Shows
Health:Further171 - Is AI Actually a Bubble or the Most Misunderstood Technology of Our Time?Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean for markets heading into next year. They cover major healthcare funding rounds across pediatrics, cardiology, and AI-enabled front offices, examine payer losses and policy shifts impacting subsidies and gender-affirming care, and analyze FDA clearances pointing to renewed medical innovation. The conversation expands into crypto and AI, including JPMorgan’s tokenized money fund, prediction markets, OpenAI’s government partnerships, and mounting concerns over an AI bubble, enterprise adoption, and the future of energy, jobs, and economic powe...
2025-12-2059 minHealth:Further170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means NextVic and Marcus cover the Fed’s 25 bps rate cut, dissenting votes, questions around jobs data, and renewed balance-sheet expansion tied to repo stress. They break down key healthcare and VC moves including AI-driven patient communications, mental health platform expansion, pediatric and NICU innovation, obesity-drug updates, and major payer and policy developments, plus notable market shifts spanning CVS, CMS, FDA actions, and accelerating AI adoption across healthcare and finance.Links00:42 - Fed Cuts Rates Again, Signals It May Be Done for Now WSJ1:47 - Fed Chair Jerome Powell Says U.S. May Be Dr...
2025-12-1349 minHealth:Further169 - The AI Breakpoint | Why Healthcare Leaders Must Leave the “Cage” NowVic and Marcus cover Marcus’s recent keynote to community health centers, the industry’s struggle to break out of legacy regulatory thinking, and why AI is becoming essential as labor and funding decline. They analyze unreliable jobless-claim data, Powell’s rate-cut outlook, and how AI is reshaping the relationship between labor, productivity, and corporate earnings. They discuss CMS rolling back staffing mandates, vaccine-policy debates, the extension of hospital-at-home, and Humana’s move into employer drug-cost management. The episode highlights HIMSS & Hers expanding into diagnostics, the rising burden of caring for aging parents, Texas buying Bitcoin, Google challenging OpenAI, Anthropi...
2025-12-0657 min
Health:Further167 - How Eli Lilly Quietly Became the Most Important Company in HealthcareIn this episode, Vic and Marcus break down the government’s temporary reopening, SNAP funding, and upcoming appropriations battles, then cover Fed uncertainty around rate cuts and a market selloff driven by shifting AI sentiment. They discuss massive layoffs at Verizon, medical-AI funding rounds, mental-health care innovation, and specialty-pharmacy expansion. The hosts analyze the FDA’s rollback of HRT warnings, UnitedHealth’s decision to stop covering most remote patient monitoring, and Cigna’s mental-health initiatives. They review provider and pharma earnings, including Pfizer’s acquisition of Metsera, AstraZeneca’s oncology growth, Moderna’s losses, and emerging cholesterol-lowering drugs. They dive deep into...
2025-11-151h 12
Health:Further166 - How AI and Politics Are Quietly Reshaping the Future of HealthcareIn this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates from Trump’s negotiations on weight-loss drugs to FDA scandals, and the ongoing battle between payers and providers in healthcare. They also unpack the surging GLP-1 drug market, Pfizer’s decline, the rise of AI in finance and crypto, OpenAI’s latest...
2025-11-081h 15
Health:Further165 - SNAP Benefits in Jeopardy | What a K-Shaped Economy Means for EveryoneHosts Vic and Marcus unpack the looming SNAP cuts, the Fed’s rate drop and end of QT, rising AI-driven layoffs, and inflation’s ongoing hit to households. They contrast Wall Street highs with real-world strain, cover major moves in health tech, VC, and pharma, and analyze payer and provider earnings from CVS, Cigna, Centene, HCA, and others. The episode also hits policy shifts, U.S.–China relations, new biosimilar rules, and crypto’s mainstream rise through JPMorgan, Western Union, and Mastercard. They close with the AI infrastructure boom—OpenAI’s changes, Anthropic’s enterprise play, NVIDIA’s surge—and what kinds of...
2025-11-031h 18
Health:Further164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping HealthcareIn this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision to release aid to struggling U.S. farmers, and the latest U.S.–China trade tensions. They cover new sanctions on Russia, global energy shifts, and rising healthcare costs for employers. The hosts also break down major healthcare investments and acquisitions, including AI startups, GLP-1 innovations, and hospital mergers. They explore Mark Cuban’s partnership with Trump Rx, new developments in cancer detection and retinal implants, policy battles over non-competes, the rise of autonomous vehicles and flying...
2025-10-251h 05
Health:FurtherThe AI Takeover No One Can Stop & What It Means for Your JobMarcus and Vic unpack a turbulent week of global and economic shifts — from the Israel-Palestine ceasefire and U.S. government shutdown to rising layoffs, job stagnation, and Wall Street’s growing fixation on AI. They dive into China’s rare earth dominance, Trump’s trade maneuvers, and the growing tension between free markets and government control. In healthcare, they cover California’s crackdown on PBMs and private equity, telehealth funding freezes, labor strikes, and AI-driven innovations from Google and Microsoft. The hosts close with major biotech deals, the crypto market’s resilience, and an existential look at AI’s power, risk, a...
2025-10-181h 25
Health:Further162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms RaceVic and Marcus break down the latest in AI and markets—from agentic tools reshaping work and Nvidia’s data-center dominance to the real threat of job loss across creative industries. They hit gold’s surge past $4,000, global market shifts, and China’s trade pivots, then move into healthcare: UnitedHealthcare vs. Johns Hopkins, new startup funding, Trump-era policy moves, and the rising wave of home diagnostics. The episode closes with the AI arms race, Microsoft, OpenAI, AMD, and Elon’s data-center push, asking if compute is the new oil.Links14:30 - Gold Prices Top $4,000 for First Time...
2025-10-111h 52
Health:Further161 - Government Shutdown & AI Chaos | What’s Coming for Healthcare and the EconomyMarcus and Vic break down the U.S. government shutdown, its political fallout, and how shifting power in Washington could reshape healthcare and the economy. They celebrate Nashville SC’s first major championship, examine the credit market’s warning signs, and analyze the growing divide between workforce readiness and AI acceleration. The hosts also discuss major healthcare investments, policy moves like “Trump RX,” and the record-breaking valuation of OpenAI amid rising ethical concerns about AI-generated content.Links8:45 - Government Shutdown Begins as Funding Lapses WSJ12:06 -These 6 Charts Explain Why Democrats Shut Down the Governme...
