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:Further168 - The Hidden Medicaid Crisis No One Is Ready ForVic and guest host Dr. Kam Matthews cover the week’s major healthcare, policy, and AI stories, including Medicaid funding threats, provider-network gaps, economic updates, new VC raises, and major clinical and pharma developments. They discuss wealth-tax proposals, insurer policy changes, hospital system financials, new maternal and SDOH AI tools, obesity-drug price cuts, and breakthroughs in cancer and antiviral treatments, closing with updates on AI market shifts, Nvidia’s earnings, and Google’s Gemini release.Links4:25 - Hiring Defied Expectations in September, With 119,000 New Jobs WSJ6:51 - WellBeam closes $10 Million Series A to Transf...
2025-11-221h 10
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:Further156 - Epic’s 100B-Event AI | What It Could Change in Patient CareIn this weekly rollup, Vic welcomes guest host Jinesh Patel, CEO of Uptime Health, to unpack a packed week across the health and tech economy: a stronger Q2 GDP print alongside rising jobless claims and pricier equities, the AI-driven efficiency wave and large-company layoffs, venture updates from workflow and dementia-care AI to immigrant-care platforms, policy turmoil around the CDC and HHS budgets, a Google antitrust outcome that stops short of a Chrome spinoff, payer and provider shifts (Cigna’s specialty-pharmacy bet, SCAN’s MA expansion, UPMC’s rebound, HonorHealth’s clinic pickup), the aging-alone crisis and home-care labor headwinds, the Web3...
2025-09-061h 15
Health:Further155 - Why 25% of Kids Aren’t Getting the Care They Need w/ Mitch MudraVic is joined by guest host Mitch Mudra, founder of Ladder Health, to discuss the Minneapolis mass shooting, his background at UnitedHealth, and building Ladder to address developmental delays in children. They cover Walmart’s gains during inflation, job market risks, Nashville’s tunnel project, and major healthcare VC deals including LS AI and CAR T therapy. Other topics include AI in back-office operations, sleep and vision tech startups, CMS pre-authorization, CDC leadership turmoil, 340B rebate changes, UnitedHealth’s DOJ probe, Johns Hopkins’ contract fight, no-surprise billing costs, children’s hospital layoffs, Quest’s lab joint venture, and Walgreens’ breakup. They...
2025-08-301h 06
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:Further151 - The Alarming Rise of Long-Term Unemployment & What It Signals for the EconomyIn 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 openin...
2025-08-091h 36
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:Further146 - Inside the Devastating Medicaid Cuts Hidden in the New LawVic and Marcus return to break down the implications of the massive bill just passed by the Trump administration. They examine its sweeping impact on Medicaid, hospitals, and insurers, discuss how the new QSBS 2.0 changes benefit VCs, and question the future of nonprofit healthcare. The episode also covers market trends including meme stock speculation, private equity distributions, a surprising acquisition by Samsung, and Robinhood’s push to tokenize private equity. Finally, they warn about the growing financial risks in senior care communities.Links5:00 - Stock Funds Rose 10.1% in Second Quarter WSJ6:17 - 8:17Meme St...
2025-07-121h 29
Health:Further145 - From Wearables to Wall Street: How Tech, AI & Policy Are Reshaping U.S. HealthcareIn this episode, Vic and Marcus cover a packed week of developments across AI, healthcare, finance, and policy. They break down Eric Cass’s keynote at HFMA on AI risks and optimism, discuss GenAI’s real-world implications on labor and politics, and explore the financial market's response to Middle East ceasefires and Federal Reserve positioning. They examine major investments like Abridge’s $300M raise and new startups automating clinical and insurance workflows, while unpacking RFK Jr.’s wearable health proposal and CMS’s drug pricing transparency push. They also introduce a new Web3 segment, highlighting stablecoin regulation, Fiserv’s partnership...
2025-06-281h 20
Health:Further144 - Why Startups Need Half the Capital And Who’s Getting Cut FirstIn this episode, Marcus and Vic break down the Federal Reserve’s indecision on rate cuts, mass tech layoffs accelerated by AI, and why startups no longer need as much capital. They discuss major VC moves in healthcare, including Tennr, Sword Health, and Nabla, along with General Catalyst’s hospital acquisition. The episode also covers Medicaid cuts, fractures in the Republican party, and the Supreme Court’s decision on gender-affirming care. Plus, stablecoins get a bipartisan boost, AI companions for seniors show promise, and tensions rise between OpenAI and Microsoft over cloud exclusivity and IP rights.L...
