Squawk Pod: News from Netflix & linking GLP-1s & mental health - 04/17/26 | Audio Only

0:00 Bring in show music, please.

0:04 Hi, I'm CNBC producer Katie Kramer.

0:07 Today on Squawk Pod, a 10-day ceasefire between Israel and Lebanon at war

0:13 for decades and reassurance from President Trump on Iran.

0:17 But what's in the fine print?

0:18 Retired General and diplomat Mark Kim joins us.

0:21 But I guess that's what happens in negotiations.

0:23 You can't have everything you want, but uh you get the major issues.

0:27 20 years is certainly better than infinity.

0:30 And what's in the future?

0:31 I don't think anybody really believes that the Iranians

0:34 are going to give up their nuclear program.

0:37 Then how weight loss drugs could affect your mental health.

0:41 I like wanting to eat food.

0:42 I I I like the feeling of, wow, I can't wait to to have something.

0:46 And it it's a mixed blessing.

0:48 Obesity doctor Angela Fitch weighs

0:50 in on the anecdotal evidence of GLP-1 mood changes.

0:55 The overwhelming data has shown in randomized control trials at least

0:58 that most patients mood gets better with treatment of their obesity.

1:02 Plus, in earnings miss and a star departure on the books for Netflix,

1:06 an anthropic could be bringing its mythos to government agencies.

1:11 I think they rival Musk and Tesla for marketing.

1:14 It is Friday, April 17th, 2026.

1:18 Squawk Pod begins right now.

1:21 Stand by Joe in three, two, one.

1:24 his mic.

1:27 Good morning and welcome to Squawkbox here on CNBC

1:29 live from the NASDAQ Market in Times Square.

1:32 I'm Joe Kernan along with Kelly Evans.

1:35 Um Becky and Andrew are off today.

1:38 It's my mom who's who's

1:41 she's happy because chasing around the house right now.

1:45 What's the expression when you've been to Paris?

1:47 It's hard to go back to the the country at starting on Monday.

1:51 But then some people love the countryside.

1:53 They do.

1:55 Yeah.

1:54 Well, you're headed back there Monday.

1:56 US uh

1:57 putting me out to pasture.

1:58 Out to pasture.

1:59 US.

1:59 No, we have one we have three more hours together.

2:01 Let's really really enjoy it.

2:04 Can we to enjoy each other?

2:05 Is that possible?

2:07 You know, it depends.

2:09 What?

2:09 No.

2:09 Of course.

2:10 The NASDAQ on a 12-day winning streak up more than 15% in that time.

2:14 It's the longest consecutive stretch of gains since 2009.

2:18 another day would tie the NASDAQ's longest uh streak since early 1992.

2:23 What if I don't do age on base 10?

2:24 What if I do it on base 14 or something?

2:27 I could be fine.

2:28 I could be 52.

2:29 Um I bet half the people didn't even think you were joking.

2:32 Like that was a

2:33 sure.

2:34 Um I only said half.

2:36 Uh there is the NASDAQ.

2:38 Uh really it has been incred an incredible run over the past

2:42 uh 10 days where Katie Stockton is right now hiding somewhere.

2:46 uh treasury yields uh this morning you can check it out um 10-year is

2:51 4.29 29 and uh even oil with with everything that's happening I saw did

2:57 I see 80 I think it was below 90 briefly we were at $90

3:02 right now that's come down quickly uh

3:04 as well but obviously not enough summer's here

3:07 well or obviously it is enough I mean that's what's amazing about it

3:10 if you if you said in January hey oil's going to 90 stock market's

3:15 going to be at new all-time highs it's just an energy you know

3:18 the rotation energy down 8% in the last 12 days while NASDAQ's up 15.

3:23 I mean, things in the Middle East seem to be progressing,

3:25 but that something could happen any time that that that throws a rent.

3:29 Is the something that happens going to be worse than effectively?

