Abstract
The biological responses to acute and chronic exercise are marked by a high level of physiological redundancy that operates at various levels of integration, including the molecular, cellular, organ-system, and whole-body scale. During acute exercise, this redundancy protects whole-body homeostasis in the face of 10-fold or more increases in whole-body metabolic rate. In some cases, there are “trade-offs” between optimizing the performance of a given organ or system versus whole-body performance. Physiological redundancy also plays a key role in the adaptive responses to exercise training and high levels of habitual physical activity, including the positive effects of regular exercise on health. Appreciation of the general principles of physiological redundancy is critical to (1) gain an overall understanding of short- and long-term responses to exercise, and (2) place physiological responses occurring at various levels of integration in perspective.
The purpose of this essay is to provide historical and intellectual context relevant to the modern study of the physiological and biological responses to muscular exercise and physical activity. Because so much current exercise-related research is focused at the cellular and molecular level, we would like to highlight four key principles related to the study of exercise. Although these principles have been known for many years, it is our perspective that in an era of science dominated by powerful reductionist tools, they are easy to underappreciate. This underappreciation can then lead to a lack of physiological perspective and a tendency to overinterpret specific cellular or molecular mechanisms as obligatory or dominant components of complex multiscale phenomenon. In this context, our target audience is very broad-ranging, from clinicians interested in the health effects of exercise to basic scientists focused on molecular responses to exercise. To frame our discussion, we focus on four key principles:
First, at almost every level of integration, the physiological responses to exercise or the effects of exercise can be dramatic. This is true at the level of cells, organs, systems, and whole organisms even when considering things like population health, individual health span, and also longevity. This is also true for the acute responses to a bout of exercise and the longer-term adaptations and physiological and anatomical remodeling that occurs in response to exercise training.
Second, key responses to exercise are redundant, meaning that multiple biological mechanisms or pathways contribute to them. This also means that when an individual pathway is blocked or attenuated via an experimental intervention or perhaps pathophysiological condition, major effects on higher-order responses or outcomes may be absent or less than expected.
Third, skeletal muscle contractions are associated with systemic responses and there are remote effects on tissues other than the contracting muscles. Some of these systemic responses occur rapidly and are a result of neurally mediated feedforward and feedback mechanisms. Others are the result of the mechanical effects of exercise on tissues like blood vessels and bone, factors released by endocrine organs, and substances released from the contracting muscles themselves.
Fourth, a substantial portion of the risk reduction and improved health associated with exercise and physical activity cannot be explained by changes in traditional and commonly measured risk factors, like blood lipids, glucose tolerance, and blood pressure.
In addition to focusing on these four topics, we will briefly discuss “what is exercise,” and how exercise is related to the frequently used companion term “physical activity.” We will also point out that “work physiology” set the stage for modern studies of exercise. For each of our major areas of emphasis, we will provide what we believe are outstanding examples that highlight the key principles we are discussing. These examples will range from observations made at the cellular to those made at the population level.
MAGNITUDE OF THE PHYSIOLOGICAL CHALLENGES WITH EXERCISE
The physiological challenges associated with exercise can be enormous. To help frame the discussion that follows, some of the acute responses to endurance exercise are highlighted. At rest, oxygen consumption in lean young healthy humans is ∼3.5 ml · kg−1 · min−1. In untrained humans, it can increase 10- to 15-fold with exercise at maximum (e.g., an all-out 3000 m run) and in highly trained endurance athletes, oxygen consumption can increase 20- to 25-fold. These are approximate values seen in lean young men, and average values are 10% to 15% lower in women when expressed per kg due primarily to differences in body composition. As humans age, there is an unavoidable decline in maximum oxygen uptake of ∼10% per decade starting in the fourth decade of life. But the rate of this decline is modified by many factors, including the individual’s lifelong exercise habits (Trappe et al. 2013)
When considered on a whole-body basis, maximal oxygen consumption in the range of 3 to 6 or more L · min−1 is possible, again with somewhat lower average values seen in women because of the differences in body size and body composition. Additionally, similar increases in CO2 production are seen. As impressive as the magnitudes of these changes are, they are even more impressive when considering that most or all of this additional metabolic activity is in the contracting skeletal muscles. Without going into detail, in a 70 kg male, perhaps 10 to 15 kg of muscle is being used to perform the type of exercise outlined above (for more discussion, see Joyner and Casey 2015). This means that, at least in some humans during heavy exercise, O2 consumption in the active skeletal muscles is on the order of 500 ml · kg−1 · min−1 with similar levels of CO2 production occurring. These values are at least several hundred–fold above the very low values observed in resting muscle. Finally, depending on the training status of the individual, it is possible for humans to perform sustained exercise at 60% to 90% of maximum oxygen consumption for an hour or more.
