George Hahn

For investors, it's still a bet.

And that's becoming a theme of this moment.

Technologies with enormous promise that still have to prove they can deliver.

Which brings us to healthcare.

Scott has been saying for a while that GLP-1 drugs may be more transformative than AI.

This week, he sat down with the man at the center of that bet, David Ricks, chair and CEO of Eli Lilly.

The drugs are unique in a few properties here, Scott.

Even if these drugs work, can America's health care system actually deliver them?

That's the paradox of American health care.

Last year, Americans spent $5.3 trillion on health care, more than any country in the world by far.

That's more than $15,000 per person and nearly one-fifth of the entire economy.

Yet, Americans still live shorter lives than people in most comparable wealthy nations.

And while much of the public's anger is directed at insurers, many economists argue the bigger driver of rising costs is hospital pricing and consolidation.

That's the focus of Scott's latest Prof G Plus deep dive.

Why health care keeps getting more expensive, why outcomes aren't keeping pace, and why the system remains so difficult to fix.

If you'd like to hear the full deep dive, it's available now for ProfG Plus subscribers at profgmedia.com.

We'll be right back after the break.

Welcome back.

The Iran war is now in its fourth month.

The ceasefire talks are murky, inflation is up, and the strategic picture looks nothing like what was promised.