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Which podcasts are discussing LLY?
58 ATTRIBUTED IDEAS · 49 EPISODES · 19 SHOWS
The shows
Barron's Streetwise
CNBC Fast Money
The Pomp Podcast
Motley Fool Money
The Compound and Friends
Thoughtful Money
Real Vision Daily Briefing
WSJ What's News
All-In with Chamath, Jason, Sacks & Friedberg
Prof G Markets
a16z Podcast
Animal Spirits
Bloomberg Surveillance
Masters in Business
The Tim Ferriss Show
The Twenty Minute VC
Unchained
We Study Billionaires - The Investors Podcast Network
Yet Another Value Podcast
Where the discussion went deepest
4 AUG1W AGOCNBC FAST MONEY · 16:00
Novo Nordisk core business undervalued versus Lilly
“The guest argued that Novo Nordisk's core diabetes and obesity business is being undervalued by the street, especially in comparison to Eli Lilly, despite strong execution and a successful Wegovy pill launch.”
SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26 · with Amgen
Core thesis · 5/5Verify in source →
31 JUL2W AGOBARRON'S STREETWISE · 4:15
5 JUL5 JULPROF G MARKETS · 00:00
GLP-1 ecosystem expansion drives growth for Hims
“Hims & Hers is positioned to capture massive demand for GLP-1 weight-loss medications through direct partnerships with major pharma manufacturers, low-cost options, and personalized dosing capabilities.”
Healthcare is Broken—This Company Wants to Fix It · with Andrew Dudum
Core thesis · 5/5Verify in source →
6 JUN6 JUNTHE POMP PODCAST
Eli Lilly leads AI-driven human software revolution
“Eli Lilly was framed as the primary beneficiary of a structural shift toward 'human software' and peptides, leveraging cash flow from GLP-1s and AI partnerships to build a massive healthcare moat.”
Why Is Bitcoin CRASHING?!
Core thesis · 5/5Verify in source →
6 MAR6 MARTHE COMPOUND AND FRIENDS · 10:30
Market rotation out of AI mega-caps into cyclicals
“The speakers argued that money is actively rotating out of last year's AI winners (the 'Mag Seven') and into liquid mega-caps in energy, materials, and defensive sectors, which is netting out to a flat S&P 500.”
True or False - Private Credit Is This Generation’s Subprime
Core thesis · 5/5Verify in source →
27 FEB27 FEBTHE COMPOUND AND FRIENDS · 23:00
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