Health:Further

189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare

Marcus Whitney & Vic Gatto — Sat, 09 May 2026 03:00:00 -0400

Vic and Marcus discuss the latest signals from the labor market and growing concerns around AI-driven layoffs, including workforce cuts at Coinbase, PayPal, and other major companies. They examine how AI is reshaping healthcare operations, payer strategies, and pharmaceutical distribution, with conversations covering IBM and OpenAI’s work with Elevance, Hims & Hers launching AI lab interpretation tools, Google’s push into consumer health, and Roche acquiring PathAI. The episode also covers RFK Jr.’s push to reduce antidepressant use, the SEC proposal to eliminate quarterly reporting, CVS and Oscar Health earnings, UPMC acquiring CommonSpirit’s Trinity Health assets, renewed momentum at Pfizer and Novo Nordisk, and the rapid convergence of AI agents, crypto payments, and cloud infrastructure through AWS, Coinbase, and Stripe.

Links

Story 1: Jobs market

1:52 - March Labor Market Was Stable, if Sluggish WSJ

3:08 - Job Market Starts to Show Glimmers of Good News WSJ

Story 2: Private Credit watch

4:02 - HSBC Takes $400 Million Hit From Private-Credit Alleged Fraud WSJ

Story 3: AI Org changes

5:20 - AI Is Forcing CEOs to Make a Stark Choice: Lay Off Workers or Make Them Do More WSJ

5:40 - Coinbase layoff X

10:46 - PayPal to Cut 20% of Staff Amid Turnaround Push WSJ

12:12 - IBM CEO Says AI Triggers Need for New Operating Models WSJ

Story 4: VC rundown

13:37 - Startup Enabling Aging at Home Raises $6M, Gains New MA and Medicaid Partnerships MedCity

15:32 - Enzo Health raises $20M to expand AI home health platform Mobi Health

17:09 - XCaliber Health scores $6.5M for workflow platform Mobi Health

19:06 - Village: $9.5 Million Raised For Specialty Pediatrics AI Platform Pulse 2.0

Story 5: Antidepressants

22:02 - RFK Jr. Wants to Wean Some Americans Off Antidepressants WSJ

Story 6: End of Quarterly requirements?

25:45 - SEC Proposes to Eliminate Quarterly Reporting Requirement for Public Companies WSJ

Story 7: Elevance

30:39 - California hospitals sue to block Elevance out-of-network penalty Modern Healthcare

Story 8: Payor earnings

33:22 - CVS’s Results Add to Positive Momentum for Health-Insurance Industry WSJ

35:48 - Oscar Health's profit hits $679M, membership rises in Q1 Fierce Healthcare

Story 9: UPMC

40:02 - UPMC to acquire CommonSpirit’s Trinity Health Modern Healthcare

Story 10: Health provider earnings

42:45 - Ardent touts outpatient volume, margin growth during hectic Q1 Fierce Healthcare

43:54 - Hinge Health lifts 2026 outlook after strong Q1 as it expands to new conditions Fierce Healthcare

Story 11: Pharma

44:50 - Pfizer Posts Better-Than-Expected Revenue, Profit WSJ

46:30 - Novo Nordisk Shares Jump on Strong Demand for Wegovy Pill WSJ

48:46 - Bayer to Buy Eye-Drug Developer Perfuse Therapeutics for Up to $2.45 Billion WSJ

49:41 - Roche shells out up to $1B for PathAI in move to boost artificial intelligence-powered diagnostics Fierce Healthcare

Story 12: Pharma

Hantavirus Case in Switzerland Spurs Race to Trace Contacts WSJ

57:06 - Global Health Officials Race to Track Hantavirus but Predict ‘Limited’ Outbreak NYT

Story 13: AWS agent payments

59:36 - AWS taps Coinbase and Stripe to power USDC payments for AI agents The Block

Story 14: Hims AI

1:02:57 - Hims & Hers debuts its first AI care agent to interpret biomarker lab results Fierce Healthcare

Story 15: Google Fitbit

1:04:44 - A comprehensive view of your health: Google Blog

1:06:27 - Google unveils Whoop-like screenless Fitbit Air TechCrunch

Story 16: Anth...

188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC

Marcus Whitney & Vic Gatto — Sat, 02 May 2026 03:00:00 -0400

Vic and Marcus cover Jerome Powell remaining on the Federal Reserve board and concerns around Fed independence, global instability including the UAE exiting OPEC and weakening international institutions, and hyperscaler dominance with strong earnings from Google, Amazon, and Microsoft driven by AI and cloud growth; they discuss venture funding trends including brain-computer interfaces and clinical AI models, FDA adoption of AI to accelerate clinical trials, and policy shifts including the withdrawal of Casey Means’ nomination and Cigna exiting ACA markets; the episode also explores payer performance, Humana’s partnership with Mark Cuban’s Cost Plus Drugs, pharma consolidation led by Eli Lilly, and rising acquisition costs in biotech; they examine societal impacts of reduced human interaction due to technology, crypto instability and DeFi bailouts, and major AI developments including OpenAI’s slowing growth, legal challenges, China blocking Meta’s acquisition of Manus, and the accelerating gap between AI systems and human expertise in medicine

Links

Story 1: Fed Meeting

3:04 - Powell to Remain on Fed Board, Citing Legal Pressure From Trump WSJ

Story 2: OPEC

5:45 - U.A.E.’s OPEC Exit Deals Major Blow to Cartel Amid Middle East Oil Squeeze WSJ

Story 3: Cloud providers

9:35 - Google Profit Jumps 81% as Cloud Business Booms WSJ

12:49 - Amazon Posts Double-Digit Growth Anchored by Booming Web Services WSJ

13:15 - Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist WSJ

Story 4: VC

15:54 - Axoft Raises $55M Series A to Advance Brain-Computer Interface Technology CityBiz

18:11 - Photon: $16 Million Raised To Modernize Prescription Infrastructure And Return Transparency To Patients Pulse 2.0

19:22 - Aidoc banks $150M backed by Goldman Sachs to scale clinical AI foundation model Fierce Healthcare

Story 5: FDA Looking to RWD

24:30 - FDA Turns to AI to Speed Up Clinical Trials WSJ

Story 6: Surgeon General

26:23 - Trump Withdraws Nomination of Casey Means for Surgeon General NYT

Story 7: Payors

29:54 - Cigna to exit ACA market, pursue strategic alternatives for eviCore unit Fierce Healthcare

31:01 - Centene swings to $1.5B profit as Medicaid business improves even as ACA membership falls by 2 million Fierce Healthcare

34:24 - Humana teams with Mark Cuban's Cost-Plus Drug Company Healthcare Finance

Story 8: UHS

36:13 - Universal Health Services' Q1 2026 earnings growth dampened by volume hits Fierce Healthcare

Story 9: Pharma

37:36 - Eli Lilly to Buy Ajax Therapeutics for Up to $2.3 Billion WSJ

39:06 - Sun Pharma to Buy U.S. Healthcare Firm Organon in $11.75 Billion Deal WSJ

40:47 - There’s a Revolution in Cancer. But Can Big Pharma Afford It? WSJ

Story 10:

43:20 - We’re All Talking to Each Other Less Than We Did a Decade Ago WSJ

Story 11: Robinhood

50:00 - Robinhood Profit Rises on Boost From Prediction Markets, Gold Subscriptions WSJ

Story 12: Aave

51:48 - Crypto Rushes to Bail Out Decentralized Lender Targeted by Hackers WSJ

Story 13: AI Diagnosing Patients

56:23 - In real-world test, an AI model did better than ER doctors at diagnosing patients NPR

N/A - Performance of a large language model on the reasoning tasks of a physician Science

Story 14: OpenAI

58: 11 -OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO WSJ

1:00:20 - OpenAI Sued by Seven Families Over Mass Shooting Suspect’s ChatGPT Use WSJ

1:01:35 - Elon Musk Testifies He Was a ‘Fool’ to Fund OpenAI WSJ

Story 15: China

1:02:41 - China Bans Meta’s Acquisition of Manus on National Security Grounds WSJ

1:03:53 -

187 - Trump Legalizes Medical Marijuana, China Beat Nvidia Without Chips, Gene Therapy Restores Hearing

Marcus Whitney & Vic Gatto — Sat, 25 Apr 2026 03:00:00 -0400

Vic and Marcus recap insights from the Health Evolution Summit, focusing on high-value networking versus weak conference content, then break down major economic and policy developments including Kevin Warsh’s expected appointment as Fed Chair, the end of the investigation into Jerome Powell, and shifts in Fed governance. They cover venture activity across AI healthcare, biotech resurgence, and crowded revenue cycle startups, alongside new accelerators backed by Anne Wojcicki. Policy wins include FDA gene therapy breakthroughs, marijuana reclassification, and faster CMS coverage pathways. The episode dives into payer performance with improved MLR trends, ongoing health system struggles, and biotech deal momentum led by Eli Lilly. They explore AI’s growing role in healthcare, including dementia care and OpenAI launching clinical tools, while also unpacking infrastructure pressures from data center demand, chip innovation, and inference growth. The episode closes with geopolitical tensions in AI, highlighting Nvidia vs China debates, the rise of DeepSeek, and rapid advancements in robotics performance.

Links

Story 1: Kevin Warsh - Fed

5:12 - Warsh Pledges Independence at Fed Hearing WSJ

6:11 - DOJ drops investigation into Fed’s Powell Roll Call

Story 2: VC

8:36 - Amperos Health secures $16M in series A funding, unveils AI-native denial management solution Fierce Healthcare

9:37 - Tortugas comes out of its shell with $106M to fund 4 phase 2-stage neuro drugs licensed from Asia Fierce Healthcare

11:59 - Courier Health scores $50M to scale CRM technology Mobi Heath

12:53 - Ethermed: $8.5 Million Series A Brings Total Funding To $15 Million+ To Scale AI Prior Authorization Platform Pulse 2.0

13:19 - Esther and Anne Wojcicki back new healthcare accelerator, fund TechCrunch

Story 3: 1st Gene Therapy

14:54 - FDA Approves First-Ever Gene Therapy to Restore Hearing WSJ

Story 4: Marijuana reclassified

16:51 - Trump Administration Reclassifies Marijuana as Less Dangerous Drug WSJ

Story 5: RAPID

18:44 - CMS and FDA announce RAPID Medicare coverage for breakthrough medical devices Healthcae Finance

Story 6: Payor Financial Reports

20:43 - UnitedHealth Shows Signs of Turnaround With Strong Quarterly Results WSJ

21:58 - Molina controls costs in Q1 but future Medicaid spending in doubt Healthcare Dive

22:33 - Elevance perks up in 2026 though Medicare Advantage payout could ding profits Healthcare Dive

Story 7: CHS Reports Loss

23:11 - Flagging first-quarter volumes dragged CHS’ earnings Healthcare Dive

Story 8: Pharma Rundown

23:58 - Boston Scientific Net Grows Sharply WSJ

24:56 - Two Drugs Stir Hope for Treatment of Deadly Pancreatic Cancer NYT

25:41 - After Lilly’s $7B Kelonia deal, are there any in vivo CAR-T biotechs left to buy? Fierce Healthcare

Story 9: Pharma Rundown

26:58 - New York Sues Coinbase, Gemini Over Crypto Exchanges’ Prediction Markets WSJ

Story 10: AI for Dementia

32:03 - For Dementia Patients, AI Can Be a Good, Non-Judgmental Listener WSJ

Story 11: OpenAI

33:44 - OpenAI launches ChatGPT for Clinicians, a free AI tool for physicians, NPs and pharmacists Fierce Healthcare

37:03 - OpenAI's GPT-5.5 is here, and it's no potato: narrowly beats Anthropic's Claude Mythos Preview on Terminal-Bench 2.0 Venture Beat

Story 12: Datacenters and Infrence

39:17 - Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit WSJ

43:38 - Intel Shares Jump 20% as AI Agents Drive Big Growth WSJ

44:22 - Google Introduces Specialized Chip for New Wave of AI Computing WSJ

47:06 - Dwarkesh Podcast w/ Jensen - YouTube

51:54 - Deepseek on X - X

Story 13: Robot Marathon

56:05 - Chinese Robot Beats Human Best Time in Half-Marathon, After a Stumble WSJ

186 - How AI Agents Are Quietly Rewriting Jobs, Healthcare, and the Economy

Marcus Whitney & Vic Gatto — Sat, 18 Apr 2026 03:00:00 -0400

Vic and Marcus break down a surge in AI development, starting with Vic’s hands-on experience building autonomous agents and what it reveals about the future of work, productivity, and identity. They discuss the growing gap between economic growth and job creation, the psychological impact of AI on workers, and parallels to past industry disruptions. The episode covers venture activity in healthcare, including AI-native operating systems, fertility innovation, and value-based care startups, alongside policy updates like digital health reimbursement models and system-wide labor tensions. They examine the expanding role of GLP-1 drugs beyond weight loss, major pharma momentum, and the increasing convergence of AI and healthcare. The conversation shifts to infrastructure challenges with data centers, global competition, and regulatory friction, before diving into rapid AI advancements across OpenAI, Anthropic, Google, and robotics, ending with a broader reflection on purpose, identity, and adapting in an accelerating world.

