Here's your summary from Looking at Next Gen of Weight Loss: Tema ETFs CEO (https://www.youtube.com/watch?v=PAziVI6arCc) on the Bloomberg Television channel:
**TLDR:** The video discusses the next generation of weight loss opportunities in the market, focusing on GLP-1 drugs and cardiometabolic diseases, with a portfolio of 46 companies.
1. Tema ETFs CEO discusses the expanding universe of weight loss companies beyond Novo Nordisk and Eli Lilly, with a focus on GLP-1 drugs and second-order cardio-metabolic obesity diseases.
2. The ETF portfolio is actively managed to look beyond current winners like Eli Lilly and Novo Nordisk, aiming to identify potential future winners in the weight loss market.
3. The global approach of the portfolio considers factors like supply, affordability, and potential price reductions in the market, with a focus on long-term opportunities in the billion-dollar weight loss industry.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro