EPISODE · Aug 4, 2026 · 45 MIN
The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The explosive growth of GLP-1 obesity drugs is creating a massive cold storage logistics boom, with FedEx, UPS, and DHL racing to build out healthcare supply chain capacity in a market they can't afford to miss. We explore the second and third-order investment opportunities that most investors are overlooking in the GLP-1 revolution.Today's Stocks & Topics: Comcast Corporation (CMCSA), Marke Wrap, Liberty ETFs, Apple Inc. (AAPL), Dividend Reinvestment, Taxes, The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains, Microsoft Corporation (MSFT), AstraZeneca PLC (AZN).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Embed this episode
Ready to play
The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains
No transcript for this episode yet
Similar Episodes
No similar episodes found.