Jared Holtz
Healthcare equity strategist at Mizuho who analyzes pharmaceutical market dynamics and provided expertise on Novo Nordisk's oral GLP-1 (Wegovy) launch, pricing, and competitive landscape.
Top 5 podcasts with Jared Holtz
Ranked by the Snipd community
309 snips
Feb 5, 2026 • 33min
Google Doubles Down on Spending as AI Fear Returns
Rohan Goswami, Semafor business reporter covering Capitol Hill antitrust drama. Jared Holtz, Mizuho healthcare strategist on GLP-1 market dynamics. Scott Devitt, Wedbush tech analyst on earnings and capex. They discuss Google doubling capex and AI-driven revenue, the GLP-1 winners and pricing shifts, the Netflix/Warner political hearing, and why software stocks are under pressure.
215 snips
Jan 7, 2026 • 31min
Can a GLP-1 Pill Revive Novo Nordisk?
Alex Heath, a tech journalist and host of the ACCESS podcast, dives into CES trends with insights on NVIDIA's dominance in AI and robotics. Jared Holtz, a healthcare equity strategist at Mizuho, discusses Novo Nordisk's new oral GLP-1 pill, Wegovy, exploring its market potential and competitive landscape. They analyze pricing strategies, mixed efficacy data, and how this new form could revolutionize GLP-1 adoption by overcoming needle phobia. The conversation highlights the dynamic interplay between tech and healthcare innovation.
9 snips
Feb 4, 2026 • 44min
Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26
Mackenzie Cigalos, CNBC reporter who breaks down Alphabet’s quarterly numbers and conference call. Jared Holtz, Mizuho healthcare sector specialist who analyzes Eli Lilly and Novo Nordisk results. They cover Alphabet’s big CapEx guide tied to AI infrastructure and its market implications. They also unpack diverging trajectories in the weight‑loss drug race and what that means for pricing and strategy.
Mar 19, 2026 • 43min
The Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26
Jared Holtz, a Mizuho healthcare specialist, breaks down competition in the obesity and GLP-1 drug space. He discusses Eli Lilly’s trial data, Novo Nordisk’s recent approval, and a looming patent expiration. Short takes cover pricing, competitive dynamics, and strategic moves by drugmakers.
Sep 19, 2025 • 43min
SOTS 2nd Hour: Trump-Xi Latest, Apple iPhone Sales Go Live: Stock Impact, & Rockefeller's Ruchir Sharma 9/19/25
Jared Holtz, a healthcare sector strategist at Mizuho, dives into the latest vaccine guidance and its potential effects on pharma and biotech stocks. He discusses how underperforming sectors could rally with new guidelines in play. The podcast also covers a high-stakes call between President Trump and Xi Jinping, the impact of the iPhone 17 launch on Apple’s stock, and significant shifts in the market landscape. Listeners get a comprehensive look at current national and economic dynamics shaping the future.