Links

Story 1: Economic Rundown

12:32 -The Economy Is Growing, Jobs Aren’t. Why That Might Be OK. WSJ

18:50 - Process to Refund Tariffs to Begin Next Week WSJ

19:22 - U.S. Economy Remains Resilient in Face of Iran War, Banks Say WSJ

Story 2: VC

20:06 - Keebler Health secures $16M in series A funding for AI-powered risk adjustment platform Fierce Healthcare

20:36 - AI-Enabled Fertility Care and Longevity Provider ONTO Health Closes $20 Million Series funded by ARTIS and Humania Yahoo

N/A - Helical raises $10M seed for virtual pharma AI lab Axios

21:05 - Ultralight Raises $9.3M Seed Round SaaS News

22:32 - Joyful Health Raises $17M in Series A Funding for FinTech FinSms

Story 3: FDA Peptides

23:01 - FDA moves toward easing restrictions on certain peptides Healthcare Dive

Story 4: ACCESS

23:56 - CMS accepts more than 150 providers, digital health firms for ACCESS model Healthcare Dive

Story 5: BSW Exits ACA & Medicaid

25:38 - Baylor Scott & White Health Plan to depart individual market, Medicaid this year Fierce Healthcare

Story 6: Walmart Better Care

27:59 - Walmart expands digital health platform’s weight loss offerings, including GLP-1 prescribing Healthcare Dive

Story 7: UC Health Strike

28:19 - UC Health workers plan open-ended, system-wide strike for May 14 Fierce Healthcare

Story 8: J & J

30:28 - J&J’s First-Quarter Sales Grow on Cancer-Drug Strength WSJ

Story 9: Lilly Acq

31:32 - Lilly makes preclinical ADC specialist CrossBridge its latest acquisition in vague $300M deal Fierce Healthcare

Story 10: ?

32:34 - (The New York Times) Online and in Doctors Offices. People are Finding that GLP-1s

Story 11: Web 3

35:28 - Elon Musk’s X Money Stands to Disrupt Payments and Pressure PayPal

38:18 - Charles Schwab Begins Rollout of Spot Bitcoin, Ethereal trading Platform

Story 12: Anthropic

39:38 - Anthropic Adds Novartis CEO to Board WSJ

40:42 - Anthropic Releases Claude Opus 4.7 to Remind Everyone How Great Mythos Is Gizmodo

Story 13: Open AI

43:14 - OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity 9to5Mac

43:40 - OpenAI’s big Codex update is a direct shot at Anthropic’s Claude Code The Verge
OpenAI unveils GPT‑5.4‑Cyber, an AI model for defensive cybersecurity - 9to5Mac Verge

Story: 14 Data Center Fights

45:29 - Elon Musk’s xAI Sued by NAACP Over Memphis Data Center WSJ

47:49 - Maine Lawmakers Pass Ban on Large Data Centers WSJ

48:38 - AI Is Using So Much Energy That Computing Firepower Is Running Out WSJ

Story 15: Gemini

51:02 -Google launches a Gemini AI app on Mac The Verge

51:59 - DeepMind launches Gemini Robotics-ER 1.6 to meet precise physical AI demands SilconAngle

185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare

Marcus Whitney & Vic Gatto — Sat, 11 Apr 2026 03:00:00 -0400

Vic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI creates new roles and skill demands, while also examining venture activity including Yuzu Health’s funding and broader digital health investment trends. The episode covers major healthcare policy shifts like Medicare Advantage rate changes, California’s stance on private equity in medical practices, and health system performance driven by scale. They also explore breakthroughs in osteoarthritis treatments, ongoing challenges with nurse burnout and workforce retention, and increasing cybersecurity risks in healthcare platforms. The conversation expands into pharma developments, GLP-1 market expansion, and direct-to-consumer healthcare models. Finally, they dive deep into AI’s accelerating impact, including data center pushback, emerging policy frameworks, quantum security risks, and the implications of next-generation AI models capable of exposing widespread system vulnerabilities.

Links

Story 1: Economic Rundown

1:07 - US economy grew a sluggish 0.5% in fourth quarter, government says, downgrading previous estimate AP

1:47 - Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust WSJ

4:04 - Why More People Are Dropping Out of the Job Market WSJ

6:20 - The New Jobs Being Created by AI WSJ

Story 2: Q1 VC Growth & AI firms enter Health

8:27 - Yuzu Health Raises $35M in Series A Funding FINSMES

9:46 - Q1 2026 funding overview: Capital continues concentrating and four other market signals Rock Health

12:02 - Anthropic acquires stealth AI startup Coefficient Bio in $400M deal: reports Fierce Healthcare

Story 3: CA Limiting PE in Healthcare

13:18 - California AG Urges Walling Off Medical Practices From Private Equity Rob Bonta stakes out a strict position on private equity’s roe in healthcare WSJ

Story 4: HHS moves

19:05 - CMS finalizes higher Medicare Advantage rates for 2027 in gift to insurers Healthcare Dive

20:57 - Federal Agency Unveils Three Potential Osteoarthritis Treatments NYT

Story 5: Advocate Improved Financials

22:45 - Advocate Health improves to 4% operating margin, $4.6B bottom line across 2025 Fierce Healthcare

Story 6: Nurse Job Satisfaction

24:55 - Nurses' job satisfaction stumbles after post-pandemic gains: survey Fierce Healthcare

Story 7: Hims Cyber Attack

27:35 - Hims & Hers says limited data stolen in social engineering attack Healthcare Dive

Story 8 - 2 Acquisitions

29:20 - Gilead to buy cancer biotech Tubulis for more than $3 billion Stat

29:56 - Neurocrine to Buy Soleno, Nabbing Drug for Relentless Hunger Disorder WSJ

Story 9 - GLP-1 wars

30:54 - Novo Nordisk Launches Higher-Dose Wegovy Weight-Loss Shot in U.S. WSJ

31:23 - Eli Lilly launches oral GLP-1 drug across US through Lilly Direct, telehealth providers Fierce Healthcare

Story 10 - Using AI for Health Data Analysis

32:11 - I Uploaded My Blood Work to AI. Am I Oversharing? WSJ

Story 11 - Q-Day Getting Close

35:11 - Cloudflare targets 2029 for full post-quantum security Cloudflare

Story 12-OpenAI Advising World Governments while States Resist Data Centers

38:09 - Industrial Policy for the Intelligence Age: Ideas to Keep People First OpenAI

41:48 - These Cities and States Are Taking Aim at Data Centers WSJ

Story 13 - Anthropic Glasswing & Mythos

45:00 - Anthropic Set to Preview Powerful ‘Mythos’ Model to Ward Off AI Cyberthreats WSJ

49:43 - Anthropic Teams Up With Its Rivals to Keep AI From Hacking Everything Wired

184 - How AI Created a Billion-Dollar Company With Just 2 People

Marcus Whitney & Vic Gatto — Sat, 04 Apr 2026 03:00:00 -0400

Vic and Marcus recap the Jumpstart Health Summit, including a workshop where non-technical founders built full AI-driven products and an agentic investment bank in under 48 hours, followed by key discussions from the summit on healthcare transformation, AI infrastructure, venture capital evolution, and leadership changes at Jumpstart Health. They break down major economic signals including declining job openings, stock market performance, and rising risks in private credit markets, then analyze healthcare policy shifts targeting hospital pricing practices and UnitedHealthcare’s push into AI-driven member tools. The episode also covers major pharma momentum led by Eli Lilly across acquisitions, GLP-1 advancements, and AI-powered drug discovery, alongside emerging trends in crypto-backed mortgages, agentic commerce, and Coinbase’s expanding role in financial infrastructure. They close with a deep dive into AI disruption, highlighting a two-person billion-dollar company, open-source model acceleration, security risks, and breakthroughs that could reshape hardware demand and the future of work.

Links

Story 1 Jobs and Equity market

11:37 - U.S. Job Openings and Hiring Fell in February WSJ

18:10 - Here’s What Worked During a Rough Quarter for Markets WSJ

Story 2 Private credit watch

19:17 - What Banks Stand to Lose From the Private-Credit Mess WSJ

Story 3 VC rundown

23:14 - WHOOP Secures $575M, Reaches $10B Valuation MedCity

Story 4 DOJ v NY Pres

25:21 - Justice Department Files Antitrust Lawsuit Against NewYork-Presbyterian WSJ

Story 6 UHG launches AI Companion

30:12 - UnitedHealthcare launches Avery, a generative AI companion for members Fierce Healthcare

Story 7 1st Reimbursement for Robot Companion

32:22 - Intuition Robotics secures Medicaid coverage for social AI robot ElliQ in Washington State Fierce Healthcare

Story 8 Eli Lilly moves

37:21 - Eli Lilly to Buy Centessa Pharmaceuticals for Initial $6.3 Billion WSJ

37:55 - Eli Lilly Gets Speedy FDA Nod for Oral GLP-1 Drug, a Competitor to New Novo Nordisk Pill MedCity

38:52 - Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market CNBC

Story 9 Web3 rundown

39:54 - Fannie Mae to Accept Crypto-Backed Mortgages for the First Time WSJ

41:54 - Coinbase’s AI payments system joins Linux Foundation, gathers support from Google, Stripe, AWS and others Coindesk

45:57 - Coinbase clears key regulatory hurdle in bid to bolster its stablecoin business CNBC

Story 10 1st $B - 2 person AI startup is healthcare

47:24 - How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company NYT

Story 11 Antropic

50:27 - Anthropic Races to Contain Leak of Code Behind Claude AI Agent WSJ

51:19 - Claw Code Launches Open-Source AI Coding Agent Framework With 72,000 GitHub Stars in First Days 24-7

Story 12 Google

54:00 - Google announces Gemma 4 open AI models, switches to Apache 2.0 license ArsTechnica

56:30 - Google now lets you direct avatars through prompts in its Vids app TechCrunch

57:00 - Google’s TurboQuant Breakthrough Just Rewrote the AI Playbook Yahoo

183 - AI Agents Are Coming for Your Job Faster Than Anyone Expected

Marcus Whitney & Vic Gatto — Sat, 28 Mar 2026 03:00:00 -0400

Vic and Marcus discuss rising energy costs and their ripple effects across the economy, declining tourism, and ongoing financial pressure tied to global instability. They break down major healthcare funding deals including telehealth weight loss platforms and AI governance in health systems, along with payer struggles and pharmaceutical acquisitions. The episode explores legal shifts around social media liability and Section 230, contrasting platform responsibility with internet infrastructure. They cover policy updates in Medicaid and rural hospital funding, trends in tokenized financial markets, and AI developments across healthcare, enterprise, and consumer platforms. The conversation closes with a deep dive into the evolution of AI agents, digital workers, and the shift toward autonomous systems that could redefine how individuals and companies operate.

Links

Story 1 - Energy prices

2:34 - How Americans Are Navigating Higher Energy Costs on Every Front WSJ

Story 2 - VC Rundown

5:42 - GLP-1 unicorn raises $200 million from Tom Brady, others Axios

7:48 - Qualified Health locks in $125M in fresh funding to scale enterprise AI at health systems Fierce Healthcare

Story 3 - Section 230 Challenged

9:16 - Meta and YouTube Lose Landmark Social-Media Addiction Trial WSJ

16:24 - Supreme Court Limits Liability for Internet Service Providers WSJ

Story 4 - Peds Wrap-around payment model

Story 5 - Cash available for Rural Health systems

23:27 - Rural hospitals could apply for temporary interest-free construction, renovation loans under new bipartisan bill Fierce Healthcare

Story 6 - Higmark results

24:45 - Highmark reports $175M net loss for 2025 as financial headwinds batter health plan Fierce Healthcare

Story 7 - 2 Pharma Deals

25:10 - Merck Reaches Nearly $6 Billion Deal for Cancer Biotech Terns WSJ

26:03 - Gilead Sciences gains opportunity for immune system reset with $1.7B Ouro acquisition MedCity

Story 8 - Dance therapy

27:33 - Tango Therapy: How the Dance of Passion Is Helping Parkinson's Patients NYT

Story 9 - Tokenized Stocksl

29:04 - NYSE Partners With Securitize to Develop 24/7 Tokenized Securities Platform WSJ

Story 10 - OpenEvidence expands product offereing

29:53 - OpenEvidence rolls out AI medical coding feature Fierce Healthcare

Story 11 - Optum using AI to reduce Fraud

32:05 - A look at how Optum Rx is using AI to address pharmacy fraud, waste and abuse Fierce Healthcare

Story 12 - OpenAI moving to enterprise

33:56 - OpenAI Scraps Sora Video Platform Months After Launch WSJ

35:23 - OpenAI abandons yet another side quest: ChatGPT’s erotic mode TechCrunch

37:46 - OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say Reuters

Story 13 - Google’s Gemini coming to Siri

41:59 - New details on Apple-Google AI deal revealed, including Gemini changes: 9to5 mac

Story 14 - Google releases Figma Competitor

44:52 - I 'Vibe Designed' a Website in Minutes Using Google Labs' Stitch Tool CNet

182 - Why Healthcare Costs Are About to Flip Everything You Know

Marcus Whitney & Vic Gatto — Sat, 21 Mar 2026 03:00:00 -0400

Vic and Emily Evans discuss the Fed holding rates and the declining influence of monetary policy, Turquoise Health’s $40M raise and the shift toward payment infrastructure, and the broader slowdown in healthcare spending growth. They explore consumer-driven healthcare models, political tensions around insurance and affordability, and upcoming policy shifts. The episode also covers vaccine policy changes, cancer immunotherapy efforts, CMS’s new wearable-driven care model, the rise of ketamine prescriptions, crypto regulation clarity, tokenized markets, AI’s expanding role in healthcare and business, and the growing challenge of trust in an era of synthetic media.