2025-10-041h 42
Health:Further160 - The $100K H1B Shock That Could Rewrite America’s WorkforceIn this episode, Marcus and Vic discuss Trump’s rejection of a meeting with Democrats as a government shutdown looms, small business optimism data, Fed comments on rates, a series of major venture capital deals in virtual care, neurology, oncology, PBMs, maternal health, and organ preservation, policy shifts around Tylenol and autism claims, the $100,000 H1B visa fee, the creation of an independent vaccine advisory agency, challenges for regional nonprofit insurers, Humana’s Medicare Advantage commission changes, Ascension’s return to profitability, Privia’s acquisition of Evolent’s primary care unit, Kaiser strike threats, new interoperability moves from Epic, big pharma...
2025-09-271h 10
Health:Further159 - The First Fed Cut | What It Really Means for Hospitals, Jobs, and Your WalletVic and Marcus cover the Fed’s first rate cut, stagflation risks, and fiscal dominance; Oracle’s surprise wins with TikTok, Paramount, and OpenAI; robo-taxis arriving in Nashville; venture deals in pediatrics, maternal health, AI doctors, and genomics; policy turmoil at the CDC, telehealth’s temporary extensions, and a $50B rural health fund; scrutiny of nonprofit hospitals; Apple Watch’s hypertension approval; Amazon boosting worker benefits; Hopkins vs UnitedHealthcare; Lilly’s GLP-1 lead and pharma’s $350B U.S. expansion; plus crypto ETFs, tokenization, Gemini’s IPO, and hospital AI rollouts at SutterLinks3:07 Fed Lowers Rates b...
2025-09-201h 12
Health:Further158 - Healthcare Jobs Are Propping Up the Economy | Here’s Why That’s DangerousVic and Marcus mark 9/11, condemn political violence after the Charlie Kirk assassination, and review economic shifts including inflation at 2.9%, job revisions, rising unemployment, record markets, and healthcare’s outsized role in job growth. They cover major healthcare and policy moves (Strive’s $550M raise, AI voice agents, Epic antitrust case, drug ad limits, California PE scrutiny, CMS pressure on Medicaid payments), rising employer costs and PBM battles, payvider and consumer health updates (Kaiser in Nevada, Hims & Hers testosterone, Instacart tackling food insecurity), pharma news (Novo layoffs, Novartis acquisition, J&J bladder-cancer treatment, GLP-1 weight-loss challenges), and tech/AI shifts from...
2025-09-131h 04
Health:Further157 - Medicaid Cuts and Hospital Survival | Fitch’s Kevin Holloran on What’s ComingMarcus and Vic welcome Kevin Holloran, Senior Director and head of the US Public Finance Healthcare Team at Fitch Ratings, to break down how credit ratings work in healthcare, why balance sheet strength outweighs short-term operating swings, and how margins shifted from steady pre-COVID levels through pandemic collapse, the 2021 rebound, and the post-2022 labor and inflation crunch. They cover Fitch’s focus on hospitals and life plan communities, the sector’s “trifurcation” between winners, rural strugglers, and those stuck in the middle, and the impact of July’s policy shifts—including Medicaid pressures, site-neutral payments, supplemental payment changes, tariffs, and 340B ten...
2025-09-1044 min
Health:Further154 - Deepfakes Are Tricking Companies | Here’s Why Healthcare Should CareVic hosts solo as Marcus steps away after losing a pet, then runs a tight roundup: stronger corporate earnings and Fed minutes ahead of Jackson Hole; likely September rate‑cut odds; venture moves including Molecular You’s $5M biomarkers raise, Eight Sleep’s $100M and retail push plus FDA plans; AI in revenue cycle with Develop Health’s $14.3M; Chamath’s new SPAC with tougher sponsor terms; AAP guidance diverging from CDC on pediatric COVID shots; Medicare Advantage star‑ratings loss for a plan and a $289M whistleblower hit for CVS; UnitedHealth’s new governance committee; Emory layoffs and WARN‑act suit...
2025-08-2328 min
Health:Further153 - Inside “Cassie” The AI Concierge Transforming Clinics w/ Carlos A. RodriguezVic and Marcus talk with Carlos A. Rodriguez, MBA, CEO and Co-Founder of Humanate Inc., about his career from Bain and health system leadership to building a $40M SaaS startup and now launching Humanate, a company focused on agentic AI for healthcare. The discussion covers the origin of “Cassie,” a multilingual AI clinical concierge with ASL support, how staffing shortages and labor inflation shaped the product, case studies reducing record turnaround from 15 days to 48 hours and redeploying staff, a pricing model at half the cost of a human role with higher productivity, capturing patient-experience data at checkout, strict data priv...
2025-08-2055 min
Health:Further152 - How Nvidia “Bought” Its Way Back Into China & What It Means for U.S. PowerVic and Marcus recap Marcus’s keynote covering two years of show themes, then dig into Trump’s pace of change, Newsom’s X strategy, July inflation and market reactions, major healthcare deals, Nvidia’s China workaround, U.S. R&D tax incentives, FDA moves, antitrust pushback, and payvider results. They also hit Omada’s growth, Lilly’s weight-loss pill troubles, crypto’s surge, Oracle Health’s EHR push, state AI rules, OpenAI’s rocky rollout, and close with caregiving, healthspan, and their new studio.Links8:30 Inflation Held Steady at 2.7% in July WSJ9:33 U.S...
2025-08-161h 19
Health:Further150 - AI Thats Quietly Taking Over Your Doctors Office (It’s Not What You Think) w/ Dr. Eric SteckerVic and Marcus are joined by Dr. Eric Stecker, cardiologist, professor of medicine at Oregon Health and Science University, and co-founder and Chief Medical Officer of Insight Health. They explore the origin story of Insight Health, how generative AI inspired its creation, and what sets their AI apart from typical ambient note-taking tools. The episode covers AI-driven patient intake, EHR integration, improving efficiency in clinical care, reducing physician burnout, and how AI assistants can gather nuanced medical histories and support post-visit follow-ups. Dr. Stecker explains how the platform is being used in real-world clinics, its quality assurance safeguards, and...