2025-06-2158 min
Health:Further143 - The Case for AI as Standard of Care in Medicine w/ Tarun KapoorIn this episode, Vic and Marcus welcome back Tarun Kapoor to discuss the evolution and real-world implementation of AI in healthcare. They explore the lessons learned from Wobo, a digital therapeutic tool, and its regulatory challenges. Tarun shares insights on the future of ambient listening and vision in clinical settings, the rising need for AI infrastructure and oversight, and the shifting standard of care where not using AI could soon be seen as negligent. They also discuss workforce transformation as digital agents emerge, and Tarun reflects on his next steps after 17 years at Virtua Health.Tarun Kapoor...
2025-06-1850 min
Health:Further142 - Why RFK Jr. Dismantled the Vaccine Committee & What Happens NextIn this episode, Vic and Marcus discuss their recent selection committee experience, shifting political dynamics affecting tech companies like Uber and Tesla, and the implications of increasing political polarization on consumer behavior. They analyze the economic outlook, including job reports and inflation, and the potential impact on interest rates. The conversation shifts into venture news with funding rounds for health tech and wearable startups, including Guide Health, Somnia, and Eli Health. They break down major healthcare policy updates, such as Marty Makary’s FDA reforms and Robert F. Kennedy Jr.’s abrupt reorganization of the vaccine advisory committee. The epis...
2025-06-171h 21
Health:Further141 - The Trump-Elon Split: GOP Tensions, Debt Ceiling Risks, and Healthcare FalloutVic and Marcus break down the public feud between Elon Musk and Donald Trump, its impact on politics, social media power dynamics, and the fracture between tech elites and MAGA conservatives. They analyze market reactions, including crypto drops and investor concerns, and discuss the broader implications for the Republican party. The episode covers potential risks to Tesla and SpaceX, the debt ceiling crisis, recession indicators from ISM and Beige Book data, concerns over inflation data accuracy, and major venture capital updates across healthcare, insurance, and AI startups. They also examine healthcare policy impacts of the GOP bill, hospital layoffs...
2025-06-071h 14
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:Further138 - The Future of Neuropathy Treatment | Stem Cells, Biologics, and Real Recovery StoriesIn this episode, Vic speaks with Mark Durante, founder of RiseUP Medical, about the cutting-edge world of biologics and regenerative medicine. They explore how biologics like PRP, PRF, stem cells, and exosomes are being applied in areas such as neuropathy, orthopedic injuries, aesthetics, and sexual health. Mark explains the science behind cell therapies, including mesenchymal stem cells and Wharton's Jelly, and discusses RiseUP’s role in bridging labs and physicians to expand treatment options. They also review recent peer-reviewed studies focused on diabetic and chemo-induced neuropathy and discuss how regenerative treatments may complement or reduce the need for pharmaceuticals an...
2025-05-2142 min
Health:Further137 - Inside the UnitedHealth Crisis & What It Means for Healthcare’s FutureIn this episode, Vic and Marcus cover a sweeping range of major developments in healthcare, policy, and the economy. They dive deep into the UnitedHealth Group crisis, discussing the CEO resignation, DOJ investigation, and stock collapse. They analyze inflation data, Microsoft layoffs, and U.S.-China trade pauses, while also breaking down emerging trends in biotech, AI-driven drug development, hospital discharge tech, and venture capital movement. The hosts explore RFK Jr.'s impact on CMS policy, Medicaid cuts, Roundup controversies, IPO market challenges, and gene-editing breakthroughs—all framed by their signature lens on innovation, impact, and policy shifts....
2025-05-171h 12
Health:Further136 - How the MAHA Movement Is Rewiring U.S. Healthcare PolicyIn this episode, Vic Gatto and guest host Rick Abramson, a physician and healthcare strategist, cover the latest in AI regulation, economic indicators affecting healthcare, recent venture deals in senior living and food-as-medicine startups, and growing momentum behind the MAHA (Make America Healthy Again) movement. They discuss controversial federal appointments, shifts in FDA policy, the balance between prevention and treatment, Medicare Advantage fraud allegations, state Medicaid funding loopholes, drug manufacturing regulation, and pressures facing the nursing workforce and academic medical centers.Previous Guest Show: #73 - AI and Healthcare Innovation: A Conversation with Dr. Rick Abramson Y...
