In this episode, Vic and Marcus unpack a week of major policy and economic shifts, focusing on Trump’s healthcare tech and crypto rollouts. They discuss his revamped cabinet strategy, GDP swings, tariff deals with the EU and Japan, and dissent at the Fed over rate cuts. Topics include nearly $1B in AI scribe funding, a new federal health tech initiative, and a value-based care infrastructure platform. They cover Trump’s pressure on drug pricing, the compounding threat to pharma, and several AI/VC trends. Other topics include organ donation ethics, FDA leadership changes, corporate earnings, humanoid robots, and SEC crypto policy reversals.
Links
4:24 U.S. Economy Rebounds in Second Quarter WSJ
7:32 Trump and EU Reach Tariff Deal, Avoiding Trade War WSJ
8:04 - Fed Holds Rates Steady, but Two Officials Back a Cut WSJ
17:49 Charta Health picks up $22M to revamp manual chart review with AI Fierce Healthcare
25:32 Trump Administration Weighs Patent System Overhaul to Raise Revenue WSJ
31:50 Medicare Part D Drug Plan Premiums Set to Rise WSJ
35:25 White House Letter to Pfizer X
43:12 On Eve of Tariff Deadline, Trump’s Trade War Faces Key Court Test NYT
45:45 Humana Raises 2025 Outlook as Revenue Tops Estimates WSJ
46:42 UnitedHealth Continues to Struggle as Rising Medical Costs, Shortfalls Affect Business WSJ
48:59 CVS Health hikes 2025 profit outlook as Aetna insurance business improves Fierce Healthcare
49:35 Cigna affirms outlooks as Evernorth Health Services drives growth Modern Healthcare
52:09 HCA raises 2025 guidance despite softening volumes Healthcare Dive
52:28 UHS posts softer-than-expected volumes for second consecutive quarter Healthcare Dive
52:52 Teladoc Health Q2 revenue declines 2%, slightly beating Wall Street estimates Fierce Healthcare
53:35 U.S. Opens Antitrust Investigation Into NewYork-Presbyterian NYT
55:06 Novo Nordisk Shares
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