Links

Story # 1 Fed Meeting

00:59 - Fed Holds Rates Steady as Iran War Clouds Outlook WSJ

Story # 2: Price transparency deals

6:05 - Turquoise Health raises $40M to power healthcare contracts, payments Fierce Healthcare

Story # 3 Payers still in Crosshairs

19:56 - Democratic senators detail plans to take on 'Big Insurance' Fierce Healthcare

Story # 4 Vaccine Drama

27:18 - Federal court blocks RFK Jr.’s moves to upend US vaccine policy, Healthcare Dive

27:29 - Health Groups Hailed a Vaccine Ruling, but Their Relief May Be Short-Lived NYT

29:34 - HHS Has a Potential Solution for Cancers That Keep Coming Back: Vaccines WSJ

Story # 5 ACCESS program

31:24 - Discussion of the ACCESS program CMS website

Story # 6 Sutter’s expansion

37:01 - Sutter, Allina Health to form $26B nonprofit system

Story # 7 Ketamine risks

38:56 - She Hoped Ketamine Would Rewire Her Brain. She Didn’t Live to See It Work. WSJ

Story # 8 Tokenizing Equities

42:24 - SEC and CFTC unveil new crypto guidance declaring most digital assets are not securities The Block

46:26 -

Story # 9 Maven Intelligence

49:39 - Maven Clinic expands AI capabilities with genAI agent built on OpenAI, Google LLMs Fierce Healthcare

Story # 10 MS v. OpenAI

52:53 - Microsoft Looking To Sue OpenAI Over New Amazon Deal: Here's Why Free Press

Story # 11 1st AI Actor

1:02:45 - Val Kilmer Resurrected by AI to Star in ‘As Deep as the Grave’ Movie Variety

181 - AI, Tokenized Markets, and Why Healthcare Is Carrying the U.S. Job Market

Marcus Whitney & Vic Gatto — Sat, 14 Mar 2026 03:00:00 -0400

Vic and Marcus discuss the latest macro forces shaping healthcare and technology, starting with inflation trends, rising oil prices, and how geopolitical tensions involving Iran could impact global markets and supply chains. They examine how healthcare has become the primary driver of U.S. job growth while questioning whether the industry can sustain the broader labor market long term. The conversation covers venture funding activity including AI healthcare startups, maternal health investments, and the growing debate over massive venture rounds in the AI era. They also analyze major industry developments such as CVS and Aetna resolving Medicare Advantage investigations, the acquisition of Talkspace by UHS to expand behavioral health services, and Novo Nordisk’s ongoing struggles in the GLP-1 market. The episode closes with a wide-ranging discussion on tokenized financial markets, the rapid expansion of AI infrastructure, big tech’s increasing control over healthcare through platforms like Microsoft, Google, and Amazon, and how AI may become the new front door to healthcare access.

Story # 1 CPI, War & Healthcare jobs

1:50 - Inflation Holds Steady, but Iran War Threatens to Boost Prices WSJ

4:33 - Escalating Hormuz Crisis Raises Specter of Prolonged Closure WSJ

6:05 - Health Care Has Become the Lifeblood of the Labor Market NYT

Story # 2 VC deals

10:17 - New Medicaid-focused doula provider Malama launches with $9.2M Fierce Healthcare

12:17 - Amigo AI Raises $11M to Close the Gap Between Healthcare Demand and Clinical Capacity AlleyWatch

12:59 - Nitra Rakes In $187M to Simplify the Business of Running a Healthcare Practice MedCity

Story # 3 Changes (again) at FDA

21:07 - Vinay Prasad, controversial FDA leader, to again depart agency Healthcare Dive

Story # 4 Aetna settlement

22:52 - Aetna to pay $117.7M to settle Medicare Advantage upcoding allegations: DOJ Fierce Healthcare

Story # 5 Health Systems Bullish

23:59 - Despite insurers' expense pains, Tenet Healthcare is securing healthy commercial rates through 2027 Fierce Healthcare

25:29 - Why UHS Is Acquiring Talkspace for $835M MedCity

Story # 6 Novo

27:48 - Novo Nordisk to Sell Weight-Loss Drugs Through Hims & Hers WSJ

29:07 - FDA Warns Novo Nordisk of Unreported Side Effects Tied to GLP-1 Patients WSJ

Story # 7 Tokenizing Wall Street

29:47 - Nasdaq Partners With Kraken in Plan for 24/7 Tokenized Stock Trading WSJ

31:31 - Tokenized Stocks Are Coming to a Market Near You: Five Things to Know WSJ

Story # 8 Big Tech AI in Healthcare

33:18 - Oracle Shares Jump as AI Demand Outpaces Supply WSJ

35:17 - Microsoft unveils Copilot Health as an AI health companion for consumers Fierce Healthcare

37:32 - CVS, Humana & More Are Turning to Google’s AI Models MedCity

40:15 - Amazon One Medical CMO: AI Is the Front Door to Healthcare MedCity

180 - AI Is Restructuring the Global Economy Faster Than Anyone Expected

Marcus Whitney & Vic Gatto — Sat, 07 Mar 2026 03:00:00 -0500

Marcus and Vic break down a turbulent week across geopolitics, markets, technology, and healthcare, starting with escalating conflict involving Iran and the economic volatility rippling through global markets. They examine rising uncertainty in the economy, the growing push for European tech independence from U.S. platforms, and how reliability concerns are driving companies toward self-hosted AI models. The conversation moves into financial risk as private credit giants like Blackstone face redemption pressure, the legal chaos surrounding $130B in tariff refunds, and several major healthcare venture deals including Sage, Third Way Health, KeyCare, and Grow Therapy. They also explore policy shifts such as RFK Jr.’s push to add nutrition to medical education, payer industry developments including potential sanctions against Elevance, leadership changes at Cigna, CVS partnering with Google for a new consumer health platform, and Eli Lilly going direct to employers with obesity drugs. The episode closes with a deep dive into crypto’s accelerating integration with traditional finance, OpenAI’s Pentagon controversy and the lukewarm reception to GPT-5.4, and a broader look at how companies from Oracle to Morgan Stanley to Colgate are restructuring their workforces around AI.

LInks

Story # 1 Economy Volatility

5:59 - Stock Market Today: Dow Drops 1.6%, Oil Pushes Above $80 WSJ

11:37 - Blackstone Played Down Private-Credit Risks. Now It’s Been Hit. WSJ

17:02 - Judge Orders Government to Begin Refunding More Than $130 Billion in Tariffs WSJ

Story # 2 VC deals

19:56 - Sage: $65 Million Raised For AI-Powered Senior Care Platform Pulse 2.0

20:24 - Third Way Health Secures $15M to Streamline Front-Office Operations for Medical Practices MedCity

21:07 - KeyCare raises $27.4M to scale Epic-integrated virtual care platform Mobi Health

22:28 - Grow Therapy Raises $150M to Expand Employer, Health System Partnerships MedCity

Story #3 Medical Shools add Nutrition

23:59 - How Kennedy Is Trying to Revamp Medical School NYT

26:21 - Dozens of medical schools meet RFK Jr.'s call for greater nutrition education Fierce Healthcare

Story # 4 Payor Rundown

31:10 CMS threatens Elevance with Medicare Advantage sanctions Healthcare Dive

30:07 - Cigna Names Brian Evanko CEO as David Cordani Retires WSJ

31:10 - CVS unveils Health 100, its new Google-powered consumer engagement platform Fierce Healthcare

Story # 4 Lilly Extends Advantage

33:36 - Eli Lilly launches its direct-to-employer platform for obesity drugs Fierce Healthcare

Story #5 Web3 migrating into Traditional Finance

34:53 - Kraken Becomes First Crypto Firm to Win Access to Fed’s Core Payments System WSJ

39:01 - NYSE owner invests in crypto exchange OKX at $25bn valuation X

40:04 - Trump sides with crypto firms in trillion-dollar battle with banks over stablecoin yield CNBC

Story #6 Open AI

47:09 - OpenAI CEO Sam Altman Defends Pentagon Work to Staff, Calls Backlash ‘Really Painful’ WSJ

49:05 - OpenAI introduces GPT-5.4 with more knowledge-work capability ArsTechnica

Story #7 AI Corp Reorgs

53:26 - Oracle Reportedly Plans Thousands Of Layoffs Amid Growing AI Spend Stockwits

54:56 - Morgan Stanley Lays Off 2,500 Employees Across All Divisions WSJ

56:09 - The AI Evangelist Shaking Up a 220-Year-Old Toothpaste Maker WSJ

179 - Anthropic vs The Pentagon | The AI Showdown That Could Reshape Government Technology

Marcus Whitney & Vic Gatto — Sat, 28 Feb 2026 03:00:00 -0500

Vic and Marcus unpack a chaotic week across AI, markets, healthcare, and crypto. They begin with a viral Substack post outlining a “2028 Global Intelligence Crisis” that triggered market volatility and reignited debate over mass white-collar job displacement. They examine Block’s decision to cut more than 40% of its workforce amid AI-driven efficiency gains and debate whether entrepreneurship will replace traditional employment. The conversation moves through new AI startups transforming medtech sales and credentialing, automation in healthcare front offices and pathology, and escalating Medicaid and ACA policy shifts that could impact deductibles and medical debt. They discuss ongoing GLP-1 coverage battles, pharma competition between Novo Nordisk and Eli Lilly, and enforcement actions against payer ghost networks. The episode also covers stablecoin growth, Coinbase’s expansion into U.S. stock trading, and the rise of agent-to-agent AI payments. They close with a high-stakes clash between the Trump administration and Anthropic over military AI use, exploring brand integrity, national security, and the future relationship between AI companies and the federal government.

Links

Story #1 AI Fears Shake Market

1:25 - THE 2028 GLOBAL INTELLIGENCE CRISIS Substack

7:32 - Jack’s announcement X

Story #2 VC Deals

13:57 - MedScout Raises $10M and Launches AI Agents for MedTech Commercial Teams Healthcare Dive

15:24 - Altman-backed startup Verifiable rolls out AI agent to automate credentialing Fierce Healthca

17:24 - Third Way Health raises $15M for front-office AI Axios

18:12 - Coral Care Raises $13M to Scale In-Home Pediatric Therapy MedCity

Story #3 Feds Pause $ for MN

18:49 - Vance Announces Pause of Nearly $260 Million in Minnesota Medicaid Funding WSJ

22:54 - CMS unveils new initiatives aimed at cracking down on healthcare fraud Fierce Healthcare

Story #4 Health costs Rise & State Law Changes

24:27 - New A.C.A. Plans Could Increase Family Deductibles to $31,000 NYT

25:26 - State lawmakers seek restraints on wage garnishment for medical debt Fierce Healthcare

Story #5 Payer Legal Fights

28:00 - Worker did not plausibly argue obesity was a disability, 1st Circuit finds Healthcare Dive

30:44 - New York secures more than $2.5 million from EmblemHealth over ghost networks Healthcare Finance

Story #6 Novo Turn aournd or not?

31:29 - Novo Nordisk Shares Plunge After Obesity Drug Fails to Beat Zepbound WSJ

32:32 - Eli Lilly’s Zepbound Gets FDA OK for Multi-Dose Pen WSJ

Story #7 Web3 Wakes up

33:51 - Circle Internet’s Quarterly Profit Surges on Stablecoin Demand WSJ

36:50 - Coinbase Pursues ‘Everything Exchange’ Concept With US Stock Trading Debut PYMNTS

Story #8 Health AI expansions

40:20 - OpenEvidence releases AI-integrated dialer feature to expand its reach with clinicians, Fierce Healthcare

41:21 - Labcorp expands PathAI pact to roll out digital pathology platform in US Healthcare Dive

Story #9 Anthroopic

42:20 - Hegseth gives Anthropic until Friday to back down on AI safeguards, Axios

44:19 - Statement from Dario Amodei on our discussions with the Department of War Website

178 - No Humans Required | The Race Toward Fully Autonomous Clinical AI

Marcus Whitney & Vic Gatto — Sat, 21 Feb 2026 03:00:00 -0500

In this episode of Health Further, hosts Vic and Marcus discuss the latest healthcare VC activity including Daffodil Health’s $16.3M raise for AI claims automation and Anterior’s $40M round accelerating AI adoption in health plans, followed by a deep dive into leadership shakeups at HHS, the resignation of a top FDA scientist amid concerns about political influence, and RFK Jr.’s continued restructuring at the CDC. They examine the rollout of the CMMI Access Model and what it signals about AI-first and tech-enabled care in rural America, review financial turnarounds at Community Health Systems, CommonSpirit, and Ascension, unpack conflicting diagnostic standards in Alzheimer’s disease and emerging drug repurposing research, and close with a discussion on NYU Langone’s prediction of fully autonomous clinical AI within five years and OpenAI’s acquisition of OpenClaw, exploring both the productivity upside and significant security risks of autonomous AI agents.