3:33 You know, we've priced in so much of potential

3:35 bad news that to get all the way back there,

3:38 more than one thing would have to go wrong.

3:39 I think it's interesting that we haven't been using brute force and we've

3:44 been according to some making some

3:48 great strides in just economically strangling Iran.

3:52 And that may get them to the point where yesterday Trump was saying they've

3:57 agreed to most of of the debate about getting not doing it in 5 years,

4:03 10 years, 20 ever, never getting a nuclear weapon.

4:05 And he talked about giving us some of the nuclear dust from I guess Fordo.

4:11 I I don't know about the 900 lb.

4:13 That's not dust.

4:14 There's stuff that's still around.

4:16 Who was it?

4:17 Was it Richard the other day?

4:18 I mean, he was his framing at least helped me

4:20 understand why the US could have an upper hand here.

4:23 When he talks about 70% of the, you know,

4:25 missile capacity has been degraded and all these different things.

4:28 The economic Okay.

4:30 What's that?

4:32 But they everything it is not, I mean,

4:34 it is been defanged in in large part of itself

4:38 drones they can still you know bring a speedboat up

4:42 next to a tanker and as they said if you

4:45 scrape the pain on the tanker the insurance rates go up

4:48 but we've been able I guess to remove their projection

4:51 of force to close down the whole straight so we've had 13

4:54 ships I think turn so I think it's the economic pressure

4:57 I think it's that turning around of the ships as well

4:59 you thought maybe there was going to be these big confrontations

5:01 we're getting on Chinese ships and things like that and so

5:03 far not the Shares of Netflix are lower after the streaming

5:08 giant while it beat topline estimates for the first quarter,

5:11 but missed profit projections.

5:13 Netflix maintained its fullear revenue guidance.

5:16 It also announced that co-founder and chairman Reed Hastings will step

5:19 down from the company's board when his term expires in June.

5:23 Here's Netflix co-CEO Ted Sarandos on the company's earnings call.

5:28 Reed not only shared the spotlight, a real rarity in Hollywood by the way,

5:32 he pushed me into the spotlight and celebrated the wins and coached through

5:37 the misses and in short made me the executive that I am today.

5:41 I am forever grateful.

5:43 He built a company of risktakers and a culture where

5:46 character matters and nobody rests in the pursuit of excellence.

5:51 A letter to shareholders says after he leaves the board,

5:53 Hastings will focus on philanthropy and other pursuits.

5:57 Uh so you wonder if the almost 10% drop now

5:59 in the shares is really about the quarter or is it about,

6:02 you know, his departure?

6:04 Hard to grow.

6:05 Hard to grow.

6:05 They've been trying other things.

6:07 They, you know, they thought they needed Game of Thrones

6:09 with with whatever they thought they were getting in that deal.

6:12 That hurt the stock.

6:13 I think we'd have to say at this point um it almost it

6:17 there were a lot of people that said look you've got a big company

6:20 to manage um Warner Brothers would bring

6:22 in how much uh incremental revenue versus

6:26 how much additional managing you'd have to do and why are you doing it and

6:29 well and that's the thing they had done so well if you go back to about a year

6:32 ago 12 months ago when they had come out of that first quarter when they had NFL

6:36 games it was I think the last quarter they

6:38 gave subs and the numbers were astron they're amazing

6:42 the shares Here's where you can see it almost

6:43 if you extend the chart all the way back.

6:45 All-time highs, tons of of positivity and then so why

6:50 would you go from a position of that strength there?

6:52 You can see kind of the top tick around the turn

6:54 of the year and then the next move basically was and maybe

6:58 they knew maybe they knew it can't get a lot better than

7:00 what they had just been through and there should be some del.

7:02 But you'd think with adding more NFL games and everything else that um

7:05 you know maybe with this out of the way it's full speed ahead.

7:08 You don't have much time.

7:09 Obviously, you've got a young family,

7:11 but do do you ever try to to watch TV or or not so much?

