151 - The Alarming Rise of Long-Term Unemployment & What It Signals for the Economy

In this episode of Health Further, Vic is joined by guest host Emily Evans to cover the rise in long-term unemployment, Trump’s criticism of the Bureau of Labor Statistics, and the struggles of working-class Americans in a K-shaped economy. They discuss potential Fed leadership changes, a housing supply push in New York, Apple’s $100 billion U.S. investment, and tax law changes spurring corporate spending. The conversation covers venture funding in autism care, cardiac imaging AI, IPO news, and AI-driven drug discovery, along with cuts to mRNA COVID-19 vaccine funding, legal challenges to Trump’s tariff powers, and opening 401(k)s to private assets. Payer updates include Blue Shield’s price tool, Oscar Health’s losses, Hy-Vee’s ICHRA plan, and UnitedHealth’s acquisition of Amedisys. They also explore Hinge Health’s earnings, Hims & Hers’ expansion, major pharma moves, fall prevention, AI in heart failure care, consulting disruption, OpenAI announcements, AI market manipulation, and the threat of AI-driven propaganda.

Links

0:57 Unemployed Americans Endure Longer Job Searches in a Cooling Market WSJ

6:43 Trump Seeks Bigger Overhaul at Labor Statistics Bureau, Adviser Says WSJ

7:48 Why the B.L.S. Regularly Revises Jobs Data NYT

12:35 Earning More but in Worse Shape: Hardship Overwhelms Many American Families WSJ

17:41 Trump Just Got a Fresh Shot at Bending the Fed to His Will WSJ

21:35 How an NYC Suburb Is Actually Managing to Bring Rents Down WSJ

25:10 Trump Announces Additional $100 Billion Apple Investment in U.S. NYT

27:53 Cash Windfall From Trump’s Tax Law Is Starting to Show Up at Big Companies WSJ

31:15 Positive Development Rakes In $51.5M To Grow Developmental Therapy Model for Autism MedCity News

32:50 Ultromics nets $55M to boost its AI ultrasound software for detecting hidden heart failure Fierce Healthcare

35:28 Heartflow pumps up IPO plans to $300M Fierce Healthcare

36:08 OpenAI-backed Chai raises $70mn for AI-driven drug discovery FT

38:22 Kennedy Cancels Nearly $500 Million in mRNA Vaccine Contracts NYT

42:57 Trump’s Tariffs Questioned by Appeals Court WSJ

48:06 Trump to Sign Order Easing Path for Private Assets in 401(k)s Bloomberg

51:19 Blue Shield of California launches new prescription price transparency tool for members Fierce Healthcare

52:27 Oscar Health misses estimates in Q2, plans layoffs and inks Hy-Vee-branded ICHRA plan Fierce Healthcare

56:15 UnitedHealth, Amedisys to sell off facilities in settlement with DOJ Fierce Healthcare

58:46 Hinge Health beats Wall Street expectations on revenue in first public earnings Healthcare Dive

59:06 Hims & Hers stock falls 12% on revenue miss as company plots expansion into lab testing, longevity Fierce H

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