Hosts Vic and Marcus unpack the looming SNAP cuts, the Fed’s rate drop and end of QT, rising AI-driven layoffs, and inflation’s ongoing hit to households. They contrast Wall Street highs with real-world strain, cover major moves in health tech, VC, and pharma, and analyze payer and provider earnings from CVS, Cigna, Centene, HCA, and others. The episode also hits policy shifts, U.S.–China relations, new biosimilar rules, and crypto’s mainstream rise through JPMorgan, Western Union, and Mastercard. They close with the AI infrastructure boom—OpenAI’s changes, Anthropic’s enterprise play, NVIDIA’s surge—and what kinds of healthcare work may actually endure.Links
Links
4:20 - Future Fed Rate Cuts ‘Far’ From Certain After Divided Meeting WSJ
7:13 - Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite WSJ
13:14 - Inflation Isn’t as Bad as Economists Thought, but Americans Still Hate It WSJ
18:19 - The Good Vibes Are Back on Wall Street WSJ
19:23 - OpenEvidence, the ChatGPT for doctors, raises $200M at $6B valuation TechCrunch
23:15 - Cylerity increases credit line to $24M for health care finance FinTech
24:42 - Honey Health CEO discusses the company's $7.8M funding round Mobi Health
27:48 - Hyro raises $45M growth round to expand AI agents Fierce Healthcare
28:41 - Arya Health lands $18.2M to expand post-acute platform Mobi Health
30:08 - Trump Considers Fed Chair Selection by Year-End From Slate of Five Finalists WSJ
31:49 - Trump and Xi Ease Off the Trade War, but New Nuclear Threat Brings a Chill NYT
36:13 - Trump Hopes To Bully SCOTUS Into Upholding His Tariffs Reason
38:43 - FDA, aiming to lower drug costs, moves to speed approval of biosimilars Healthcare Dive
40:50 - UnitedHealth Revenue Rises as Turnaround Efforts Continue WSJ
41:16 - CVS Posts Loss on Write-Down, Boosts Guidance WSJ
41:40 - bCigna’s 2026 pharmacy profits could be dampened by transition to rebate-free model Healthcare Dive
43:19 - Centene posts $6.6B loss on massive value writedown Healthcare Dive
43:52 - HCA raises 2025 guidance, but eyes looming headwinds Healthcare Dive
44:40 - Tenet pledges more money for high-acuity growth in 2025 Healthcare Dive
45:13 - UHS raises revenue guidance for 2025 Healthcare Dive
45:39 - CHS promises more hospital divestitures during Q3 earnings call Heathcare Dive
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