At the same time, these impressive changes in metabolic activity are occurring within the skeletal muscle; there are only modest or minimal changes in key physiological variables like body temperature, arterial blood gases, blood glucose, and blood pressure. Figure 1 highlights some of these multiscale phenomena.
EXERCISE VERSUS PHYSICAL ACTIVITY
For the purposes of this essay, exercise is physical activity that is planned, structured, repetitive, and purposeful. Physical activity is any body movement that uses muscles and requires energy. Exercise is also a word with many possible uses and connotations. In the biomedical context, it frequently has something to do with “muscular exercise” and, as implied above, it includes humans performing structured physical activity with the goal of improving their health or physiological capacity for work. The term “muscular exercise” appeared in the indexed biomedical literature in the later 1800s and its use peaked from ∼1950 to ∼1980. It has generally been replaced by the more generic “exercise” over time.
One of the more interesting early references with muscular exercise in the title was written by 94-year-old Sir Hermann Weber, M.D. F.R.C.P—a dedicated mountain climber—and published in 1918. The paper was titled “On the Influence of Muscular Exercise on Longevity” (Weber 1918; Jacobi 1919). In this paper, Weber identified 10 key positive physiological actions of muscular exercise, which anticipate much of what is being discussed and studied today. His list included:
Increased afflux of blood to the muscles with each contraction.
Increased nutrition of the muscle combined with improved metabolism and production of body heat.
Increase of exchange of fluid between blood and tissues.
Facilitation of the removal of waste products.
Preservation of the elasticity of the thorax and lungs.
Abundant supply of oxygen for the blood and the metabolism.
Maintenance of the healthy condition of the organs of circulation, from the heart to the smallest arteries, capillaries, and lymphatics.
Massage of the bones, keeping up the healthy condition of the bone substance and the bone marrow, and through this the formation of a sufficiency of blood efficient for the fight with hostile bacteria entering the blood.
Increase of the resisting power of the body against disease.
Persistence of the working capacity of the brain centers, which initiate the action of the different sets of muscles.
In 1960, the search term “physical activity” yielded nine citations in PubMed, including a paper that remains highly topical on physical activity and obesity from the New England Journal of Medicine (Chirico and Stunkard 1960). In 2015, more than 8000 indexed papers were linked to the search term physical activity.
In a broad sense, (muscular) exercise might be thought of as consisting of a single bout or, more generally, a program of structured physical activity with a specific goal in mind. Usually, the focus of exercise training programs is getting in “better shape,” motivated by a desire for better health, which typically means improving cardiorespiratory fitness. It can also mean getting stronger or acquiring or improving a skill used in recreational or competitive athletic competitions or games of various sorts. Physical activity is a more generic term and can include exercise, training for sport, play, occupational activity, and things like active transportation. Thus, exercise is a subset of physical activity differentiated in large part by intentionality or purpose. Additionally, a recreational jogger who is trying to stay in shape almost certainly has very different goals than an elite endurance athlete trying to reach the limit of his or her biological adaptability and excel in high-level competition.
For scientific purposes, physical activity is usually assessed as part of population studies investigating the causes of disease. It is also used to categorize human research participants before studying an outcome variable thought to be modified by physical activity. For example, groups of high and low physical activity subjects might be recruited to study on a cross-sectional basis the effects of physical activity on some element of metabolic regulation. Routine physical activity can also be experimentally altered to study its effects on health-related outcomes. Recent notable examples include efforts to reduce the steps per day taken by normally active subjects to study the impact of reduced activity on body composition and metabolic regulation (Olsen et al. 2008). Even more dramatic (and reversible) deconditioning responses are seen with brief (3 weeks) periods of bed rest, showing the impressive plasticity of key physiological adaptations to changes in physical activity. In fact, the effects of 3 weeks of bed rest on cardiorespiratory fitness have been likened to 30 years of aging (McGuire et al. 2001).