7:16 I'm not sure it's because of the family.

7:18 It's just, you know,

7:20 Netflix for me anyway.

7:21 Number one, I think there's a real there's not many things

7:24 I want to watch and and in the past there have been,

7:26 but there isn't now.

7:27 And I find it incredibly annoyingly woke.

7:32 Well, I'll tell you what.

7:33 And we're going to talk to Tom Rogers about,

7:35 but it it it is it's just I'm telling it's preachy.

7:38 It's woke.

7:38 It It's ramming things down my throat.

7:40 I a drama.

7:41 It can't just be a normal drama.

7:43 All this stuff is happening with against that backdrop.

7:46 The price hikes, you know.

7:47 Yeah.

7:48 And with the price hikes, my sister's like, "What?

7:50 People are opening their bills and going like again." So these are

7:53 services that used to be so cheap you might not have cared.

7:56 Now you care.

7:57 Ironically, I found myself on Warner Brothers

7:59 because they have all the Taylor Sheridans.

8:01 They got, you know, Mayor Kingstown.

8:02 They got Land Man was horrible the second season.

8:05 But they got, you know, the the Yellowstone offshoots thing.

8:09 Have you seen any of those?

8:10 But he's a peacock now, right?

8:14 Yes.

8:12 Which is which is uh which is good.

8:16 The US uh now reportedly weighing giving various

8:20 government agencies access to a version of anthropics powerful

8:25 mythos AI model as concerns grow that it

8:29 could top or test top security cyber security defenses.

8:32 Bloomberg says the federal chief information officer

8:36 at the office of management and budget

8:38 told top officials at some departments to expect

8:41 more information about this in coming weeks.

8:44 philanthropic reportedly briefed uh senior government

8:46 officials on the capabilities of mythos

8:49 before uh it staged a limited roll out of that model.

8:53 Greater government access would come despite

8:55 that feud that we've talked about a lot

8:57 between Anthropic and the Pentagon uh which

9:00 has labeled the company a supply chain risk.

9:02 CNBC has reached out to Anthropic uh for comment.

9:06 I think they rival Musk and Tesla for for marketing at this point.

9:11 you know the fight with the government they had Katy Perry

9:13 you know put why when would you get a pop star

9:16 to talk about your AI cyber app if not for that fight

9:21 right and now you have mythos I mean it's genius

9:26 will be next coming up on squawk pod Mark Kimtt he's a former

9:30 assistant secretary of state and retired brigadier general a lot

9:34 to get into Israel and Lebanon's temporary ceasefire the president's

9:38 optimism on Iran and the future of the Middle East.

9:41 And as we were trying regime decapitation,

9:44 they came up with economic decapitation.

9:46 So the Persians are not dumb.

9:48 They know how to negotiate.

9:49 They've been doing it for a thousand years.

9:58 And we're back.

9:59 This is Squawk Pod and you're watching Squawkbox on CNBC.

10:04 I'm Kelly Evans along with Joe Kernan.

10:06 Becky and Andrew are both off today.

10:08 Let's get a quick check on energy prices,

10:09 which are receding further as the Trump administration

10:12 wants US energy companies to drill for more oil.

10:15 The Financial Times says energy secretary Chris

10:18 Wright and Secretary of the Interior Doug Bergam

10:20 held a call with oil and gas executives

10:22 yesterday and urged them to ramp up production.

10:25 The report also notes key figures in the industry

10:28 have warned the White House a peace deal

10:30 with Iran should not include the ability for Iran

10:33 to charge tolls on ships transiting the straight of Hormuz.

10:36 WTI crude is at 91 as Joe mentioned.

10:38 It might have even gone like 80.

10:41 I but I guarantee you you don't have to tell anyone to drill at 91.

10:46 You think it's just going to be sell at 91 people are ready to go.

10:50 Yeah.

10:51 I don't know how long it stays there.

10:53 Their long-term capital plan.

