Latest / The Curve / Should We Be Investing in Matcha?

Transcript

Should We Be Investing in Matcha? · The Curve

0:00
Oh, hey, I'm morning there.
0:02
So we have a new Sophie in the studio.
0:07
You look kind of like Sophie.
0:08
Got the hair.
0:09
Yeah, younger version.
0:10
Got the monitor.
0:11
No, Sophie is away this week.
0:12
And I was like, you know what?
0:14
I can hold the fort myself.
0:16
We like set up the studio and there's just an armchair
0:18
in the middle of the room.
0:19
And I'm obviously behind the camera.
0:21
And I was like, is this going to be a bit weird for you?
0:23
Just like talking on your own,
0:24
but then you just got somebody staring at you from the other side.
0:26
So I was like, jump on in.
0:28
You know what?
0:29
So I might be out of a job.
0:30
Hiding on how well you do stand up to.
0:31
Ooh, what shall Sophie?
0:32
Yeah.
0:33
It's quite funny.
0:34
She's meant to be having like a proper week off.
0:35
She's gone to cabin in the woods.
0:37
Yeah.
0:38
And the entire week she's been messaging us.
0:40
I know, I know.
0:41
I'm like, I'm like, go be in the woods.
0:43
Be at one with nature.
0:44
I was actually talking to someone.
0:45
I was like, I think I would go crazy.
0:47
Really?
0:48
I think I could do like a love time to myself.
0:50
Yes.
0:51
But a weekend is one, you know, two days is enough for me.
0:54
Yeah.
0:55
A whole week.
0:56
I would probably spiral.
0:57
Yeah.
0:58
Even after a few hours at the weekend, I'm like, I need to see someone.
1:01
Yeah.
1:02
I always think like I would really struggle in prison.
1:03
You know?
1:04
Well, let's hope you know together.
1:05
I mean, unless you got something to sell us.
1:07
All day, every day.
1:08
Yeah.
1:09
You know, on my own.
1:10
Yeah.
1:11
That's why you don't want to go.
1:12
Yeah.
1:13
That is why.
1:14
Yeah.
1:15
It's the only reason.
1:16
No, but you know, like when COVID and everyone had to do those, um, those like two week.
1:21
Oh, yeah.
1:22
Yeah.
1:23
Stays in hotels.
1:24
I honestly.
1:25
Yeah.
1:26
Yeah.
1:27
Oh, I get a little claustrophobic.
1:28
And I think, yeah, or I get really gross and just like watching it flex and order.
1:31
Make ways.
1:32
Yeah.
1:33
And roll out of there.
1:34
And just resize as bigger and just go a bit more.
1:36
Not a bit of hermity.
1:37
Yeah.
1:38
Really gross.
1:39
Um, but anyway, thanks for my match.
1:40
Oh, no problem.
1:41
Cheers.
1:42
Cheers.
1:43
Yes.
1:44
Mm, mm, mm.
1:45
For those who aren't watching.
1:46
Yeah.
1:47
Or, first of all, get on YouTube as you will see what we're drinking.
1:49
Speaking of all, there's a reason we're drinking matcha.
1:51
Oh, tell me.
1:52
Yeah.
1:53
There is a matcha boom happening right now.
1:55
And I mean, most people are like old news, but like I know, you know, you can see like
2:00
a lot of like we're drinking it.
2:02
Yeah.
2:03
There's a lot of cafes popping up on the side of the road that are, you know, just
2:06
matcha only.
2:07
There is, you know, it's a big craze on social media as well, but it's actually coming
2:12
through in like statistics, particularly in the UK and I mean, this is globally everywhere,
2:17
but in June and July, matcha sales doubled versus last year, and there is three times
2:24
so triple the amount of cafes serving matcha now than there was last year.
2:29
Wow.
2:30
I feel like you would be an idiot if you're a cafe, not to serve matcha.
2:33
Everyone loves it.
2:34
Exactly.
2:35
And it's high.
2:36
It's all because of obviously the health, health and wellness benefits and all of that,
2:38
but there's anti-oxidants.
2:40
It's like a slow release caffeine, like it's, yeah, it's a healthy alternative to caffeine
2:46
essentially.
2:47
That's what I saw everyone.
2:48
So you're right.
2:49
Like you'd be absolutely stupid and all the old, established, stale kind of coffee brands,
2:55
like the costars and like, you know, like all those like ones that have been at Starbucks
2:59
and they're not free, but yeah, have you only like literally just jumped on the bandwagon?
3:04
What?
3:05
I know.
3:06
That's crazy.
3:07
But also like, would you buy my chafrum?
3:08
No.
3:09
No, you want to go to a lovely little individual.
3:10
Like blank street.
3:11
Like that brand that's popping up everywhere.
3:13
Yeah.
3:14
There's also another one in London at the moment that everybody's going wild over elevate.
3:16
I think it's called elevate.