2025-08-0632 min
Health:Further149 - The Trump Health Tech Takeover: AI Scribes, Patient Data, and the Future of HospitalsIn this episode, Vic and Marcus unpack a week of major policy and economic shifts, focusing on Trump’s healthcare tech and crypto rollouts. They discuss his revamped cabinet strategy, GDP swings, tariff deals with the EU and Japan, and dissent at the Fed over rate cuts. Topics include nearly $1B in AI scribe funding, a new federal health tech initiative, and a value-based care infrastructure platform. They cover Trump’s pressure on drug pricing, the compounding threat to pharma, and several AI/VC trends. Other topics include organ donation ethics, FDA leadership changes, corporate earnings, humanoid robots, and SEC...
2025-08-021h 36
Health:Further148 - How Trump's Healthcare Agenda and AI Will Reshape Primary Care ForeverVic and Marcus open with updates on their personal healthcare experiences and transition into breaking news on Trump’s 15% tariff deals with Japan and likely Europe. They analyze economic indicators suggesting a possible recession and unpack the national security fallout from a zero-day SharePoint cyberattack linked to Chinese actors. The hosts cover major AI investments in healthcare, including Aidoc’s $150M raise and AbsoluteCare’s $135M value-based care expansion. They discuss policy shifts, including Trump’s AI action plan, a bipartisan push to equalize Medicare reimbursement, and proposed legislation requiring hospitals to disclose NICU capabilities. Earnings hits from Molina, Oscar, a...
2025-07-261h 30
Health:Further147 - Is This the End of Hospitals As We Know Them? The Shocking CMS Move No One Saw ComingIn this episode, Vic and Marcus cover a wide range of developments shaping the healthcare, economic, and tech landscapes. They begin with inflation concerns, interest rate policies, and Powell’s positioning, then dive into Starbucks' return-to-office mandate as a signal for white-collar layoffs and broader workforce trends. The conversation shifts to AI’s impact on productivity, rare earth material independence in the U.S., and startup funding in nurse scheduling and medical AI tools. They dissect the CMS’s proposed rule eliminating the inpatient-only list and its ripple effects across SaaS reimbursement, telehealth, and digital therapeutics. The pair also examin...
2025-07-191h 17
Health:Further139 - Why America's Top Hospitals Are Sounding the AlarmIn this episode, Vic and Marcus cover a wide-ranging set of topics shaping today’s healthcare and economic landscape. They discuss Vic’s personal milestone of becoming an empty nester before diving into Marcus’s experience at a roundtable with HFMA and KPMG, where healthcare leaders confronted the friction between innovation and operational reality. They explore the challenges hospitals face in adopting change amidst massive fixed infrastructure costs, the impact of America’s downgraded credit rating on capital markets, and an alarming trend of weak U.S. government bond auctions. They also unpack the Walmart layoffs, Bitcoin’s surge, AI-driven...
2025-05-241h 48
Health:Further132 - Healthcare's Roughest Week Yet | Cuts, Crashes, and Critical QuestionsIn this episode, Marcus and Vic break down a whirlwind week across healthcare, policy, economics, and AI. They cover the volatile market reaction to trade tensions and Jerome Powell’s inflation warnings, the downturn in healthcare stocks and payor performance, and continued disruption in the hospital sector. They examine critical funding cuts at HHS, CMS policy shifts, and policy changes affecting food stamps and Medicaid waivers. The conversation also touches on investment rounds in health tech, Mark Cuban’s take on drug pricing, antitrust actions against tech giants, California’s challenge to federal tariffs, and a surprising rise in autism...
2025-04-191h 11
Health:Further120 - Trump Slashes Thousands of HHS Jobs, Quantum Breakthrough, & Zuckerberg’s Robot Gamble!Vic and Marcus starting with Marcus’ firsthand insights from Saudi Arabia, exploring its rapid modernization, healthcare overhaul, and economic transformation. They shift to the evolving landscape of venture capital, questioning AI healthcare valuations and the shift away from Delaware for corporate registrations. The conversation delves into private equity’s changing dynamics, U.S. healthcare policy shifts, and the financial struggles of major institutions like Mass General Brigham and CHS. They discuss AI’s growing role in healthcare and tech, including Meta’s push into humanoid robotics and the mixed reality of AI-powered agents. Wrapping up, they analyze regulatory changes, workforc...
2025-02-221h 19
Health:Further107 - Trump’s FTC Picks, Walgreens Sale Drama, and Quantum Computing’s Future in HealthcareIn this episode of the "Health Further" podcast, hosts Vic and Marcus dive into an array of compelling topics, including Marcus's reflections on his competitive jiu-jitsu journey, the latest inflation trends and Federal Reserve decisions, the evolving corporate real estate market, and breakthrough ventures in healthcare like bioelectric medicine and AI for clinicians. They also discuss critical societal issues, including Asian-American mental health disparities and the implications of a blocked Kroger-Albertsons merger. Rounding out the discussion, they explore the regulatory shifts under the Trump administration, the ongoing AI revolution in healthcare, and the wider implications of political and economic...
2024-12-141h 14
Health:Further106 - Tragic Assassination, Trump Picks & Anthem Anesthesia CoverageIn this episode, Vic and Marcus delve into pressing topics in the healthcare and technology industries, starting with the shocking murder of UnitedHealth CEO Brian Thompson and its implications on the healthcare sector and social media's role in societal discourse. They analyze key economic updates, including Jerome Powell’s comments on interest rates, the rise of concierge medicine with Solus Health’s funding, and groundbreaking innovations like Clearly’s AI heart health advancements. The hosts discuss AI's evolving regulatory framework, corporate shifts like Intel’s leadership changes, and Amazon’s competitive new AI models. They also tackle Medicare Advantage’s systemic i...
