The Weight Loss Revolution is Underway

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4 • 677 Ratings

🗓️ 6 November 2023

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey are joined by David Cervantes, principal and founder of Pinebrook Capital Management. David shares his groundbreaking thesis that could transform not only health care but also the broader economy. But first, Dan and Corey discuss disgraced FTX founder Sam Bankman-Fried being found guilty of fraud, coworking-space company WeWork's impending bankruptcy, and fluctuating Treasury yields. (00:48)

Next, David joins the conversation to detail the far-reaching consequences of obesity, plus the potential impact of new weight-loss drugs on the economy. He notes that obesity not only places a significant financial burden on the health care system but also hampers overall productivity and gross domestic product ("GDP") growth rates. However, David clarifies that GLP-1 (or glucagon-like peptide 1) drugs have the potential to revolutionize obesity treatment. (26:28)

David then explores the potential winners and losers of this medical innovation. He stresses that it's not too late to make money off the drug manufacturers since there are plenty of companies developing and trying to improve these weight-loss drugs right now. He also touches on other sectors that will benefit from mass weight loss. (41:45)

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Transcript

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0:00.0	Hello and welcome to the Stansbury Investor Hour.
0:05.0	I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research.
0:11.0	And I'm Corey McLaughlin, editor of the Stansberry Daily Digest.
0:15.0	Today, Dan talks with David Servantes, founder of Pinebrook Capital Management.
0:20.0	And Corey and I have to talk about all kinds of stuff, Sam Bankman Free, Wework, bond yields,
0:27.6	and some kind of depressing stuff about the economy.
0:31.6	That's true, but we're okay.
0:32.6	And remember, if you want to ask us a question or tell us what's on your mind, email us
0:36.6	at Feedback at
0:37.7	investor hour.com.
0:39.4	That and more right now on the Stansberry Investor Hour.
0:47.3	It turns out you're not allowed to commit fraud.
0:51.4	You're not allowed to take people's money and do all kinds of other stuff that you didn't tell them you were going to do with it. And Sam Bankman Free has been convicted of fraud in the New York court system. It's official. It is official. And you know what's interesting about it? Bitcoin's, uh, hasn't been better in the last year, the price.
1:13.2	But I've been thinking of these headlines in my mind,
1:18.1	comical ones, you know, Bitcoin at 18-month highs on Sam Backeman-Fried going to going to jail.
1:19.4	But no, that's not it.
1:20.5	But yes, he was convicted.
1:22.8	And finally, this part of the story is over.
1:28.2	But yeah, I mean, just shows you.
1:30.0	He was who we thought he was, right?
1:32.0	When all this stuff started happening, we were wondering what was going on and it kept
1:36.3	getting worse and worse and worse, and so it was.
	...

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