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PodMine

Alex Heath

Matches in: Person
4 episodes
Jan 7, 2026• Prof G Markets

Can a GLP-1 Pill Revive Novo Nordisk?

A deep dive into Novo Nordisk's groundbreaking first-ever GLP-1 pill for weight loss, exploring its potential market impact, pricing strategy, and the broader implications for obesity treatment in the United States.

30:53
Dec 10, 2025• Prof G Markets

Did the U.S. Just Hand its AI Edge to China?

Discussing the U.S. decision to allow Nvidia's advanced H200 chip sales to China, the potential national security implications, and the role of personal relationships in shaping technology policy.

31:33
Nov 12, 2025• Prof G Markets

Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why

Justin Wolfers explains why Trump's proposed $2,000 tariff dividend is economically nonsensical, highlighting the illogical nature of a policy that would collect tariff revenues only to redistribute them back to Americans in an amount greater than the total collected.

30:45
Oct 7, 2025• Prof G Markets

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

AMD's stock surges 24% after OpenAI announces a multibillion-dollar deal to secure six gigawatts of compute capacity, potentially gaining a 10% stake in the company, while Bari Weiss takes over as CBS News editor-in-chief after Paramount acquires her media startup, The Free Press.

38:50