3:17
Oh, my gosh.
3:18
Yeah.
3:19
Yeah.
3:20
Yeah.
3:21
Yeah.
3:22
Who was, who heard on the podcast?
3:23
Well, that episode is actually coming out this week.
3:25
Yeah.
3:26
Strips themselves in.
3:27
It's going to be a goody.
3:28
Yeah.
3:29
She, she went there and she was like, it's the hero one of, like, a hero one of London.
3:34
Hero ones.
3:35
Hero one.
3:36
I'm like saying.
3:37
Hero one.
3:38
Connection.
3:39
It's like this, uh, bougie, uh, deli cafe chain in America and it's, okay.
3:44
I do the hailey bella beba smoothies and like all the celebs have there like, you know,
3:47
okay.
3:48
It's popped off and it's absolutely ridiculous, expensive, like 20 US for a thing of
3:53
berries.
3:54
Like it's insane.
3:55
Oh, god.
3:56
It's, it's got this hype.
3:57
Yeah.
3:58
It's kind of blown off on the old socials.
3:59
Um, but this is kind of a bigger thing I wanted to talk about because it's something we spoke
4:04
about in the club as well.
4:06
And we've started this semi new segment about what's, what's in my head?
4:09
And it's like the trends.
4:11
The trends that you see, well, trends that I see and that, you know, are they part of
4:16
a bigger, a bigger thing or like, and this is a really, really great example.
4:20
And we spoke about in the club about experiences being a really big thing for Gen Z in particular
4:27
and Gen Alpha and, oh, yeah, the other one before that one is, but yeah, but the younger generation.
4:34
And it's because actual experiences are becoming quite expensive.
4:38
Yeah.
4:39
So like a mucher, even though, yeah, okay, even though much is expensive for like a daily
4:46
coffee, you can, you can compete with daily coffee price.
4:49
They're Instagramable.
4:50
They're an experience.
4:51
You can get like blueberry flavored ones.
4:53
You can get, you know, like, they're fun, they're cool, they look great, they're great
4:57
green.
4:58
Exactly.
4:59
And there's this whole boom in like Instagramable food and drink and much is like very much
5:04
in that and it's because or that the younger generation, that's an experience that you
5:11
go out and get like a really incredible dessert or really incredible food experience and
5:17
it's like that you've probably seen on Instagrams that you want to be a part of.
5:21
That's so funny.
5:22
That is honestly the whole conversation that you guys had with Maddie, Gen Z's and Gen
5:26
Alpha's and all the rest of them can't afford to go off, save for a big Euro summer.
5:31
So instead, they're doing the little luxuries and yeah, I see that with my friends.
5:35
Yeah, and I know it's like sometimes annoying when I don't know, there's a new restaurant
5:38
where a new cafe and then all of a sudden it's on TikTok or you think you've discovered
5:43
something and you go there and it's like, there's a queue around the corner and I'm like,
5:46
oh god, I did that.
5:48
Where was I?
5:49
I was on holiday somewhere and yeah, I was like, oh, this place, I've heard about it.
5:53
Me, such a millenial thing.
5:55
Turned the corner.
5:56
I was in Tokyo, yeah, turned the corner.
5:59
And it was just like my parents, I was with my parents, they were like, you're kidding.
6:04
Like, absolutely not.
6:05
We're not waiting this queue.
6:06
Oh my god.
6:07
I felt like such a kid.
6:08
Yeah.
6:09
But yeah, this is all, yeah, playing into these experiences and it's a huge train right
6:16
now.
6:17
It was yeah, it's something we spoke about in the club a while ago now.
6:20
There are actually much companies that you can invest in as well.
6:22
Oh, okay.
6:23
Yeah, in Japan in particular.
6:24
Okay.
6:25
I feel like with every opportunity, there's like, you know, there's always risks, things
6:31
to be aware of.
6:32
And I think because this is so hyped as well, when there's such demand for something and
6:37
supply struggles to keep up, like the green tea leaves essentially a really struggling
6:41
to keep up.
6:42
Oh, okay.
6:43
And so everyone's like, oh, there's going to be a spike in price of matches.
6:48
Well, that's what I was going to kind of ask because you talk a lot about like, it's
6:51
a good indicator of how the economy is doing by the price of coffee beans.
6:55
Yes.
6:56
And especially when there's loads of droughts and climate change is ramping up, then the
7:01
price of coffee goes like sky high.
7:03
Yeah.
7:04
And everything becomes more expensive.
7:06
Is it the same with match?
7:07
I guess.
7:08
Yeah, it is.
7:09
And I mean, match is already like a premium price, right?
7:11
But it's like, yeah, there's talks that like there's going to be even, it's going to be
7:14
even more expensive.
7:15
Oh, okay.
7:16
But then coffee's also grown up on price.
7:18
But coffee's now, like so, those stats that I said that June and July, match are sales,
7:24
doubling.
