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
0:00 Introduction
2:20 August PCE inflation reading ↳
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-30-2026/card/what-to-know-about-today-s-pce-index-YnU6yGlmCpHowo8u4TSP
3:16 US bond yields hit their highest level since 2002 ↳
https://www.nytimes.com/2026/10/01/business/bond-yields-10-year-treasury.html
7:28 How Trump's economic moves drove rates and inflation higher ↳
https://www.wsj.com/economy/trump-economy-inflation-jobs-724e4da8
10:15 Neko Health's $700M bet on whole-body scanning ↳
https://techcrunch.com/podcast/the-investor-behind-neko-healths-700m-bet-on-scanning-your-whole-body/
12:54 Precision Neuroscience's $250M Series D for brain-computer interfaces ↳
https://www.fiercebiotech.com/medtech/precision-neuroscience-taps-250m-series-d-funding-brain-computer-interface
16:29 CMS finalizes the GLOBE rule as projected savings shrink ↳
https://endpoints.news/cms-finalizes-globe-medicare-demo-but-savings-trail-projections/
20:56 The SEC expands private-market access for ordinary investors ↳
https://www.wsj.com/pro/private-equity/sec-moves-to-give-ordinary-investors-more-access-to-private-equity-d4108681?st=ZNfSmp&reflink=desktopwebshare_permalink
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
https://decrypt.co/379605/anthropic-lost-42-billion-last-year-wants-ipo-2-trillion
30:40 HHS launches a project to speed up clinical trials ↳
https://www.axios.com/2026/09/30/hhs-clinical-trials-redesign
33:52 Cigna expects $3B in savings from AI and automation ↳
https://www.modernhealthcare.com/insurance/mh-cigna-investor-day-ai-pharmacy
34:30 UPMC acquires CommonSpirit's Trinity Health ↳
https://www.modernhealthcare.com/mergers-acquisitions/mh-upmc-trinity-health-system-commonspirit
35:30 Epic pauses product development to focus on cybersecurity ↳
https://www.modernhealthcare.com/health-tech/mh-epic-systems-pause-product-development-ai
37:15 The FDA panel on Grail's Galleri test and the Medicare question ↳
https://www.wsj.com/health/healthcare/a-cancer-test-has-investors-betting-big-but-will-insurers-pay-75d3bc60
42:00 The FTC probes OpenAI and Anthropic over AI safety ↳
https://www.axios.com/2026/09/30/ftc-openai-anthropic-ai-safety-investigation
53:01 OpenAI launches Dots and the rise of consumer AI agents ↳
https://techcrunch.com/2026/09/29/openai-launches-dots-its-bubbly-agentic-avatar/
#NationalDebt #BondYields #FiscalDominance #Inflation #Economy #HealthcareCuts #CMS #FDA #Grail #ClinicalTrials #VentureCapital #HealthTechVC #PrivateMarkets #SEC #HealthSystemMandA #Cybersecurity #AI #AISafety #AIAgents #HealthcarePolicy
