Health:Further

Vic is joined by guest host Paul Kappelman to break down the latest signals shaping healthcare and the economy, including inflation trends, slowing job growth, housing market movement, healthcare spending exceeding $5 trillion, Medicare Advantage investigations, payer scrutiny, hospital labor strikes, and major pharma M&A. The episode also covers at-home cancer care, digital health’s growing divide, new federal healthcare proposals, shifting nutrition guidelines, flu treatment advances, data interoperability battles, and how AI agents from OpenAI and Anthropic are beginning to reshape clinical workflows, consumer health access, and everyday work.

4:12 - Pace of Inflation Held Steady in December; Consumer Prices Up 2.7% on Year WSJ

5:19 - America’s Job Market Has Entered the Slow Lane WSJ

7:54 - Home Sales in December Jump 5.1%, Biggest Gain in Nearly 2 Years WSJ

10:26 - This Startup Wants to Bring Cancer Patients' Care at Home WSJ

15:44 - 2025 year-end digital health funding overview: A tale of two markets Rock Health

13:51 - US healthcare spending climbed 7.2% in 2024: 8 things to know Beckers

17:55 - White House: The Great Healthcare Plan White House website

20:58 - RFK Jr.-Backed Dietary Guidelines Say to Avoid Processed Foods, Double Protein WSJ

22:19 - UnitedHealth Used Aggressive Tactics to Boost Medicare Payments, Senate Report Finds WSJ

23:56 - Kaiser Permanente to pay $556M to settle Medicare Advantage fraud claims Fierce Healthcare

25:24 - UnitedHealthcare unveils pilot to accelerate payments to rural hospitals Fierce Healthcare

26:15 - Nearly 15,000 Nurses Go on Strike at Major New York City Hospitals NYT

N/A - Walmart Launches Digital Healthcare Platform to Cut Prices on Some Health Items WSJ

27:48 - Epic sues health information network over alleged medical record misuse Healthcare Dive

31:58 - Boston Scientific to snap up thrombectomy specialist Penumbra in deal valued at $14.5B Fierce Healthcare

33:09 - The Flu Is Surging. How Antivirals Can Help. WSJ

35:22 - Polymarket, Dow Jones Partner to Display Prediction-Markets Data in Dow Jones Content WSJ

37:33Advancing Claude in healthcare and the life sciences Anthropic website

38:32 - Example Claude for MRI Interpretation X

40:10 - OpenAI acquires healthcare startup Torch to build out ChatGPT Health Fierce Healthcare

N/A - OpenEvidence makes the case for AI-powered 'medical super-intelligence' Fierce Healthcare

42:17 - Google Gemini Partnership With Apple Will Go Beyond Siri Revamp  MacRumors

44:00 - Anthropic’s new Cowork tool offers Claude Code without the code Tech Crunch

44:49 - Claude Cowork X

Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader economy. They discuss Wall Street’s continued dominance, job market signals, venture capital strategies, and how AI is redefining everything from drug discovery to prescription renewals. The episode covers policy changes around vaccines, women’s health screening, federal funding freezes, hospital consolidation, payer pressure on providers, and the growing role of consumer wearables. They also examine OpenAI’s deepening move into healthcare, the risks and limits of clinical AI, Nvidia’s expanding dominance, and what these forces mean for entrepreneurs, healthcare operators, and patients navigating a rapidly fragmenting system.

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6:54 - Dow Extends Rally, Closing Above 49000 for First Time WSJ

11:22 - The number of available jobs in the US just hit its lowest level in more than a year CNN

16:18 - Venture Firm Antler Made Over 400 Investments Last Year—and Just Reloaded With $160 Million WSJ 

20:29 - HRSA endorses at-home screening recommendations for cervical cancer Fierce Healthcare

24:15 - CDC Pares List of Recommended Childhood Vaccines WSJ

Doctronic receives approval to use AI to renew medical prescriptions with no doctor involved. X

28:39 - Utah has become the first state to allow AI to renew medical prescriptions with no doctor involved

34:09 - (Wrong Link) Health Dept. to Freeze $10 Billion in Funding to 5 Democratic States

40:31 - FDA paves way for more consumer wearables, AI-enabled devices to hit the market Fierce Healthcare

43:44 - 340B rebate pilot put on hold in temporary win for hospitals Healthcare Dive

45:52 - UnitedHealthcare raises bar for doctors to get paid for radiology services Healthcare Dive

51:32 - 21,000 New York nurses to launch strike Jan. 12 Fierce Healthcare

52:27 -New Jersey healthcare giant poised to acquire another hospital Healthcare Dive