2024-12-071h 12
Health:Further90 - How Lobbyists Quietly Shape the Future of Your Healthcare! w/ Jenna PaladinoIn this episode, Marcus and Vic are joined by Jenna Paldino, a healthcare lobbyist and founder of Paladino Advocates. They discuss Jenna’s work in lobbying for healthcare, including the influence of public policy, the impact of lobbying at both state and federal levels, and the importance of building relationships with legislators. Jenna provides insights on how startups can engage with lawmakers, the role of advocacy in shaping healthcare policy, and the complexities of navigating government regulations. The conversation also covers the differences between private equity and venture capital in healthcare lobbying.Connect with Jenna:...
2024-10-0851 min
Health:Further78 - Market Meltdown | What You Need to Know About the Latest VolatilityIn this episode, Marcus covers a range of crucial topics, starting with the recent global stock market slide and its impact on the Dow, S&P 500, and Nasdaq, followed by a discussion on whether the Fed can still achieve a soft landing as rate cuts approach. He also highlights the market's rebound driven by jobless claims and discusses significant life sciences investments by venBio and TPG. Marcus then turns to healthcare policy, exploring Medicare's new coverage of cutting-edge medical devices, Centene's exit from six Medicare Advantage markets, and CVS's decision to slash profit guidance amid rising insurance costs. Additionally...
2024-08-1040 min
Health:Further75 - Why Meta's Llama Sets a New Benchmark, Leaving ChatGPT BehindIn this episode of "Health Further," hosts Marcus and Vic discuss the stock market and economy, the impact of AI on tech stocks, Google's earnings and AI investments, China's interest rate cut, the post-pandemic job market, and healthcare employment. They cover cybersecurity issues affecting airlines, investments in healthcare startups like Headway and Vitable, Google's abandoned acquisition of Wiz, Senate health committee actions, hospital infection rates, strong earnings from health insurers and hospital systems, the importance of behavioral health exemplified by Simone Biles' comeback, and Meta's release of Llama 3.1, an open-source AI model challenging existing large language models.-----🔔SIG...
2024-07-271h 14
Health:Further74 - How Trump Could Drastically Reshape Healthcare in AmericaIn this episode of Health Further podcast, Marcus and Emily discuss the implications of a potential Trump presidency on healthcare. They explore various aspects, including the national debt, the impact on healthcare spending, and specific policy areas such as Medicare, Medicaid, and biopharma. The conversation highlights the challenges and potential changes in healthcare policy, driven by economic advisors and think tanks. They also touch on the differences between the Biden and Trump administrations' approaches, particularly in areas like Medicare Advantage, fee-for-service models, and the regulatory environment affecting the healthcare industry.-----🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔htt...
2024-07-221h 02
Health:Further72 - Shocking $1 Billion Donation Erases Med School Tuition for StudentsIn this episode of Health Further, hosts Vic and Marcus discuss a range of topics, including recent positive economic data, healthcare developments, venture capital, and artificial intelligence. They cover the impact of inflation on the stock market, unemployment rates, and the Federal Reserve's potential actions. They also explore issues in commercial real estate, the acquisition of a healthcare venture fund, and advancements in value-based primary care services for seniors. Additionally, they highlight a new AI-driven behavior change initiative by OpenAI and Ariana Huffington, and discuss Microsoft's strategic move regarding its relationship with OpenAI. ------🔎RESOURCES🔎0:00 - Intro
2024-07-151h 17
Health:Further66 - Wealth in America | MDMA | Hot VC Markets | Covid Lessons | NVIDIA’s Software PlayIn Episode 66, Vic and Marcus discuss rhinovirus and personal healthcare experiences, advanced healthcare technology and diagnostics, wealth inequality and economic trends, and the Federal Reserve's economic impact. We analyze American household wealth and trends in freight and shipping volume. The episode also covers recent venture capital deals in healthcare, the FDA's decision on MDMA therapy for PTSD, and Nvidia's advancements in AI enterprise. Additionally, we delve into gain of function research and public health protocols. ------🔎RESOURCES🔎7:02 - Americans Have More Investment Income Than Ever Before WSJ18:12 - Big Tech Companies Unplug Stock Market From Reality...
2024-06-091h 22
Health:Further61 - The Future of Healthcare: AI, Innovation, and Impact with Ambar BhattacharyyaIn this episode, Vic & Marcus sit down with Ambar Bhattacharya, managing partner at Maverick Ventures and a fellow member of the Aspen Health Innovators Fellowship, to dive deep into the burgeoning intersection of artificial intelligence and healthcare. With the landscape of healthcare innovation evolving at an unprecedented pace, Ambar shares his unique insights gleaned from years at the forefront of the venture capital world and his hands-on experience with emerging technologies. From the transformative potential of generative AI in streamlining processes and enhancing patient care to the moral and operational challenges ahead, this conversation sheds light on the pivotal changes...
2024-05-1651 min
Health:Further58 - Walmart Health Centers Closed, Marijuana Reclassified, South Bans Abortion, Kaiser's AIIn this episode, Vic and Marcus dive deep into the intersection of tech, healthcare, and AI advancements, shedding light on how these developments are reshaping the way we approach health, coding, and our daily lives. From exploring the latest in AI coding tools like GitHub Copilot Workspace to discussing the ethical and practical implications of AI in medicine, this episode offers a comprehensive overview of the cutting-edge technologies at the forefront of innovation. They also tackle the complex world of healthcare policy changes, the relentless pursuit of longevity, and the evolving landscape of pharmacy services, providing our listeners with a...
2024-05-051h 37
Health:Further55 - United and Elevance Earnings, PE Risk Index, Healthcare LLM Rankings, Atlas RobotIn this episode, Marcus and Vic dive into the heart of healthcare innovation, economic dynamics, and the growing intersection of artificial intelligence in medicine. The conversation spans the gamut from heart care advancements that personalize and improve patient outcomes to the broader implications of economic policies on healthcare accessibility and affordability. Our exploration doesn't stop there; we also uncover the challenges and opportunities presented by AI in revolutionizing drug discovery and patient care protocols while also taking a critical look at the cybersecurity measures essential in safeguarding our healthcare data. This episode provides an overview of the current landscape and...
