Vic and Marcus return to break down the implications of the massive bill just passed by the Trump administration. They examine its sweeping impact on Medicaid, hospitals, and insurers, discuss how the new QSBS 2.0 changes benefit VCs, and question the future of nonprofit healthcare. The episode also covers market trends including meme stock speculation, private equity distributions, a surprising acquisition by Samsung, and Robinhood’s push to tokenize private equity. Finally, they warn about the growing financial risks in senior care communities.
Links
5:00 - Stock Funds Rose 10.1% in Second Quarter WSJ
6:17 - 8:17Meme Stocks and YOLO Bets Are Back and Fueling the Market’s Rally WSJ
8:17 - 8:57Steady Hiring Added 147,000 Jobs to U.S. Economy in June WSJ
8:59 - Trump Delayed Reciprocal Tariffs After Bessent Wanted More Time on Deals WSJ
10:51 VC Fund Performance Q1 2025 Carta
14:43 H1 2025 market overview: Proof in the pudding Rock Health
15:47 QSBS 2.0 is Here LinkedIn
22:11 - How the reconciliation bill will shake out for hospitals and the healthcare industry HFMA
32:54 - New taxes to hit hospitals as a result of the budget reconciliation bill HFMA
39:56 - We’re Leaving Delaware, And We Think You Should Consider Leaving Too A16Z website
43:43 - More Pressure Mounts on Health Insurers as Costs Continue to Rise WSJ
44:30 - HCSC launches rebrand for its Medicare unit as 'HealthSpring' Fierce Healthcare
45:31 - CVS Omnicare ordered to pay $949 million in government fraud case Healthcare Dive
47:36 - Samsung to acquire digital health firm Xealth Healthcare Dive
49:40 - Symplr acquires AMN Healthcare's staff scheduling software for $75M Fierce Healthcare
50:38 - Merck to Buy Verona Pharma in $10 Billion Deal WSJ
51:20 - She Paid $1 Million to Join a Senior Facility. Its Bankruptcy Wiped Her Out. WSJ
57:18 - Robinhood Wants to Redo Wall Street on the Blockchain Gizmodo
1:02:03 - SEC Chairman Paul Atkins on public vs. private markets CNBC
1:03:36 - Making America the Crypto Capital of the World X
1:06:01 - As an M.D, here's my 100% honest opinion and observations/advices about using ChatGPT Reddit
1:09:01 - Elon Musk’s xAI launches Grok 4 alongside a $300 monthly subscription TechCrunch
1:14:28 - Microsoft Touts $500 Million AI Savings While Slashing Jobs Bloomberg
1:15:32- Meta Hires Top Apple AI Expert, Continuing Zuckerberg’s Recruitment Push WSJ
1:17:23 - Zuck's Eleven Spyglass
1:18:03 - How Nvidia Became the World’s
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