2025-05-101h 40
Health:Further135 - AI’s Surge, Meta’s Chaos, and the Crisis Facing Young DoctorsIn this episode, Vic and Marcus cover a wide range of pressing topics including layoffs at UPS, economic instability, and the implications of AI in healthcare and commerce. They discuss new AI-powered voice agents from companies like Zocdoc and Cedar, explore the role of Meta and surveillance technology, and criticize loose AI guardrails on social platforms. The hosts also examine AI’s impact on the audit and pharmaceutical sectors, M&A activity, and the growing use of GLP-1 drugs by athletes. The episode closes with a powerful conversation on mental health, residency burnout, and the suicide crisis among young do...
2025-05-031h 05
Health:Further134 - He Built Anthem | Now He's Exploring Healthcare & Chronic Disease with AI w/ Ben LytleIn this episode, Vic sits down with Ben Lytle, founder of Anthem and serial entrepreneur, to discuss the future of healthcare, including AI’s role in solving clinician shortages, the creation of SilverSneakers, and how lifestyle changes can tackle chronic disease. They also cover healthcare system reform, the importance of bounded AI for clinical accuracy, leadership strategies, and how individuals can prepare for rapid societal shifts by building health, financial resilience, and a sense of purpose.Ben’s website: LinkBen’s BooksThe Potentialist I: Your Future in the New Realit...
2025-04-301h 01
Health:Further133 - Tariffs, Healthcare Disruption, and a Quantum Leap in Tech InnovationIn this episode, Vic and Marcus cover a wide range of topics including the current state of the U.S. economy, rising tensions and negotiations around tariffs between the U.S. and China, the volatility of the housing market, and recent VC activity across healthcare, nutrition, and biotech. They discuss the Greater Nashville Private Capital Association event, trends in venture capital funding, the impact of political decisions on biotech innovation, Medicaid policy changes, the attack on PBMs, retail pharmacy challenges, healthcare earnings updates, and developments in AI regulation and corporate actions.Links3:32 - - F...
2025-04-281h 27
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:Further131 - LIVE - How Senator Frist Connects Climate Change to Heart Attacks, Mental Health, and Your Doctor’s OfficeIn this episode of the Health Further podcast, hosts Vic and Marcus sit down with former U.S. Senate Majority Leader and heart transplant surgeon, Senator Bill Frist, to explore the intersection of environmental policy, healthcare, and innovation. Senator Frist discusses his role as Global Board Chair of The Nature Conservancy and why climate change and biodiversity loss are now the greatest threats to human health. He shares stories from his recent trip to the Amazon, the medical breakthroughs enabled by nature, and how depolarizing political issues is key to scalable solutions. They dive into healthcare’s role in em...
2025-04-1628 min
Health:Further129 - Why Corporate VCs in Healthcare Might Be Your Startup’s Secret Weapon w/ Doba ParushevIn this episode, Vic and Marcus sit down with Doba Parushev, Managing Partner at Healthworx, to unpack the distinct differences between traditional and corporate venture capital, particularly within healthcare. Doba shares his career journey from engineering to Latin American VC, through McKinsey and Edison Partners, to leading Healthworx at CareFirst. The conversation covers the pros and cons of corporate VCs for startups, the expectations versus realities of these partnerships, how investment strategies are shaped by member needs, and Healthworx’s multi-pronged investment approach including its ventures, accelerator, studio, and LP programs. They also explore systemic inefficiencies in U.S. he...
2025-04-0856 min
Health:Further128 - How New Tariffs Are Disrupting Healthcare and the EconomyIn this episode, Vic and Marcus focus on the sweeping economic impact of the new “Liberation Day” tariffs, including market reaction, healthcare supply chain disruptions, inflationary concerns, and implications for startups and venture capital. They discuss shrinking margins in healthcare, funding shifts in tech and AI, layoffs at major institutions like Vanderbilt and UnitedHealth, the Circle IPO in the crypto space, and how the AI therapy chatbot study may reshape mental health treatment. The episode concludes with commentary on cyber threats, stablecoins, and the rapid policy changes reshaping Washington and Wall Street.15:15 - Trump Tari...
2025-04-051h 31
Health:Further127 - RFK’s Plan to Slash 20,000 Jobs and What It Means for HealthcareIn this episode, Marcus and Vic discuss the nonstop barrage of breaking political and economic news, starting with NCAA March Madness brackets and how NIL and the transfer portal have reshaped college sports. They cover February's unexpected 4.2% rise in home sales, Trump's proposed 25% car tariffs, and broader conversations on globalization, economic nationalism, and JD Vance’s key arguments at the American Dynamism conference. The hosts analyze implications of U.S. trade strategies, April's looming tariff escalations, and domestic reinvestment from companies like Johnson & Johnson. They also examine Silicon Valley’s shifting stance on Trump, tightening export controls on China, Dela...
