Podcast Episodes
Back to Search203 - Unemployment Spikes, Trump Blows Up the Vaccine Schedule & Google Loses Its Top AI Mind
Episode 203
Retail sales fell 0.6% in July. Inflation held steady at 3.4%. Jobless claims jumped to 209,000. Marcus and Vic ask if the Federal Reserve (Fed) stil…
2 months, 1 week ago
202 - AI Inflection, Payer Chaos, and the Healthcare Energy Bind | Health:Further
Episode 202
Vic and Marcus discuss the yen carry trade and its implications for the Federal Reserve, the rapid transformation of the U.S. economy by AI, and the …
2 months, 3 weeks ago
201 - Google's Humanoid AI, Medicare Drug Subsidy Ends, Microsoft and Amazon Cloud Surge
Episode 201
Vic and Marcus discuss the return of Trump's tariffs, the Federal Reserve's evolving approach under Chairman Warsh, and the continued strength of AI …
2 months, 4 weeks ago
200 - AI, Healthcare, and the Future We've Been Tracking
Episode 200
Vic and Marcus celebrate the 200th episode of the Health Further podcast while reflecting on four years of healthcare transformation, innovation, and…
3 months ago
199 - Fintech Consolidation, AI Commoditization, and the Hospital Profitability Crisis
Episode 199
Vic and Marcus discuss easing inflation, the growing number of workers locked out of the job market, and major venture funding rounds for AI-powered …
3 months, 1 week ago
198 - Healthcare's Consolidation Crunch Meets AI's Mega Buildout—And New Regulatory Crossroads
Episode 198
Vic and Marcus discuss uncertainty around Federal Reserve interest rate policy, continued strength in AI infrastructure and semiconductor markets, an…
3 months, 2 weeks ago
197 - Frontier AI as Foreign Policy, Medicare Expands Weight-Loss Drugs, and Health Systems Face the Outpatient Reckoning
Episode 197
Vic and Marcus discuss slowing U.S. job growth, Meta's move into AI cloud infrastructure, record venture funding driven by AI, and what those trends …
3 months, 3 weeks ago
196 - PCE at 4.1%, GLP-1s for Kids, and OpenAI's Custom Chip — Health:Further Weekly
Episode 196
Vic and Marcus discuss rising inflation, the AI-driven data center boom, and growing concerns about the long-term economic impact of artificial intel…
4 months ago
195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata
Episode 195
Marcus welcomes Ash Shehata, former KPMG executive and current Impact Advisors leader, as guest host for a wide-ranging discussion on healthcare, tec…
4 months, 1 week ago
194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape
Episode 194
Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major ve…
4 months, 2 weeks ago