This current interest in physical activity and population health is interesting to consider in the context of work physiology. Many of the early studies of exercise-related topics were focused on individuals (almost exclusively men) performing manual labor in industrial settings. In fact, the mission of many early exercise research units like the Harvard Fatigue Laboratory (which was housed in the Business School) was to improve the productivity of individuals performing manual labor. This trend was also part of the larger hygiene movement of the late 19th and early 20th centuries. It offers a sharp contrast to the current low-activity, high-calorie environment seen in the developed world (Tipton 1998; Church et al. 2011; Scheffler 2015).
There are parallels in animal experiments, especially studies of rodent models. In some studies, the animals are not provided access to exercise wheels. In others, they are permitted to use the wheels on a “voluntary” basis and, in some studies, the animals undergo formal training programs that attempt to mimic the programs used in human studies and by athletes (Holloszy 1967; Morris et al. 2008; Safdar et al. 2011). Of note, cage confinement of experimental animals and the current sedentary state of most humans (although clearly not normal in an evolutionary context) is paradoxically called the control state in most studies. In contrast, the exercise or physical activity is typically characterized as the intervention.
MAJOR COMPONENTS OF EXERCISE
The most fundamental component of exercise is the contraction of one or more skeletal muscles. However, it should be noted that while electrical stimulation of an isolated muscle can generate a contraction and evoke a number of local responses, many other elements of exercise are missing in this paradigm (Joyner and Casey 2015). For example, the neural signals or “central command” that emanate from the brain to cause muscle contractions in conscious animals during exercise are absent in studies of electrically stimulated muscle. These signals provide important feedforward signals that govern, in part, the systemic cardiovascular, respiratory, and endocrine responses to whole-body exercise (Mitchell 2013). The latter responses might be described as “service” functions designed to preserve whole-body homeostasis in the face of the demands by contracting muscles for oxygen and fuel along with the need for waste and heat removal necessitated by vast increases in their metabolic rate. For example, during whole-body voluntary exercise like running or cycling, if minute ventilation did not increase dramatically to eliminate the increased CO2 production from the contracting muscles, whole-body pH could decrease to lethal levels in a matter of minutes or less. Accordingly, not only does the ventilatory response to exercise occur precisely in proportion to increased muscle CO2 production—thereby protecting acid base status—but the response is extremely efficient in terms of minimizing the increased work of breathing attending the more than 20-fold increase in ventilation. Incredibly, with aging, as lung function deteriorates and dead space increases, minute ventilation at a given level of exercise increases. Thus, despite the increased dead space with aging, alveolar ventilation stays exactly the same at a given level of CO2 production. This means that arterial CO2 is maintained during exercise at age 75 just as at it at age 30, and in both cases the values are essentially identical to resting until very heavy levels of exercise (Johnson et al. 1994). This is an example of a physiological trade-off whereby more work of breathing is tolerated so that arterial blood gases and acid–base status can be maintained within a narrow range.
The physiological responses to exercise can be considered on the basis of an acute bout or in response to repeated bouts over months or years known as training. The goals of exercise training can vary from things as disparate as enhancing motor recovery after a stroke, preventing chronic diseases, and preparation for elite athletic competition. In an experimental context, there are both human and animal models that can be used to address specific questions about the acute and chronic biological responses to exercise. Importantly, many outcomes associated with exercise studies are context-specific and dependent on the specifics of the stimulus (Asmussen 1981). For example, in studies of acute exercise, the mass of the active muscles, the duration of the contractions, the extent of the muscle shortening, and the duration of the exercise bout can all influence key responses. For training studies, the frequency, intensity, duration, and specificity of training programs can vary in innumerable combinations. Because there are so many possible variations of exercise and exercise training, it can be difficult to develop generalized guidelines based on data from a given intervention (Fig. 2).
