Buy Eli Lilly

For most of human history, food was very scarce. Advances in agriculture were painfully slow, so standards of living for the masses barely rose.

All that changed in the last four decades. A huge improvement in farming methods resulted in food abundance for middle class families, especially in developed countries. Now we have the opposite problem, too many high-calorie, processed foodstuffs, always in reach.

Obesity is strongly linked to eating good-tasting, but shitty food. According to a report from AP, nearly three-quarters of America's food supply is made up of ultra-processed foods, including shockers like chips, sweets and fizzy drinks. These "foods" comprise 60% of the typical adult's diet and 66% of the typical child's diet.

Based on current trends, the overweight and obese population in the US will rise significantly in the next 25 years, to above 80% of both men and women, according to a recent article in the Lancet medical journal.

For most people, being told to switch to a healthier diet and get lots of exercise simply doesn't work. It's too hard.

This is why we are so bullish on the future sales of GLP-1 weight-loss drugs. They are the only way that societies will be able to stem the tide. Obesity raises the risk of many dangerous, pervasive health outcomes, including diabetes, heart disease and cancer. The money will be found to pay for the drugs as needed, for everyone.

This is a good time to increase exposure to Eli Lilly in your US portfolio. Amgen also has exposure to this sector.