Episode Details

In this episode, Marcus celebrates Nashville SC’s Supporters’ Shield and he and Vic dig into federal debt hitting 100% of GDP, accelerating inflation and a Fed holding steady before the midterms, new raises for ClarityCare and Midstream Health, the PBM transparency rule, Medicaid work requirements, RFK Jr. greenlighting unapproved peptides, Centene’s layoffs, big tech’s prior auth pledge, HCA’s ACA losses versus Tenet’s beat, UHS’s soft volumes, Bon Secours’ $5.7B bid for Surgery Partners, Risant’s Integris deal, Lilly’s retatrutide win and 39% revenue growth, the ChatGPT seizure medication lawsuit, DTCC’s tokenization launch, Anthropic’s IPO prospectus, Doximity’s dosing study, and how AI quietly shapes expert judgment with insights into market trends, policy changes, and technological innovations shaping the future of health and money.

Chapters

0:00 Introduction

3:17 Federal debt hits 100% of GDP for the first time since 1946 ↳

https://www.wsj.com/economy/federal-debt-hits-100-of-gdp-585d3cb0

6:05 PCE inflation accelerates in September ↳

https://www.wsj.com/economy/central-banking/pce-inflation-accelerated-last-month-5f72a43f

6:37 Fed holds rates as Cook and Hammack dissent in favor of a hike ↳

https://www.wsj.com/economy/central-banking/federal-reserve-interest-rate-decision-df120667

7:57 ClarityCare raises $16.5M to speed up prior authorizations ↳

https://medcitynews.com/2026/10/claritycare-raises-16-5m-to-speed-up-prior-authorizations/

8:58 Midstream Health secures $20M for its health system financial operations AI platform ↳

https://www.modernhealthcare.com/health-tech/ai/mh-tracking-ai-healthcare-live-updates

9:48 PBMs face new transparency mandates under Labor Department rule ↳

https://www.modernhealthcare.com/politics-regulation/mh-labor-department-pbm-transparency-rule

10:51 Court voids CMS's Medicaid medical frailty work requirement policy ↳

https://www.modernhealthcare.com/politics-regulation/mh-court-cms-medicaid-medical-frailty

12:06 RFK Jr. allows unapproved peptides on the market ↳

https://www.wsj.com/health/healthcare/rfk-jr-allows-unapproved-peptides-on-the-market-9cf4a6d3

15:44 Centene progresses on profit recovery, cuts 6,000 jobs ↳

https://www.healthcaredive.com/news/centene-progresses-profit-recovery-cuts-workforce-by-6k/872816/

16:46 Five major companies pledge faster electronic prior authorizations ↳

https://www.healthcaredive.com/news/five-major-companies-pledge-faster-electronic-prior-authorizations/833848/

18:40 HCA's bottom line suffers as ACA coverage losses mount ↳

https://www.healthcaredive.com/news/hcas-bottom-line-suffers-aca-coverage-losses-mount/873032/

20:52 Tenet sails past Q3 earnings estimates, boosts 2026 guidance ↳

https://www.fiercehealthcare.com/providers/tenet-healthcare-sails-past-q3-earnings-estimates-boosts-2026-guidance

22:28 Softer surgery volumes dampen UHS's Q3 earnings ↳

https://www.healthcaredive.com/news/softer-surgery-volumes-hospital-woes-dampened-uhs-q3-earnings/873190/

23:58 Bon Secours affiliate makes $5.7B bid for Surgery Partners ↳

https://www.healthcaredive.com/news/bon-secours-affiliate-5-7-billion-bid-surgery-partners/872887/

25:49 Risant Health to acquire Integris Health ↳

https://www.modernhealthcare.com/mergers-acquisitions/mh-risant-health-integris-kaiser-permanente

29:19 Lilly's triple-G drug retatrutide tops Ozempic in head-to-head trial ↳

https://medcitynews.com/2026/10/eli-lilly-retatrutide-type-2-diabetes-glp-1-gip-glucagon-metabolic-ozempic-lly/

30:51 Eli Lilly's revenue climbs on demand for obesity drugs ↳

https://www.wsj.com/health/