THE EFFECTS OF EXERCISE AND PHYSICAL ACTIVITY CAN BE DRAMATIC
To continue with the point made in Figure 2, in this section we highlight observations from several experimental models showing the magnitude of the responses that can be seen during exercise or that are associated with differing levels of physical activity. In response to a single bout of contractions, glucose uptake in isolated skeletal muscle can increase ∼20-fold (Holloszy and Narahara 1965; Holloszy 1967). As noted above, blood flow to contracting muscle can increase 100-fold above baseline resting values (Laughlin and Armstrong 1982; Andersen and Saltin 1985; Musch et al. 1987). In untrained healthy young males, cardiac output can increase fourfold to values of ∼20 L/min, and minute ventilation can increase >10-fold and exceed 100 L/min (Joyner and Casey 2015). Of note, a regulation soccer (foot) ball has a volume of ∼5.5 L.
With endurance exercise training, the mitochondrial content of skeletal muscle subjected to training can essentially double over a period of months (Holloszy 1967). Likewise, maximal oxygen uptake can increase 40% in some untrained subjects in response to vigorous training programs as short as 10 weeks in duration. Additionally, these impressive increases in maximal oxygen uptake are accompanied by parallel increases in cardiac output and minute ventilation (Hickson et al. 1977; Bacon et al. 2013; Howden et al. 2015). Highly trained elite endurance athletes can have hearts that are 50% to 100% larger in size than healthy subjects, and values for minute ventilation of ∼150 to 200 L/min have been seen (Ekblom and Hermansen 1968).
In fact, some elite human athletes and especially thoroughbred racehorses have such excessive ventilatory requirements during heavy exercise that they encroach on the mechanical limits of the lung and respiratory muscles (Dempsey et al. 1984; Bayly et al. 1989; Johnson et al. 1992). The excessive intrathoracic pressures these athletes generate also constrain the stroke volume output from the left ventricle, and blood flow through the lung is accompanied by high pulmonary vascular pressures that provide substantial afterload on the right side of the heart. Finally, at very high cardiac outputs, the transit time of red cells through the lungs might be inadequate to fully oxygenate the venous blood.
From a population perspective, even modest levels of exercise training and fitness or high levels of occupational or recreational physical activity are associated with 30% to 50% reduction in all cause and cardiovascular mortality (Morris et al. 1953; Moore 2012; Feldman et al. 2015; Lavie et al. 2015). Importantly, although the relationship between fitness and/or physical activity is curvilinear, a very high level of either appear to be highly protective. There are also remarkable examples of maintained physical fitness in octogenarians who have participated in lifelong physical activity (Trappe et al. 2013). These observations suggest that lifelong health benefits and disease protection can be obtained by continued engagement in vigorous exercise training and physical activity.
There has also been interest in elucidating the molecular mechanisms that might explain differing interindividual VO2max (e.g., cardiorespiratory fitness) responses to standard training programs lasting from 10 to 20 weeks (for discussion of the molecular transducers, see Hawley et al. 2014). This interest is fueled by the concept that there can be responders and “nonresponders” to training (Sarzynski et al. 2016). However, the concept of responders and nonresponders has been challenged by a number of investigators who argue that with an adequate stimulus a training response can be seen in essentially all healthy humans (Bacon et al. 2013; Howden et al. 2015), and “nonresponder” is more likely equivalent to “noncompliant.” Of note is a recent study that carefully varied the dose of training in healthy young men (Montero and Lundby 2017). All of the participants engaging in high-dose training responded. In the individuals who engaged in low- or medium-dose training, some nonresponders were seen. However, when the dose of training was increased in these men, they all became responders. Additionally, the molecular signatures that are thought to be associated with the magnitude of the VO2max response to training have no clear link to the key physiological determinants of oxygen transport that explain VO2max (Lundby et al. 2016). Finally, after extensive searching, a clear genetic explanation for the very high VO2max values seen in elite endurance athletes has not been identified (Rankinen et al. 2016).
Together, these disparate observations ranging from isolated skeletal muscle to human populations emphasize the dramatic effects of acute and chronic exercise and high levels of habitual physical activity. They also highlight that much remains to be learned about how events at the cellular and molecular level might ultimately explain key elements in the whole-body responses to exercise.
PHYSIOLOGICAL REDUNDANCY AND EXERCISE
A hallmark of the responses to exercise is redundancy. This is an area of the investigators’ expertise and briefly means that multiple overlapping mechanisms operating at many levels are responsible for generating many of the physiological responses to exercise. Notable examples of physiological redundancy include the many mechanisms that can evoke increases in blood flow to active muscles and the many mechanisms that contribute to the increase in ventilation with exercise (Forster et al. 2012; Joyner and Casey 2015). The teleological explanation for redundancy is that the ability to exercise is critical for survival of almost all species of animals. If one mechanism dominated (for example) the ability for muscle blood flow or ventilation to increase during exercise, the loss of such a mechanism would have devastating consequences for survival. Thus, for many physiological responses, no one single mechanism can be seen as “obligatory,” at least to an organ system’s “total” response to exercise, when the organism is intact.