7:25
The sales of that white, lighter and cappuccino has gone backwards.
7:28
Oh, yeah.
7:29
Have you actually ever seen that happen though?
7:31
Like, have you ever been to a cafe and you've noticed that the price has gone down?
7:34
Sorry, I mean, sales.
7:35
Sales are so determined.
7:36
Oh, sorry.
7:37
But that's the next phase, right?
7:38
Is then, well, obviously, if the demand's not there, then the prices can come down.
7:41
So it's like, yeah.
7:42
Okay.
7:43
Whereas matches will keep on going.
7:44
Yeah, matches will keep on going.
7:45
And then obviously you get more have a serving matcher, so then there's more supply.
7:50
I mean, it's all about the tea leaves, but you know, if you do have essentially more
7:55
supply or more farmers will start converting their farms to green tea leaves and then that
8:01
price kind of like levels out a bit more.
8:03
Got too demanded to buy kind of work a bit more harm on how many of the yes, yes, yes,
8:09
then yeah, but yeah, it's a craze.
8:13
It's a boom.
8:14
Yeah.
8:15
Love matcher.
8:16
I reckon it'll be like sushi, though, you know, for dinner, you know, it was probably just
8:20
like every street corner.
8:22
Yeah, it's everywhere.
8:23
Yeah, but we're all like, oh my gosh.
8:25
Yeah, but then by the time they kind of become our age or it's a bit like, we're over
8:30
it.
8:31
Yeah.
8:32
We're on to the next episode.
8:33
It's like same peers like the whole.
8:34
Yeah.
8:35
I mean, sushi.
8:36
Jog on.
8:37
Yes.
8:38
Anyway, thank you for my matcher.
8:39
Oh, no problem.
8:40
No worries.
8:41
Yes.
8:43
Donald Trump.
8:44
I honestly, I'm like, is there a week we don't talk about him?
8:48
Oh, he's got a lot of that time.
8:49
He has got so much ear time.
8:51
I think he loves it.
8:53
He came out.
8:54
No, no, he hates it.
8:55
Yeah, he can't stand the long night.
8:57
Yeah, yeah, yeah, true.
8:58
You become present.
8:59
You're like, oh, no, no, I'm really.
9:00
I'm really.
9:01
I'm really.
9:02
I'm sorry.
9:03
I said really camera show.
9:04
But no, he came out last week and announced a changes to these H1B visas.
9:09
Now these are visas for like H1B, sounds complex, but it's like for highly skilled people.
9:13
So people in like the tech industry in particular, doctors, like very highly skilled people can
9:19
get these visas to allow them to work in America.
9:22
And he came out with an announcement that he is going to increase the price of those
9:27
visas by 50 fold, so they're going from $2,000 US dollars ish to $100,000 US dollars.
9:37
The price of the visa, the price of the visa.
9:39
So like, for example, if we at the curve were like, look, we really need a really really
9:43
highly skilled tech person and we were in the US and we were like, look, there's some
9:47
great people in India, or in China, and Canada, yeah, we wanted to bring them in.
9:52
We would have to pay a minimum of 100 grand.
9:55
Oh my gosh.
9:56
And their salary.
9:57
Okay.
9:58
Yeah.
9:59
So like anyone, so there was this complete night of chaos last week, because these big
10:02
corporates were like, nobody travel.
10:04
They run on those visas.
10:05
They're like, do not travel, do not leave the country, because you know, we don't know
10:09
what's happening.
10:10
Yeah, yeah, yeah.
10:11
People that were overseas like jumped on flights to come home.
10:13
Like it was chaos.
10:14
Like I've seen videos of announcements on aircrafts being like, hey, this has been the
10:17
change for anyone's on this visa, like, no.
10:20
And so then he kind of backtracked and said, okay, it's only for any new applicants, not
10:26
people who are already on them.
10:27
So there was a bit of a like, oh, okay, but this is a big, big, big if you, India.
10:34
Yeah.
10:35
Because India makes up, well, Indians make up 70% of the H1V visas in America.
10:41
Oh my God.
10:42
Yeah.
10:43
Why is he doing that?
10:44
So just to keep everybody just, okay, he's like, well, if you need skilled people, look
10:48
at America.
10:49
Yeah.
10:50
Not Indians or Chinese or, you know, and it's like, I feel like he's shooting himself
10:54
in the first.
10:55
I agree.
10:56
Because you know what happened?
10:57
UK, Canada, Germany.
10:58
Everyone was like, hey, we don't come to visit like, we'll take on some incredible
11:04
intelligent, highly skilled tech people.
11:06
Exactly.
11:07
No problemo.
11:08
Exactly.
11:09
And.
11:10
Oh God.
11:11
And this is a short term impact, but the bigger impact is going to be much more long term.
11:17
When, if you have a very highly skilled Indian, for example, that is like, well, it's
11:22
not viable to go to the US anymore, I'm going to go to the UK.
