Health:Further 170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next
Vic and Marcus cover the Fed’s 25 bps rate cut, dissenting votes, questions around jobs data, and renewed balance-sheet expansion tied to repo stress. They break down key healthcare and VC moves including AI-driven patient communications, mental health platform expansion, pediatric and NICU innovation, obesity-drug updates, and major payer and policy developments, plus notable market shifts spanning CVS, CMS, FDA actions, and accelerating AI adoption across healthcare and finance.
Links
00:42 - Fed Cuts Rates Again, Signals It May Be Done for Now WSJ
1:47 - Fed Chair Jerome Powell Says U.S. May Be Drastically Overstating Jobs Numbers WSJ
3:42 - Fed to Resume Net Asset Purchases With $40 Billion in Securities This Month WSJ
8:58 - Aradigm launches out of stealth with platform for cell, gene therapy benefits Fierce Healthcare
9:26 - General Catalyst Leads $50M Round to Expand Radial’s Interventional Psychiatry Network BH Business
N/A - Subsense raises $10M for neurotech Axios
10:09 - AngelEye Health Raises $9M Series C to Bring AI-Driven Insights to the NICU HIT
11:47 - Origin Therapy, a Fairfax, Va.-based enabler of private practice pediatric speech LinkedIn
12:46 - Parallel: $20 Million Series B Raised After Students Achieve 98% IEP Goal Success Pulse 2.0
14:01 - Artera clinches $65M in funding to build out AI agents for patient communication Fierce Healthcare
18:43 - Senate health bills fail as exchange subsidy expiration nears Modern Healthcare
19:32 - HCA, Tenet, UHS receive FTC letter over noncompete agreements Modern Healthcare
20:53 - Texas files antitrust suit against Epic over health data Modern Healthcare
21:42 - What medtech firms can learn from Whoop’s warning letter Healthcare Dive
24:41 - CMS targets chronic care, nutrition in ‘MAHA’ Medicare payment model Modern Healthcare
26:10 - CVS Health Boosts Guidance, Expects Momentum to Continue WSJ
N/A - CVS to launch ‘engagement’ platform in gamble on consumer, industry interest Healthcare Dive
26:55 - Minnesota petitions to seize control of troubled UCare Modern Healthcare
28:11 - Major Weight Loss and Knee-Pain Relief Seen With New Eli Lilly Drug NYT
28:59 - Pfizer’s Appetite for More Obesity Meds Leads to $150M Deal for Oral GLP-1 Drug From China MedCity
29:18 - J.P. Morgan taps Solana for Galaxy’s tokenized corporate bond issuance Cointelegraph
31:27 - Coinbase Expands Reach of Stablecoin-Based AI Agent Payments Tool Coindesk
34:40 - Healthcare in the biggest AI vertical mkt today by a lot X
36:10 - OpenAI updates ChatGPT after "Code Red" scramble Axios
40:05 - Anthropic and Accenture Strike AI Deal Targeting Business Clients WSJ
42:24 - Disney Agrees to Bring Its Characters to OpenAI’s Sora Videos NYT