Classic examples of redundancy in physiology come from the studies of David Donald in the 1960s showing that racing greyhounds maintained their ability to exercise even when their hearts were denervated, despite an attenuated heart-rate response to exercise (Donald et al. 1964). Donald later showed that the blood-pressure responses to exercise were also subject to redundant control (Joyner 2006). Similar observations have been made concerning the ventilatory responses to exercise (Forster et al. 2012). An important physiological trade-off or balancing act is the interplay between the vast capacity of skeletal muscle to vasodilate during exercise and the ongoing need to regulate arterial blood pressure (Joyner and Casey 2015).
More recently, several so-called “master regulators” of the metabolic adaptations to exercise (including AMP-activated protein kinase [AMPK] and peroxisome proliferator-activated receptor γ coactivator 1α [PGC-1α) have been proposed, but when studies in knockout animal models are performed, remarkably normal adaptive responses can be seen (Jorgensen et al. 2005; Leick et al. 2008). That these master regulators are not obligatory again highlights the general principle of redundancy and extends it to the molecular level.
From an evolutionary perspective, animals that are adapted to high altitudes and capable of performing prodigious feats of exercise/endurance in hypoxia almost uniformly have left-shifted oxygen hemoglobin dissociation curves. Such a left shift facilitates the loading of oxygen to hemoglobin at high altitudes. Although there is phenotypic convergence toward a left shift and lower P50, the molecular basis of this shift at the DNA level is highly variable and unpredictable (Natarajan et al. 2016). These observations and those concerning PGC-1α and AMPK show that physiological redundancy is a key feature of the adaptive responses to exercise from DNA to the whole organism.
SYSTEMIC AND REMOTE RESPONSES TO EXERCISE
We have already touched on the idea that feedforward and feedback neural signals and mechanisms are critical for exercise responses. We have also touched on the idea that a number of the major responses to acute exercise might be described as service functions designed to both meet the needs of the exercising muscle and preserve homeostasis.
Central command is a feedforward mechanism that is thought to cause the initial and very rapid increases in heart rate and ventilation that occur at the onset of exercise. There are also feedback mechanisms that maintain arterial blood pressure, drive ventilation, and help control body temperature during more prolonged bouts of exercise. In the case of the cardiovascular and respiratory responses to exercise, key feedback can come directly from the active skeletal muscles via fine afferents that sense the metabolic and mechanical state of the contracting muscles (Mitchell 2013). There are also baro- and chemoreflexes located notably in the carotid sinus and body that respond to changes in blood pressure, arterial oxygen content, arterial CO2, and also pH (Joyner 2006; Forster et al. 2012). In the case of the baroreflexes, there is a resetting in the brainstem so that blood pressure can increase during exercise but remains regulated via changes in cardiac output and vascular resistance around an altered set point. Similar body temperature resetting also occurs likely in the hypothalamus (Gonzalez-Alonso et al. 2008). Complex interactive control theory and modeling has been used to explore how these regulatory systems operate.
Feedback control mechanisms also contribute to the regulation of blood glucose during prolonged exercise and increases in hormones like epinephrine, cortisol, and glucagon can be observed. Increases in these hormones can maintain blood glucose and delay the onset of hypoglycemia.
The mechanical effects of exercise can also have systemic effects. There can be improved endothelial function in vascular beds not directly involved in the exercise. For example, endothelial function can improve in the arms of individuals undergoing exercise training with their legs (Kingwell et al. 1997). This may be caused by an increase in shear stress via the mechanical effects of increased heart rate and blood pressure during leg exercise on the arms. Similarly, the mechanical forces operating on bone during contractions or as a result of impact can also stimulate bone remodeling as part of the so-called mechanostat hypothesis (Skerry 2006). Although there are obviously cellular signaling mechanisms that participate in these responses, the point that they can be remote from the exercising muscles per se is critical to an overall understanding of exercise.
