133 - Tariffs, Healthcare Disruption, and a Quantum Leap in Tech Innovation

28/04/2025 1h 27min Episodio 133
133 - Tariffs, Healthcare Disruption, and a Quantum Leap in Tech Innovation

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Episode Synopsis

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.Links3:32 -  - Fed, Tariff Fears Send Dow Down More Than 900 Points WSJ4:02 - Tech Shares Drive Stocks Higher for a Third Straight Session WSJ4:52 - White House Considers Slashing China Tariffs to De-Escalate Trade War WSJ6:44 - Bessent says China tariffs are not sustainable as US signals willingness to de-escalate Reuters7:23 - DHL Suspends High-Value Deliveries to U.S. Consumers Amid Tariff Turmoil WSJ9:06 - Home Sales in March Fell 5.9%, Biggest Drop Since 2022 WSJ11:27 - Gold Hits $3,500, Setting Another Record, as Investors Remain Uneasy NYT13:11 - Nutrition counseling startup Nourish clinches $70M to expand services Fierce Healthcare14:03 - Healthee lands $50M to streamline benefits Axios15:20 - Superpower scores $30M to offer personalized health testing Fierce Healthcare17:58 - Overture Life raises $20.6M for IVF automation Axios19:38 - HCA veterans raise $10 million to launch PathPoint Health NBJ21:08 - Biolinq raises $100M Series C for glucose monitoring device Axios22:11 - Trump’s FDA Sends a Bullish Signal to Biotech WSJ24:39 - The True Origins of Covid-19 White House31:30 - Congressional Republicans signal on Medicaid cuts HFMA34:17 - RFK Jr. Unveils Plan to Phase Out Artificial Food Dyes WSJ36:02 - In a reversal, the Trump administration restores funding for women's health study NPR37:12 - Arkansas governor signs bill banning PBMs from owning pharmacies Healthcae Finance39:34 - Arkansas PBM law could spur lookalike restrictions Axios39:42 - Judge Rules Google Operates Illegal Ad Monopoly WSJ42:20 - Justice Department Urges Tough Action to Break Google’s Search Dominance WSJ46:19 - A Startling Admission From a G.O.P. Senator: ‘We Are All Afraid’ NYT50:13 - Elevance Health execs seek to ease Wall Street's concerns about elevated MA costs Fierce Healthcare52:56 - Centene boosts revenue guidance for 2025 as it brings in $HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

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