Gold is up 57% year-to-date, trading at 17x its historical CPI valuation—but is the moment already over? Meanwhile, GLP-1 drugs like Ozempic, Wegovy, Mounjaro, and Zepbound are creating the first zero-churn pharmaceutical market, with 1 in 8 Americans already having tried these weight loss medications.

In this episode, we break down:

Gold Analysis:

• Why gold is a collectible, not a commodity—and why that matters
• The inverse correlation between gold prices and real interest rates (TIPS)
• Gold-to-silver ratio at 83:1 vs. historical 57:1 average
• Why gold's 57% rally might mean lower forward returns
• Comparing gold vs. Bitcoin as catastrophe insurance

GLP-1 Deep Dive:

• Eli Lilly hits $1 trillion market cap on weight loss drug sales
• Why GLP-1s have theoretically zero churn rate (you gain weight back when you stop)
• TrumpRx pricing: $245-350/month vs. current out-of-pocket costs
• The supply constraint paradox: lower prices may increase shortages
• Market projections: $150 billion industry by 2030
• What investors are missing about pharmaceutical subscription models

Topics: gold investing, gold valuation, real interest rates, inflation hedge, GLP-1 drugs, Ozempic, Wegovy, Mounjaro, Zepbound, weight loss medications, Eli Lilly stock, Nova Nordisk, pharmaceutical investing, TrumpRx, healthcare policy, obesity treatment, diabetes drugs, market analysis, investment strategy, economic policy

Perfect for: investors, economics students, finance professionals, policy analysts, anyone interested in market trends and contrarian investment thinking

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