11:26
And then all of those skills, that innovation, that like, you know, it's not going to happen
11:31
overnight.
11:32
No.
11:33
It's going to trickle years over years and then, yeah.
11:36
Okay.
11:37
So fine.
11:38
Trump, go for it.
11:39
Go for it.
11:40
Yeah.
11:41
But also, I do feel for, you know, all those people that may have maybe been about to get
11:45
a job offer or a settle down with their family and have like, got an amazing opportunity.
11:50
And now it's like, oh, yeah, you're going to have to pay double.
11:52
I'm sorry.
11:53
And like, Amazon Microsoft Meta Apple, they're the biggest users of this, these H1B
11:59
users.
12:00
Yeah.
12:01
And so, which kind of surprises me because I'm like, you know what?
12:04
You just had a dinner with all of those tech leaders, you know, they're in your pocket.
12:09
And I can see why now.
12:10
Yeah.
12:11
What do you mean they had a dinner?
12:12
Sorry.
12:13
They had, um, Trump.
12:14
There was some dinner.
12:15
Okay.
12:16
And Trump was there.
12:17
And so I was Mark Zuckerberg.
12:18
And so I was like, you know, like, all the kids of these tech companies.
12:21
Yeah.
12:22
And I reckon it's because of stuff like this.
12:23
Yeah.
12:24
They know it's like, what's that?
12:25
Oh.
12:26
Keep your friends close and your enemies close.
12:27
Yeah.
12:28
I honestly think it's this.
12:30
And like, or, or, you know, there's more things like this, probably that they might think
12:36
might happen.
12:37
So they're like, you know what?
12:39
Let's be in bed, I don't know, with, with Trump.
12:42
Yeah.
12:43
So I'm like, you know what?
12:44
This is a big FUDA India China makes up 12% as well.
12:48
So an FUDA China, an FUDA the big tech companies, but also the 6% of the US physicians.
12:56
So like doctors and, yeah, they are made up by Indian doctors.
13:00
So like, there's going to be a huge hole.
13:02
It's going to be doctors.
13:03
It's going to, yeah.
13:04
Oh, I can see why he's doing it, but I think that's not the way to do it.
13:08
That's just, yeah.
13:09
So seconding.
13:10
But then also I'm like, you know what?
13:11
There is, he does a lot of things like this, right, where it's like, he loves the, he
13:17
loves the PR in the chaos, ending scales at right back, you know, when he moves back on
13:22
his word.
13:23
So I remember you saying something a while ago, I was like, oh shit, yeah, I might drop
13:26
moment.
13:27
Yeah.
13:28
Where he will come out with something like this, make a big song and dance about it, but
13:31
it's actually to cover up something else that he's doing.
13:34
Yeah, yeah, yeah.
13:35
And it's going to be a devastating blow I reckon to US innovation, competitiveness, all
13:43
of that.
13:44
But that's the, that's who's in power and unfortunately, we have to buckle up.
13:48
Yeah.
13:49
Speaking of large tech companies, oh, it's actually done.
13:53
But those that don't know that really struggle in their segues, yeah, really struggle with
13:57
the segues.
13:58
You're getting faster though.
13:59
We need a jingle.
14:00
Yeah, yeah, yeah.
14:01
Yeah, yeah, yeah.
14:02
The biggest company in the world, the biggest public company in a video.
14:06
Oh, yes.
14:07
Oh.
14:08
And the biggest startup.
14:09
Okay.
14:10
Do you know what that is?
14:11
Open AI.
14:12
Yeah.
14:13
Yeah.
14:14
The biggest startup in the biggest public company have announced the biggest private
14:21
investment deal.
14:22
So they, it's a hundred billion dollar deal that Nvidia is going to invest in open AI
14:28
to, for open AI to effectively purchase its AI chips.
14:34
So it's like this weird circular deal, okay, but it's, I guess the, the, the details of
14:40
the deal is kind of not what I'm focusing on.
14:43
It's more this, the fact that this is like the biggest private deal ever, or a hundred
14:50
billion dollars, yes, Nvidia's market cap.
14:54
So like the size of the company is four trillion.
14:56
So it's like, oh my, get it, get it.
14:58
It's a super cent of the market, but still, I think it's just the scale of it.
15:03
Like I just feel like every other week, there is like this is, you know, there's just
15:08
there's monumental blockbuster deals happening with regards to AI, and there was another
15:15
stat that I read that they were going to need 500 billion dollars of investment in the
15:20
next, each year for the next five years.
15:22
And this is only 100 billion, you know, like this is the scale of this is just insane.
15:26
We had last week, Oracle came out and announced it had done a deal with open AI.
15:34
That was like absolutely massive and like, stop the lights out in terms of their revenue
15:39
for the year.
15:40
Like it's just headlines of this.
15:42
Yeah.
15:43
Okay.
15:44
So basically, this is just the beginning.
15:45
Yeah.