53:29 - Novo Nordisk’s Wegovy Pill Now Broadly Available Across U.S. WSJ

54:21 - AbbVie Near Deal for Revolution Medicines WSJ

55:28 - Eli Lilly Nears Deal for Biotech Ventyx WSJ

56:19 - Eli Lilly, AI Drug-Discovery Company Nimbus Partner on Oral Obesity Treatment WSJ

57:22 - Introducing ChatGPT Health OpenAI

59:34 - 40M users turn to ChatGPT daily for health questions: OpenAI Fierce Healthcare

1:04:38 - Hospitals Are a Proving Ground for What AI Can Do, and What It Can’t WSJ

1:11:06 - Nvidia Unveils Faster AI Chips Sooner Than Expected WSJ

1:14:29 - Lego Smart Play hands-on: Using Smart Brick technology to get kids to play together 

Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean for markets heading into next year. They cover major healthcare funding rounds across pediatrics, cardiology, and AI-enabled front offices, examine payer losses and policy shifts impacting subsidies and gender-affirming care, and analyze FDA clearances pointing to renewed medical innovation. The conversation expands into crypto and AI, including JPMorgan’s tokenized money fund, prediction markets, OpenAI’s government partnerships, and mounting concerns over an AI bubble, enterprise adoption, and the future of energy, jobs, and economic power.

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00:00 - Intro

2:04 - U.S. Unemployment Rose in November ​Despite Job Gains WSJ

3:44 - Inflation Eased to 2.7% in Report Distorted by Government Shutdown WSJ

4:41 - Clarity Pediatrics lands $14.5M to treat childhood obesity Modern Healthcare

6:15 - Leona Health: $14 Million Seed Funding Raised And WhatsApp AI Copilot For Doctors Launched Pulse 2.0

7:46 - Wearlinq secures $14M to scale wireless heart monitor MobiHealth

9:52 - Auxira Health Secures $7.8M for Virtual Cardiology Platform MedCity

10:41 - Valerie Health Raises $30M Series A to Bring AI Front Office to Independent Provider Groups Fox40

11:44 - Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead WSJ

13:09 - House passes healthcare affordability bill without subsidy extension Fierce Healthcare

14:53 - HHS moves to cut federal funding from hospitals that provide gender-affirming care to minors Fierce Healthcare

16:43 - FDA clearances: BlueWind Medical, Bendit Technologies Modern Healthcare

18:41 - Highmark posts $24.6B in revenue through Q3 as utilization pressures persist Fierce Healthcare

19:25 - UnitedHealthcare to hold off on remote patient monitoring policy Modern Healthcare

20:13 - Kaiser pulls plans from Georgia insurance exchange Modern Healthcare

21:44 - New York doles out $300M to fund health IT, hospital cybersecurity projects Fierce Healthcare

23:24 - GSK Gets FDA Approval for New Severe Asthma Drug With a Dosing Advantage MedCity

24:00 - Cencora to acquire majority stake in OneOncology for $5B Fierce Healthcare

25:35 - JPMorgan Steps Further Into Crypto With Tokenized Money Fund WSJ

26:43  - Coinbase Joins With Kalshi to Enter the Surging Prediction-Markets Business WSJ

31:37 - The Political Skirmish Over Trump’s AI Order Is Just the Beginning WSJ

34:06AI-Themed Stocks Take More Hits, Sending Nasdaq Lower WSJ

45:49 - CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears WSJ

48:09 - OpenAI in Talks to Raise $10 Billion From Amazon, Use Its Chips Bloomberg

50:02 - Google Says Its New Gemini 3 Flash AI Model Is Better and Faster Than 2.5 Pro CNET

51:30 - Deepening our collaboration with the U.S. Department of Energy OpenAI

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.

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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

32:17 - Gemini wins CFTC approval for prediction market, may expand into crypto futures, options and perps The Block

33:57 - Athenahealth integrates Dragon Copilot AI assistant as Microsoft moves deeper into ambulatory care Fierce Healthcare

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

Vic and Marcus cover Marcus’s recent keynote to community health centers, the industry’s struggle to break out of legacy regulatory thinking, and why AI is becoming essential as labor and funding decline. They analyze unreliable jobless-claim data, Powell’s rate-cut outlook, and how AI is reshaping the relationship between labor, productivity, and corporate earnings. They discuss CMS rolling back staffing mandates, vaccine-policy debates, the extension of hospital-at-home, and Humana’s move into employer drug-cost management. The episode highlights HIMSS & Hers expanding into diagnostics, the rising burden of caring for aging parents, Texas buying Bitcoin, Google challenging OpenAI, Anthropic’s Opus 4.5, and character.ai restricting teen companion bots.