2024-04-201h 05
Health:Further54 - Behind the Numbers: A Dive into Healthcare's Financial Trends w/ Emily EvansIn this episode, Vic, Marcus, and Emily Evans (Managing Director at Hedgeye Risk Management, LLC) dive deep into healthcare policy, focusing on the seismic shifts within the Medicare Advantage landscape. They unravel the complexities surrounding UnitedHealth Group’s latest financials, dissecting the impacts of demographic shifts, policy changes, and earnings reports on the Medicare Advantage program. The trio also scrutinizes the evolving dynamics of healthcare spending, including the contentious coverage of weight loss drugs and the broader implications of drug pricing and healthcare system reforms. Join them as they navigate through the intertwining paths of policy, healthcare costs, and the fu...
2024-04-1949 min
Health:Further53 - Inflation Fears, Healthcare’s Discharge Gap, The Aging Baby Boomer ImpactIn this episode, Vic and Marcus explore key trends in business, healthcare, cryptocurrency, and AI. They start by analyzing economic indicators, new Alzheimer's treatment, the impact of AI on healthcare and finance, and the significant impact of an aging population as baby boomers reach retirement age on healthcare, social security, and the workforce. We also examine challenges in healthcare administration and reflect on the importance of physical fitness for long-term well-being.Please check out our Episode Resources below:------🔎RESOURCES🔎1:52 - Inflation Runs Hotter Than Expected (NYT)4:22 - Fed Rate Cuts Are Now...
2024-04-1455 min
Health:Further52 - The Future of Health Benefits - Noah Lang's Quest for Equitable HealthcareThis eye-opening episode of Health Further dives deep with Noah Lang, Stride Health's CEO, as he sheds light on revolutionizing health benefits for the gig economy. Noah discusses Stride Health's origins, challenges within the healthcare industry, and the groundbreaking strides towards portable benefits. With stats showcasing the growing independent workforce and changing employer landscapes, Noah articulates the urgent need for policy innovation and better benefit structures. The discussion also touches on the role of policy in shaping a more flexible, equitable healthcare system. Marcus and Noah explore the implications of such innovations on entrepreneurs, small businesses, and the broader workforce...
2024-04-1146 min
Health:Further51 - New Diagnostics, Aegis Ventures, HHS’ Resiliency Plan, Molina and Cityblock, Ozempic’s Growth, Diet as Psychiatric TreatmentJoin Marcus & Vic as they discuss the complexities of the healthcare system and the stock market's vagaries. It doesn't stop there; the conversation extends into the terrain of cybersecurity in healthcare, the role of private equity in healthcare provision, and the intriguing potential of dietary approaches to mental health treatment. With a blend of engaging discussions on current trends, policies, and scientific discoveries.Please check out our Episode Resources below:------🔎RESOURCES🔎S&P 500 Drops to Start New Quarter (WSJ) - 2:25Powell Says Fed Has Time t...
2024-04-071h 16
Health:Further50 - VC, M&A and IPO Markets, Steward Health, Anthropic, Stability AI, and the White House AI RoadmapJoin Marcus & Vic as they discuss the treasury and the deficit, new VC deals, M&A and IPO Markets, Steward Health's provider group potentially being purchased by Optum, Amazon's investment in Anthropic, Stability AI's founder departure, and the White House AI RoadmapPlease check out our Episode Resources below:------🔎RESOURCES🔎The $27 Trillion Treasury Market Is Only Getting Bigger (WSJ)US life expectancy rises after 2-year dip (Politico)Float gathers $10M Series A for home care staffing (Axios)Telenutrition startup Nouris...
2024-03-301h 11
Health:Further49 - Doveish Fed, Reddit IPO, Elevance, CMS Approves GLP-1, Nvidia, Apple, & MicrosoftJoin Marcus & Vic as they discuss the FOMC meeting, the Reddit IPO, Elevance acquiring from Kroger, more GLP-1 moves, and a big AI rundown including NVIDIA, Apple, Microsoft, Google and Ray Kurzweil.Please check out our Episode Resources below:------🔎RESOURCES🔎Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (WSJ)Reddit stock soars in highly anticipated market debut (Yahoo)Wonder, Marc Lore’s Food-Delivery Startup, Raises $700 Million (WSJ)PocketHealth lands $33M to build out its medical image exchange...
2024-03-251h 10
Health:Further48 - State of Union, GLP-1 Rundown, HIMSS is Fading, AI Software Engineer: DevinJoin Marcus & Vic as they discuss President Biden's State of the Union Address, the latest on the ChangeHealthcare situation, a rundown of GLP-1 updates, the waning influence of HIMSS and updates on the AI front, including a new AI software engineer called Devin. Please check out our Episode Resources below:------🔎RESOURCES🔎Inflation Picks Up to 3.2%, Slightly Hotter Than Expected (WSJ)White House presses UnitedHealth on Change outage at meeting (Modern Healthcare)Aledade loans in the wake of Change Fallout (LI)Ever...
2024-03-151h 13
Health:Further47 - Economic Growth, $22m Ransom, CHS, Mayo, UPMC, GLP-1, & AI in HealthcareJoin Marcus & Vic as they discuss the weird way in which the economy is performing, fueled by debt, more on the ChangeHealthcare situation, health system performance, Mark Cuban, a new approach to longevity, GLP-1 update and an AI rundown.Please check out our Episode Resources below:------🔎RESOURCES🔎Stocks Rise After Fed’s Powell Lifts Rate-Cut Hopes (WSJ)China's exports top forecasts as global demand returns (Reuters)OECD Government Borrowing Expected to Rise to Record $15.8 Trillion (WSJ)New York Community Bancorp to Get M...
2024-03-101h 03
Health:Further45 - Advancing Health Equity with Jay Bhatt, MDJoin Marcus & Vic as they speak with Dr. Jay Bhatt, Managing Director at Deloitte.Jay Bhatt, D.O., MPH, MPA, is a physician executive, internist, and public health innovator. As Managing Director of the Deloitte Center for Health Solutions (DCHS) and the Deloitte Health Equity Institute (DHEI), Dr. Bhatt directs the research agenda across the life sciences and health care industry leading to actionable insights for executives and their teams. Dr. Bhatt also drives high-impact collaborations and investments to influence key decision-makers, address place-based inequities, and innovate to advance health equity. He also serves on the Deloitte Purpose...
