The Protein Trade: From Bodybuilders to GLP-1s to Wall Street
Protein as a macro theme
After decades of being told to fear steak, eggs, and anything with amino acids, America has rediscovered protein. Wall Street loves it, GLP-1 users need it, longevity doctors preach it, and somehow Starbucks is now part of the protein bull case. Call it a fad if you want, but this theme comes with biology, demographics, longevity gurus and cash flows.