In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healthcare can't ignore, how Trump's agenda has pushed up rates and inflation, Neko Health's $700M bet on whole-body scanning and Precision Neuroscience's $250M Series D, the GLOBE rule's shrinking Medicare savings, the SEC opening private markets to ordinary investors, HHS's push to redesign clinical trials, Cigna's AI-driven savings, UPMC's acquisition of Trinity Health, Epic's pause to focus on cybersecurity, the FDA panel backing Grail's Galleri test, the FTC's probe of OpenAI and Anthropic, and the arrival of consumer AI agents like OpenAI's Dots with insights into market trends, policy changes, and technological innovations shaping the future of health and money.
Chapters
2:20 August PCE inflation reading ↳
3:16 US bond yields hit their highest level since 2002 ↳
7:28 How Trump's economic moves drove rates and inflation higher ↳
10:15 Neko Health's $700M bet on whole-body scanning ↳
12:54 Precision Neuroscience's $250M Series D for brain-computer interfaces ↳
16:29 CMS finalizes the GLOBE rule as projected savings shrink ↳
20:56 The SEC expands private-market access for ordinary investors ↳
23:32 Public market headwinds: Oura's paused IPO and Anthropic's losses ↳
https://www.wsj.com/tech/oura-postpones-ipo-over-market-uncertainty-49d49791
30:40 HHS launches a project to speed up clinical trials ↳
33:52 Cigna expects $3B in savings from AI and automation ↳
34:30 UPMC acquires CommonSpirit's Trinity Health ↳
35:30 Epic pauses product development to focus on cybersecurity ↳
37:15 The FDA panel on Grail's Galleri test and the Medicare question ↳
42:00 The FTC probes OpenAI and Anthropic over AI safety ↳
53:01 OpenAI launches Dots and the rise of consumer AI agents ↳
#NationalDebt #BondYields #FiscalDominance #Inflation #Economy #HealthcareCuts #CMS #FDA #Grail #ClinicalTrials #VentureCapital #HealthTechVC #PrivateMarkets #SEC #HealthSystemMandA #Cybersecurity #AI #AISafety #AIAgents #HealthcarePolicy
What is Health:Further?
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.