2024-03-0746 min
Health:Further44 - Inflation, Nasdaq, Bitcoin, Change Healthcare, FTC, ViVE, Abridge & Prostate CancerJoin Marcus & Vic as they discuss the the PCE number, NASDAQ all time highs, the Bitcoin Bull RUn, the continued impacts of ChangeHealthcare's cyber attack, FTC movements, Vic's download from ViVE 2024, a huge round for AI company Abridge and AI finding a new Prostate Cancer. Please check out our Episode Resources below:------🔎RESOURCES🔎Key Fed inflation measure rose 0.4% in January as expected, up 2.8% from a year ago (CNBC)Stock Market Today: Nasdaq Closes at Record High After Inflation Data (WSJ)Bitcoin Is Hitting All-Time Highs Around the Wo...
2024-03-031h 14
Health:Further43 - Inflation update | Health Systems Comeback | Change Healthcare Cyberattack | YCom & Techstars | AI RundownJoin Marcus & Vic as they discuss the the CPI print, the huge rebound in health systems performance, the impacts of ChangeHealthcare's cyber attack, updates from YC and Techstars, the latest news on AI chips and why primary care needs a full reboot. Also... IVF in Alabama. Please check out our Episode Resources below:------🔎RESOURCES🔎January Inflation Report Prices Cool Less Than Expected (NYT)In a 'spectacular collapse,' Cano Health files for bankruptcy (Fierce Healthcare)Kaiser Permanente: $4.1B profit, exceeds $100B operating revenues in 2023 (Fierce Healthcare)Ascens...
2024-02-241h 18
Health:Further42 - Surprising Jobs Report | First Crack in Regional Banks | Lilly Should be in The Magnificent 7 | Tenet’s Strong Results | Cyber ThreatsJoin Marcus & Vic as they discuss the latest surprising jobs report, shedding light on its implications for the economy and labor market. They also analyze the potential inclusion of Lilly in The Magnificent 7, Tenet's strong results and the ongoing issue of cyber threats, and the latest developments in healthcare AI.Please check out our Episode Resources below:------🔎RESOURCES🔎U.S. Economy added 353,000 jobs in January, much better than expected CNBC // https://cnb.cx/3SClPG6New York Community Bancorp fell off a cliff this week, dragging others down with it Market...
2024-02-101h 02
Health:Further41 - Fed Holds Rates While Job Market Slows | Innovation Outlook | Biden Strives for More Healthcare Competition | Cigna exits MAJoin Marcus & Vic as they discuss the following topics: Fed Holds Rates While Job Market SlowsThe Federal Reserve decides to maintain interest rates amid a slowing job marketImplications for the economy and investment decisionsPotential reasons behind the decision and its impact on various sectors Innovation OutlookCurrent trends and future prospects in technological innovation Biden Strives for More Healthcare CompetitionPresident Biden's efforts to increase competition in the healthcare industryPotential benefits for consumers and the healthcare systemImplications for healthcare companies and the broader economy Cigna Exits MACigna's decision to...
2024-02-0259 min
Health:Further40 - Addressing Addiction with Nzinga Harrison, MDJoin Marcus & Vic as they learn from Nzinga Harrison, MD, how we need to change to address addiction in our healthcare system and society effectively. This is an informative and direct conversation with the leading expert in the field.Nzinga explains how to:Un-Learn what we think we know about addiction,Un-Do the stigma that is killing people, andUn-Cover the conversations that we need to have to improve treatment for substance use disorderDr. Harrison is passionate and outspoken about the need to expand the addiction medicineworkforce. She is the Co-Founder and Chief Medical...
2024-01-3139 min
Health:Further35 - GenAI's Legal Challenge | Investors Questioning VC Valuations | Lilly Going Direct to Consumers | Elevance Adds Large Infusion ServiceWelcome to the first episode of 2024! In this episode, we are addressing the following topics and more: GenAI's Legal ChallengeInvestors Questioning VC ValuationsLilly Going Direct to ConsumersElevance Adds Large Infusion ServiceSecret to Longevity & HappinessPlease check out our Episode Resources below: ------🔎RESOURCES🔎Things are about to get a lot worse for Generative AI (Substack: Marcus on AI) // https://bit.ly/47onyV6Goldman Sachs Raises $650 Million for Life-Sciences Bets (WSJ) // https://on.wsj.com/3TW6q65LPs Doubt Venture Funds’ Startup Valuations (WSJ) // https://bit.ly/4...
2024-01-0658 min
Health:Further29 - Exclusive Interview w/ AI Healthcare Pioneer - Dr. Tarun Kapoor of Virtua Health | BTS Analysis of the OpenAI Value DestructionIn this Episode, Vic and Marcus have a conversation with Dr. Tarun Kapoor, who serves as the Senior Vice President and Chief Digital Transformation Officer at Virtua Health. Dr. Kapoor is responsible for overseeing Virtua’s Digital Transformation Office and orchestrates Virtua’s enterprise-wide master plan in support of an intuitive care journey for all consumers. Additionally, the episode delves into a detailed examination of the OpenAI value decline and its implications for venture capital markets.Please check out our Episode Resources below:------🔎RESOURCES🔎Biography for Dr. Tarun Kapoor of Virtua Health // https://bit.ly/3Gd...
2023-11-231h 21
Health:Further28 - Inflation Slowing | Biden on Women’s Health Research | Amazon Advances One Medical | Healthcare AIThis episode covers a range of significant developments in the healthcare sector. Marcus and Vic discuss the impact of slowing inflation on healthcare costs, President Biden's research focus on women's health, the collaboration between Amazon and One Medical, the emergence of transparency in pharmacy benefit managers, and the latest advancements in healthcare AI. Join us as we explore these topics and gain valuable insights into the evolving landscape of the healthcare industry.Please check out our Episode Resources below:------🔎RESOURCES🔎CPI Report for Oct 2023 (US Bureau of Labor) // https://www.bls.gov/news.releas...