15:46
Yeah.
15:47
And that's the fact that they're investing this, you know, over over the next kind of
15:49
five, seven years, it's like, this, yeah, this is the tip of the iceberg.
15:53
Well, okay.
15:54
And I know a lot of people might disagree and be like, no, the fact that there is so much
15:58
investment in this every week, there's a new headline and new company like that means
16:03
it's kind of over hyped or it creates risk because what if the demand doesn't come?
16:09
But I'm like, these are stupid companies, right?
16:10
This is not like, they're not investing in this without, so it's like, yeah, yeah.
16:17
So we had an incredible conversation with net from Google.
16:22
Oh my gosh.
16:23
Yeah.
16:24
So yeah, I literally edited this yesterday and all my flip in God, it was so good.
16:29
And she's like the chief technologist at Google, which I can't even pretend to know
16:33
what she does, but she is so smart.
16:36
I was hanging on her every word, she had so many insights, it just made me so excited
16:41
for what's to come.
16:42
And I think the, yeah, having like an expert who is so deep all day, every day in AI gave
16:48
me a lot more excitement, I guess, in terms of what's to come.
16:51
Yeah.
16:52
Yeah.
16:53
And some ideas in terms of the kinds of things that you could be investing in.
16:56
Exactly.
16:57
Sometimes I feel like with Nvidia, I have, like, no, like, I've invested in it.
17:02
Yeah.
17:03
And I want to keep on investing in it.
17:04
But then I'm like, oh, it, and then when it deal like that comes there, I'm like, everybody's
17:07
going to be jumping on that bandwagon.
17:09
Yeah.
17:10
And now I'm like, okay, what are the other ones in the sidelines that you can invest in?
17:12
And that chat was just so, because it's all about the like, there's so many other companies
17:16
that are going to benefit in the value chain, right?
17:18
It's not just, even though when we talk about Nvidia, it's like the AI poster child.
17:22
It's like the one, you know, if you say AI and people like Nvidia, you know, it's very,
17:26
so it synopsis, no synonymous synonymous with synopsis, it's very synonymous, it's like
17:33
a summary of a book.
17:34
Yeah, it synopsis.
17:35
Oh, yeah.
17:36
Yeah.
17:37
Yeah.
17:38
They go in, they go in tandem, like, yeah, okay.
17:40
But yeah, I just think it's like, there's just so many headlines that I'm saying about
17:44
these incredible deals.
17:46
And I think we are just at the beginning, you know what I'm saying?
17:49
Sheperdamas.
17:50
Yeah.
17:51
Yeah.
17:52
But also another, another boom that's happening outside of the tech industry is, and some
17:59
people might not agree with this, and that's fine, is, but it's in the healthcare space.
18:04
Okay.
18:05
And it's these GLP1 proteins, so the GLP1 is the weight loss, the weight loss protein,
18:12
that I'm looking for.
18:13
Okay.
18:14
This is like protein.
18:15
I mean, it's, the healthcare work industry always is protein, but it's not like protein,
18:17
like we know it's like a makeup of like molecules.
18:20
Okay.
18:21
It's not a healthcare expert, but anyway, it's a, it's a, it's a technology, essentially,
18:26
but inside is un-pick.
18:27
Yes.
18:28
Yeah, yeah, yeah.
18:29
Okay.
18:30
Yeah.
18:31
So Zempek is like the, the probably the, the more household name that we know for these
18:33
weight loss drugs.
18:34
Yeah.
18:35
But Pfizer, so one of the biggest pharmaceutical companies, they have just made a massive
18:41
acquisition of a company to purchase their weight loss drug for $7 billion.
18:50
And this is quite interesting, because Pfizer tried to join the race.
18:55
So you've got these two big pharmaceutical companies, Novo Nordus, and Eli Lilly are
19:00
the two kind of, um, marines, yeah, the ones that have kind of been dominating the space.
19:05
They've got the two most common weight loss drugs out there.
19:09
Yeah.
19:10
And now Pfizer's just bought this company and entered the race, essentially.
19:16
Oh, okay.
19:17
So there's a third.
19:18
So there's a third.
19:19
Yes.
19:20
So there's called Met, Met Sarah, Met Sarah, Met Sarah, the company that it bought.
19:24
Okay.
19:25
And it's sheer price was up 60% in one day.
19:26
Oh my goodness.
19:27
It was like, we're going to buy you.
19:28
Thank you very much.
19:29
Wow.
19:30
Wow.
19:31
And I guess what is a headline like this tell us?
19:35
And for me, it says, if you've got another third, very large player entering a market, they
19:43
must see the opposite potential, otherwise they wouldn't be purchasing a $7 billion.
19:49
They wouldn't be paying $7 billion to purchase a company or purchase a drug that is company
19:53
owns.
19:54
Okay.
19:55
If they didn't see the potential in this, this whole industry, right?
19:57
Well, this whole, not really industry, this whole technology.