Story #1 2 AI for Payors VC Deals

1:25 - Daffodil Health raises $16.3M for AI claims automation MobiHealth

2:18 - Anterior Closes $40 Million to Accelerate Health Plan AI Adoption, Bringing Total Funding to $64 Million Healthcare IT

Story #2 HHS Leadership Changes

4:12 - Top FDA Scientist Explains Why He Quit After Getting a Promotion From RFK Jr. WSJ

9:33 - RFK Jr. Continues Leadership Shake-Up, Placing Top Lieutenant in Charge of CDC WSJ

Story #3 ACCESS gains Payor Commits

13:25 - Payers sign pledge to join CMMI ACCESS Model Fierce Healthcare

Story #4 Health System Results

17:17 - Community Health Systems wraps 2025 with narrow gains, flagging same-store volumes Fierce Healthcare

19:46 - CommonSpirit's volume gains, efficiency initiatives fuel 'noticeable' quarterly performance bump Fierce Healthcare

21:02 - Ascension posts net profit as it looks to outpatient growth Healthcare Dive

Story #5 Alzheimer’s

22:15 - Why Doctors Can’t Agree on How to Diagnose Alzheimer’s WSJ

26:02 - Viagra and shingles vaccine show surprising promise against Alzheimer’s Science Daily

Story #6 No HITL?

28:03 - NYU Langone Health: We’re Close to Clinical AI with No Human in the Loop MedCity

Story #7 OpenClaw Acquhire

31:32 - This Viral AI Project Went From Side Hustle to Coveted Prize in Three Months WSJ

177 - When AI Fights Back: Anthropic, Alignment, and the Future of Human Control

Marcus Whitney & Vic Gatto — Sat, 14 Feb 2026 03:00:00 -0500

Vic and Marcus break down January’s unexpected jobs uptick and why healthcare continues to dominate employment growth while capital outpaces labor across the broader economy. They analyze record market caps for major tech companies, the widening gap between corporate earnings and wages, and what that means for the future workforce. The episode explores two unicorn care navigation startups taking opposite approaches, new ACA policy shifts expanding non-standard plan options, and accelerating interoperability through TEFCA. They unpack the 340B rebate battle, mounting rural hospital closures, robotics in maternity care, Humana’s aggressive Medicare Advantage growth strategy, payer layoffs and restructuring, Novo Nordisk’s escalating fight with Hims & Hers, and a major Anthropic funding surge alongside revelations that its AI model exhibited blackmail behavior during testing—leading to a broader discussion about alignment, control, and whether AI is still just a tool.

Links

Story #1 Jobs, Hiring and share of Profits

1:10 - U.S. Hiring Starts the Year at a Strong Pace NYT

3:44 - The Big Money in Today’s Economy Is Going to Capital, Not Labor WSJ

Story #2 Two Approaches to Care Navigation

7:57 - Solace Health Reaches Unicorn Status by Taking the ‘Homework’ Out of Care Navigation MedCity

9:27 - Care navigation startup Garner Health scores $118M series D at $1.35B valuation Fierce Healthcare

Story #3 Policy Continues to Move Fast

11:32 - CMS plans to roll back limits on nonstandard ACA plan options Fierce Healthcare

15:20 - 500M records exchanged through TEFCA, federal health IT office boasts Fierce Healthcare

17:59 - HHS drops controversial 340B rebate pilot Healthcare Finance

19:49 - Senate Questions Health Care Firm for Profiting Off Program Meant for Poor NYT

Story #4 Humana

22:16 - Humana Reports Wider Quarterly Loss, Expects 2026 Earnings Decline WSJ

24:07 - Humana CEO hints at upcoming primary care deal Beckers

25:47 - Humana could end 2026 as the largest Medicare Advantage insurer Healthcare Dive

Story #5 Signs of Recovery in Payors

26:45 - CVS Profit, Revenue Climb as Turmoil Continues in Health-Insurance Sector WSJ

27:32 - Oscar posts $443M loss in 2025, but CEO says company is poised for 2026 profitability Fierce Healthcare

28:41 - Cigna to lay off 2,000 workers worldwide Healthcare Dive

Story #6 Rural Healthcare

30:17 - 2026 rural health state of the state Chartis

33:24 - Alabama’s ‘Pretty Cool’ Plan for Robots in Maternity Care Sparks Debate KFF

Story #7 IP Wars Escalating

38:22 - Novo Nordisk Escalates Fight Against Hims & Hers WSJ

38:56 - Hims cancels plans to sell compounded GLP-1 pill after FDA backlash Helthcare Dive

Story #8 Anthropic

40:49 - Anthropic Superbowl Ad https://www.youtube.com/watch?v=kQRu7DdTTVA

41:36 - Anthropic Raises $30B At $380B Valuation In Second-Largest Venture Funding Deal Of All Time Crunchbase

41:46 - Anthropic subscription surge cuts into OpenAI's lead Axios

45:18 - Mrinank Sharma Resigns X

46:30 - Daisy McGregor Safety Coments

176 - How AI Is Quietly Rewriting the Healthcare Economy

Marcus Whitney & Vic Gatto — Sat, 07 Feb 2026 03:00:00 -0500

In this episode, Vic and Marcus break down a sharp tech stock selloff driven by AI disruption, examine how AI is reshaping software, venture capital, and healthcare operations, and discuss major funding rounds in cardiology and women’s health. They analyze sweeping healthcare policy moves from the Trump administration, including drug pricing, PBM reform, telehealth expansion, and changes to addiction recovery funding. The conversation also covers payer performance with a focus on Cigna, winners and losers in pharma earnings, ongoing nursing workforce strain, Epic and Optum’s expanding AI tools, and the risks and realities of autonomous AI agents as new platforms rapidly emerge.

Links

3:42 - Intensifying Tech Slide Sends Nasdaq to Worst Two-Day Drop Since April WSJ

5:38 - AI Won’t Kill the Software Business, Just Its Growth Story WSJ

11:44 - Chamber gets a $60M jolt to power value-based care for cardiology practices Firece Healthcare

13:46 - Women's health clinic Midi Health closes $100M series D as it aims to scale a national healthcare company Firece Healthcare

16:29 - TrumpRx Is Set to Go Live on Thursday NYT

17:06 - Trump signs $1.2T spending package that funds HHS, enacts PBM reforms, telehealth and hospital-at-home measures Firece Healthcare

18:01 - One-quarter of Medicaid doctors don’t actually treat Medicaid patients Healthcare Dive

18:22 - HHS plans to invest $100M to support addiction recovery and address homelessness Firece Healthcare

25:32 - Cigna reports better-than-expected Q4 financial results Healthcare Finance

27:25 - FTC reaches 'landmark settlement' with Cigna's Express Scripts Healthcare Finance

28:31 - Eli Lilly Profit Rises as Weight-Loss Drug Demand Surges WSJ

28:39 - AbbVie Revenue Rises on Immunology Growth WSJ

28:53 - GSK’s Specialty Medicines Drive Solid Results WSJ

29:43 - Wegovy Maker Novo Nordisk Forecasts Steep Sales Drop in 2026 WSJ

30:22 - Merck Expects Slower Earnings Growth As It Spends on Acquisitions WSJ

30:53 - Pfizer Sales Fall on Continued Lower Covid-19 Drug Demand WSJ

34:05 - Nurses Get Bitten, Spat on, Thrown. That’s Why We’re on Strike. NYT-op

35:18 - Tethered to Tech, Nurses Suffer Digital Compassion Fatigue Medscape

36:05 - The evidence based ROI of wellness starts with building a culture that heals the healers Wolters Kluwer website

41:25 - Epic rolls out AI charting tool as scribe market heats up Healthcare Dive

43:52 - Optum unveils 2 new AI-powered tools for digital prior authorization Firece Healthcare

45:38 - Moltbook: Maybe this isn't a good idea YouTube

53:44 - The Moltbook Experiment Failed YouTube

175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class

Marcus Whitney & Vic Gatto — Sat, 31 Jan 2026 03:00:00 -0500

Vic and Marcus break down the ripple effects of a major winter storm in Nashville before covering a wide range of healthcare and tech developments, including rising ACA premiums as subsidies expire, corporate layoffs and their impact on insurance markets, venture funding for virtual autism therapy, Medicare Advantage rate pressure, insurer earnings declines, strong performance from major health systems, the growth of direct-to-consumer healthcare brands, Amazon and One Medical’s expansion into at-home diagnostics, consolidation in employer-sponsored primary care, the long-term realities of GLP-1 weight loss drugs, new FDA-approved treatments for presbyopia, Tether’s aggressive gold accumulation strategy, rapid advances in AI agents, open-source frontier models, and the economic and societal implications of accelerating artificial intelligence.

Links
00:00 - Intro

4:23 - Health Insurance Is Now More Expensive Than the Mortgage for These Americans WSJ

9:09 - Amazon to Lay Off Around 16,000 Corporate Employees WSJ

10:50 - AnswersNow Raises $40M to Expand Access to Autism Therapy MedCity

16:50 - Trump Administration Proposes Keeping Steady the Rates Medicare Pays Insurers WSJ

18:02 - Investors Assumed Medicare Advantage Was Safe Under the GOP. They Were Wrong. WSJ

22:39 - UnitedHealth revenue climbs in 2025, though profit continues to fall Healthcare Dive

23:33 - Elevance Health sets 'prudent' 2026 guidance as it navigates ongoing cost, utilization pressures Fierce Healthcare

25:06 - HCA Healthcare unveils bullish 2026 guidance despite $600M-$900M ACA exchanges hit Fierce Healthcare

26:16 - Cleveland Clinic CEO: Budget overperformance in 2025 paves way for growth Fierce Healthcare

28:02 - Hims & Hers uses another Super Bowl ad to tackle healthcare affordability Fierce Healthcare

33:13 -At-home testing company Reperio teams up with Amazon One Medical on preventive care Fierce Healthcare

34:34 - Employer-focused primary care companies Premise Health, Crossover Health announce merger plans Fierce Healthcare

37:10 - Here’s What Happens when you stop taking Ozempic and Wegovy (Wall Street)

39:28 - Presbyopia Eye Drop From Startup Tenpoint Gets FDA Approval (Medcity News)

41:29 - Tether is buying up to $1 billion of gold per month and storing it in a 'James Bond' bunker CoinDesk

45:26 - The Adolescence of Technology Dario Amodei

51:51 - Clawdbot sheds skin to become Moltbot, can't slough off security issues Register

56:00 - Moonshot AI releases open-source Kimi K2.5 model with 1T parameters Silicon Angle

174 - Why Executives Are Winning With AI While Workers See Nothing

Marcus Whitney & Vic Gatto — Sat, 24 Jan 2026 03:00:00 -0500

Vic hosts a solo episode covering volatility in the stock market tied to geopolitical tensions, a detailed breakdown of 2025 inflation data and how price increases vary by consumer category, congressional movement on healthcare funding and PBM reform, proposed multi-year extensions for telehealth and hospital-at-home programs, ARPA-H’s call for AI-driven cardiovascular care solutions, UnitedHealthcare’s plan to rebate ACA profits to members, the New York Stock Exchange’s move toward tokenized 24/7 trading, Amazon’s launch of an AI health assistant for One Medical members, and new survey data revealing a widening gap between how executives and workers experience productivity gains from AI.

Links
00:58 - Stocks Rally After Trump Announces Framework for Greenland Deal WSJ

1:51 - The 2025 Inflation Numbers Are Finally In. Here’s the Good and Bad News. WSJ

3:48 - The Trump administration is creating clinical AI agents with a 3-year FDA approval timeline Fierce Healthcare

4:40 - Telehealth, hospital-at-home set to receive multiyear extensions in recent funding proposal Feirce Healthcare

6:44 - UnitedHealth CEO Hemsley says insurer will rebate ACA profits to consumers Fierce Healthcare

8:15 - NYSE to Launch 24/7 Trading Platform for Blockchain-Based Securities WSJ

10:11 - Amazon launches health AI chatbot for One Medical members Healthcare Dive

11:50 - CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story. WSJ

173 - The $5 Trillion Healthcare Problem and Why AI Is Stepping In

Marcus Whitney & Vic Gatto — Sat, 17 Jan 2026 03:00:00 -0500

Vic is joined by guest host Paul Kappelman to break down the latest signals shaping healthcare and the economy, including inflation trends, slowing job growth, housing market movement, healthcare spending exceeding $5 trillion, Medicare Advantage investigations, payer scrutiny, hospital labor strikes, and major pharma M&A. The episode also covers at-home cancer care, digital health’s growing divide, new federal healthcare proposals, shifting nutrition guidelines, flu treatment advances, data interoperability battles, and how AI agents from OpenAI and Anthropic are beginning to reshape clinical workflows, consumer health access, and everyday work.

