If diet is a major driver of chronic disease, and chronic disease is driving healthcare costs, why are our food and healthcare systems still so separate? And what would change if they weren’t? In this episode, S2G’s Sanjeev Krishnan and Dan Ripma use our new Food as Health white paper as a jumping-off point to unpack what “food as health” really means and why a system that keeps getting more expensive without making people healthier is reaching its limits. They explore the tension between medical ethics and financial reality, the disconnect between hunger and nutrition, and why food has to be part of any serious conversation about cost and prevention. Then we zoom out to what this means for investors and how healthcare economics reshape the opportunity in food. Ultimately, this is a conversation about how food could move from being part of the problem to becoming one of the most powerful tools we have to change the economics and the outcomes of our healthcare system.Chapters: 3:06: Nutrition's Identity Crisis5:58: The Hippocratic oath vs. The Bond Market8:03: Food as Health as Strategic Infrastructure 10:48: Economic Implications of Healthcare Costs12:41: Challenges in Policy and Nutrition16:24: S2G’s Food as Health Strategy18:58: Clinical and Economic Evidence29:04: Investor Perspective on Food as HealthThis content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change. For more important information, please see s2ginvestments.com/disclosures.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related