10:54 It feels like it feels like but here you're not going to like where

10:57 if it goes to 50 you're not going to grill.

10:59 If it goes to 100 everybody's going to

11:01 but they seem to want to say to some extent ignore the price signal.

11:04 We just need more.

11:07 What do you mean ignore the the P signal is what causes the drilling?

11:10 If you can get 90 the barrel if they thought that was going to, you know,

11:13 in incite enough drilling, I'm sure they wouldn't have added the pressure.

11:16 They like, well, they got to politicians got Yeah.

11:22 I will say the war in Iran is going along swimmingly.

11:26 We can do whatever we want and it should be it should be ending pretty soon.

11:34 Israel and Lebanon agreeing to a 10-day ceasefire while President Trump

11:38 says the US is moving closer to a deal with Iran.

11:41 And joining us now, retired US Army Brigadier General Mark Kimtt.

11:45 He is also a former assistant secretary of state.

11:49 And General, it it's good to see you uh this morning.

11:52 I I think it's fair to say that that you were a person that that wanted

11:57 to see a lot of objectives be met before

12:00 um before actually starting to to wind things down

12:04 with some of the comments that the president

12:06 made yesterday about uh Iran in his words agreeing

12:11 to never uh you know pursue a nuke

12:15 and agreeing to turn over uh the enriched uranium.

12:20 Those are objectives that we wanted.

12:22 Are we getting close to to something that would uh that would satisfy you?

12:26 Because anything short of that, I I think you thought,

12:29 you know, why embark on something without finishing it.

12:33 Well, that's exactly right, Joe.

12:34 And more important, why are we putting blood and treasure into the mission

12:38 if we're not going to come out with our major objective,

12:40 which is a nuclearfree Iran?

12:43 But everything I'm hearing at this point uh is

12:45 that we are going to agree to a 20-year suspension.

12:49 The Iranians were looking for a five-year suspension.

12:52 Uh but I guess that's what happens in negotiations.

12:54 You can't have everything you want, but uh you get the major issues.

12:58 20 years is certainly better than infinity.

13:02 So that's you think the the fine print because

13:04 that's not what the president is saying right now.

13:09 Have have you seen him say 20 or they we keep

13:11 saying no no it's it's but we wouldn't agree to that.

13:14 But you you have knowledge that that's

13:16 actually what's being discussed at this point.

13:19 Well, I read a lot of the Arabic press and that's what they're putting out.

13:22 And uh outlets such as Al Jazzer are usually correct uh because uh uh well,

13:29 I don't think anybody really believes that the Iranians

13:31 are going to give up their nuclear program.

13:35 Right.

13:35 And I've often wondered what uh what is the rationale for that?

13:41 because it does it's costing them a lot, is it not?

13:45 And maybe I maybe we don't understand that uh

13:49 that mentality and people call it a death cult or whatever,

13:53 but I I could even understand for nuclear power.

13:56 I don't understand why you need to have something that you can never use.

13:59 I guess it's it's just to to throw

14:01 your weight around in the region or something.

14:03 Well, more than anything else, it's mutual assured destruction.

14:06 They see a nuclear armed Israel as an existential threat to them

14:11 as Israel sees Iran an existential threat to the Israeli people.

14:16 Uh look, a nuclear weapon is the ultimate deterrent.

14:20 How will we ever sit down and negotiate with Iran on other issues such

14:25 as their missile program and their proxy

14:28 program uh if they have a nuclear weapon?

14:30 We stopped negotiating with North Korea the moment they had a nuclear weapon.

14:34 It's the ultimate deterrent.

14:37 What would you do to make sure it's not 20 years that it

14:40 would Would Would you do a 20-year deal or or would you keep pressing?

14:44 I'd keep pressing.

14:45 I think we can do better.

14:47 But at the end of the day, I think the Iranians were smart.

14:50 They did jiujitsu on us as we went in with those objectives.

14:54 It took the straight to Hormuz.