4:12 - Pace of Inflation Held Steady in December; Consumer Prices Up 2.7% on Year WSJ

5:19 - America’s Job Market Has Entered the Slow Lane WSJ

7:54 - Home Sales in December Jump 5.1%, Biggest Gain in Nearly 2 Years WSJ

10:26 - This Startup Wants to Bring Cancer Patients' Care at Home WSJ

15:44 - 2025 year-end digital health funding overview: A tale of two markets Rock Health

13:51 - US healthcare spending climbed 7.2% in 2024: 8 things to know Beckers

17:55 - White House: The Great Healthcare Plan White House website

20:58 - RFK Jr.-Backed Dietary Guidelines Say to Avoid Processed Foods, Double Protein WSJ

22:19 - UnitedHealth Used Aggressive Tactics to Boost Medicare Payments, Senate Report Finds WSJ

23:56 - Kaiser Permanente to pay $556M to settle Medicare Advantage fraud claims Fierce Healthcare

25:24 - UnitedHealthcare unveils pilot to accelerate payments to rural hospitals Fierce Healthcare

26:15 - Nearly 15,000 Nurses Go on Strike at Major New York City Hospitals NYT

N/A - Walmart Launches Digital Healthcare Platform to Cut Prices on Some Health Items WSJ

27:48 - Epic sues health information network over alleged medical record misuse Healthcare Dive

31:58 - Boston Scientific to snap up thrombectomy specialist Penumbra in deal valued at $14.5B Fierce Healthcare

33:09 - The Flu Is Surging. How Antivirals Can Help. WSJ

35:22 - Polymarket, Dow Jones Partner to Display Prediction-Markets Data in Dow Jones Content WSJ

37:33Advancing Claude in healthcare and the life sciences Anthropic website

38:32 - Example Claude for MRI Interpretation X

40:10 - OpenAI acquires healthcare startup Torch to build out ChatGPT Health Fierce Healthcare

N/A - OpenEvidence makes the case for AI-powered 'medical super-intelligence' Fierce Healthcare

42:17 - Google Gemini Partnership With Apple Will Go Beyond Siri Revamp MacRumors

44:00 - Anthropic’s new Cowork tool offers Claude Code without the code Tech Crunch

44:49 - Claude Cowork X

172 - AI Is Quietly Taking Over Healthcare and Most People Have No Idea

Marcus Whitney & Vic Gatto — Sat, 10 Jan 2026 03:00:00 -0500

Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader economy. They discuss Wall Street’s continued dominance, job market signals, venture capital strategies, and how AI is redefining everything from drug discovery to prescription renewals. The episode covers policy changes around vaccines, women’s health screening, federal funding freezes, hospital consolidation, payer pressure on providers, and the growing role of consumer wearables. They also examine OpenAI’s deepening move into healthcare, the risks and limits of clinical AI, Nvidia’s expanding dominance, and what these forces mean for entrepreneurs, healthcare operators, and patients navigating a rapidly fragmenting system.

Links
6:54 - Dow Extends Rally, Closing Above 49000 for First Time WSJ

11:22 - The number of available jobs in the US just hit its lowest level in more than a year CNN

16:18 - Venture Firm Antler Made Over 400 Investments Last Year—and Just Reloaded With $160 Million WSJ

20:29 - HRSA endorses at-home screening recommendations for cervical cancer Fierce Healthcare

24:15 - CDC Pares List of Recommended Childhood Vaccines WSJ

Doctronic receives approval to use AI to renew medical prescriptions with no doctor involved. X

28:39 - Utah has become the first state to allow AI to renew medical prescriptions with no doctor involved

34:09 - (Wrong Link) Health Dept. to Freeze $10 Billion in Funding to 5 Democratic States

40:31 - FDA paves way for more consumer wearables, AI-enabled devices to hit the market Fierce Healthcare

43:44 - 340B rebate pilot put on hold in temporary win for hospitals Healthcare Dive

45:52 - UnitedHealthcare raises bar for doctors to get paid for radiology services Healthcare Dive

51:32 - 21,000 New York nurses to launch strike Jan. 12 Fierce Healthcare

52:27 -New Jersey healthcare giant poised to acquire another hospital Healthcare Dive

53:29 - Novo Nordisk’s Wegovy Pill Now Broadly Available Across U.S. WSJ

54:21 - AbbVie Near Deal for Revolution Medicines WSJ

55:28 - Eli Lilly Nears Deal for Biotech Ventyx WSJ

56:19 - Eli Lilly, AI Drug-Discovery Company Nimbus Partner on Oral Obesity Treatment WSJ

57:22 - Introducing ChatGPT Health OpenAI

59:34 - 40M users turn to ChatGPT daily for health questions: OpenAI Fierce Healthcare

1:04:38 - Hospitals Are a Proving Ground for What AI Can Do, and What It Can’t WSJ

1:11:06 - Nvidia Unveils Faster AI Chips Sooner Than Expected WSJ

1:14:29 - Lego Smart Play hands-on: Using Smart Brick technology to get kids to play together

171 - Is AI Actually a Bubble or the Most Misunderstood Technology of Our Time?

Marcus Whitney & Vic Gatto — Sat, 20 Dec 2025 03:00:00 -0500

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 power.

Links
00:00 - Intro

2:04 - U.S. Unemployment Rose in November Despite Job Gains WSJ

3:44 - Inflation Eased to 2.7% in Report Distorted by Government Shutdown WSJ

4:41 - Clarity Pediatrics lands $14.5M to treat childhood obesity Modern Healthcare

6:15 - Leona Health: $14 Million Seed Funding Raised And WhatsApp AI Copilot For Doctors Launched Pulse 2.0

7:46 - Wearlinq secures $14M to scale wireless heart monitor MobiHealth

9:52 - Auxira Health Secures $7.8M for Virtual Cardiology Platform MedCity

10:41 - Valerie Health Raises $30M Series A to Bring AI Front Office to Independent Provider Groups Fox40

11:44 - Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead WSJ

13:09 - House passes healthcare affordability bill without subsidy extension Fierce Healthcare

14:53 - HHS moves to cut federal funding from hospitals that provide gender-affirming care to minors Fierce Healthcare

16:43 - FDA clearances: BlueWind Medical, Bendit Technologies Modern Healthcare

18:41 - Highmark posts $24.6B in revenue through Q3 as utilization pressures persist Fierce Healthcare

19:25 - UnitedHealthcare to hold off on remote patient monitoring policy Modern Healthcare

20:13 - Kaiser pulls plans from Georgia insurance exchange Modern Healthcare

21:44 - New York doles out $300M to fund health IT, hospital cybersecurity projects Fierce Healthcare

23:24 - GSK Gets FDA Approval for New Severe Asthma Drug With a Dosing Advantage MedCity

24:00 - Cencora to acquire majority stake in OneOncology for $5B Fierce Healthcare

25:35 - JPMorgan Steps Further Into Crypto With Tokenized Money Fund WSJ

26:43 - Coinbase Joins With Kalshi to Enter the Surging Prediction-Markets Business WSJ

31:37 - The Political Skirmish Over Trump’s AI Order Is Just the Beginning WSJ

34:06AI-Themed Stocks Take More Hits, Sending Nasdaq Lower WSJ

45:49 - CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears WSJ

48:09 - OpenAI in Talks to Raise $10 Billion From Amazon, Use Its Chips Bloomberg

50:02 - Google Says Its New Gemini 3 Flash AI Model Is Better and Faster Than 2.5 Pro CNET

51:30 - Deepening our collaboration with the U.S. Department of Energy OpenAI

170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next

Marcus Whitney & Vic Gatto — Sat, 13 Dec 2025 03:00:00 -0500

Vic 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.

Links

00:42 - Fed Cuts Rates Again, Signals It May Be Done for Now WSJ

1:47 - Fed Chair Jerome Powell Says U.S. May Be Drastically Overstating Jobs Numbers WSJ

3:42 - Fed to Resume Net Asset Purchases With $40 Billion in Securities This Month WSJ

8:58 - Aradigm launches out of stealth with platform for cell, gene therapy benefits Fierce Healthcare

9:26 - General Catalyst Leads $50M Round to Expand Radial’s Interventional Psychiatry Network BH Business

N/A - Subsense raises $10M for neurotech Axios

10:09 - AngelEye Health Raises $9M Series C to Bring AI-Driven Insights to the NICU HIT

11:47 - Origin Therapy, a Fairfax, Va.-based enabler of private practice pediatric speech LinkedIn

12:46 - Parallel: $20 Million Series B Raised After Students Achieve 98% IEP Goal Success Pulse 2.0

14:01 - Artera clinches $65M in funding to build out AI agents for patient communication Fierce Healthcare

18:43 - Senate health bills fail as exchange subsidy expiration nears Modern Healthcare

19:32 - HCA, Tenet, UHS receive FTC letter over noncompete agreements Modern Healthcare

20:53 - Texas files antitrust suit against Epic over health data Modern Healthcare

21:42 - What medtech firms can learn from Whoop’s warning letter Healthcare Dive

24:41 - CMS targets chronic care, nutrition in ‘MAHA’ Medicare payment model Modern Healthcare

26:10 - CVS Health Boosts Guidance, Expects Momentum to Continue WSJ

N/A - CVS to launch ‘engagement’ platform in gamble on consumer, industry interest Healthcare Dive

26:55 - Minnesota petitions to seize control of troubled UCare Modern Healthcare

28:11 - Major Weight Loss and Knee-Pain Relief Seen With New Eli Lilly Drug NYT

28:59 - Pfizer’s Appetite for More Obesity Meds Leads to $150M Deal for Oral GLP-1 Drug From China MedCity

29:18 - J.P. Morgan taps Solana for Galaxy’s tokenized corporate bond issuance Cointelegraph

31:27 - Coinbase Expands Reach of Stablecoin-Based AI Agent Payments Tool Coindesk

32:17 - Gemini wins CFTC approval for prediction market, may expand into crypto futures, options and perps The Block

33:57 - Athenahealth integrates Dragon Copilot AI assistant as Microsoft moves deeper into ambulatory care Fierce Healthcare

34:40 - Healthcare in the biggest AI vertical mkt today by a lot X

36:10 - OpenAI updates ChatGPT after "Code Red" scramble Axios

40:05 - Anthropic and Accenture Strike AI Deal Targeting Business Clients WSJ

42:24 - Disney Agrees to Bring Its Characters to OpenAI’s Sora Videos NYT

169 - The AI Breakpoint | Why Healthcare Leaders Must Leave the “Cage” Now

Marcus Whitney & Vic Gatto — Sat, 06 Dec 2025 03:00:00 -0500

Vic 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, Anthropic’s Opus 4.5, and character.ai restricting teen companion bots.

Links

7:20 - Jobless Claims Fell to New Recent Low Per Labor Department WSJ

11:31 - Fed Chair Powell’s Allies Provide Opening for December Rate Cut WSJ

26:13 - HHS repeals staffing mandate for long-term care Healthcare Finance

31:18 - FDA adopts agentic artificial intelligence in latest push to infuse AI into agency Fierce Healthcare

ARTIFICIAL INTELLIGENCE (AI) STRATEGY HHS

FDA Official Pledges New Vaccine Standards WSJ

33:05 - House votes to extend acute hospital care at home Healthcare Finance

35:39 - Mark Cuban's Cost Plus Drugs, Humana exploring partnership to tackle employer drug costs Fierce Healthcare

38:38 - Hims & Hers expands into diagnostics, moves into Canada as it evolves DTC telehealth platform Fierce Healthcare

39:48 - ‘We Had No Idea What Was Coming’: Caring for My Aging Father NYT-op

46:19 - Texas Puts $10M Into Bitcoin as BTC Fights to Hold $78K Support Coin Paper

47:19 - OpenAI Declares ‘Code Red’ as Google Threatens AI Lead WSJ

50:35 - Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model ArsTechnica

53:35 - Teens Are Saying Tearful Goodbyes to Their AI Companions WSJ

168 - The Hidden Medicaid Crisis No One Is Ready For

Marcus Whitney & Vic Gatto — Sat, 22 Nov 2025 03:00:00 -0500

Vic 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.

Links

4:25 - Hiring Defied Expectations in September, With 119,000 New Jobs WSJ

6:51 - WellBeam closes $10 Million Series A to Transform Clinical Interoperability and Care Coordination between Acute and Post-Acute Providers GlobeNewswire

9:01 -FamilyWell Health Secures $8 M Series A Led by Maryland’s New Markets Venture Partners Amid National Expansion CityBiz

10:22 - Thrivory Raises $3.5M in Equity Funding; Up To $25M in Credit Funding FinSMES

11:36 - Function Health Hits $2.5B Valuation With $298M Series B MedCity

14:40 - The California Campaign to Introduce a First-of-Its-Kind Billionaire’s Tax WSJ

21:25 - When the G.O.P. Medicaid Cuts Arrive, These Hospitals Will Be Hit Hardest NYT

23:38 - Jury orders Apple to pay Masimo $634M in patent fight Healthcare Dive

25:31 - Humana, Epic collaborate to automate insurance verification, patient check-in Fierce Healthcare

27:22 - Medical orgs press Anthem to pull back out-of-network care policy Fierce Healthcare

29:41 - Aetna unveils new conversational AI navigation tool for members Fierce Healthcare

31:48 - Medicaid Insurers Promise Lots of Doctors. Good Luck Seeing One. WSJ

36:30 -Cigna to launch new transparent health plan called Clearity Fierce Health

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167 - How Eli Lilly Quietly Became the Most Important Company in Healthcare

Marcus Whitney & Vic Gatto — Sat, 15 Nov 2025 03:00:00 -0500

In 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 Lily’s evolving identity as a tech-driven pharma leader, advances in lab-grown organs, major crypto and stablecoin developments, China’s acceleration in robotics and AI despite chip restrictions, and the growing divide between AI power users and the rest of the workforce.

