Oct 6, 2023 · Episode 445

Congress in Chaos, The Ozempic Effect, and the Healthcare Strike

2 predictions · 0–1 · 0% accuracy

Scott's predictions2

Companies in the 'industrial obesity complex' — snack food makers, big-box retailers, hospital systems, and knee/hip replacement manufacturers — will see significant declines in market capitalization between October 2023 and October 2024.
“I think you're gonna see these companies hemorrhage market capitalization over the next twelve months.”
Markets · Judgment call · by Oct 6, 2024
Didn’t happenResolved Oct 6, 2024
Over the five years from October 2023 to October 2028, the largest shifts in market capitalization across the economy will be driven by the 'Ozempic economy'/obesity-drug disruption, more than by AI or other trends.
“but over the next five years, the greatest shifts in market capitalization are going to happen because of the Ozempic economy or whatever you want to call it, the obesity economy that's about to be disrupted.”
Markets · Judgment call · by Oct 6, 2028
Not due yetDue Oct 6, 2028