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NOW Ep115: The great rewiring of global healthcare

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Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first.

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK to unravel the forces rewiring global healthcare, from the boom-and-bust frenzy around weight-loss drugs to AI promising to predict illness long before it strikes.

Podcast key moments:

00:00 Introduction
01:34 Are we reaching the limits of human longevity?
02:13 Are weight-loss drugs a bubble or a structural shift?
04:13 How the White House–pharma deal changes drug pricing
06:58 Who wins and loses in a world with fewer illnesses?
08:10 Why longevity is becoming a macroeconomic risk
10:28 Who holds power in an AI-driven pharmaceutical world?
12:27 How to maintain trust when AI outperforms humans in diagnostics
13:51 How AI is transforming preventative medicine
16:27 Will data expertise surpass clinical expertise?
17:35 Who is accountable when AI influences medical decisions?
18:57 Why regulation must catch up with rapid AI innovation
20:47 Will AI-driven healthcare widen inequality?
22:39 How demographics and geopolitics shape healthcare tailwinds
23:56 How leaders build conviction in a VUCA healthcare landscape
25:22 The next frontier in personalised and preventative medicine

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:34 Are we reaching the limits of human longevity?
  • 02:13 Are weight-loss drugs a bubble or a structural shift?
  • 04:13 How the White House–pharma deal changes drug pricing
  • 06:58 Who wins and loses in a world with fewer illnesses?
  • 08:10 Why longevity is becoming a macroeconomic risk
  • 10:28 Who holds power in an AI-driven pharmaceutical world?
  • 12:27 How to maintain trust when AI outperforms humans in diagnostics
  • 13:51 How AI is transforming preventative medicine
  • 16:27 Will data expertise surpass clinical expertise?
  • 17:35 Who is accountable when AI influences medical decisions?
  • 18:57 Why regulation must catch up with rapid AI innovation
  • 20:47 Will AI-driven healthcare widen inequality?
  • 22:39 How demographics and geopolitics shape healthcare tailwinds
  • 23:56 How leaders build conviction in a VUCA healthcare landscape
  • 25:22 The next frontier in personalised and preventative medicine
18 Nov 2025 English South Africa Business · Investing

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