Summary:

This episode moves between two major themes: the science of beauty and the state of the markets. Melissa discusses hair loss, skin health, and GLP-1 medications as emerging tools in beauty and dermatology, while Catherine covers earnings, the Fed, AI spending, and major stocks like Google, Amazon, SpaceX, and Ralph Lauren.

Chapters:

• 0:00 Introduction

• 02:51 Why the markets are volatile but still hitting records

• 05:04 Veradermics and the extended-release oral minoxidil story
• 06:54 How minoxidil helps hair growth and why topical use is messy

• 08:45 How extended-release delivery could reduce palpitations and swelling
• 09:44 ...