14:56 Uh, and as we were trying regime decapitation,

14:59 uh, they came up with economic decapitation.

15:02 So, the Persians are not dumb.

15:03 They know how to negotiate.

15:04 They've been doing it for a thousand years.

15:07 Uh and I think we're at a position now where we're

15:10 going to p have to pass that off to future presidents.

15:14 I'm struck uh uh General by the fact that you say you're

15:17 you're not happy we're conceding on so many of our core objectives.

15:20 No nukes, no ballistic missiles and drone program, no proxies.

15:23 Said you're not sure the allies will be happy with this deal.

15:26 Said this may be good for the defense industry,

15:28 but you're not sure it will be good for the US defense industry.

15:30 Um, so do you think that it's possible they will actually agree to more,

15:36 especially regarding the nuclear program if we do have leverage

15:40 right now because of what's going on with their economy?

15:43 Well, I think uh the ultimate leverage is three aircraft carriers

15:46 and about 200 fighters that are going in there, 200 fighter jets.

15:51 U we need to compel the Iranians to a better deal,

15:56 not simply negotiate a better deal.

16:00 Understood.

16:00 But do so you're saying you think it's kind

16:02 of unrealistic that they'll give up this nuclear program.

16:05 How do how do we make it more realistic when you say,

16:07 you know, sending those ships in in order to do what?

16:11 Uh in order to continue to uh assist

16:14 the Iranians in wrecking their economy, uh sooner or later,

16:18 uh I think that more combat action will make the Iranians

16:23 understand that we need to achieve some of our other core objectives.

16:27 Look, I don't like putting my airmen at at risk uh every day.

16:31 We saw that uh when we lost a couple

16:35 uh until they were recovered inside of Iran,

16:38 but sometimes u putting the US military at risk

16:41 is certainly better than putting our allies at risk.

16:44 Look, if if one of the agreed points is

16:46 that the US reduces its presence in the Middle East,

16:51 uh that's going to make the Middle East

16:52 allies mad as badgers and the defense industries they're

16:56 going to be supporting uh to restock their own

17:00 ability to defend themselves won't be American companies.

17:02 They'll go to the Russians.

17:04 they'll go to the Chinese,

17:05 but they're going to have to double or triple their defense capabilities if

17:09 the US uh is backing off from our long-term obligations to support our allies.

17:16 General, it's it's difficult to to stay steadfast in something like this right

17:22 now for for a lot of reasons uh for the United States,

17:26 for the president, for the way that you

17:28 know we hear about how the country feels.

17:32 Yeah.

17:32 every day.

17:33 We know how mainstream media feels about what we're trying to do.

17:37 We got no help from any of our our European allies.

17:40 Is it are you pessimistic that that your what you would like to happen is

17:47 actually possible given that you know

17:49 the the headwinds from from trying to continue this?

17:53 Uh certainly because the the the Iranians are fighting a war of resistance.

17:59 They're not fighting a conventional war.

18:01 uh they're counting on the US running out

18:03 of patience the way we did uh in Afghanistan,

18:06 the way we've done uh throughout the wars over the years.

18:10 I'm not saying we need a forever war,

18:12 but when you put a generally timelmited uh uh period on your combat actions,

18:20 the Iranians just know to wait.

18:22 We'll finally get tired.

18:23 as you say, public opinion will turn uh not only

18:26 US opinion but world opinion and u they're counting on that.

18:33 Yeah.

18:34 And we we do see people aren't stupid.

18:38 No, you know, they speak Farsy or whatever.

18:41 They they is that in Yeah.

18:44 I mean, you you read they're smart and they're

18:48 they're devious and they're calculating and

18:53 um Yeah.

18:54 And they know how they know how to work us, right?

18:57 They know how to work us.

18:58 They know what the political divisions in this country right now.

19:00 They know exactly uh what's happening and they can leak things.

19:04 it'll, you know, be on the cover of our major newspapers.