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7:20 - Jobless Claims Fell to New Recent Low Per Labor Department WSJ

11:31 - Fed Chair Powell’s Allies Provide Opening for December Rate Cut WSJ

26:13 - HHS repeals staffing mandate for long-term care Healthcare Finance

31:18 - FDA adopts agentic artificial intelligence in latest push to infuse AI into agency Fierce Healthcare

ARTIFICIAL INTELLIGENCE (AI) STRATEGY HHS

FDA Official Pledges New Vaccine Standards WSJ

33:05 - House votes to extend acute hospital care at home Healthcare Finance

35:39 - Mark Cuban's Cost Plus Drugs, Humana exploring partnership to tackle employer drug costs Fierce Healthcare

38:38 - Hims & Hers expands into diagnostics, moves into Canada as it evolves DTC telehealth platform Fierce Healthcare

39:48 - ‘We Had No Idea What Was Coming’: Caring for My Aging Father NYT-op

46:19 - Texas Puts $10M Into Bitcoin as BTC Fights to Hold $78K Support Coin Paper

47:19 - OpenAI Declares ‘Code Red’ as Google Threatens AI Lead WSJ

50:35 - Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model ArsTechnica

53:35 - Teens Are Saying Tearful Goodbyes to Their AI Companions WSJ

Vic and guest host Dr. Kam Matthews cover the week’s major healthcare, policy, and AI stories, including Medicaid funding threats, provider-network gaps, economic updates, new VC raises, and major clinical and pharma developments. They discuss wealth-tax proposals, insurer policy changes, hospital system financials, new maternal and SDOH AI tools, obesity-drug price cuts, and breakthroughs in cancer and antiviral treatments, closing with updates on AI market shifts, Nvidia’s earnings, and Google’s Gemini release.

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4:25 - Hiring Defied Expectations in September, With 119,000 New Jobs WSJ

6:51 - WellBeam closes $10 Million Series A to Transform Clinical Interoperability and Care Coordination between Acute and Post-Acute Providers GlobeNewswire

9:01 -FamilyWell Health Secures $8 M Series A Led by Maryland’s New Markets Venture Partners Amid National Expansion CityBiz

10:22 - Thrivory Raises $3.5M in Equity Funding; Up To $25M in Credit Funding FinSMES

11:36 - Function Health Hits $2.5B Valuation With $298M Series B MedCity

14:40 - The California Campaign to Introduce a First-of-Its-Kind Billionaire’s Tax WSJ

21:25 - When the G.O.P. Medicaid Cuts Arrive, These Hospitals Will Be Hit Hardest NYT

23:38 - Jury orders Apple to pay Masimo $634M in patent fight Healthcare Dive

25:31 - Humana, Epic collaborate to automate insurance verification, patient check-in Fierce Healthcare

27:22 - Medical orgs press Anthem to pull back out-of-network care policy Fierce Healthcare

29:41 - Aetna unveils new conversational AI navigation tool for members Fierce Healthcare

31:48 - Medicaid Insurers Promise Lots of Doctors. Good Luck Seeing One. WSJ

36:30 -Cigna to launch new transparent health plan called Clearity Fierce Health

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In this episode, Vic and Marcus break down the government’s temporary reopening, SNAP funding, and upcoming appropriations battles, then cover Fed uncertainty around rate cuts and a market selloff driven by shifting AI sentiment. They discuss massive layoffs at Verizon, medical-AI funding rounds, mental-health care innovation, and specialty-pharmacy expansion. The hosts analyze the FDA’s rollback of HRT warnings, UnitedHealth’s decision to stop covering most remote patient monitoring, and Cigna’s mental-health initiatives. They review provider and pharma earnings, including Pfizer’s acquisition of Metsera, AstraZeneca’s oncology growth, Moderna’s losses, and emerging cholesterol-lowering drugs. They dive deep into Lily’s evolving identity as a tech-driven pharma leader, advances in lab-grown organs, major crypto and stablecoin developments, China’s acceleration in robotics and AI despite chip restrictions, and the growing divide between AI power users and the rest of the workforce.

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2:28 - Government Reopens as Trump Signs Bill to End Nation’s Longest Shutdown NYT

7:40 - The Fed Is Increasingly Torn Over a December Rate Cut WSJ

8:33 - Stock Market Today: Nasdaq, Tech Shares Lead Broad Losses WSJ

14:55 - Verizon to Cut About 15,000 Jobs WSJ

16:13 - Evidium: $22 Million Series A Raised To Scale Computational Medical Knowledge Pulse 2.0

17:21 - Amae Health Raises $25M to Improve Care for Severe Mental Illness MedCity

18:24 - House Rx Raises $55M to Scale In-Clinic Specialty Pharmacy Model HIT

19:15 - FDA rolls back warning labels on HRT products for menopause, citing misinformation Fierce Healthcare

