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

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ...  Show more

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world. This episode was recorded on March 11, 2026. The opinions and views expressed ...  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.

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Welcome to Thoughts on the Market. I'm Patrick Wood, Morgan Stanley's MedTech analyst. And today, ...

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