19:07 Uh that, you know, they they've got almost well, they're not allies,

19:11 but they they certainly have their their message

19:15 will get out through the mainstream media.

19:17 There's no doubt.

19:18 Uh Brigadier General Mark Kim.

19:20 Yep.

19:20 Right.

19:21 I appreciate your time.

19:22 I I agree with you, Joe.

19:23 And look, I want optimal solutions,

19:25 but never the optimal solutions in negotiations.

19:30 All right, General.

19:30 Thanks.

19:32 Yeah, Hogan's Heroes.

19:36 Yeah, Hogan.

19:37 You know who that is?

19:38 I appreciate that he made that.

19:39 Yeah, he did.

19:40 That That's Sergeant Schultz.

19:41 Remember him?

19:42 Peanuts.

19:43 No, it's different.

19:44 Oh my god.

19:46 Don't go anywhere.

19:47 Still to come on SquawkPod.

19:49 Could GLP1s be messing with your mood?

19:52 Despite anecdotal evidence on social media you may have seen, obesity expert Dr.

19:57 Angela Fitch points to clinical data that proves the opposite.

20:01 Everybody's different and holistic care is always best.

20:04 You know, really seeing a clinician and and not

20:07 getting this type of prescription, you know,

20:09 off a form from the internet is what's

20:11 really overwhelmingly important that we can't stress enough.

20:14 Your food and your mood.

20:16 I want candy and chips and tacos.

20:18 Right after this.

20:24 This is Squawk Pod.

20:26 Stand by Joe.

20:27 His mic Q.

20:29 You're watching Squawkbox on CNBC.

20:30 I'm Joe Kern along with Kelly Evans.

20:32 The Washington Post reporting on the side effects of ompic.

20:36 The story uh titled,

20:37 "What is ompic personality and why uh does it make life feel me?" Uh follows

20:44 anecdotes flooding social media from doctors and patients

20:47 on the emotional impact uh of taking GLP1s.

20:51 And joining us now, obesity expert Dr.

20:54 Angela Fitch known well, a chief medical officer and and doctor.

20:59 I I got to tell you, welcome.

21:01 And I I have made this point and and fortunately I I may be,

21:07 you know, I may be a little overweight, but I'm not obese and I I don't have

21:11 what is a horrific problem that that people have,

21:14 but I've made the point that I like wanting to eat food.

21:18 I I I like the feeling of, wow, I can't wait to to have something.

21:22 And it it's a mixed blessing because then you eat too much.

21:26 But I knew if it's affecting something

21:28 that we're not really sure of, dopamine or some

21:31 type of pleasure center or taking that away

21:33 cuz it works with smoking sessation and alcohol.

21:36 And I figured you might not want to do anything.

21:38 There may be no pleas and and now

21:40 I see that that maybe there's something to that.

21:43 What is there?

21:44 Is there something to ompic personality doctor?

21:48 Well, Joe, thank you so much for having me

21:50 and and especially for talking about these things, right?

21:52 Because it is important in whatever care we have around our metabolic

21:56 health and around our weight management that we get our care

21:58 from a care team that knows that this is important

22:01 to talk about how mental health and mood are affected by weight.

22:05 We have known that even without uh using medications

22:08 like Ozmpic that when we treat weight management it's

22:11 can affect our mood in various ways and so

22:13 it's very important and you just highlight that we

22:16 should really be talking about it and not getting

22:18 one of these prescriptions uh sort of you know

22:20 without the comprehensive wraparound care from a clinician

22:23 that knows uh what they're doing and how to help.

22:26 At Nonwell, we're treating over 20,000 patients across the country and we really

22:30 haven't seen uh an increase in this in in what you're what you're discussing.

22:35 Uh although we do pay attention to mood

22:37 and in fact the overwhelming data has shown in randomized

22:40 control trials at least that most patients mood

22:42 get gets better uh with treatment of their obesity.

