Mar 15 2025 65 mins 1
Vic and Marcus discuss the volatile stock market and its connection to political uncertainty, the shifting media landscape, and the impact of global news narratives. They analyze the latest jobs report, Trump’s trade policies, and their effects on market stability, interest rates, and inflation. The episode covers the future of telehealth, major healthcare funding cuts, and their consequences for hospitals and medical research. They also examine the growing role of AI in medicine, the latest innovations in gene therapy, and China’s rapid advancements in artificial intelligence. The discussion concludes with insights into venture capital struggles, IPO market slowdowns, and the potential collapse of numerous VC firms.
Links:
3:50 - Democrats Clear Way for GOP Funding Bill, Ending Threat of Government Shutdown WSJ
4:29 - U.S. Added 151,000 Jobs Last Month WSJ
5:24 - An ‘Untradable’ Market: Trump Sows Profound Uncertainty for Stocks NYT
7:56 - CNBC’s interview with U.S. Treasury Secretary Scott Bessent Youtube
16:01 - Inflation Cooled to 2.8% in February, Lower Than Expected WSJ
18:26 - An ‘Untradable’ Market: Trump Sows Profound Uncertainty for Stocks NYT
18:26 - Virtual musculoskeletal care provider Vori Health nabs $53M Fierce Healthcare
19:09 - Motivity gets $27M from Five Elms for ABA software Axios
20:11 - Hinge Health files to go public, signaling potential IPO revival in digital health Fierce Healthcare
20:55 - Venture Investors Hoped for an IPO Recovery in 2025. Now It’s On Hold. WSJ
25:11 - House votes to extend telehealth for 6 months, sends funding bill to Senate Fierce Healthcare
26:51 - CMMI to cut participation in payment models, estimates $750M in savings Fierce Healthcare
31:14 - Is Trump Taking a ‘Liquidationist’ Approach to the Economy? WSJ
34:18 - Why the $2.8B Blue Cross Antitrust Case Won't Die Modern Healthcare
36:27 - The Hologram Doctor Will See You Now WSJ
39:04 - Landmark Holdings of Florida files for Chapter 11 bankruptcy Modern Healthcare
39:43 - Prospect Medical’s Pennsylvania hospitals at risk of closure Modern Healthcare
40:39 - Johns Hopkins Plans Staff Layoffs After $800 Million Grant Cuts WSJ
42:30 - Mass General Brigham's 2nd wave of layoffs begins Fierce Healthcare
42:49 - CVS’s New Mini Stores Go All In on Medicine and Skip Everything Else WSJ
43:39 - Breathing ne
