Cold open vacation episode.

Hi, Alexis.

Hey, Jack.

Our audio producer, Alexis Moore.

I'm away for a week.

We're not going to hit folks with a rerun.

We're going to give them, I don't know if I call it a fresh episode.

We don't have, there's not a big interview.

We're not going to say too much.

It's going to be in the short side. I'm going to talk about a couple of topics that are on my mind or that I've written

about recently that we haven't yet discussed on the podcast. No big whoop.

Are you enjoying your week off?

It's almost too much to talk about. I just got a truck that came by and delivered mulch. I get, I think it's, I think 12 cubic yards of

mulch, so got a lot of, uh, get a lot of big things happening.

12 cubic yards. Can I get some sort of context? What is that? Like, I think I could dive into it

and disappear. It's a lot, well, maybe not. Maybe not. The dogs could. The dogs could.

Okay. All right. I want to talk to you about two things, and they both have kind of complicated names. The first one is called war for glipron. We could just call it the obesity pill. And the second one is called budget reconciliation with current policy baseline.

Or you can refer to it how one budget watchdog did recently, a gimmick that could explode the debt.

Let's start with the obesity pill. I think a lot of folks probably heard this news already.

It concerns Eli Lilly. And its stock on this development jumped 14% in a day back on

April 17th. We have talked several times in this podcast about the new class of obesity drugs.

We've had the CEO of Eli Lilly on. These drugs are transformative. They're much more effective

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