21:11 - UnitedHealth to stop covering most remote patient monitoring Modern Healthcare

27:50 -Cigna Launches Mental Health Collaboration with Headspace MedCity

28:18 - Cigna teaming with Magic Johnson on music initiative Healthcare Finanice

29:30 - Kaiser Permanente notches 0.7% operating margin, $2.6B net income in Q3 2025 Fierce Healthcare

29:47 -

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In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates from Trump’s negotiations on weight-loss drugs to FDA scandals, and the ongoing battle between payers and providers in healthcare. They also unpack the surging GLP-1 drug market, Pfizer’s decline, the rise of AI in finance and crypto, OpenAI’s latest controversies, and the ethical dilemmas of voice cloning and AI-generated content. The episode closes on the dangers of deepfakes and why every family needs a code word for protection.

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3:09 - How the U.S. Economy Has Defied Doomsday Predictions on Tariffs WSJ

4:08 - This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead WSJ

6:15 - Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI Challenger website

8:11 - Tala Health Secures $100M to Scale AI-Native Healthcare Platform HIT

9:30 - Redesign, Mayo Clinic back surgical triage startup Corvus Fierce Healthcare

9:58 - Hippocratic AI lands $126M series C to expand patient-facing AI agents, fuel acquisition deals  Fierce Healthcare

11:05 - SteelSky Ventures Leads Investment in myLaurel to Redefine Acute and Transitional Care at Home WV News

12:00 - Boomerang Ventures Leads Oversubscribed $2M Seed Round Investment in SiteLabs to Transform Independent Pharmacies into Frontline Hubs for Preventive Care and Research WRAL

13:13 - CoMind raises $60 million in Series A funding Healthcare Today

13:59 - Sequoia Capital Leader Exits in VC Shake-Up WSJ

14:58 -

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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

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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

20:40 - Human Health Raises $8.5M to Expand Precision Health Platform with Plans to Deepen Women’s Health Focus FemTech

21:26 - Curve Biosciences: $40 Million Raised To Advance Whole-Body Intelligence Platform for Chronic Disease Monitoring Pulse 2.0

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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In this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision to release aid to struggling U.S. farmers, and the latest U.S.–China trade tensions. They cover new sanctions on Russia, global energy shifts, and rising healthcare costs for employers. The hosts also break down major healthcare investments and acquisitions, including AI startups, GLP-1 innovations, and hospital mergers. They explore Mark Cuban’s partnership with Trump Rx, new developments in cancer detection and retinal implants, policy battles over non-competes, the rise of autonomous vehicles and flying cars, and breakthroughs in biotech and AI-powered medicine.

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00:42: - The Day Amazon Broke the Internet for Millions of Americans WSJ

4:13 - Trump Administration to Release Farm Aid Frozen by Shutdown WSJ

4:56 - Stocks Retreat as Trade Fears Resurface WSJ

5:45 - U.S. Imposes Substantial New Sanctions on Russian Oil Giants WSJ

8:48 - Ampa raises $8.5m to begin US neuromodulation system launch Medical Device Network

10:04 - Hyro Snags $45M for Its Conversational AI Agents MedCity

10:53 - Andel grabs $4.5M to help employers close the GLP‑1 coverage gap Tech Funding News

11:39 - Knownwell Secures $25M to Expand Obesity Medicine MedCity

12:17 - R1 acquires Phare Health, boosting AI abilities Modern Healthcare

13:20 - Cigna, CVS join TrumpRx in offering discounted infertility medications Healthcare Finance

13:58 - Mark Cuban says Cost Plus Drugs will partner with TrumpRx Healthcare Dive

17:31 - The Average Cost of a Family Health Insurance Plan Is Now $27,000 WSJ

20:06 - Hospital lobby again petitions FTC to exclude doctors, hospital execs from noncompete enforcement Fierce Healthcare

22:09 - Minnesota attorney general investigating Aspirus Health over claims of unlawful noncompetes Fierce Healthcare

25:58 - Optum unveils new AI-powered claims processing platform Fierce Healthcare

29:23 - Molina slashes 2025 profit guidance again on ACA woes Healthcare Dive

30:08 - Elevance outperforms in third quarter but warns of Medicaid challenges Healthcare Dive

31:36 - Samaritan Health Services to join MultiCare Health System Fierce Healthcare

32:25 - Novo Nordisk to Shake Up Board After Obesity-Market Challenges WSJ

33:44 - Grail says new data on multi-cancer screening test show improved performance Stat

36:08 - Vision Restored Using Prosthetic Retinal Implant NYT

37:56 - A Mother and Son Share an Autism Diagnosis. Their Worlds Couldn’t Be More Different. WSJ

41:02 - Coinbase Strikes Deal for Crypto-Investing Platfo

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