In this episode, Marcus and Vic talk Fed's rate cuts, market trends since the 1980s, & how these factors affect the economy. Explore China’s economic efforts, AI innovations in radiology from companies like Qure.ai, venture capital investments in healthcare, including special needs plans and women’s midlife hormonal care, & Growing importance of advanced primary care—the potential reopening of Three Mile Island. Meta’s Orion AR glasses are shaping the future of technology. Broader economic and policy implications, including FTC actions, Medicare Advantage plans, & healthcare venture capital

5:25 Here’s What Happens to Markets When Interest Rates Fall, in Charts WSJ

10:31 China unleashes stimulus blitz to lift growth FT

13:19 Radiology vendor Qure.ai completes $65M Series D funding round Radiology Business

15:30 MA insurer Zing Health banks $140M

16:56 Centivo gets $75M from Cone Health venture arm, others Modern healthcare

18:38 Tory Burch, Amy Schumer among celebrity investors backing Midi Health's $63M series B

20:59 Insight Partners closes in on $10bn fund as venture deals pick up Financial Times

21:60 FTC targets 3 biggest PBMs over insulin rebates Modern Healthcare

23:24 Electronic health records giant Epic Systems sued over alleged monopolistic

28:08 Ozempic CEO agrees to discuss lower prices

31:52 Justice Department Sues Visa, Alleges Illegal Monopoly in Debit-Card Payments WSJ

36:27 Tennessee officials pressure Ballad Health's hospital monopoly Modern Healthcare

41:22 Cigna trims Medicare Advantage plans in eight states Fierce Healthcare

42:28 Nonprofit hospitals received $37.4B in federal

44:43 Mount Sinai partners with Noom Modern Healthcare

48:0 Roche Narrows Pharma Pipeline Amid Push Into Obesity Market WSJ

50:03 The Keys to Aging at Home? Frank Conversations and Financial Planning WSJ

54:56 OpenAI to Become For-Profit Company WSJ

58:15 Meta’s big tease The Verge

1:00:20 Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway WSJ

1:01:06 LA’s streaming gold rush is over. Film and TV workers have been left in the dust. Sherwood

1:04:27 Three Mile Island’s Nuclear Plant to Reopen, Help Power Microsoft’s AI Centers WSJ

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