Podcast

Hims House

Author: Jonathan Stern
Feed episode count: 73
Official site: https://himshouse.substack.com/podcast
RSS: https://anchor.fm/s/10e9c0874/podcast/rss
JSON: /v1/public/podcasts/hims-house-7026583
Markdown: /podcast/hims-house-7026583.md

Summary

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

Episodes

Jul 7, 2026 · not_requested

Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share

Duration seconds: 3630
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Ryan-MacDonald-Peptides-could-be-a-30B-market--and-Hims-is-positioned-to-win-meaningful-share-e3lo7si

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Jul 1, 2026 · not_requested

🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims

Duration seconds: 3083
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/EXCLUSIVE-Hims-board-member-David-Wells-on-why-he-bought-1-2M-of-Hims-e3lgh97

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Jun 24, 2026 · not_requested

Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside

Duration seconds: 4023
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Hedge-funder-Ignacio-Canto-on-retail-cults--Hims-as-Costco--Netflix--and-why-Hims-has-10x-upside-e3l6tj9

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Jun 16, 2026 · not_requested

Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why

Duration seconds: 3230
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Hedge-fund-manager-Imran-Khan-bought-more-Hims-at-its-most-hated-moment----heres-why-e3kr7db

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Jun 10, 2026 · not_requested

Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

Duration seconds: 2908
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Cremieux---Half-of-America-could-be-on-GLP-1s-by-2030-and-why-peptides-are-probably-overhyped-e3kjl3i

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May 26, 2026 · not_requested

Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity

Duration seconds: 3297
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Sagar--Sahil-Chopra---Founders-of-Empower-Sleep-on-AI-powered-sleep-care-and-the-Hims-opportunity-e3jtlbd

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May 19, 2026 · not_requested

Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?

Duration seconds: 3353
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Eli-Dorf-Bask-Health---What-is-Hims-moat-if-anyone-can-launch-a-telehealth-startup-overnight-e3jia0r

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May 13, 2026 · not_requested

Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims

Duration seconds: 3563
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Brian-Birnbaum---Hims--Hers-Q1-earnings-breakdown-and-the-long-term-bull-case-for-Hims-e3j9oks

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Apr 30, 2026 · not_requested

Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush

Duration seconds: 3011
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Mansi-Hukmani---The-1-peptide-Substacker-on-peptide-culture--supply-chain-race--coming-gold-rush-e3im5k6

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Apr 27, 2026 · not_requested

Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May

Duration seconds: 4459
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Enhanced-Games---Were-ready-to-go-on-peptides--prepping-1-2B-SPAC-in-May-e3igmia

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Apr 22, 2026 · not_requested

David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on

Duration seconds: 4176
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/David-Maris---The-billion-dollar-opportunity-for-Hims-that-Wall-Street-is-sleeping-on-e3i9k90

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Apr 17, 2026 · not_requested

Jonah Lupton - Why peptides are so bullish for Hims & Hers

Duration seconds: 3518
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Jonah-Lupton---Why-peptides-are-so-bullish-for-Hims--Hers-e3i2g61

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Apr 1, 2026 · not_requested

Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy

Duration seconds: 3230
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Geoff-Cook-Noom-CEO---The-peptide-boom-and-why-Noom-just-acquired-a-503A-pharmacy-e3h8su0

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Mar 16, 2026 · not_requested

Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo

Duration seconds: 2246
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Sam-Koppelman---Why-Hunterbrooks-founder-says-Hims-wiped-the-floor-with-Novo-e3ggf05

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Mar 10, 2026 · not_requested

🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down

Duration seconds: 3604
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/NOVO-NORDISK-AND-HIMS--HERS-STRIKE-A-NEW-DEAL--Raul-Shah-breaks-it-all-down-e3g6upc

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Mar 2, 2026 · not_requested

Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown

Duration seconds: 3689
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Mark-Mulhern---Hims--Hers-Q4-Earnings-Recap--Breakdown-e3fqoun

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Feb 18, 2026 · not_requested

Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯

Duration seconds: 3692
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Annanay-Kapila---Former-quant-on-why-Hims-is-the-most-shorted-stock-in-the-SP-MidCap-400-e3f91vi

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Feb 12, 2026 · not_requested

Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s

Duration seconds: 2652
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Myra-Ahmad-Founder--CEO-of-Mochi-Health---The-future-of-GLP-1s-e3evv8a

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Feb 10, 2026 · not_requested

🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down

Duration seconds: 3312
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/NOVO-NORDISK-SUES-HIMS--HERS--Patent-attorney-Gaston-Kroub-breaks-it-down-e3etpep

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Feb 6, 2026 · not_requested

Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯

Duration seconds: 2971
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Max-Marchione---Peptides--Pharma-2-0--and-why-Hims-could-10x-or-even-100x-e3en03q

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Feb 5, 2026 · not_requested

🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)

Duration seconds: 1706
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Hims-launches-GLP-1-pill--Novo-Nordisk-threatens-to-sue----emergency-pod-with-Cremieux-e3emv1p

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Feb 3, 2026 · not_requested

Sabina Hemmi - The GLP-1 Wars

Duration seconds: 3552
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Sabina-Hemmi---The-GLP-1-Wars-e3eiv16

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Jan 21, 2026 · not_requested

Hims & Hers 2025 Recap + 2026 Predictions

Duration seconds: 3411
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Hims--Hers-2025-Recap--2026-Predictions-e3egqlv

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Nov 10, 2025 · not_requested

Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims

Duration seconds: 1955
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Shalin-Shah---CEO-of-Marius-Pharmaceuticals-on-the-oral-TRT-partnership-with-Hims-e3egqke

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Oct 22, 2025 · not_requested

Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides

Duration seconds: 3110
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Mark-Mikhael--Joshua-Fritzler-Olympia-Pharmacy---The-MAHA-PAC--GLP-1s--and-peptides-e3egqlq

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Oct 14, 2025 · not_requested

Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides

Duration seconds: 3085
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Saad-Alam-CEO--Hone-Health---Longevity--testosterone---peptides-e3egqlp

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Sep 24, 2025 · not_requested

Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides

Duration seconds: 3428
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Lee-Rosebush---The-FDAs-warning-letters--Green-List--GLP-1s-and-peptides-e3egqlu

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Sep 15, 2025 · not_requested

Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market

Duration seconds: 3274
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Rob-Leclerc---Why-Hims-is-the-ultimate-VC-style-10X-opportunity-in-the-stock-market-e3egqlf

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Sep 9, 2025 · not_requested

Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s

Duration seconds: 3214
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Scott-Brunner-Alliance-for-Pharmacy-Compounding-CEO---Compounders-vs--Big-Pharma-and-GLP-1s-e3egql8

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Sep 4, 2025 · not_requested

Geoff Cook (Noom CEO) - The future of compounded GLP-1s

Duration seconds: 3254
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Geoff-Cook-Noom-CEO---The-future-of-compounded-GLP-1s-e3egql7

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Aug 27, 2025 · not_requested

Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?

Duration seconds: 3991
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Dr--William-Seeds---WTF-are-peptides--Are-they-legal--And-where-does-Hims-fit-in-e3egqlj

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Aug 19, 2025 · not_requested

Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding

Duration seconds: 3913
Source: https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Shaun-Noorian-Empower-Pharmacy-CEO---GLP-1s--Patents--and-the-Future-of-Compounding-e3egqle

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