Vic and Marcus mark 9/11, condemn political violence after the Charlie Kirk assassination, and review economic shifts including inflation at 2.9%, job revisions, rising unemployment, record markets, and healthcare’s outsized role in job growth. They cover major healthcare and policy moves (Strive’s $550M raise, AI voice agents, Epic antitrust case, drug ad limits, California PE scrutiny, CMS pressure on Medicaid payments), rising employer costs and PBM battles, payvider and consumer health updates (Kaiser in Nevada, Hims & Hers testosterone, Instacart tackling food insecurity), pharma news (Novo layoffs, Novartis acquisition, J&J bladder-cancer treatment, GLP-1 weight-loss challenges), and tech/AI shifts from billionaire longevity pushes to tokenized securities, Robinhood’s social trading, Oracle’s AI-first EHR and $300B OpenAI deal, and the first AI-made feature film
Links
4:52 - Charlie Kirk Assassination Raises Fear of Surging Political Violence NYT
6:31 - In Public and in Private, New York Prepares to Mark 9/11 Anniversary NYT
6:36 - Inflation Rose to 2.9% in August WSJ
10:42 - U.S. Added 911,000 Fewer Jobs in the Year Ended in March WSJ
11:03 - US Initial Jobless Claims Jump to Highest in Almost Four Years Bloomberg
12:12 - Hiring Stalled in August, With 22,000 New Jobs WSJ
12:32 - Healthcare Jobs Are a Rare Bright Spot in the Stalling Labor Market WSJ
14:30 - All Three Major Stock-Market Indexes Close at Records on Hopes for Deeper Rate Cuts WSJ
15:57 - Inflation Erased U.S. Income Gains Last Year WSJ
20:09 - Strive Health Secures $550M to Advance Value-Based Kidney Care Model MedCity
21:42 - Hello Patient secures $22.5M as investors bet on AI voice agent growth Fierce Healthcare
24: 54 - Healthcare software giant Epic must face rival’s antitrust lawsuit, US judge rules Reuters
26:49 - Trump Moves to Crack Down on Drug Advertising NYT
28:52 - California Bill Would Put Private-Equity Healthcare Deals Under Scrutiny WSJ
30:11 - CMS issues guidance on limits for state-directed payments in Medicaid Fierce Healthcare
30:45 - Supreme Court Agrees to Fast-Track Trump’s Tariff Appeal WSJ
33:33 - Health Insurance Costs for Businesses to Rise by Most in 15 Years WSJ
35:34 - New survey finds more employers are weighing the switch to a transparent PBM Fierce Healthcare
39:02 - Kaiser Permanente, Renown Health unveil insurance, outpatient joint venture Fierce Healthcare
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