In this episode, Vic and Marcus focus on the sweeping economic impact of the new “Liberation Day” tariffs, including market reaction, healthcare supply chain disruptions, inflationary concerns, and implications for startups and venture capital. They discuss shrinking margins in healthcare, funding shifts in tech and AI, layoffs at major institutions like Vanderbilt and UnitedHealth, the Circle IPO in the crypto space, and how the AI therapy chatbot study may reshape mental health treatment. The episode concludes with commentary on cyber threats, stablecoins, and the rapid policy changes reshaping Washington and Wall Street.
15:15 - Trump Tariffs Aim to Bring Down Curtain on Era of Globalization WSJ
11:23 - Trump Tariffs Send Dow to 1600-Point Decline, Dollar Slumps WSJ
12:09 - U.S. Stocks Post Worst Quarter Since 2022 on Threat of Trade War WSJ
12:57 - Senate budget blueprint empowers GOP chair to decide if Trump tax cuts add to deficit The Hill
16:08 - Senate Pencils In $5 Trillion for Tax Relief, Leaves Blank Spaces for Spending Cuts WSJ
1:16 - Consumer Sentiment Hits Lowest Since 2022 as Anxiety Rises Over Inflation and Jobs WSJ
17:41 - CoreWeave Stock Ends Flat on First Day of Trading After Scaled-Back IPO WSJ
19:08 - CoreWeave shares rip nearly 42% higher, rising above IPO price CNBC
23:16 - Venteur Raises $20M To Help Employers Administer ICHRAs MedCity News
29:00 - Notable Systems snags $12M Series B Axios
31:12 - RapidClaims corrals $11M for claim denial prevention Axios
31:20 - Post-CoreWeave, Venture Investors Rethink Their Outlook on IPOs WSJ
31:47 - Stablecoin issuer Circle files for IPO as public markets open to crypto CNBC
38:20 - The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look WSJ
39:12 - 2024 VC Fund Performance Carta
42:13 - Stopping Waste, Fraud, and Abuse by Eliminating Information Silos White House
45:51 - Health Department Begins Sweeping Job Cuts WSJ
47:06 - Vanderbilt University Medical Center braces for $250M budget cut Axios
48:34 - Trump Media to Debut on New York Stock Exchange Texas Newswire
49:32 - North Korean IT worker army expands operations in Europe Bleeping Computer
51:44 - Health insurers slash thousands of jobs, more cuts ahead Modern Healthcare
53:14 - Who Should Pay for Ozempic Is the Next Big Workplace Fight WSJ
55:13 - Oracle Health breach compromises patient data at US hospitals Bleeping Computer
58:09 - FTC’s Case Against Drug Managers on Hold After Commissioners Fired WSJ
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