2023-11-1758 min
Health:Further27 - First Health System Adopts AI for Patient Care | Digital Clones Arrive | Explosion AI Stories | Healthcare News RoundupIn Episode 27 of the Health:Further podcast, Vic and Marcus discuss the first health system to adopt AI for patient care, the arrival of digital clones, and exciting AI stories. They also cover a healthcare news roundup, including Virtua Health's introduction of AI therapists and the ability to create AI clones with Delphi Jobs, Bezos, and Oppenheimer. Tune in for a concise and informative episode on the latest AI advancements in healthcare.Please check out our Episode Resources below:------🔎RESOURCES🔎Ohio Voters Enshrine Abortion Access in State Constitution (WSJ)Signature Loan S...
2023-11-101h 13
Health:Further26 - Debate on the Role Govt. Should Play in AI Regulation | Venture Markets | Pharmacists Walk-outIn this episode, Marcus and Vic engage in a healthy debate surrounding the crucial question of the government's role in regulating AI as they dive into the complexities of balancing innovation and ethical considerations, exploring the potential risks and benefits associated with various regulatory approaches. They also discuss the latest developments in federal policies impacting the tech industry, analyze the dynamic landscape of venture markets, and examine the unprecedented pharmacist walk-out, shedding light on the underlying factors driving this bold act of protest. Tune in for a captivating exploration of these topics as we navigate the ever-evolving intersection of technology...
2023-11-041h 09
Health:Further23 - A Poignant Insider’s View of Healthcare’s Importance to Patients and Their FamiliesIn this episode, Marcus and Vic discussed several significant events currently taking place. One notable development is the closure of many Carta startups, indicating a challenging period for the industry. Additionally, Representative Matt Gaetz's push to remove Speaker Kevin McCarthy from his position created anticipation for an intense confrontation between McCarthy and his conservative opponents. Moreover, the Kaiser Union Workers Strike emerged as the largest healthcare walkout in U.S. history, with more than 75,000 employees participating in the strike due to wage and staffing disputes.Please check out our Episode Resources below:------🔎RESOURCES🔎Her...
2023-10-0755 min
Health:Further19 - Aspen Institute Health Innovators Fellowship Conversations | Podcast Collab with Portal InnovationsEpisode 19 was recorded during the Aspen Institute Health Innovators Fellowship Reunion in Chicago, IL. This special episode is presented in partnership with Portal Innovations and their podcast, Lab Rats to Unicorns, hosted by Portal Innovations Founder and CEO, John Flavin.John is the Founder and CEO of Portal Innovations, a premier venture development engine that builds and invests in life sciences ventures. Portal Innovations helps exceptional innovators build their companies and surround entrepreneurs with the resources and community they need.During this discussion, Marcus Whitney and John Flavin co-host two panels to discuss healthcare innovation and...
2023-09-111h 01
Health:Further11 - Inflation | Jobs & the Fed | Top-heavy Nasdaq & S&P500 | Pharma solution for many chronic diseases | Rite-Aid debt concernsThe Fed’s regulatory chief recently weighed in on a path to improvement following a string of midsize bank failures. Eli Lilly’s Retatrutide medication was recently under the WSJ spotlight for its surprising results. Rite Aid’s stock just hit a record low. We’re discussing these topics and more in Episode 11.------🔎RESOURCES🔎CPI REPORT // https://www.bls.gov/news.release/pdf/cpi.pdf ADP JOBS REPORT // https://adpemploymentreport.com/JOLTS REPORT // https://www.bls.gov/news.release/jolts.nr0.htmREDBOOK RETAIL REPORT // https://tradingeconomics.com/united-states...
2023-07-1559 min
Health:Further10 - Where Is America’s “Health System” Headed? With Dave Johnson of 4Sight HealthMarcus interviews his fellow national HFMA board member, Dave Johnson, founder and CEO of 4Sight Health. Dave is a prolific writer on healthcare's pro-market transformation. He is the author-in-residence at MATTER, the Chicago-based healthcare incubator, and published the critically acclaimed book Market vs. Medicine: America's Epic Fight for Better, Affordable Healthcare in 2016. McGraw-Hill published Dave's book The Customer Revolution in Healthcare: Delivering Smarter, Kinder, Affordable Care for All in September 2019.------🔎RESOURCES🔎4SIGHT HEALTH // https://www.4sighthealth.com/DAVE ON HFMA // https://www.hfma.org/author/david-johnson/------🔔SIGN UP FOR EPISO...
2023-07-0749 min
Health:Further8- Deep-dive on FDA Comm'r Califf & HHS Secy. Becerra | Aledade raises $260M | Amazon HIPAA data collection | Lessons for AI in HealthcareVic Gatto and Marcus Whitney cover an array of trending topics including the Aledade capital raise, the letter from Senators Warren and Welch to Amazon regarding Amazon Clinic, the ASGE AI Task Force, and more.------🔎RESOURCES🔎ALEDADE CAPITAL RAISE // https://www.finsmes.com/2023/06/aledade-raises-260m-in-series-f-financing.html AMAZON CLINIC HOMEPAGE // https://amzn.to/3XufYENAMAZON DATA & PRIVACY WASHINGTON POST // https://www.washingtonpost.com/technology/2023/05/01/amazon-clinic-hipaa-privacy/ LETTER FROM SENATORS WARREN AND WELCH TO AMAZON // https://politi.co/3r3auF2 ASPEN IDEAS: HEALTH SCHEDULE // https://www.aspenideas.org/schedule AI...
2023-06-231h 18
Health:Further7 - Digital Therapeutics post-Pear Bankruptcy | “Hawkish Pause” by the US Fed | UHG Signals Increasing Patient VolumesVic Gatto and Marcus Whitney are joined by special guest Aaron Gani from BehaVR, Inc. for a discussion on the Digital Therapeutics space. We're also covering the "hawkish" Fed pause, a sign of increasing patient volumes from UHG, and more.------🔎RESOURCES🔎BEHAVR // https://www.behavr.com/DIGITAL THERAPEUTICS ALLIANCE // https://dtxalliance.org/ALLISON BARR ALLEN - TWITTER // https://twitter.com/abarrallenCPI SUMMARY FROM US BUREAU OF LABOR STATISTICS // https://www.bls.gov/news.release/cpi.nr0.htmFRED - BANK TERM FUNDING PROGRAM // https://fred.stlouisfed.org/se...