Three other systemic or remote effects of exercise deserve mention. First, a number of signaling molecules including so-called myokines and exosomes are secreted by exercising muscles (Pedersen and Febbraio 2012; Safdar et al. 2016). These have been identified in the past 10 to 15 years. However, cross-circulation studies performed in the 1960s clearly suggested that substances released from contracting muscles had remote effects like the insulin-independent promotion of increased glucose uptake (Goldstein 1961). The second remote effect of exercise is the mobilization of so-called progenitor cells in response to exercise (Witkowski et al. 2011). The extent to which these factors (myokines, exosomes, progenitor cells, etc.) participate in the systemic effects of exercise and contribute to various forms of structure remodeling discussed above is still being evaluated. An additional remote effect of training is the remodeling of autonomic centers in the brainstem that tend to inhibit sympathetic activity and promote increased vagal tone (Billman 2009; Mischel et al. 2015).
EXERCISE, PHYSICAL ACTIVITY, AND RISK REDUCTION
For many years, the primary beneficial mechanism(s) by which exercise reduced all causes of cardiovascular mortality and extended life was thought to be via reductions in traditional risk factors identified in epidemiological studies. In other words, exercise “worked” because it reduced blood lipid levels, blood pressure, blood glucose, and other traditional cardiovascular risk factors. However, more recent population-based studies suggest that these and other risk factors explain only ∼50% of the protective effects of exercise on human health. Additionally, the protection conferred by exercise or physical activity is greater than that conferred by risk factor–modulating drugs. This is true even when the drugs cause much larger changes in the risk factor of interest (e.g., statins and cholesterol vs. exercise and cholesterol) (Joyner and Green 2009).
What are the sources of the extra risk reduction? A number of the mechanisms discussed earlier offer potential clues. First, structural remodeling of large arteries including coronary arteries would provide a margin of safety against coronary occlusion (Huonker et al. 2003). Such remodeling was clearly shown in the autopsy study of seven-time Boston Marathon champion Clarence DeMar who died of cancer in 1958 at the age of 70 (Currens and White 1961). Anatomical remodeling of coronary arteries has been confirmed in the Masai tribesman of Kenya and also in ultramarathon runners (Mann et al. 1972; Haskell et al. 1993). Second, a lower resting heart rate and improved vagal tone as a result of training or habitual high levels of physical activity is likely highly protective against potentially fatal ventricular arrhythmias. Third, myokines, adipokines, exosomes, and progenitor cells all may promote broad-based regenerative or disease-modifying effects in a number of tissues, including the cerebral circulation and brain. Fourth, improved endothelial function is antiatherogenic and antithrombogenic. Finally, there can be preconditioning effects in the heart that might improve survival in response to temporary ischemic effects (Powers et al. 2014). Some of the adaptations outlined above may be especially robust in response to more intense forms of exercise training that go beyond public health guidelines advocating 150 min/wk of moderate to vigorous physical activity (Lavie et al. 2015). In this context, a number of studies have shown that the carefully monitored application of high-intensity interval training similar to that used by athletes can benefit patients with a number of conditions (Weston et al. 2014).
SUMMARY
Because so much current exercise-related research is focused at the cellular and molecular level, in this review we sought to highlight our interest in the general principles of physiological redundancy. In this context, we have attempted to highlight how physiological redundancy modulates the marked effects of muscle contraction on whole-body homeostasis. We have also discussed how this helps explain the adaptations to training, and also the impressive health benefits that can accrue from regular physical activity. In each of these cases, the integrated responses to exercise are generally more than the simple sum of their component parts and usually cannot be predicted solely by the behavior of cellular or subcellular events. An additional essential insight stemming from redundancy is that there can be compensation for the loss-of-function in one or more components usually (and erroneously) deemed critical or obligatory to a normal physiological response. In the final analysis, we believe that renewed attention to physiological redundancy and related insights is critical to gain an overall understanding of exercise and to integrate findings made with reductionist experimental paradigms into a more coherent overall picture.
ACKNOWLEDGMENTS
The authors thank Drs. Jackie Limberg and Sarah Baker, Humphrey Petersen-Jones, B.S., for the critical comments on a draft of this review and Cheryl Baertlein for help in preparing the manuscript. We thank the many human subjects who have volunteered for studies in our laboratories over many years.
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