and why for now, despite the underlying weakness of the UK economy, she remains squarely focused on the risks of higher inflation.

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Join the conversation: discord.gg/oddlots

Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challenges have involved the supply side of the economy. Whether we're talking about supply chain disruptions, the war in Ukraine, and now the war in Iran, these are all issues for which monetary policy is of limited value. Of course, the temptation is to "look through" these events, recognizing the fact that these disruptions don't say much about the actual underlying state of the economy. But when we get one shock after another, it gets harder and harder to keep using words like "transitory." On this episode we speak with Megan Greene, an external member of the Monetary Policy Committee at the Bank of England. We talk about the compounding effects of all these shocks (including the trade war and Brexit), how she's thinking about the first- and second-order effects of each, and why for now, despite the underlying weakness of the UK economy, she remains squarely focused on the risks of higher inflation.
<a href="http://bloomberg.com/subscriptions/oddlots" data-link-cookie="1" data-destination="http://bloomberg.com/subscriptions/oddlots">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>

The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a7009176-dd7f-474d-916a-b44700369509/transcript

Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, a professor of economics at University College London and the founding director of its Institute for Innovation and Public Purpose, specializes in the political economy of technological development and public sector investment. In our conversation, recorded in Madrid while at the Bloomberg CityLab conference, she explains her concept of the "mission economy," her definition of state capacity, how to prevent top talent from fleeing to the private sector, and whether consultants or governments should be blamed for inefficiencies and civic failures. It's a wide-ranging interview, one that covers everything from the initial public financing of Silicon Valley algorithms to the history of moonshots.

Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, a professor of economics at University College London and the founding director of its Institute for Innovation and Public Purpose, specializes in the political economy of technological development and public sector investment. In our conversation, recorded in Madrid while at the Bloomberg CityLab conference, she explains her concept of the "mission economy," her definition of state capacity, how to prevent top talent from fleeing to the private sector, and whether consultants or governments should be blamed for inefficiencies and civic failures. It's a wide-ranging interview, one that covers everything from the initial public financing of Silicon Valley algorithms to the history of moonshots. <a href="http://bloomberg.com/subscriptions/oddlots" data-link-cookie="1" data-destination="http://bloomberg.com/subscriptions/oddlots">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>

Mariana Mazzucato Thinks We Need More Moonshots

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/258befee-0a77-412f-bc07-b44300b368b2/transcript

Here's How the New Weight Loss Drugs Could Change Everything

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