Podcast Episodes
Back to Search213 - Debt Hits 100% of GDP, HCA Bleeds on ACA Losses & Is Anthropic the Next Meta?
Episode 213
In this episode, Marcus celebrates Nashville SC’s Supporters’ Shield and he and Vic dig into federal debt hitting 100% of GDP, accelerating inflation…
13 hours ago
212 - CON Laws, the COINS Act & Rogue AI Agents in Your Bank Account
Episode 212
In this episode, Marcus is back from Oaxaca and he and Vic dig into Wall Street's nerves over Meta's AI capex and what rising rates and the Iran war …
1 week ago
211 - Hospitals Can't Hide Behind CMS Anymore: The FTC, Medical Bill Revolts & the Battle of the AIs
Episode 211
In this episode, Vic is joined by Emily Evans, sitting in for Marcus, to talk through her book on the two competing philosophies that have shaped Ame…
3 weeks ago
210 - Private Markets for Everyone, Grail's FDA Win & the Rise of Consumer AI Agents
Episode 210
In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healt…
4 weeks ago
209 - No Stories, Just Conviction: The Debt, Healthcare Cuts, and What Comes Next
Episode 209
In this episode, Marcus and Vic set the headlines aside for UN General Assembly week and test their worldviews across every theme of the show: why th…
1 month ago
208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question
Episode 208
In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new …
1 month, 1 week ago
207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines
Episode 207
Health:Further — September 10, 2026
In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech ro…
1 month, 2 weeks ago
206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook
Episode 206
In this episode, we explore the latest developments in economics, healthcare, AI, and Web3, providing insights into market trends, policy changes, an…
1 month, 3 weeks ago
205 - Meta's $17B Settlement, Pancreatic Cancer Breakthrough and AI Cybersecurity Threats
Episode 205
Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy.…
2 months ago
204 - Exercise Pill, Cancer Vaccine, Blood-Draw Robots and the Future of Healthcare
Episode 204
Vic and guest host Paul Kappleman discuss the state of U.S. healthcare under the Trump administration, including access, affordability, hospital clos…
2 months, 1 week ago