Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023. This podcast is sponsored by Hedgeye. Hedgeye is an investment research firm that delivers high-conviction investment ideas through fundamental, quantitative, and Macro analysis. Our guest today is Hedgeye Consumer Staples analyst Daniel Biolsi. This follows prior podcasts
Andrew, loss of muscle mass seen with treatment of obesity is expected and appropriate. If you were carrying two fifty pound sand bags with you daily, every time you sat down, stood up, climbed the stairs, and then after a year you were freed from them, you might expect to lose some of the muscle mass dedicated to carrying that baggage. But at 200 pounds, you would still be stronger relative to your body weight, and more energetic. Not clear any of this applies to someone mildly overweight who works out regularly.