Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. Then, he’s joined by Michael Ha, Senior Research Analyst at Baird, to break down the healthcare stock selloff and why it matters for consumers. Finally, Ed shares his takeaways from a new essay on AI from Dario Amodei, CEO of Anthropic.
Timestamps
00:00 - Today's Number
00:19 - Market Vitals
01:06 - EU-India Trade Deal (ft. Liz Hoffman)
07:17 - Ad Break
08:33 - Healthcare Stocks (ft. Michael Ha)
18:04 - Break
18:33 - Dario Amodei Essay
24:12 - Credits