Super Bowl Ads & GLP-1 Competition 2/9/26

National Economic Council Director Kevin Hassett discusses America’s economic trajectory, including the jobs market and productivity, inflation, and President Trump’s pick for new Fed chair, Kevin Warsh. Direct-to-consumer telehealth Hims & Hers made waves last month when it announced a cheaper, compounded obesity pill similar to Wegovy. Now, after the FDA warned against compounded GLP-1s, Hims & Hers is backing off. Former FDA Commissioner Dr. Scott Gottlieb discusses competition in obesity drugs, Novo Nordisk’s lawsuit against Hims & Hers, and the importance of vaccines. Plus, the pharma and AI ads at Super Bowl LX, Japanese Prime Minister Sanae Takaichi secured a supermajority in a snap election, and CNBC’s Emily Wilkins reports on the legislative efforts to address the U.S. housing affordability crisis.

Emily Wilkins - 10:09

Kevin Hassett - 19:21

Dr. Scott Gottlieb - 30:10

In this episode:

Emily Wilkins, @emrwilkins

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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