22:45 So but it's definitely something we need to take a look

22:48 at especially as we look at more real world evidence.

22:52 I guess if you were obese and it would put

22:56 you in a great mood if if you had struggled

22:58 with it your whole life and and you were able

23:00 to to lose 10 15 20% of your body weight.

23:04 But I I guess what I think about

23:06 are these people that may not even be overweight,

23:10 10% overweight, let's say, and they take that a pill.

23:13 Oh, yeah.

23:13 I'm going to take a pill.

23:15 And we there was a book, I think, Prozac Nation.

23:18 I mean, not everyone needs to be on Prozac just because life is hard at times

23:23 and not everyone needs to be on a GLP1

23:26 just because they'd like to lose 5 pounds.

23:29 Yeah, this is very true.

23:30 It highlights the importance of using these medications appropriately.

23:34 As past president of the obesity medicine association, you know,

23:36 we have written uh guidelines on the use

23:39 of medication in the treatment of obesity.

23:41 Uh and so again it is very important to recognize

23:44 mental health and mood because we know it shifts

23:47 as you mentioned when you uh get reward from something

23:50 and then you don't have that reward anymore from uh

23:54 as you mentioned potentially from food and we also have

23:56 to recognize you know it doesn't affect everybody the same

23:59 way meaning we're learning more and more about the genetics

24:02 of how these medications can have effects on people.

24:05 So, it's going to be important for us

24:07 to look at this these types of things moving forward.

24:09 And again, you know, at uh at our clinic at Knownwell, you know,

24:13 that's what we pay attention to and that's the data we collect so

24:16 that we can look at these things moving forward in the real world.

24:19 Dr.

24:19 Fitch, it's Kelly here.

24:20 Do you think this would potentially limit the market to some extent

24:24 of people who will get on or stay on these uh these treatments?

24:29 No, the market is so large, right?

24:32 And again in the overwhelming data that we have in fact

24:35 they looked at we've looked at data many organizations across the world

24:38 actually have looked at this data as specifically as it relates

24:41 to mood or suicidality which is you know the the worst

24:44 case scenario from uh having a change in your mood and there's

24:48 been no increase and so again they recently took the label

24:51 took the warning off the label uh for suicidality and so

24:55 again it it is extremely important though to always talk about mood.

24:59 We talk about that a lot as it relates

25:02 to how we treat uh any any disease to be honest, any chronic disease.

25:06 And so with so many patients that qualify,

25:09 uh there still is a vast amount of patients to get access.

25:14 Of everything that you've seen so far from people

25:16 who who are on it or or stay on it,

25:18 what are the main reasons that they'll drop or stop using the weight loss drugs?

25:24 The main reasons are actually the gastrointestinal side effects, right?

25:27 So those are still the main reason why people will uh will change

25:31 and again even with things like uh as as Joe mentioned you know

25:35 being meh right there's a lot of uh ways of of there's

25:40 a lot of reasons for that in our lives in general too so we

25:43 have to appreciate that as well a lot of confounders so we

25:46 have to focus on how can we help in multiple ways not just

25:49 in taking one medication for the treatment of your weight but how can

25:52 we help with uh counseling with behavioral

25:55 management with uh increasing ing physical activity.

25:58 We know that helps with uh with some of these types of uh mood changes.

26:03 And so again, it's really about the comprehensive

26:05 care that wraps around this for any patient no

26:07 matter what their size is or what their mission

26:09 is as far as changing their metabolic health.

26:12 We all know about exercise and endorphins

26:14 and but when you think about it, doctor, you know, all of these things, moods,

26:18 all these things are chemically mediated at some point.

26:20 I mean, we we we're we're physical beings.

26:23 Do we know exactly what the reason for sort of taking

26:29 the thrill out of of of certain things and not just food?

26:33 It could be alcohol.

26:34 It could be u smoking and people are writing in now.

26:38 I mean they say flips the flips the fun button to off.

