Hormone Optimization and the Dumbest Stock Market Bubble in History

A couple of weeks ago I wrote a letter discussing the relationship between age and hormone production. Many of the negative symptoms of ageing are related to hormone imbalances and depletion. The response I received from curious investors was overwhelming.

I touched on some of the key hormones that we stop producing as we age, and why they affect how we feel.

As our insulin production drops, it becomes harder to stay lean - the relationship between diet and body composition increases. (Something anyone over the age of 30 can relate to ;) We also increase our risk of diabetes.

We simultaneously produce less growth hormone, making it more difficult to build muscle the way we did in our late teens and twenties.

As melatonin production slows, we have more trouble falling asleep, staying asleep or sleeping deeply.

As our sex hormones, testosterone and estrogen begin to decrease, so does our libido and ability to reproduce.

Although there are options for hormone replacement therapy - supplementing with exogenous hormones comes with risk. Whether as benign as a melatonin tablet, or as aggressive as human growth hormone injections, supplementing our natural supply with an artificial supply can accelerate the decrease of our natural production. In other words, the solution exacerbates the problem.

Doctors have gotten quite good at managing this - but it will always be suboptimal.

This leads me to an area of interest - peptide therapy. Simplified put, peptides are amino acid chains that contain “instruction manuals” to reteach our cells how to function as they did in our youth.

It is an emerging practice in functional medicine, and the case studies are mind blowing.

Finding a way to restart our endogenous (natural) hormone supply is the holy grail of anti-ageing. I believe that health science will end up being the biggest bull market of my lifetime and I am aggressively looking for opportunities like this, to deploy capital.

Responding to subscriber curiosity, we are launching a series of health science focused content on our Youtube channel, diving into the emerging opportunities in the health optimization, and searching for the uniquely positioned business models set to disrupt the industry.

Right now I am looking at a peptide company specifically focused on hair and skin regeneration. It ticks the right boxes in the multi billion dollar vanity industry and after one year in business is closing a few million dollars in sales. It’s a small business today, but they have smart IP - patents that could disrupt the stalwarts of the industry. And they need growth capital :)

I haven’t written a cheque yet, but I am taking a hard look.

Upcoming guests in our health science series include:

Jay Campbell, Best selling author, podcast host and the long time voice of authority on hormone optimization.

Dr. William Seeds, Founder and Chairman of the International Peptide Society, and honorary NFL Hall of Famer for his medical contribution to professional athletes.

Ben Greenfield, biohacker, nutritionist, physiologist, fitness coach, competitive athlete and New York Times bestselling author of 13 books.

And many more…

We are not stopping our macro finance and commodities focused content - my portfolio is heavily weighted in the resource sector. But there are too many exciting developments in health science to leave it alone.

For your weekend viewing, here is my favourite video from the week - Dave Collum, Professor of Chemistry at Cornell University, discussing "The Dumbest Bubble in History". This video crushed 100,000 views in 24 hours, and is definitely worth a watch.

Check it out here



Have a fantastic weekend,