Links

2:28 - Government Reopens as Trump Signs Bill to End Nation’s Longest Shutdown NYT

7:40 - The Fed Is Increasingly Torn Over a December Rate Cut WSJ

8:33 - Stock Market Today: Nasdaq, Tech Shares Lead Broad Losses WSJ

14:55 - Verizon to Cut About 15,000 Jobs WSJ

16:13 - Evidium: $22 Million Series A Raised To Scale Computational Medical Knowledge Pulse 2.0

17:21 - Amae Health Raises $25M to Improve Care for Severe Mental Illness MedCity

18:24 - House Rx Raises $55M to Scale In-Clinic Specialty Pharmacy Model HIT

19:15 - FDA rolls back warning labels on HRT products for menopause, citing misinformation Fierce Healthcare

21:11 - UnitedHealth to stop covering most remote patient monitoring Modern Healthcare

27:50 -Cigna Launches Mental Health Collaboration with Headspace MedCity

28:18 - Cigna teaming with Magic Johnson on music initiative Healthcare Finanice

29:30 - Kaiser Permanente notches 0.7% operating margin, $2.6B net income in Q3 2025 Fierce Healthcare

29:47 -

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166 - How AI and Politics Are Quietly Reshaping the Future of Healthcare

Marcus Whitney & Vic Gatto — Sat, 08 Nov 2025 03:00:00 -0500

In 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 controversies, and the ethical dilemmas of voice cloning and AI-generated content. The episode closes on the dangers of deepfakes and why every family needs a code word for protection.

Links

3:09 - How the U.S. Economy Has Defied Doomsday Predictions on Tariffs WSJ

4:08 - This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead WSJ

6:15 - Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI Challenger website

8:11 - Tala Health Secures $100M to Scale AI-Native Healthcare Platform HIT

9:30 - Redesign, Mayo Clinic back surgical triage startup Corvus Fierce Healthcare

9:58 - Hippocratic AI lands $126M series C to expand patient-facing AI agents, fuel acquisition deals Fierce Healthcare

11:05 - SteelSky Ventures Leads Investment in myLaurel to Redefine Acute and Transitional Care at Home WV News

12:00 - Boomerang Ventures Leads Oversubscribed $2M Seed Round Investment in SiteLabs to Transform Independent Pharmacies into Frontline Hubs for Preventive Care and Research WRAL

13:13 - CoMind raises $60 million in Series A funding Healthcare Today

13:59 - Sequoia Capital Leader Exits in VC Shake-Up WSJ

14:58 -

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165 - SNAP Benefits in Jeopardy | What a K-Shaped Economy Means for Everyone

Marcus Whitney & Vic Gatto — Mon, 03 Nov 2025 00:00:00 -0500

Hosts 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 healthcare work may actually endure.Links

Links

4:20 - Future Fed Rate Cuts ‘Far’ From Certain After Divided Meeting WSJ

7:13 - Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite WSJ

13:14 - Inflation Isn’t as Bad as Economists Thought, but Americans Still Hate It WSJ

18:19 - The Good Vibes Are Back on Wall Street WSJ

19:23 - OpenEvidence, the ChatGPT for doctors, raises $200M at $6B valuation TechCrunch

20:40 - Human Health Raises $8.5M to Expand Precision Health Platform with Plans to Deepen Women’s Health Focus FemTech

21:26 - Curve Biosciences: $40 Million Raised To Advance Whole-Body Intelligence Platform for Chronic Disease Monitoring Pulse 2.0

23:15 - Cylerity increases credit line to $24M for health care finance FinTech

24:42 - Honey Health CEO discusses the company's $7.8M funding round Mobi Health

27:48 - Hyro raises $45M growth round to expand AI agents Fierce Healthcare

28:41 - Arya Health lands $18.2M to expand post-acute platform Mobi Health

30:08 - Trump Considers Fed Chair Selection by Year-End From Slate of Five Finalists WSJ

31:49 - Trump and Xi Ease Off the Trade War, but New Nuclear Threat Brings a Chill NYT

36:13 - Trump Hopes To Bully SCOTUS Into Upholding His Tariffs Reason

38:43 - FDA, aiming to lower drug costs, moves to speed approval of biosimilars Healthcare Dive

40:50 - UnitedHealth Revenue Rises as Turnaround Efforts Continue WSJ

41:16 - CVS Posts Loss on Write-Down, Boosts Guidance WSJ

41:40 - bCigna’s 2026 pharmacy profits could be dampened by transition to rebate-free model Healthcare Dive

43:19 - Centene posts $6.6B loss on massive value writedown Healthcare Dive

43:52 - HCA raises 2025 guidance, but eyes looming headwinds Healthcare Dive

44:40 - Tenet pledges more money for high-acuity growth in 2025 Healthcare Dive

45:13 - UHS raises revenue guidance for 2025 Healthcare Dive

45:39 - CHS promises more hospital divestitures during Q3 earnings call Heathcare Dive

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164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping Healthcare

Marcus Whitney & Vic Gatto — Sat, 25 Oct 2025 03:00:00 -0400

In 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 cars, and breakthroughs in biotech and AI-powered medicine.

Links

00:42: - The Day Amazon Broke the Internet for Millions of Americans WSJ

4:13 - Trump Administration to Release Farm Aid Frozen by Shutdown WSJ

4:56 - Stocks Retreat as Trade Fears Resurface WSJ

5:45 - U.S. Imposes Substantial New Sanctions on Russian Oil Giants WSJ

8:48 - Ampa raises $8.5m to begin US neuromodulation system launch Medical Device Network

10:04 - Hyro Snags $45M for Its Conversational AI Agents MedCity

10:53 - Andel grabs $4.5M to help employers close the GLP‑1 coverage gap Tech Funding News

11:39 - Knownwell Secures $25M to Expand Obesity Medicine MedCity

12:17 - R1 acquires Phare Health, boosting AI abilities Modern Healthcare

13:20 - Cigna, CVS join TrumpRx in offering discounted infertility medications Healthcare Finance

13:58 - Mark Cuban says Cost Plus Drugs will partner with TrumpRx Healthcare Dive

17:31 - The Average Cost of a Family Health Insurance Plan Is Now $27,000 WSJ

20:06 - Hospital lobby again petitions FTC to exclude doctors, hospital execs from noncompete enforcement Fierce Healthcare

22:09 - Minnesota attorney general investigating Aspirus Health over claims of unlawful noncompetes Fierce Healthcare

25:58 - Optum unveils new AI-powered claims processing platform Fierce Healthcare

29:23 - Molina slashes 2025 profit guidance again on ACA woes Healthcare Dive

30:08 - Elevance outperforms in third quarter but warns of Medicaid challenges Healthcare Dive

31:36 - Samaritan Health Services to join MultiCare Health System Fierce Healthcare

32:25 - Novo Nordisk to Shake Up Board After Obesity-Market Challenges WSJ

33:44 - Grail says new data on multi-cancer screening test show improved performance Stat

36:08 - Vision Restored Using Prosthetic Retinal Implant NYT

37:56 - A Mother and Son Share an Autism Diagnosis. Their Worlds Couldn’t Be More Different. WSJ

41:02 - Coinbase Strikes Deal for Crypto-Investing Platfo

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The AI Takeover No One Can Stop & What It Means for Your Job

Marcus Whitney & Vic Gatto — Sat, 18 Oct 2025 03:00:00 -0400

Marcus 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, and global race for dominance.

Links

2:25 - The Unofficial Jobs Numbers Are In and It’s Rough Out There WSJ

5:08 - Strong Bank Earnings Push S&P 500 Higher WSJ

6:42 - China, Betting It Can Win a Trade War, Is Playing Hardball With Trump WSJ

10:46 - China’s Rare Earth Restrictions Aim to Beat U.S. at Its Own Game NYT

12:11 - The Small Company in Europe Caught in the Big Trade War Between the U.S. and China NYT

19:15 - Powell Keeps Fed on Track to Lower Rates Again WSJ

23:24 - Seattle startup Brook.ai raises $28M to expand remote care platform GeekWire

25:45 - OutcomesAI raises $10m seed funding for AI nursing model Hospital Mgmt

28:34 - WellTheory Raises $14M to Expand Autoimmune Care Platform MedCity

29:29 - Vega Health launches out of stealth to help health systems purchase, monitor AI Fierce Healthcare

30:17 - ŌURA Snags $900M to Expand Smart Ring Globally MedCity

31:42 - California passes laws targeting PBMs, private equity Healthcare Dive

33:52 - AstraZeneca Strikes Drug-Pricing Deal With Trump Administration WSJ

35:32 - Medicare telehealth, hospital-at-home payments on hold Modern Healthcare

39:05 - Big Changes Are Coming for 2026 Medicare Plans. What You Need to Know. WSJ

40:57 - 31,000 Kaiser Permanente workers begin strike in Northern California, Hawaii Healthcare Dive

42:55 - To Find Workers, Hospitals Are Training Teenagers WSJ

45:07 - Hims & Hers to Offer Treatments for Menopause, Perimenopause WSJ

45:31 - Jefferson Health laying off roughly 650 employees amid 'significant financial headwinds' Fierce Healthcare

47:18 - Novo Nordisk to Acquire Akero Therapeutics for Up to $5.2 Billion WSJ

48:06 - Johnson & Johnson to Split Off Orthopedics Business WSJ

49:55 -

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162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race

Marcus Whitney & Vic Gatto — Sat, 11 Oct 2025 03:00:00 -0400

Vic 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.

Links

14:30 - Gold Prices Top $4,000 for First Time WSJ

22:07 - America’s Soybean Farmers Are Panicking Over the Loss of Chinese Buyers WSJ

25:13 - A Tech Rebound Lifts U.S. Stocks, and the March to Record Highs Resumes WSJ

27:12 - DUOS snags $130M equity investment to scale AI benefits platform for seniors Fierce Healthcare

28:02 - Truepill co-founder's latest startup, Foundation Health, banks $20M to bring AI to pharmacy operations Fierce Healthcare

30:13 - Oath Surgical raises $24m to advance outpatient surgical care network Medical Device Network

31:09 - Attuned Intelligence Emerges from Stealth with $13M to Automate Hospital Call Centers with Supervised AI HIT

31:37 - Heidi Health raises $65M to expand global reach of its AI medical scribe platform Mobi health

32:44 - Remedy Robotics Debuts Pioneering Endovascular Surgical Robotic System and Completes World's First Fully Remote Neurointerventional Procedures Newswire

33:56 - Q3 2025 market overview: Signals out of sync Rock Health

38:17 - Qualtrics to buy Press Ganey Forsta for $6.75B to expand its reach in healthcare Fierce Healthcare

41:44 - Trump Wants to Overhaul Drug Sales. A Company Tied to His Son Stands to Benefit. WSJ

44:35 -

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161 - Government Shutdown & AI Chaos | What’s Coming for Healthcare and the Economy

Marcus Whitney & Vic Gatto — Sat, 04 Oct 2025 03:00:00 -0400

Marcus 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.

Links

8:45 - Government Shutdown Begins as Funding Lapses WSJ

12:06 -These 6 Charts Explain Why Democrats Shut Down the Government NYT-Op

16:40 - The Credit Market Is Humming—and That Has Wall Street On Edge WSJ

19:01 - In a Sea of Tech Talent, Companies Can’t Find the Workers They Want WSJ

21:19 - The Jobs Report That Wasn’t Leaves Economists Guessing NYT

24:27 - Folia Health Secures $10.5M Series A to Scale Patient-Driven RWE Platform HIT

25:15 - Visana Health Secures $24M for Women’s Health Clinic MedCity

25:51 - Midi Health Raises $50M Series C for Menopause Care Platform FemTech

28:29 - BeSound Raises $6.8M to Expand Breast Cancer Screening for Dense Tissue FemTech

28;59 - ICHRA Administrator SureCo Secures $23 Million in Funding Healthcare Innovation

30:05 - Assort Health brings in $102M in 4 months to build out voice AI platform Fierce Healthcare

31:05 - White House Unveils ‘TrumpRx’ Drug-Buying Site and a Pfizer Pricing Deal WSJ

32:51 - Texas Stock Exchange Could Start Listing Shares Next Year WSJ

35:32 - U.S. to Take Equity Stake in Lithium Americas and Its Nevada Mining Project WSJ

38:50 - FDA Approves New Generic Version of the Abortion Pill Mifepristone WSJ

40:57 - Inside Nashville Healthcare Sessions 2025: Strategies shaping the future Modern Healthcare

45:53 - CommonSpirit announces initiative to address mounting headwinds, lagging finances Healthcare Dive

48:02 - Hospitals' administrative burden under 340B pilot far outstrips government's estimates, AHA says Fierce Healthcare

49:38 - General Catalyst’s HATCo finalizes Summa Health acquisition Healthcare Dive

52:33 - GoodRx stock climbs on potential TrumpRx partnership, expanded Kroger tie-up Fierce Healthcare

55:34 - Cardinal Health to Build Indianapolis Pharma Plant to Supply Growing Distribution WSJ

56:38 - Genmab to Buy Cancer-Treatment Developer Merus For $8 Billion in Cash WSJ

57:39 - GSK CEO Emma Walmsley to Step Down WSJ

58:26 - Recovery Is a Journey. Readers Share Their Advice After Blood Clots. WSJ

59:51 -

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160 - The $100K H1B Shock That Could Rewrite America’s Workforce

