Health:Further 133 - Tariffs, Healthcare Disruption, and a Quantum Leap in Tech Innovation
In this episode, Vic and Marcus cover a wide range of topics including the current state of the U.S. economy, rising tensions and negotiations around tariffs between the U.S. and China, the volatility of the housing market, and recent VC activity across healthcare, nutrition, and biotech. They discuss the Greater Nashville Private Capital Association event, trends in venture capital funding, the impact of political decisions on biotech innovation, Medicaid policy changes, the attack on PBMs, retail pharmacy challenges, healthcare earnings updates, and developments in AI regulation and corporate actions.
Links
3:32 - - Fed, Tariff Fears Send Dow Down More Than 900 Points WSJ
4:02 - Tech Shares Drive Stocks Higher for a Third Straight Session WSJ
4:52 - White House Considers Slashing China Tariffs to De-Escalate Trade War WSJ
6:44 - Bessent says China tariffs are not sustainable as US signals willingness to de-escalate Reuters
7:23 - DHL Suspends High-Value Deliveries to U.S. Consumers Amid Tariff Turmoil WSJ
9:06 - Home Sales in March Fell 5.9%, Biggest Drop Since 2022 WSJ
11:27 - Gold Hits $3,500, Setting Another Record, as Investors Remain Uneasy NYT
13:11 - Nutrition counseling startup Nourish clinches $70M to expand services Fierce Healthcare
14:03 - Healthee lands $50M to streamline benefits Axios
15:20 - Superpower scores $30M to offer personalized health testing Fierce Healthcare
17:58 - Overture Life raises $20.6M for IVF automation Axios
19:38 - HCA veterans raise $10 million to launch PathPoint Health NBJ
21:08 - Biolinq raises $100M Series C for glucose monitoring device Axios
22:11 - Trump’s FDA Sends a Bullish Signal to Biotech WSJ
24:39 - The True Origins of Covid-19 White House
31:30 - Congressional Republicans signal on Medicaid cuts HFMA
34:17 - RFK Jr. Unveils Plan to Phase Out Artificial Food Dyes WSJ
36:02 - In a reversal, the Trump administration restores funding for women's health study NPR
37:12 - Arkansas governor signs bill banning PBMs from owning pharmacies Healthcae Finance
39:34 - Arkansas PBM law could spur lookalike restrictions Axios
39:42 - Judge Rules Google Operates Illegal Ad Monopoly WSJ
42:20 - Justice Department Urges Tough Action to Break Google’s Search Dominance WSJ
46:19 - A Startling Admission From a G.O.P. Senator: ‘We Are All Afraid’ NYT
50:13 - Elevance Health execs seek to ease Wall Street's concerns about elevated MA costs Fierce Healthcare
52:56 - Centene boosts revenue guidance for 2025 as it brings in $