In this episode, Marcus and Vic break down a whirlwind week across healthcare, policy, economics, and AI. They cover the volatile market reaction to trade tensions and Jerome Powell’s inflation warnings, the downturn in healthcare stocks and payor performance, and continued disruption in the hospital sector. They examine critical funding cuts at HHS, CMS policy shifts, and policy changes affecting food stamps and Medicaid waivers. The conversation also touches on investment rounds in health tech, Mark Cuban’s take on drug pricing, antitrust actions against tech giants, California’s challenge to federal tariffs, and a surprising rise in autism rates. In AI news, they review Claude’s Gmail integration, OpenAI’s improved memory, and Nvidia’s strategy in the U.S. Vic and Marcus end with a reflection on Daniel Kahneman’s death and the ethics of aging and end-of-life care.
Links
1:08 - Trade Tensions Weigh Down Nvidia, Tech Stocks WSJ
2:40 - Powell Warns of ‘Challenging Scenario’ for Fed as Trade War Rages WSJ
6:50 - NY Fed: Business Leaders Survey for April New York Fed
9:52 - China Halts Critical Exports as Trade War Intensifies NYT
13:51 - What the Weak Dollar Means for the Global Economy WSJ
15: 08 - Brellium snags $16.7M Series A to use AI on patient charts Axios
15:52 - PolicyMe announces $30 million CAD in funding Coverager
16:35 - Deacon Health Launches bringing Tech-Enabled Care Coordination to Specialty Care Businesswire
18:19 - Hellocare.ai scores $47M for AI-enabled virtual care for smart hospitals Mobi Health
19:18 - Attovia Therapeutics raises $90M to treat autoimmune diseases Axios
20:00 - HHS funding slashed by 30 percent in budget proposal Politico
23:05 - USDA Is Fast-Tracking Requests to Yank Soda From Food-Stamps Program WSJ
23:51 - CMS to end federal match for states’ Medicaid funding requests Fierce Healthcare
28:55 - Mark Cuban: EO on healthcare and drug pricing could save hundreds of billion X
31:21 - What to Know About Trump’s Antitrust Efforts Against Tech Giants NYT
32:27 - Inside Mark Zuckerberg’s Failed Negotiations to End Antitrust Case WSJhttps://bit.ly/4iuwwpl
34:11 - Japan Regulator Orders Google to Stop Anticompetitive Practices WSJ
35:13 - Google Faces Potential $6.6 Billion U.K. Antitrust Lawsuit Over Search Advertising WSJ
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