Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative homecare company, out of the dirtiest bachelor pad in San Francisco, and why both got the itch to start-up a second time, Eric with Olly Nutrition, and Adam with Ripple Foods.


This podcast was recorded on October 19, 2017.


The information contained in this recording was obtained from publicly available sources and has not been independently verified by Goldman Sachs. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty as to the accuracy or completeness of the information contained in this recording and any liability as a result of this recording is expressly disclaimed.  This recording should not be relied upon to evaluate any potential transaction.  Goldman Sachs is not giving investment advice by means of this recording and this recoding does not establish a client relationship with Goldman Sachs.


Copyright 2017 Goldman Sachs & Co. LLC. All rights reserved.

The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again

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The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health.  
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Weighing the GLP-1 Market

Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong.
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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance Survey.

Global insurers turn to private credit — and AI

Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Bell Lovelace founded the firm in 1931, recently stepped down at the privately held firm as vice chair and president and continues as a portfolio manager.
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Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings.
If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.

The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again

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