2023-06-161h 08
Health:Further6 - What Sequoia’s Breakup Tells Us About VC Markets | Behavioral Health Chatbot Goes Rogue | Other News UpdatesVic Gatto and Marcus Whitney discuss the Sequoia Capital split, the NEDA Chatbot mishap, Optum's bid for Amedisys, and more.------🔎RESOURCES🔎SEQUOIA BREAKUP WSJ // https://on.wsj.com/3qSRHvZHOW A CHATBOT WENT ROGUE WSJ // https://bit.ly/3NoVSr7FERTILITY STARTUP BUNNII SHUTTERS // https://bit.ly/43ZCoAuOPTUM BIDDING FOR AMEDISYS (FIERCE) // https://bit.ly/3Jx5Gyf------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔 https://www.podpage.com/healthfurther/------📱FOLLOW HEALTH:FURTHER SOCIALS📱INSTAGRAM // https://www.instagram.com/healthfurther/TWITTER // https...
2023-06-101h 05
Health:Further5 - Elizabeth Holmes | VC Updates | PCE Index Increase | CommonSpirit HealthVic Gatto and Marcus Whitney cover recent trending topics in healthcare including the Theranos scandal, CommonSpirit’s quarterly report, VC news from WSJ, the PCE index increase, and more.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK
2023-06-021h 03
Health:Further4 - Pear Therapeutics Sold at Auction | Digital Therapeutics | An Uncertain Path ForwardVic Gatto and Marcus Whitney explore the recent sale of Pear Therapeutics and what this situation means for the road ahead in the digital therapeutics space. Also included in the discussion is an in-depth look at a recent call to action from Andreessen Horowitz.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK
2023-05-2659 min
Health:Further3 - KKR Envision Bankruptcy | Debt Ceiling | AI-enabled Ambient DocumentationVic Gatto and Marcus Whitney discuss recent developments in healthcare including details around the KKR/Envision bankruptcy situation, the debt ceiling crisis, advancements in AI tech and impact on healthcare, and more.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK
2023-05-1942 min
Health:Further2 - Home Health Consolidation | Chevron Deference Doctrine | Uncertainty in the Banking SystemEmily Evans joins co-hosts Vic Gatto and Marcus Whitney for the discussion in Episode 2. Emily serves as the Health Policy Resident Expert at Hedgeye Risk Management, an independent research firm with a focus on all areas of the economy. Emily describes herself as a “tour guide and translator” for investors and individuals in the healthcare and health policy space.Our discussion explores many trending topics around US Health Policy including home health, CMS, the Chevron Deference, what’s happening at Capitol Hill, and more.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIK...
2023-05-131h 05
Health:Further1 - The Rise of Federal Fund Rates I Payers and Providers I Labor and Acuity I AIHealthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney dive into the history of Health:Further and the purpose of the relaunch. We’re also covering the rise of federal fund rates, market trends, new innovations, what needs to change, and how Health:Further will play a role in keeping the discussion moving forward.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK
2023-05-051h 09
Disrupt Yourself Podcast with Whitney JohnsonMarcus Whitney: Create and OrchestrateAt just 20 years old, Marcus Whitney was a young father with another child on the way. He had dropped out of college, was working as a waiter and living in an efficiency hotel. But as Marcus, a now successful Entrepreneur and Venture Capitalist explains, what you do when your back is against the wall makes all the difference. Listen as we discuss: Overcoming poverty, depression and past trauma to become a thriving individual and successful entrepreneur. How success can camouflage unaddressed trauma, showing up as Marcus teaches, in the form of some dysfunctional behavior that you...
2020-11-0339 min
Marcus Whitney's Audio UniverseE105: Music, Photography, Authorship, & Business with Michael Weintrob - Marcus Whitney LIVE Ep. 36Today’s guest on #MWL is Michael Weintrob. We discuss entrepreneurship in music and photography, as well as the innovation to pivot during COVID-19. Michael also talks about his book, “Instrumenthead.”
2020-07-1630 min
Marcus Whitney's Audio UniverseE99: Running a Restaurant During COVID-19 with Annie Choo - #MWL Ep. 30Today’s guest on Marcus Whitney LIVE is Annie Choo, Owner of AVO restaurant. Annie and I discuss immigrating from Korea, leaving corporate America for the restaurant business, weaving philanthropy into business & crazy pivoting due to COVID-19.
2020-07-0733 min
Marcus Whitney's Audio UniverseE94: Addressing Inequity in Healthcare with Ivelyse Andino - #MWL Ep. 25Today on Marcus Whitney LIVE, my guest is Ivelyse Andino, Founder and CEO of Radical Health. We discuss Black women in health and health tech, and the impact these industries have had on Black women. Find out more at radical-health.com.
2020-06-3031 min
Marcus Whitney's Audio UniverseE92: Building Your Personal Brand with Nada - #MWL Ep. 23Today on Marcus Whitney LIVE #MWL, my guest is Nada Taha. She and I talk creativity, entrepreneurship + how those things not only cross but amplify each other.
2020-06-2535 min
Marcus Whitney's Audio UniverseE85: The World Of Expertise and Marketing Agencies with David Baker - #MWL Ep. 16Today on Marcus Whitney LIVE, I talk to David C. Baker, who joins me to talk about his entrepreneurial journey, his fifth book, "Business of Expertise," and his next book on the way, about the tradecraft of being a great advisor.
2020-06-1032 min
Marcus Whitney's Audio UniverseE84: How To Have An Understanding Of The Stock Market Post COVID with Charles Winfrey - #MWL Ep. 15Today on Marcus Whitney LIVE, Charles Winfrey joins me to talk about the post COVID-19 Environment in the Stock Market and Business. We'll also talk about his book, "Rollover Mistakes Retirees Make."
2020-06-0831 min
Marcus Whitney's Audio UniverseE79: The Future of Work with Nick Cromydas - Marcus Whitney Live Ep. 10Hunt Club founder and CEO, Nick Cromydas joins MWL to discuss the future of work, talent in startups, and startups outside of Silicon Valley. Great insights on the massive move to remote work, and how that will change the playing field for the foreseeable future.
2020-05-2835 min