Marcus Whitney & Vic Gatto — Sat, 27 Sep 2025 03:00:00 -0400

In 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 acquisitions in obesity and liver treatments, Eli Lilly’s Texas expansion, Bitcoin treasury consolidation, the VA adopting AI note-taking tech, Unity AI’s scheduling agents, Nvidia’s $100B OpenAI investment, Citi’s AI agent pilot, a controversial social app selling voice data to AI firms, and PwC’s trillion-dollar healthcare report that highlights the innovation divide

Links

2:08 - Trump Rejects Meeting With Democrats as Shutdown Approaches WSJ

5:45 - Small Business Index -Hits All Time High US Chamber

9:36 - Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts WSJ

10:22 - Sevaro Health Secures $39M for AI Powered Virtual Neurology & Workflow Augmentation HIT

11:30 - Caregility Raises $25M in Funding FinSMES

11:51 - Thyme Care lands $97M series D backed by CVS Health, Humana, Morgan Health and Memorial Hermann Fierce Healthcare

14:00 - PBM Capital Rx rebrands as Judi Health, banks $400M funding round Modern Healthcare

15:17 - Seven Starling Raises $8M to Expand Access to Maternal Mental Health Support MedCity

16:46 - Until Labs Raises $58M to Pioneer Organ Cryopreservation and Medical Hibernation HIT

18:50 - AmplifyMD Snags $20M to Help Hospitals Scale Virtual Specialty Care MedCity

21:05 - Trump Issues Warning Based on Unproven Link Between Tylenol and Autism NYT

24:29 - Trump’s $100,000 H-1B Visa Fee Sets Off Scramble Across Corporate America WSJ

27:25 - The Doctors Building a Public-Health Universe Outside the Government WSJ

31:50 - Regional nonprofit health insurers falling behind competitors Modern Healthcare

32:44 - UnitedHealthcare unveils direct-to-consumer tool to shop for health and wellness programs Fierce Healthcare

33:42 - Humana ending commissions for some Medicare Advantage plans Modern Healthcare

36:10 - Ascension returned to profitability in 2025 Healthcare Dive

37:33 - Privia acquires Evolent’s value-based primary care unit for $100M Healthcare Dive

38:42 - More than 46,000 Kaiser Permanente workers have authorized strikes as contract expirations loom Fierce Healthcare

40:12 - Epic

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159 - The First Fed Cut | What It Really Means for Hospitals, Jobs, and Your Wallet

Marcus Whitney & Vic Gatto — Sat, 20 Sep 2025 03:00:00 -0400

Vic 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 Sutter

Links

3:07 Fed Lowers Rates by Quarter-Point, Signals More Cuts Are Likely WSJ

9:08 U.S. Investors, Trump Close In on TikTok Deal With China WSJ

15:50 Lyft, Waymo Partner to Launch Robotaxi Service in Nashville WSJ

17:49 Imagine Pediatrics lands $67M to expand hybrid care for kids with special needs Mobi Health

19:15 Dualitas Therapeutics launches with a focus on bispecific antibodies C&EN

19:43 Synthesize Bio Launches with $10M Seed Round to Accelerate Generative Genomics BioSpace

20:56 Startup Assured picks up $6M to slash the time it takes to credential providers Fierce Healthcare

22:34 Inbox Health secures $20M, bringing total raise to $55M Mobi Health

23:07Lōvu Health Rakes In $8M for Maternal Health Platform MedCity

24:20 Doctronic secures $20M to scale AI doctor platform Mobi Health

25:38 Former CDC Director Details Her Firing in Senate Hearing: Key Takeaways WSJ

33:45 I Run the F.D.A. Pharma Ads Are Hurting Americans. NYT-Op

34:13 CMS opens state applications for $50B Rural Health Transformation Program Fierce Healthcare

36:33 Western States Issue Their Own Vaccine Recommendations to Counter Kennedy NYT

37:51 New York and Other States Form Health Bloc as Answer to Trump’s Policies NTY

39.28 GOP bill extends telehealth flexibilities, sidesteps ACA subsidies Healthcare Dive

43:10 America First Global Health Strategy US State Dept

46:59 Nonprofit hospitals' community benefit spending faces lawmaker scrutiny Fierce Healthcare

50:21 Apple receives FDA nod for hypertension notification feature Mobi Health

51:50 Amazon bumps pay, lowers health insurance costs for warehouse workers Spokesman Review

53:06 Johns Hopkins, UnitedHealthcare officially end talks after failing to come to terms on new contract Fierce Healthcare

54:51 Eli Lilly’s Diabetes Drug Tops Novo Nordisk’s Oral Pill in Trial WSJ

55:18 Drugmakers Have Pledged to Invest $350 Billion in U.S. After Tariff Threat WSJ

56:42 SEC paves way for crypto spot ETFs with

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158 - Healthcare Jobs Are Propping Up the Economy | Here’s Why That’s Dangerous

Marcus Whitney & Vic Gatto — Sat, 13 Sep 2025 03:00:00 -0400

Vic 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 billionaire longevity pushes to tokenized securities, Robinhood’s social trading, Oracle’s AI-first EHR and $300B OpenAI deal, and the first AI-made feature film

Links

4:52 - Charlie Kirk Assassination Raises Fear of Surging Political Violence NYT

6:31 - In Public and in Private, New York Prepares to Mark 9/11 Anniversary NYT

6:36 - Inflation Rose to 2.9% in August WSJ

10:42 - U.S. Added 911,000 Fewer Jobs in the Year Ended in March WSJ

11:03 - US Initial Jobless Claims Jump to Highest in Almost Four Years Bloomberg

12:12 - Hiring Stalled in August, With 22,000 New Jobs WSJ

12:32 - Healthcare Jobs Are a Rare Bright Spot in the Stalling Labor Market WSJ

14:30 - All Three Major Stock-Market Indexes Close at Records on Hopes for Deeper Rate Cuts WSJ

15:57 - Inflation Erased U.S. Income Gains Last Year WSJ

20:09 - Strive Health Secures $550M to Advance Value-Based Kidney Care Model MedCity

21:42 - Hello Patient secures $22.5M as investors bet on AI voice agent growth Fierce Healthcare

22:16 - MAHA Commission's 128 recommendations on kids' health include more research on vaccines, antidepressants Fierce Healthcare

24: 54 - Healthcare software giant Epic must face rival’s antitrust lawsuit, US judge rules Reuters

26:49 - Trump Moves to Crack Down on Drug Advertising NYT

28:52 - California Bill Would Put Private-Equity Healthcare Deals Under Scrutiny WSJ

30:11 - CMS issues guidance on limits for state-directed payments in Medicaid Fierce Healthcare

30:45 - Supreme Court Agrees to Fast-Track Trump’s Tariff Appeal WSJ

33:33 - Health Insurance Costs for Businesses to Rise by Most in 15 Years WSJ

35:34 - New survey finds more employers are weighing the switch to a transparent PBM Fierce Healthcare

36:23 - CVS Caremark hit with class-action lawsuit over decision to drop Zepbound from formulary Fierce Healthcare

39:02 - Kaiser Permanente, Renown Health unveil insurance, outpatient joint venture Fierce Healthcare

39:36 -

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157 - Medicaid Cuts and Hospital Survival | Fitch’s Kevin Holloran on What’s Coming

Marcus Whitney & Vic Gatto — Wed, 10 Sep 2025 03:00:00 -0400

Marcus 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 tensions. Kevin also outlines system strategy around scale and outpatient migration, risks for life plan residents, and why the sector’s near-term stability masks growing uncertainty for 2025–26.

Kevin Holloran LinkedIn

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156 - Epic’s 100B-Event AI | What It Could Change in Patient Care

Marcus Whitney & Vic Gatto — Sat, 06 Sep 2025 03:00:00 -0400

In 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 through-line from a high-profile Bitcoin listing to Polymarket’s U.S. push, and new AI moves like Epic’s model trained on massive EHR data and OpenAI’s product-testing acquisition—plus how all of it hits frontline operations and revenue in care settings.

Links

14:29 U.S. Economy Grew Faster in Second Quarter, New Estimate Shows WSJ

17:25 US Initial Jobless Claims Rise to Highest Level Since June Bloomberg

20:50 U.S. Stocks Are Now Pricier Than They Were in the Dot-Com Era WSJ

23:31There's new evidence the job market is softening Axios

25:27 Oracle lays off thousands—or more—globally amid rapid AI shifts Fast Company

27:49 Predoc raises $30M to scale AI health information management platform Silicon Angle

29:34 NewDays Secures $7M To Expand Treatment for Cognitive Impairment, Dementia MedCity

32:01 Welcome Tech raises $7.5M to expand AI immigrant services Mobi Health

32:39 VCs Had No Time Off This Summer. Blame AI. WSJ

36:59 We Ran the C.D.C.: Kennedy Is Endangering Every American’s Health NYT-Op

37:58 Robert F. Kennedy Jr.: We’re Restoring Public Trust in the CDC WSJ-Op

Enough is Enough Letter: website

43:47 House Republicans propose 6% budget cut to HHS for 2026 fiscal year Fierce Healthcare

45:35 Google Dodges Worst Penalties in U.S. Antitrust Case WSJ

48:30 Cigna’s Evernorth invests $3.5B in ex-Walgreens specialty pharmacy Healthcare Dive

50:23 SCAN Health Plan to expand MA footprint into Washington for 2026 Fierce Healthcare

51:26 UPMC is flipping 2024's operating losses halfway through the new year Fierce Healthcare

52:14 HonorHealth to pick up Evernorth primary care clinics in Phoenix Fierce Healthcare

53:41 More Older Americans Are Aging Alone. Who Will Take Care of Them? WSJ

56:47 Trump Brothers-Backed Bitcoin Mining Company Surges After Nasdaq Listing WSJ

58:27 Polymarket cleared for US users X

59:39 Comet: A New Medical Intelligence for Clinical and Operational Insights Epic Website

1:02:58 Banner and Ant

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155 - Why 25% of Kids Aren’t Getting the Care They Need w/ Mitch Mudra

Marcus Whitney & Vic Gatto — Sat, 30 Aug 2025 03:00:00 -0400

Vic 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 also review pharma updates from Novo Nordisk and Eli Lilly, Web3 payment innovations, Nvidia’s growth slowdown, Apple’s potential deal with Google Gemini, perplexity’s publisher model, and the dangers of AI misuse highlighted by a teen suicide linked to ChatGPT.

Guest Host Mitch Mudra - LinkedIn - http://bit.ly/4p7wxnJ

Links

00:45 How the Minneapolis Catholic School Shooting Unfolded WSJ

17:15Walmart Wins Over More Shoppers as Tariffs Push Prices Higher WSJ

18:12 Stagnant Job Market Is a Rising Risk for the U.S. Economy WSJ

19:15 Dow Loses About 350 Points After Record-Breaking Run WSJ

20:05 Boring Co. faces $1.7M annual fee for airport tunnel access in Nashville's ambitious transit plan Nash Business Journal

20:33 EliseAI banks $250M to fire up healthcare automation business Fierce Healthcare

22:37 Wugen woos VCs, landing $115M to bring fratricide-resistant CAR-T cell therapy to market

25:10 Assort Health nabs $50M to automate patient phone calls TechCrunch

25:38 Sleep.ai raises $5.5M to aid in rest with data-backed sleeping insights Silicon Angle

27:34 Eyebot gets $20M Series A to expand eye care access TechCrunch

29:04 Medicare Will Require Prior Approval for Certain Procedures NYT

31:08 CDC Director Susan Monarez ousted one month after confirmation Fierce Healthcare

31:53 White House Says New C.D.C. Director Is Fired, but She Refuses to Leave NYT

35:06 ‘Solution in search of a problem:’ AHA slams 340B rebates pilot Modern Healthcare

37:04 UnitedHealth Ongoing Criminal Probe Is Broader Than Medicare Bloomberg

40:35 Johns Hopkins hospitals, clinicians leave UnitedHealthcare's network amid contract dispute Fierce Healthcare

41:52 No Surprises dispute resolution is creating billions of dollars in extra costs, could raise premiums: analysis Healthcare Dive

43:25 Hundreds of L.A. children’s hospital employees just had positions eliminated

44:54 Corewell Health, Quest Diagnostics unveil lab testing joint venture Fierce Healthcare

45:37 Walgreens going Private Process????

46:38 Novo Nordisk Freezes Hiring in Non

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154 - Deepfakes Are Tricking Companies | Here’s Why Healthcare Should Care

Marcus Whitney & Vic Gatto — Sat, 23 Aug 2025 03:00:00 -0400

Vic 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, Mass General Brigham’s layoff costs; FDA expanding Wegovy to liver disease; rising survival and uncertainty with metastatic cancers; Circle insider selling after its IPO; Texas AG probing Meta and Character.AI mental‑health claims; EHR AI escalation from Epic (160 projects) and Athenahealth, plus Google’s on‑device Magic Queue and Fitbit coaching; deepfake risks from politics to CEO scams, with a NYT quiz that fools viewers; and a Loom “lamp” robot that folds laundry.