26:42 People even say sex thing and I would hate to just be in that position

26:48 where where I'm not excited about anything.

26:51 Well, when you're when you're hard enough getting old hard enough getting old,

26:53 doctor, you know, you're less excited.

26:55 It is, you know, I don't need to add to that.

26:57 Do we know chemically mediate how this is?

27:00 Is it dopamine centers?

27:02 Is how does it work?

27:03 And if we don't know, should it be so widely prescribed?

27:07 Yeah.

27:08 Well, we have some data and there's more and more research that is occurring.

27:11 You know, GLP1 medications have been on the market for over 20 years now.

27:15 So uh we do have a lot of safety uh

27:18 data on these on this class of medications in general.

27:21 I think the more that uh patients do take it,

27:24 the more we get these anecdotal um uh this like

27:28 I said what we call real world evidence research,

27:30 it will highlight some of the actual you know how is it working on food noise?

27:35 How is it working in terms of that?

27:37 And the biggest thing to remember is most people

27:39 don't have this sort of change in a negative way.

27:42 Most people have it in a positive way.

27:44 So we have to recognize that just um you know anecdotal

27:47 evidence is anecdotal uh descriptions from certain people and we don't want

27:52 to take that lightly but we have to also recognize we need

27:54 to do you know full-fledged research to really find out the answers.

27:58 I have had people tell me that no, I still like to to eat,

28:01 but it's not it's not what I'm thinking about like, oh my god.

28:05 And I I graze.

28:07 I got to admit I'm thinking a lot about

28:09 things a lot and stop by that that closet

28:13 where the Pepsi sends me stuff when they report earnings say send me you should

28:20 and I know they're in there from you need to get stuff from someone else.

28:25 And then so it's the Doritos.

28:27 I'm salty.

28:28 I'm crunchy.

28:28 I'm right here.

28:29 Um, it's a dark chocolate.

28:30 We need the egg board.

28:31 The egg board to send you something or some, you know,

28:33 we need you to get some some other alternatives there.

28:36 Well, they've tried doctor and I've asked and they

28:38 they they make kale chips or cauliflower chips.

28:41 Yogurt?

28:41 How about yogurt?

28:43 No.

28:43 Where's Chiaani?

28:44 Thank you.

28:45 No, I don't think anyone taking me.

28:47 I want candy.

28:48 I want candy and chips and tacos.

28:50 Um, my producer does too, Robin.

28:54 Uh, Dr.

28:55 Thank you.

28:56 it, you know, there's other things, too, like A1C.

28:59 There's all kinds of benefits from these things, too.

29:01 So, so many benefits, right?

29:03 And that's what, you know,

29:04 really seeing a clinician and and not getting this type of prescription,

29:08 you know, off a form from the internet is

29:10 what's really overwhelmingly important that we can't stress enough.

29:13 Someone that can talk to you about these risks and benefits.

29:15 This is shared decision-m.

29:17 We do it with all uh types of of concerns and issues,

29:20 and that's really the value.

29:22 All right, doctor.

29:23 Thanks uh thanks for coming on this morning.

29:25 We appreciate it.

29:27 Thank you for the Reese's Easter egg for me

29:29 every year when they come out with the Easter one.

29:31 You don't like gummies?

29:32 I like I do.

29:32 Not the cannabis kind.

29:34 No, I don't mean the cannabis kind.

29:35 Like the troll.

29:36 The old the classic old school.

29:38 Is it troll?

29:38 What are they called?

29:38 The ones with all kinds or or like um sour cherry spears for like

29:44 Definitely not licorice.

29:48 No.

29:48 No.

29:49 And that is Squawk Pod for today and for the week.

29:53 Thank goodness it is Friday.

29:55 Squawkbox is hosted by Joe Kernan, Becky Quick, and Andrew Ross Sorcin.

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30:15 Have a great weekend.

30:18 We are clear.

30:19 Thanks, guys.