In this episode, Vic and Marcus cover a wide-ranging set of topics shaping today’s healthcare and economic landscape. They discuss Vic’s personal milestone of becoming an empty nester before diving into Marcus’s experience at a roundtable with HFMA and KPMG, where healthcare leaders confronted the friction between innovation and operational reality. They explore the challenges hospitals face in adopting change amidst massive fixed infrastructure costs, the impact of America’s downgraded credit rating on capital markets, and an alarming trend of weak U.S. government bond auctions. They also unpack the Walmart layoffs, Bitcoin’s surge, AI-driven venture capital, and IPO activity. Policy highlights include Trump’s Medicaid work requirements bill, soda bans in SNAP, and mounting financial pressure on nonprofit health systems. The episode closes with a discussion of America’s deteriorating youth health and the continued unraveling of emergency department infrastructure.

Links:

6:14 - U.S. Loses Last Triple-A Credit Rating WSJ

10:12 - Weak Auction of Government Debt Jolts Markets WSJ

12:04 - America’s Fiscal Situation Threatens the Good Mood on Wall Street WSJ

13:37 - Walmart to Cut 1,500 Corporate Jobs in Restructuring WSJ

14:31 - Bitcoin hits new record high above $111,000 as rally marches on CNBC

17:32 - Dazos raises $25M for customer relationship management platform Mobi Health News

19:00 - Rad AI: $8 Million Raised To Develop Generative AI Solutions For Radiology Pulse 2.0

19:59 - Biostate AI raises $12M Series A Axios

20:52 - Hinge Health raises $437 million in its IPO Axios

21:58 - Austin’s Reign as a Tech Hub Might Be Coming to an End WSJ

25:14 - - SEC Chair Signals Investor Access to Private Markets Could Soon Broaden WSJ

28:53 - Revolut CEO raises $250m for AI-powered VC firm QuantumLight Sifted

36:20 - Trump’s ‘beautiful’ bill spans more than 1,000 pages. Here’s what’s inside it AP

39:52 - Here are some of the changes to the House bill unveiled Wednesday night. NYT

46:56 - These Democratic governors are trying to curb health care for unauthorized immigrants NPR

48:54 - 4 Key Takeaways from a New White House Report on Children’s Health NYT

53:29 - In Approving Soda Ban for Food Stamps, U.S.D.A. Reverses Decades of Policy NYT

55:11 - CMS deploying more coders, 'advanced systems' to audit all Medicare Advantage contracts Fierce Healthcare

56:15 - Senators reintroduce bill that seeks to reform prior authorization in Medicare Advantage Fierce Healthcare

59:23 - Judge shuts down drugmakers’ 340B rebate plans, for now Healthcare Dive

1:00:35 - New Evernorth program to cap out-of-pocket costs for Wegovy, Zepbound a

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