Jared Holes
Mizuho healthcare specialist and guest commentator who discusses Eli Lilly, GLP-1 developments, biotech deals, and pharma sector implications on air.
Top 3 podcasts with Jared Holes
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Mar 30, 2026 • 44min
Semis Slide, Oil Climbs, Nike Results on Deck… And The Latest Use Case For GLP-1’s 3/30/26
Jared Holes, a Mizuho healthcare specialist who covers biotech and pharma, discusses Eli Lilly’s push into GLP-1s and a surprising new use case in addiction trials. He also breaks down recent biotech deals and what these moves mean for the broader pharmaceutical landscape. Short, sharp takes on catalysts and sector implications.
Oct 30, 2024 • 44min
Big Tech Reports… And Eli Lilly’s Letdown 10/30/24
Gene Munster, Managing Partner at Deepwater Asset Management, dissects Meta and Microsoft’s strong earnings, highlighting AI’s role in Azure’s growth. Loretta Mester, former President of the Cleveland Fed, discusses the Federal Reserve’s strategies amid rising Treasury yields. Meanwhile, Jared Holes of Mizuho analyzes Eli Lilly's disappointing Q3 results, questioning whether the euphoria over weight loss drugs is waning. Together, they explore the shifting landscape of tech performance and its broader economic implications.
Oct 24, 2024 • 44min
The Most Important Charts In The Market… And Viking’s Weight Loss Surge 10/24/24
Brandon Oglensky, a senior equity research analyst at Barclays known for analyzing UPS, joins Jared Holes, Mizuho's health care equity strategist focusing on Viking Therapeutics, and Alex Sherman, a CNBC sports reporter. They discuss the current market's crucial charts as the Dow faces its fourth straight loss. A highlight is Viking's surge, driven by its promising obesity drug VX2735. The traders also explore the dynamics between delivery services like UPS and key industry trends, making for an insightful market analysis.
