Healthcare Policy & Legislation - Affordable Care Act (ACA) tax credits are set to expire at the end of the year, creating urgency for a legislative solution [1] - Republicans are unlikely to support extending the ACA tax credits [1] - Senator Cassidy proposes replacing premium tax credits with prepaid healthcare savings accounts for Americans using the ACA marketplace [2] - These accounts could contain a couple thousand dollars, but may not fully cover healthcare premiums [3] - The proposal aims to help with out-of-pocket expenses like doctor's appointments and medicines [3] - President Trump has expressed support for direct payments to Americans for healthcare [4] - Senate Minority Leader Schumer criticizes the proposal as a scheme that would negatively impact low-income individuals with pre-existing conditions [4] - Lawmakers have only a couple of weeks to find a solution that can pass both the Senate and the House to lower healthcare costs [4] Political Landscape - Senate Majority Leader Thune has promised Democrats a vote on a healthcare bill in mid-December [4]

Boeing has started to get its act together at least under Kelly Ortberg and you have confidence in the management and the business. But when is the first aircraft actually going to be delivered >> to us. We hope in 27.Now look, it's it's it's it's easy. We're hoping the second quarter of 27 and we're kind of holding Boeing's feet to the fire. In the end, I believe this aircraft is sound.It's a very very good airplane. The problem they have at the moment is because it's a new aircraft, what we call the heade ...

AI Investment & Market Concentration - Venture capital investment in AI is heavily concentrated, with approximately 90% (plus or minus) flowing into the Bay Area [1] San Francisco Real Estate Market Impact - AI companies have generated approximately 6 million square feet of new leasing demand in San Francisco [1] - This demand has contributed to a decrease in vacancy rates within the San Francisco real estate market [1] AI Companies Leasing Strategy - AI companies are primarily engaging in short-term subleases rather than direct leasing, likely due to rapid growth and uncertainty about future space needs [2] Job Creation & Economic Impact - AI is demonstrating the potential to create jobs and stimulate demand, rather than solely displacing existing roles [2]

is ABB CEO Morton Virod as the company wraps its capital markets day. Morton, it's great to have you back on the show. Welcome.>> Thank you. So I I do want to start with this this big question because it is dominating so much of what we're seeing and hearing across the market and across companies and industries and that is uh whether there's frothiness in all of this spending that we're seeing in AI, whether the return on investment is ultimately going to be worth it and whether all of this buildout into AI ...

Healthcare Affordability & Outcomes - US healthcare is inexplicably unaffordable compared to other developed countries [1] - The US spends more per capita on healthcare than any other developed country [1] - Despite high spending, the US has some of the worst health outcomes [1] Healthcare Workforce Challenges - Doctors and nurses are experiencing burnout and leaving the profession [1] - There are difficulties attracting people to primary care doctor positions, especially in rural areas [1][2] - An aging population is increasing healthcare needs [2] Opportunities for Improvement - The current healthcare system is not working, creating an opportunity for change [2] - A better future vision for healthcare should be rooted in data, evidence, and science [2] - The new vision should acknowledge what is unknown and be deserving of people's trust [2]

I think that humans deserve um to be spoken to and communicated with as though they are um fully uh empowered and enabled as though they are equal because I say to my patients, you know, I'm an expert in these things. You're an expert in you. You're an expert in what it feels like to be you every day.And and you bring your expertise and I bring mine. And mine is by no means more important than yours. I cannot tell you how you're feeling. You can tell me how you're feeling. I can't tell you how this sounds t ...

Investment Strategy & Outlook - Goldman Sachs Asset Management suggests diversifying portfolios and looking outside the US for better returns, recommending a "get down, get client, and get active" approach in equities [1][2] - The firm is constructive on small caps both in the US and outside the US [2] - Real estate, particularly on the debt side, is starting to look appealing [8] Small Cap Opportunities - Small cap growth strategies can capture more upside, offering an alternative to low volatility strategies [4] - Intra-stock and inter-stock correlations in the small cap sector are at multi-year lows (5-10%), presenting alpha opportunities [5] - Small cap exposure is viewed favorably as many investors are avoiding it [7] Emerging Markets & India - Broad emerging markets have outperformed the US this year, but single-country performance varies [9] - Goldman Sachs analysts have moved from underweight to overweight on India [9] - While broad EM is up 20-30% year-to-date, India is only up about 3% [9] - India's valuation has retraced from a 25 times multiple to a 23 times multiple, and its premium versus other EM has decreased from the '9s to closer to 4-5 [11] - Government and policy reforms, including tax cuts and bank deregulation, make India an interesting place to look for investment [12]

Well, you've also got new insights into another belleaguered real estate sector office. An exclusive interview with the CEO of the nation's largest office rate for this week's property play. What were the insights. What were the takeaways.Well, it was a lot, Morgan. Look, we're seeing some encouraging new stats nationally on office. The office vacancy rate fell in Q3 year-over-year for the first time since the start of 2020.That according to CBRE, leasing activity was strong, driven by financial services an ...

It felt to me like we needed kind of a radical overhaul of first of all, what do we believe our jobs are in healthcare. Is my job to sit in a clinic and wait for people to come to me and take care of them the best I can in the 10 minutes I have. Or is my job to actually go out and find people and help understand what's driving their health and their well-being and put in place solutions to help them live healthier lives.And if I believe it is the latter, which I do believe, if I really want to see humans an ...

Strategic Partnerships & Investments - Microsoft's partnership with Anthropic is critical for providing customers with model diversity in AI applications [3] - Microsoft invested 1 billion USD in OpenAI years ago, which has become the AI standard [8] - Microsoft is investing in Anthropic to bootstrap their growth and bring them to a new level of parity [8] Technology & Product Integration - Customers are demanding model diversity for AI solutions, requiring the right model for the right scenario, price point, and quality [3] - Microsoft supports over 11,000 models in Microsoft Foundry, with Anthropic as a key anchor tenant [4] - Microsoft Researcher allows users to work with both GTP5 and Claude, showcasing the differences in responses [5] - Anthropic models will expand into more Microsoft products [4] Market Positioning & Competition - The Anthropic deal aims to balance the AI model landscape [4] - Microsoft wants to ensure companies empowering the future of AI have the right grounding in the market [9]