In this episode, Vic and Marcus unpack a week of major policy and economic shifts, focusing on Trump’s healthcare tech and crypto rollouts. They discuss his revamped cabinet strategy, GDP swings, tariff deals with the EU and Japan, and dissent at the Fed over rate cuts. Topics include nearly $1B in AI scribe funding, a new federal health tech initiative, and a value-based care infrastructure platform. They cover Trump’s pressure on drug pricing, the compounding threat to pharma, and several AI/VC trends. Other topics include organ donation ethics, FDA leadership changes, corporate earnings, humanoid robots, and SEC crypto policy reversals.

Links 

4:24 U.S. Economy Rebounds in Second Quarter WSJ

7:32 Trump and EU Reach Tariff Deal, Avoiding Trade War WSJ

8:04 - Fed Holds Rates Steady, but Two Officials Back a Cut WSJ

11:02 With Ambience’s new mega-round, AI scribes have announced nearly $1 billion in funding this year Stat

16:56 Arbital Health lands $31M to build out infrastructure layer for value-based risk contracting Fierce Healthcare

17:49 Charta Health picks up $22M to revamp manual chart review with AI Fierce Healthcare

18:29 White House and CMS to launch Health Tech Ecosystem Initiative to expand use of digital health with a focus on consumers Fierce Healthcare

25:32 Trump Administration Weighs Patent System Overhaul to Raise Revenue WSJ

31:50 Medicare Part D Drug Plan Premiums Set to Rise WSJ

35:25 White House Letter to Pfizer X

38:42 Vinay Prasad departs FDA amid conservative criticism, controversy over Sarepta gene therapy Fierce Healthcare

40:40 The Rural Health Transformation Fund: What States and Providers Need to Know (and Do) Now. 80 Million-Substack

43:12 On Eve of Tariff Deadline, Trump’s Trade War Faces Key Court Test NYT

45:45 Humana Raises 2025 Outlook as Revenue Tops Estimates WSJ

46:42 UnitedHealth Continues to Struggle as Rising Medical Costs, Shortfalls Affect Business WSJ

48:59 CVS Health hikes 2025 profit outlook as Aetna insurance business improves Fierce Healthcare

49:35 Cigna affirms outlooks as Evernorth Health Services drives growth Modern Healthcare

50:22 Federal judge blocks Arkansas law barring pharmacy benefit managers from owning pharmacies in state AP

52:09 HCA raises 2025 guidance despite softening volumes Healthcare Dive

52:28 UHS posts softer-than-expected volumes for second consecutive quarter Healthcare Dive

52:52 Teladoc Health Q2 revenue declines 2%, slightly beating Wall Street estimates Fierce Healthcare

53:35 U.S. Opens Antitrust Investigation Into NewYork-Presbyterian NYT

55:06 Novo Nordisk Shares

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