Episode Details

170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next

Episode 170 Published 10 months, 2 weeks ago

Description

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.

Links

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