20:00
Yeah.
20:01
Okay.
20:02
But yeah, what this tells me is you now have Pfizer who kind of made its, made its mark with
20:10
Viagra, really.
20:11
Oh, that was the kind of big blockbuster drug for Pfizer.
20:15
Okay.
20:16
And now they're, they're late to the party in the sense that there's still, there's
20:20
two front runners, but the growth and again, like even with AI and we're seeing all these
20:26
ridiculous numbers out there, we're seeing exactly the same in the healthcare space with
20:30
these GLP one.
20:31
Yes.
20:32
Yeah.
20:33
Okay.
20:34
Does that make you worried?
20:35
Do you mean worried and like the state of the world?
20:40
No, because I guess I get what you mean.
20:43
It worries me because there is a minority, kind of an increasing majority of people that
20:49
are using them not for their agenda purposes, but I think the, the positives of what it can
20:55
do for the people that actually need it, but also now we're starting to see that it's
21:02
actually helping with addictions, cravings, like, oh, no, alcohol addiction, drug abuse.
21:08
Okay.
21:09
I think I don't, I'm not a healthcare expert, but I think it does something with like,
21:14
like for weight loss, it switches off the like craving mechanism, so I think they can
21:21
alter it slightly to help switch off the like craving for a cigarette of eight.
21:27
Yeah.
21:28
Yeah, yeah.
21:29
All of that.
21:30
Yeah, they've got like opioids, other addictive substances, like and they've actually
21:32
seen it reduce alcohol intake as well.
21:35
Wow.
21:36
Okay, that's actually quite amazing.
21:39
Not indirect benefits, but like they kind of launch this base drug and then they're like,
21:43
oh, hang on.
21:44
Yeah.
21:45
Actually, what we thought we would market it for is just opened up a whole new universe
21:49
of people that could use it.
21:51
Yeah.
21:52
And again, you just market it as different things, right?
21:55
Like it might be called something different.
21:58
You might have a ZMPIC for weight loss and diabetes and then you might have, you might
22:02
rename it something like, yeah, for alcohol abuse and all of that.
22:05
Okay.
22:06
That's actually really cool.
22:07
Yeah.
22:08
And I do think it's like, and then also there's actually been links now, very early stages
22:12
though, so I don't want to like, I'm not talking out of turn here, but like bell simers
22:16
and like, oh my, brain function.
22:18
How amazing would that be?
22:19
I know.
22:20
So I think there is probably people that are like, you know what, I think this is the first
22:24
stage.
22:25
Yes.
22:26
It's like, there's so much other uses for this, but we don't know about the technology of
22:31
drug that we haven't even discovered yet.
22:35
And with this third player, Pfizer coming in, you know, that just means more money poured
22:40
into clinical trials, you know, finding new uses that can actually leverage off this
22:46
technology.
22:47
So and Pfizer actually tried doing it themselves and it didn't work.
22:50
And so they've now, yeah, they tried, they had a weight loss drug like ages ago and then
22:55
they pulled pin and because the other two were better.
22:59
So they've now bought this one.
23:00
And so the fact that they've kind of re-entered the market is also a good sign because they're
23:06
not just like, oh, well, you know, it's like they see huge potentials.
23:10
There's these figures like the global obesity drug markets, expected to be 150 billion in
23:17
the next five years.
23:18
Oh my gosh.
23:19
I don't know what size it is now, but yeah, it's just a sign that things are heating up
23:22
every again.
23:23
Yeah.
23:24
All right.
23:25
So more again, more of this to come.
23:26
More of this to come.
23:27
Are you invested in Pfizer, Eli Lilly, Novo Nordisk?
23:31
Yes.
23:32
Are you?
23:33
I'll throw up them.
23:34
No.
23:35
Okay.
23:36
I say.
23:37
Oh.
23:38
Yeah.
23:39
We've actually spoken about Pfizer in the club.
23:40
Oh, yes.
23:41
We're spoken about Novo Nordisk.
23:42
We haven't spoken about Eli Lilly, but yeah, we have spoken about this massive trend.
23:46
But I think when you're operating in a market that's growing and got so much demand,
23:53
like this does, you're in such a supportive environment that you really have to screw
23:58
up to go backwards.
24:00
You can see the growth.
24:01
You can see the potential.
24:02
You can see the benefits.
24:03
It's going to benefit.
24:04
Not only this group of people that we had made it for, but now it's going to benefit.
24:07
All these other people as well.
24:08
Yeah.
24:09
How could it possibly screw up?
24:10
And Novo Nordisk's sheer price is back to where it was in like 2021.
24:14
So it's gone all the way back up and then come all the way back down.
24:16
Wow.
24:17
Okay.
24:18
I'll put a graph on screens we can see.
24:19
Like you're kind of discrediting all that growth it's had in between.
24:23
Does that make sense?
24:24
Because it's like you're assuming the company is now the same size as it was back then.
