Vic and guest host Emily Evans discuss declining consumer sentiment, challenges in the labor market, and the growing impact of AI on jobs and small businesses. They examine FDA food regulation and the debate around "generally regarded as safe" ingredients, Medicaid policy changes and fraud enforcement efforts under CMS, the expansion of AI from large enterprises to Main Street businesses, concerns that GLP-1 weight loss drugs may contribute to muscle loss and frailty, and major developments in the AI infrastructure race, including Amazon's multibillion-dollar chip deal.LinksStory 1: Economy00:41 - U.S. Consumer Sentiment Worsened in May WSJ1: 39 - This Summer’s Teen Job Market Is the Toughest in Decades WSJ4:05 - Phoenix Built an Empire of Cubicle Jobs. AI Is Coming to Tear It Down. WSJ7:32 - The App for Trump Accounts Will Launch Thursday. Here’s What to Know. WSJStory 2: VC rundown11:04 - Commure raises $70M, boosting post-money valuation to $7B Mobi Health13:08 - Benefitbay raises $18m Series A to scale ICHRA platform FinTech18:50 - Nourish raises $100M, plans to expand care model with physicians Fierce Healthcare23:07 - Private Loans to Venture-Backed Startups Surge Despite AI Disruption Concerns WSJStory 3: Political Hard-Ball Impacts Medicaid25:50 - Trump Nemesis Sen. Bill Cassidy Defeated in GOP Primary WSJ26:04 - Paxton Wins Texas Republican Primary After Trump Endorsement WSJ29:58 - Trump administration proposes crackdown on Medicaid state-directed payments Healthcare DiveStory 4: New CMS Health Plan Flexibility45:08 - New Final Rule Pushes Marketplace Enrollees Toward Lower-Quality, More Expensive Coverage CBPPStory 5: HHS Fraud Crackdown58:19 - HHS launches AI-backed health fraud crackdown Healthcare DiveStory 6: CVS and the end of PBMs1:06:01 - CVS sues to challenge Tennessee's new PBM law Fierce Healthcare1:08:17 - Bipartisan lawmakers reintroduce bill barring PBMs from owning pharmacies Fierce Healthcare1:10:27 - Brokers increasingly recommending ICHRA to employers Fierce Healthcare1:12:36 -  Hospitals sue CVS Health alleging it redirected $250M in 340B funds Healthcare FinanceStory 7: Training more Docs (finally)1:15:26 - 5 physician residency programs launching or expanding in 2026 BeckersStory 8: Quorum as a Nonprofit1:16:09 - Quorum Health transitioning to nonprofit for financial pickup Fierce HealthcareStory 9: Big Health Brands moving quickly1:20:06 - Amazon taps Roy Schoenberg to lead healthcare business as Neil Lindsay plans to step down Fierce Healthcare1:20:53 - Amazon One Medical launches GLP-1 program integrated with primary care Fierce Healthcare1:22:33 - Smart ring maker Oura files confidentially for IPO as consumer demand propels revenue growth Fierce Healthcare1:24:33 - GoodRx launches subscription program for low-cost generic medications, telehealth services Fierce HealthcareStory 10: Lilly’s moves1:30:22 - One-and-Done Heart Disease Prevention? Scientists Show It May Be Possible. NYT1:32:00 - Lilly Agrees to Buy Trio of Vaccine Developers WSJStory 11: GLP1 Side Effects1:39:13 - Is the Weight-Loss Drug Revolution Causing a Frailty Epidemic? WSJStory 12: Ebola Watch1:41:49 - Doctors, Hospitals Struggle to Keep Up With Ebola’s Spread WSJStory 13: New Chip Entries Grow1:44:25 - Huawei Says It Has Workaround to Match Leading Chips WSJ1:45:42 - Amazon Strikes $6 Billion Deal With Snowflake for Agentic Computing Chips WSJStory 14: New Chip Entries Grow1:47:09 -