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Health:FurtherAuthor: Marcus Whitney & Vic Gatto
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps. Language: en Genres: Business, Health & Fitness Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next
Episode 170
Saturday, 13 December, 2025
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.Links00:42 - Fed Cuts Rates Again, Signals It May Be Done for Now WSJ1:47 - Fed Chair Jerome Powell Says U.S. May Be Drastically Overstating Jobs Numbers WSJ3:42 - Fed to Resume Net Asset Purchases With $40 Billion in Securities This Month WSJ8:58 - Aradigm launches out of stealth with platform for cell, gene therapy benefits Fierce Healthcare9:26 - General Catalyst Leads $50M Round to Expand Radial’s Interventional Psychiatry Network BH BusinessN/A - Subsense raises $10M for neurotech Axios10:09 - AngelEye Health Raises $9M Series C to Bring AI-Driven Insights to the NICU HIT11:47 - Origin Therapy, a Fairfax, Va.-based enabler of private practice pediatric speech LinkedIn12:46 - Parallel: $20 Million Series B Raised After Students Achieve 98% IEP Goal Success Pulse 2.014:01 - Artera clinches $65M in funding to build out AI agents for patient communication Fierce Healthcare18:43 - Senate health bills fail as exchange subsidy expiration nears Modern Healthcare19:32 - HCA, Tenet, UHS receive FTC letter over noncompete agreements Modern Healthcare20:53 - Texas files antitrust suit against Epic over health data Modern Healthcare21:42 - What medtech firms can learn from Whoop’s warning letter Healthcare Dive24:41 - CMS targets chronic care, nutrition in ‘MAHA’ Medicare payment model Modern Healthcare26:10 - CVS Health Boosts Guidance, Expects Momentum to Continue WSJN/A - CVS to launch ‘engagement’ platform in gamble on consumer, industry interest Healthcare Dive26:55 - Minnesota petitions to seize control of troubled UCare Modern Healthcare 28:11 - Major Weight Loss and Knee-Pain Relief Seen With New Eli Lilly Drug NYT28:59 - Pfizer’s Appetite for More Obesity Meds Leads to $150M Deal for Oral GLP-1 Drug From China MedCity29:18 - J.P. Morgan taps Solana for Galaxy’s tokenized corporate bond issuance Cointelegraph31:27 - Coinbase Expands Reach of Stablecoin-Based AI Agent Payments Tool Coindesk32:17 - Gemini wins CFTC approval for prediction market, may expand into crypto futures, options and perps The Block33:57 - Athenahealth integrates Dragon Copilot AI assistant as Microsoft moves deeper into ambulatory care Fierce Healthcare34:40 - Healthcare in the biggest AI vertical mkt today by a lot X36:10 - OpenAI updates ChatGPT after "Code Red" scramble Axios40:05 - Anthropic and Accenture Strike AI Deal Targeting Business Clients WSJ42:24 - Disney Agrees to Bring Its Characters to OpenAI’s Sora Videos NYT