24:28
But yes, it's got billions and billions and billions of all of the sales in that time.
24:33
But sheer price is always future looking.
24:35
Okay.
24:36
So people are like, oh, actually, I don't think it's going to remain competitive.
24:39
People are now going about Eli Lilly.
24:41
You've now got Pfizer.
24:42
Whereas I'm kind of saying, I think there's space for, you know, that this market is
24:47
on such a tier in terms of the demand that they're space for all three of us.
24:52
There's kind of space for all three of them.
24:54
Yeah.
24:55
Oh, obviously some might do better than others, but when you've got such incredible growth
25:00
in a market, you seriously have to eff up to not capitalize on that essentially.
25:07
Okay.
25:08
Yeah.
25:09
Yeah.
25:10
Yeah.
25:11
Yeah.
25:12
Yeah.
25:13
Yeah.
25:14
Yeah.
25:15
I think they're focusing on the minority of people that are using it for a nods intended
25:21
purposes.
25:22
Yes.
25:23
Okay.
25:24
And I use a small minority.
25:25
Yes.
25:26
And it's like yes, it's, it's unfortunately getting bigger in terms of a minority, but I just
25:32
think, you know, the benefits also to healthcare systems.
25:35
Yeah.
25:36
If you don't have, if you have people that, you know, controlling their diabetes or not
25:41
becoming diabetic, I couldn't like all of that and the less of an impact that has
25:45
on healthcare systems and can actually focus on people that really need it and like,
25:50
and can't treat themselves.
25:51
And less costs for the healthcare system.
25:53
That means we can have lower taxes and like, you know, it's just like there's flow
25:57
on benefits from that.
25:58
Yeah.
25:59
I mean, that's quite far down the track, but yeah, but yeah, you can see how it all flows.
26:02
If you've got less spending here or you can spend more on education or you can spend,
26:05
you know, like, because healthcare is such a cost to, you know, any country, any economy
26:12
or the more that you can reduce that burden than being money elsewhere.
26:16
Yeah, yeah.
26:17
Okay.
26:18
Got you.
26:19
Yeah.
26:20
Have to say, when you, when I heard the name ozampic, I immediately goes to all the bad
26:22
things and then I'm like, I'd love to just get in your Britain and have a look around
26:25
because you do see the full picture and you're like, hang on a second, look at all of the
26:29
other things that it's doing.
26:30
Yeah.
26:31
So there's always going to be those people that abuse it and with any other drugs, right?
26:37
Like you've got opioids, which are actually very useful for some people, but not for
26:42
others.
26:43
Yeah, yeah, yeah.
26:44
I don't know.
26:45
Like, I'm not saying there's like drugs of, yeah, anyway, it's just, there's always a minority
26:49
that ruined it for the majority.
26:51
Yes.
26:52
Okay.
26:53
And there's rolling regulations that come into place if that gets swings too far one way,
26:58
which we could see happen with ozampics of the world.
27:01
Yeah.
27:02
Yeah.
27:03
But for the meantime, it's helping a lot of people.
27:04
I know.
27:05
You can see the benefits.
27:06
Yeah.
27:07
It's trickling down into loads of other areas that we didn't even see coming.
27:09
Like, yeah.
27:10
I really need to go back and watch the no-one or desk and I'm their phyzer.
27:13
Yeah.
27:14
Yeah.
27:15
Yeah.
27:16
And maybe I'll do it a little bit.
27:17
Ah.
27:18
May as well just round it out.
27:19
Do it.
27:20
Do it, do it.
27:21
Oh my gosh.
27:22
Maybe I'll diversify and invest in all three.
27:23
Yes.
27:24
Oh yeah.
27:25
Also, we have little old New Zealand making history.
27:30
Woo.
27:31
Woo.
27:32
So New Zealand has appointed its first woman leader of the Reserve Bank of New Zealand.
27:40
So like the bank that, you know, the head honcho bank essentially, that all the other
27:46
banks listened to and effectively controlled interest rates essentially.
27:50
Okay.
27:51
It is a woman.
27:52
Bus ever.
27:53
Bus ever woman.
27:54
Wow.
27:55
That's huge.
27:56
I know.
27:57
I know.
27:58
I know.
27:59
What would be the equivalent in the UK?
28:00
So like the Bank of England.
28:01
Oh.
28:02
Yes.
28:03
Or in the US, it's like the federal reserve.
28:04
Oh yeah.
28:05
It's called Reserve Bank of Australia.
28:06
All the central banks that control interest rates inflation, like they've got a massive
28:11
job, right?
28:12
Because there's a constant balance between, okay, we need to lower interest rates, for
28:17
example, but we don't want inflation to run, run away because if you lower interest
28:22
rates, it's been.
28:23
Oh yeah.
28:24
It's time, inflation.
28:25
Yeah.
28:26
But you want, you know, particularly for New Zealand right now, it's really struggling economically.
