For our Thanksgiving week episode, G3 is joined by Jordi Visser, President and CIO at Weiss.

Of course, food is very much top-of-mind during this holiday. And like every day of the year, food is top-of-mind for Jordi. As such, we thought it would be fun to do a follow-up episode on anti-obesity drugs like Ozempic.

Topics covered on this episode include the impact of Agonists on various economic sectors, how pension liabilities could be impacted by these drugs and last but certainly not least, why Jordi serves lobster over turkey at his Thanksgiving.

Please check important disclosures at the episode.

Note: This episode was recorded on November 8th, 2023.

Timestamps:

• What are Jordi’s current views on Ozempic and other obesity/weight loss drugs and their impact on the economy? [2:44 ]
• What conclusions can be drawn from Novo Nordisk and Eli Lilly's recent acquisitions? [9:19 ]
• What is Jordi's perspective regarding the potential consequences for pension liabilities as healthspan and lifespan are extended? [11:11 ]
• How does Jordi relate the 'food be thy medicine' principle to the rising trend of Ozempic? [15:11 ]
• Why serve lobster over turkey? [22:53 ]

Resources:

• Episode 99: G3 and Jordi discuss Ozempic and AI
• Eli Lilly’s “Triple G” obesity drug leads to 24.2% weight loss in trial
• Digital camera sales over time

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