2025-03-291h 31
Health:Further126 - The UFC’s Political Power Move and What It Means for U.S. HealthcareVic and Marcus break down how MMA, politics, and media are increasingly intertwined, starting with Conor McGregor’s presidential bid and the UFC's political influence. They discuss the Fed’s economic outlook, inflation, tariffs, and consumer sentiment. In healthcare, they cover CMS reforms, Medicare Advantage scrutiny, hospital mergers, FTC shakeups, and major investments in senior care, pathology, and hospital-at-home models. The episode wraps with concerns over proposed HIV funding cuts and the long-overdue reckoning with U.S. deficit spending.11:09 - Fed Dims Economic Outlook, Citing Uncertainty Over Tariffs WSJ14:27 - Consumer Sentiment Tanks as Americans Expe...
2025-03-221h 29
Health:Further125 - Market Chaos, Healthcare Cuts, and AI Breakthroughs—What’s Coming Next?Vic and Marcus discuss the volatile stock market and its connection to political uncertainty, the shifting media landscape, and the impact of global news narratives. They analyze the latest jobs report, Trump’s trade policies, and their effects on market stability, interest rates, and inflation. The episode covers the future of telehealth, major healthcare funding cuts, and their consequences for hospitals and medical research. They also examine the growing role of AI in medicine, the latest innovations in gene therapy, and China’s rapid advancements in artificial intelligence. The discussion concludes with insights into venture capital struggles, IPO market slow...
2025-03-151h 05
Health:Further124 - How AI and Market Shifts Are Breaking the SaaS Business Model w/Dave LambertVic sit down with Dave Lambert of RightSide Capital Management to discuss venture capital trends, SaaS investing, and how the startup landscape is evolving. Dave breaks down RightSide’s data-driven investment approach, focusing on ultra-diversified portfolios and quick decision-making. They explore the impact of AI on capital efficiency, why per-seat SaaS pricing is becoming obsolete, and how macroeconomic factors shape startup success. The conversation also covers shifts in fundraising, the growing role of healthcare SaaS, and why founders must prioritize profitability over endless funding rounds.Right Side Capital Website - https://www.rightsidecapital.com/Dave’s Email - http...
2025-03-1151 min
Health:Further123 - How New Tariffs, Job Cuts, and AI Innovation Are Reshaping the EconomyVic & Marcus dive into the latest economic and business news, starting with the ADP jobs report showing the smallest job gains since July. They analyze the impact of tariffs on U.S. markets, discuss the drop in credit scores among student loan borrowers, and examine a $100 billion investment in U.S. chip manufacturing. The conversation shifts to healthcare with funding updates in pediatric care, ophthalmology, and chronic pain treatment, followed by insights on the growing AI cloud market. They also discuss RFK Jr.'s policy changes on vaccine committees, Blue Cross Blue Shield’s antitrust lawsuit, and opioid settlements fo...
2025-03-081h 04
Health:Further109 - How AI is Saving Lives Every Day | A Deep Dive into the Future of Heart Care w/ Joel PorticeVic hosts an insightful discussion with Joel Portice, CEO of egnite, delving into the transformative role of data and AI in revolutionizing cardiovascular care. Joel shares his journey of leading five successful healthcare data companies, including the genesis and rapid growth of egnite, spun out from Edwards Life Sciences. They explore how egnite's flagship platform, Cardio Care, uses advanced analytics, machine learning, and AI to identify and manage cardiovascular patients, saving lives daily. The conversation also covers challenges in healthcare innovation, the impact of early detection, and how their subscription model bridges hospitals and industry partners to improve patient...
2024-12-2848 min
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:Further98 - Investing in Health: Transforming Care w/ Anna HaghgooieIn this episode of Health Further, host Vic sits down with Anna Haghgooie from Vouchercis to discuss her journey in venture capital, her role in building the Blue Venture Fund, and her insights on healthcare innovation. Anna shares her experience bringing together Blue Cross Blue Shield plans to invest in healthcare improvement and highlights her work at Vouchercis, where she focuses on deploying capital in value-based care models. She delves into the investment strategies around transforming healthcare, addressing systemic inefficiencies, and supporting companies that prioritize long-term impact. Additionally, Anna and Vic explore emerging trends in healthcare investment, the challenges...
2024-11-0545 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: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