28:31
Okay.
28:32
And so they're like, we need to decrease interest rates.
28:34
Then if you do it too quickly, or inflation, then inflation runs and then people will
28:39
like even a worse position and yeah, so there, it's a big job.
28:43
It's a really big job.
28:44
And it's particularly when you're taking over a country that's kind of in recession, like
28:49
we've had negative quarters of growth and so.
28:52
Oh.
28:53
But she's from Sweden.
28:54
Oh yeah.
28:55
Yeah.
28:56
Calls for the first foreigner.
28:57
Wow.
28:58
Yeah.
28:59
That's foreigner.
29:00
First woman.
29:01
What's her name?
29:03
Oh my God.
29:04
Go.
29:05
Anna, that's so amazing.
29:06
And I mean, I did some digging of like, I feel like there's been a lot of firsts when
29:10
it comes to woman.
29:11
Really?
29:12
Yeah.
29:13
In these kind of roles.
29:14
And so we had Rachel Reeves in the UK.
29:15
Yes.
29:16
The Chancellor of the Exchicca.
29:17
Yeah.
29:18
Which sounds so posh.
29:19
Chancellor of the Exchicca.
29:20
I am the Chancellor of the Exchicca.
29:21
So which essentially means, and she was appointed last year, but that essentially means
29:24
that she is running the finances of the UK.
29:29
So she does the budget.
29:30
It's slightly different to the reserve bank.
29:31
Yeah.
29:32
But she still has to like, you know, when we're talking about, should we spend on health care?
29:37
Should we spend on education?
29:38
She's making the decisions.
29:39
She's making the decisions.
29:40
Yeah.
29:41
So God, the fact that there's a first b-mail to run the country's money.
29:44
Yeah.
29:45
It's quite massive.
29:46
It's also like, I know you can get angry with these things and be like, why is it taking
29:49
so long?
29:50
You know, but also I'm like, no, let's celebrate the fact that true.
29:54
Yeah.
29:55
It's now happening.
29:56
All over the world, in Norway, they had the first b-mail governor of the Norwegian
30:01
bank appointed a few years ago, and Australia's had the first b-mail of their central bank,
30:08
the reserve bank of Australia, not that long ago.
30:10
So it's like, we're starting to see change, which is good.
30:12
That's right.
30:13
Yeah, you're right, actually.
30:14
Also, you'd be gutted if you got into power.
30:15
And then everyone's like, oh, shut up half an alley, you just want, you'd want people
30:18
to be like, nice one.
30:19
Yeah.
30:20
This is amazing.
30:21
Yeah.
30:22
Yeah.
30:23
Change has come about.
30:24
It's really good news, but New Zealand is not doing well lately, so he's kind of got a tough
30:43
job on it.
30:44
Yeah.
30:45
Yeah.
30:46
And when things aren't going well in a country, there's a lot of people tend to get what's
30:51
the word frustrated and take it out on someone and blame someone, and you know, so I don't
30:56
know.
30:57
I hope I have high hopes, and I hope that she can get New Zealand out of this little pickle
31:01
that it's in at the moment.
31:02
Okay.
31:03
Let's stay positive.
31:04
Let's stay positive.
31:05
Okay.
31:06
Yeah.
31:07
First b-mail.
31:08
First foreigner.
31:09
Go on, Anna.
31:10
Go Anna.
31:11
Do your best.
31:12
And that is all I have for you today.
31:13
Oh, well that was just stepping in.
31:14
Yeah.
31:15
Thank you so much for having me.
31:16
It's weird being on this side of the camera.
31:18
You had to jump up a few times and check that the camera's still recording all that,
31:21
so just doing two jobs.
31:23
Yeah.
31:24
Yeah.
31:25
Thank you so much for having me.
31:26
I hope you have an absolutely fabulous week everybody.
31:27
Yes.
31:28
Have a great week.
31:29
Also, keep your ears and eyes peeled for the Maddie episode coming out on Thursday morning
31:35
New Zealand time.
31:36
It is a golden episode.
31:38
You will absolutely love it.
31:39
And if you want to join the Investing Club, anything that we're spoken about, we spoke
31:43
about the new segment about what's in my head.
31:45
Oh, yeah.
31:47
And we talk a lot about the weight loss boom going on.
31:52
Yeah.
31:53
So, yeah, if you want to dig into either of those, then there's a link in the podcast
31:56
on it.
31:57
You're on the Investing Club.
31:58
Incredible.
31:59
See that, everyone.
32:00
See ya.
32:01
Thank you so much for listening to The Curve Weekly.
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Bye.
32:26
So?
32:27
Yeah.
32:28
See you next Tuesday.
32:29
Wow.
32:30
See you next Tuesday.
32:32
I mean, Monday.
32:33
No, actually though.
32:34
New episodes out every Tuesday.
32:37
Okay, quickly, The Curve was created to empower and educate you about Investing, but we
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