Links

0:48 Strong Crop of Earnings Eases Investors’ Economic Concerns WSJ

1:38 Fed Minutes Reveal Broad Support for Holding Rates Steady Last Month WSJ

2:34 Behind Powell’s Big Gamble in Final Jackson Hole Speech NYT

3:40 B.C. healthy longevity company Molecular You raises $5M to expand biomarker testing Geek Wire

4:05 Eight Sleep raises $100 million, preps retail stores Axios=

5:18 Develop Health garners $14.3M for AI prior authorization platform Mobi Health

5:59 ‘Spac King’ Chamath Palihapitiya returns with a new blank-cheque vehicle https://www.axios.com/2025/08/20/chamath-palihapitiya-spac

7:58 Leading Pediatrics Group Recommends Covid-19 Shots for Young Children, Differing From CDC WSJ

9:01 Elevance Health loses Medicare Advantage star ratings suit to CMS Fierce Healhcare

10:00 Pennsylvania judge hits CVS with $289M fine in whistleblower suit Fierce Healthcare

10:34 UnitedHealth forms board committee focused on enhanced governance Fierce Healthcare

11:07 Former Emory Healthcare employee files class action lawsuit after wave of layoffs Atlanta News First

12:28 Despite stronger Q3, Mass General Brigham's operations down $44M across 9 months due to layoff expenses Fierce Healthcare

12:54 FDA Approves Novo Nordisk’s Wegovy for Liver Disease WSJ

13:26 A New Reality for Terminal Cancer: Longer Lives, With Chronic Uncertainty WSJ

15:33 CEO Jeremy Allaire Is Selling Circle Stock Yahoo

16:59 Texas attorney general accuses Meta, Character.AI of misleading kids with mental health claims TechCrunch

18:11 How athenahealth is approaching AI for physician practices as tech innovation accelerates Fierce Healthcare

18:45

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153 - Inside “Cassie” The AI Concierge Transforming Clinics w/ Carlos A. Rodriguez

Marcus Whitney & Vic Gatto — Wed, 20 Aug 2025 03:00:00 -0400

Vic 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 privacy practices with no data storage and EMR-only transfer, NVIDIA’s partnership and vision for AI agents replacing apps, and the 60-day trial approach accelerating adoption across clinics and health systems.

LinkedIn Link

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152 - How Nvidia “Bought” Its Way Back Into China & What It Means for U.S. Power

Marcus Whitney & Vic Gatto — Sat, 16 Aug 2025 03:00:00 -0400

Vic 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.

Links

8:30 Inflation Held Steady at 2.7% in July WSJ

9:33 U.S. Stocks Amble to Fresh Records on Optimism for a September Rate Cut WSJ

10:26 Isaac Health secures $10.5M to advance technology for brain health and dementia care Fierce Healthcare

11:07Citizen Health Inks $30m Sereis A VC Journal

14:53 Reprieve Cardiovascular raises $61M for heart failure treatment system Mass Device

15:26 Conformal Medical nets $32M to complete trial of foam-based heart occluder Fierce Healthcare

15:57 Tony Robbins and Peter Diamandis’ longevity company Fountain Life raises $18M TechCrunch

16:56 Gameto Secures $44M to Advance Stem Cell Therapy for Infertility and Menopause HIT Consultant

17:41 Arintra Raises $21M to Help Providers Win the Reimbursement Fight MedCity

18:03 SetPoint Medical nabs $140M to commercialize neuromod device Modern Healthcare

18:36 With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle WSJ

23:14 No More Offshore. Startups Look to Spend and Hire in U.S. Due to Trump Tax Change. WSJ

25:03 Vinay Prasad, in surprise reversal, to rejoin FDA after abrupt departure Biopharma Dive

28:10 Nearly 6,500 providers reject Blue Cross antitrust deal Modern Healthcare

29:04 Cardinal Health Posts Mixed Results, Strikes $1.9 Billion Solaris Health Deal WSJ

30:14 Providence narrows operating losses in Q2 on volume, commercial rate gains Fierce Healthcare

30:36 Kaiser Permanente ahead of last year on revenue and profit Healthcare Finance

36:47 Omada grows revenue, membership in public earnings debut Healthcare Dive

37:59 Eli Lilly Shares Slide as Weight-Loss Pill Results Dent Enthusiasm WSJ

40:20 Bayer, Kumquat Biosciences Team Up on New Potential Cancer Drug WSJ

40:57 https://www.youtube.com/watch?v=pi3A4443HDo

41:52 Crypto Firm Circle Posts Loss in First Earnings Report After IPO WSJ

47:22 Bullish’s Stock Soars in Latest Test for IPO Market WSJ

48:56 Coinbase App X

50:56 Oracle Health debuts

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151 - The Alarming Rise of Long-Term Unemployment & What It Signals for the Economy

Marcus Whitney & Vic Gatto — Sat, 09 Aug 2025 03:00:00 -0400

In 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 opening 401(k)s to private assets. Payer updates include Blue Shield’s price tool, Oscar Health’s losses, Hy-Vee’s ICHRA plan, and UnitedHealth’s acquisition of Amedisys. They also explore Hinge Health’s earnings, Hims & Hers’ expansion, major pharma moves, fall prevention, AI in heart failure care, consulting disruption, OpenAI announcements, AI market manipulation, and the threat of AI-driven propaganda.

Links

0:57 Unemployed Americans Endure Longer Job Searches in a Cooling Market WSJ

6:43 Trump Seeks Bigger Overhaul at Labor Statistics Bureau, Adviser Says WSJ

7:48 Why the B.L.S. Regularly Revises Jobs Data NYT

12:35 Earning More but in Worse Shape: Hardship Overwhelms Many American Families WSJ

17:41 Trump Just Got a Fresh Shot at Bending the Fed to His Will WSJ

21:35 How an NYC Suburb Is Actually Managing to Bring Rents Down WSJ

25:10 Trump Announces Additional $100 Billion Apple Investment in U.S. NYT

27:53 Cash Windfall From Trump’s Tax Law Is Starting to Show Up at Big Companies WSJ

31:15 Positive Development Rakes In $51.5M To Grow Developmental Therapy Model for Autism MedCity News

32:50 Ultromics nets $55M to boost its AI ultrasound software for detecting hidden heart failure Fierce Healthcare

35:28 Heartflow pumps up IPO plans to $300M Fierce Healthcare

36:08 OpenAI-backed Chai raises $70mn for AI-driven drug discovery FT

38:22 Kennedy Cancels Nearly $500 Million in mRNA Vaccine Contracts NYT

42:57 Trump’s Tariffs Questioned by Appeals Court WSJ

48:06 Trump to Sign Order Easing Path for Private Assets in 401(k)s Bloomberg

51:19 Blue Shield of California launches new prescription price transparency tool for members Fierce Healthcare

52:27 Oscar Health misses estimates in Q2, plans layoffs and inks Hy-Vee-branded ICHRA plan Fierce Healthcare

56:15 UnitedHealth, Amedisys to sell off facilities in settlement with DOJ Fierce Healthcare

58:46 Hinge Health beats Wall Street expectations on revenue in first public earnings Healthcare Dive

59:06 Hims & Hers stock falls 12% on revenue miss as company plots expansion into lab testing, longevity Fierce H

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150 - AI Thats Quietly Taking Over Your Doctors Office (It’s Not What You Think) w/ Dr. Eric Stecker

Marcus Whitney & Vic Gatto — Wed, 06 Aug 2025 03:00:00 -0400

Vic 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 what’s next as AI expands into pediatric care and diagnostic support. They also discuss Insight’s business model, physician satisfaction metrics, and the broader vision of transforming population health through scalable clinical automation.

LinkedIn - http://bit.ly/3Hdbq1X

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149 - The Trump Health Tech Takeover: AI Scribes, Patient Data, and the Future of Hospitals

Marcus Whitney & Vic Gatto — Sat, 02 Aug 2025 03:00:00 -0400

In 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 crypto policy reversals.

Links

4:24 U.S. Economy Rebounds in Second Quarter WSJ

7:32 Trump and EU Reach Tariff Deal, Avoiding Trade War WSJ

8:04 - Fed Holds Rates Steady, but Two Officials Back a Cut WSJ

11:02 With Ambience’s new mega-round, AI scribes have announced nearly $1 billion in funding this year Stat

16:56 Arbital Health lands $31M to build out infrastructure layer for value-based risk contracting Fierce Healthcare

17:49 Charta Health picks up $22M to revamp manual chart review with AI Fierce Healthcare

18:29 White House and CMS to launch Health Tech Ecosystem Initiative to expand use of digital health with a focus on consumers Fierce Healthcare

25:32 Trump Administration Weighs Patent System Overhaul to Raise Revenue WSJ

31:50 Medicare Part D Drug Plan Premiums Set to Rise WSJ

35:25 White House Letter to Pfizer X

38:42 Vinay Prasad departs FDA amid conservative criticism, controversy over Sarepta gene therapy Fierce Healthcare

40:40 The Rural Health Transformation Fund: What States and Providers Need to Know (and Do) Now. 80 Million-Substack

43:12 On Eve of Tariff Deadline, Trump’s Trade War Faces Key Court Test NYT

45:45 Humana Raises 2025 Outlook as Revenue Tops Estimates WSJ

46:42 UnitedHealth Continues to Struggle as Rising Medical Costs, Shortfalls Affect Business WSJ

48:59 CVS Health hikes 2025 profit outlook as Aetna insurance business improves Fierce Healthcare

49:35 Cigna affirms outlooks as Evernorth Health Services drives growth Modern Healthcare

50:22 Federal judge blocks Arkansas law barring pharmacy benefit managers from owning pharmacies in state AP

52:09 HCA raises 2025 guidance despite softening volumes Healthcare Dive

52:28 UHS posts softer-than-expected volumes for second consecutive quarter Healthcare Dive

52:52 Teladoc Health Q2 revenue declines 2%, slightly beating Wall Street estimates Fierce Healthcare

53:35 U.S. Opens Antitrust Investigation Into NewYork-Presbyterian NYT

55:06 Novo Nordisk Shares

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148 - How Trump's Healthcare Agenda and AI Will Reshape Primary Care Forever

Marcus Whitney & Vic Gatto — Sat, 26 Jul 2025 03:00:00 -0400

Vic 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, and UnitedHealth are examined, alongside leadership changes at CHS amid Medicaid reimbursement cuts. They explore growing investments in Ethereum, Trump’s $2B Bitcoin buy-in, and the crypto-ification of corporate treasuries. AI safety risks are highlighted with OpenAI's role in a user's delusions, while Google’s Gemini AI integrates with G Suite. The episode wraps with a powerful essay from primary care doctors urging inclusion in Maha healthcare reform and Amazon’s controversial acquisition of a wearable that listens to your entire day.

Links

2:34 Trump’s New Trade Standard Takes Shape With 15% Tariff Deal WSJ

3:54 Japan Trade Deal and European Talks Send U.S. Stocks Higher WSJ

4:43 U.S. Leading Indicators Show Economic Clouds Gathering WSJ

6:11 Microsoft Alerts Firms to Server-Software Attack WSJ

8:29 Microsoft links Sharepoint ToolShell attacks to Chinese hackers Bleeping Computer

9:49 Clinical AI company Aidoc lands $150M backed by General Catalyst, Nvidia's venture arm Fierce Healthcare

10:42 Robotics Startup Dash Bio Sprints to New Financing WSJ

11:47 Value-Based Provider AbsoluteCare Raises $135M for Market Expansion BH Business

14:11 AI Talent Frenzy Is a Mixed Bag for VCs WSJ

16:32 White House releases AI Action Plan, looks to speed adoption in healthcare Fierce Healthcare

23:55 Bill Would Force Hospitals to Warn If They Aren’t Equipped to Save Premature Babies WSJ

26:43 Bipartisan bill aims to ensure parity between reimbursement in MA, traditional Medicare Fierce Healthcare

35:00 MAHA group makes hefty pitch backing Trump and RFK Jr.’s health agenda The Hill

37:12 Cost pressures limit Molina Healthcare during Q2 earnings, stock dips 4% Fierce Healthcare

37:32 Oscar Health cuts full-year guidance, estimates 2025 loss as ACA marketplace stumbles Fierce Healthcare

39:22 UnitedHealth confirms it’s under investigation by DOJ Healthcare Dive

42:43 Community Health Systems beats Q2 revenue, earnings estimates; CEO to retire Fierce Healthcare

47:52 Tenet raises 2025 expectations, but dodges questions about policy impacts Healthcare Dive

49:15

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147 - Is This the End of Hospitals As We Know Them? The Shocking CMS Move No One Saw Coming

Marcus Whitney & Vic Gatto — Sat, 19 Jul 2025 03:00:00 -0400

In 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 examine policy shifts affecting Medicare, Medicaid, and cell and gene therapy pilots. Payer market turmoil, hospital M&A dynamics, and pharma’s contrasting success round out the business update. They close with reflections on U.S.-China AI competition, regulatory loopholes in talent acquisitions, and how stablecoin and voice AI advances could transform healthcare.

Links:

3:57 - Inflation Picks Up to 2.7% as Tariffs Start to Seep Into Prices WSJ

5:15 - Starbucks Tells White-Collar Workers to Come to the Office More—Or Take a Buyout WSJ

15:36 - America’s Biggest Rare-Earth Producer Makes a Play to End China’s Dominance WSJ

18:15 - M7 Health nabs $10M to modernize nurse staffing and scheduling Fierce Healthcare

20:17 - OpenEvidence raises $210M, unveils AI agents built for advanced medical research Fierce Healthcare

23:33 - Fellow Health: $24 Million Series B Raised For Expanding Male Reproductive Test Offerings Pulse 2.0

24:32 - CMS Eliminating the Inpatient Only (IPO) List CMS website

29:04 - Trump 2.0 backs digital health in proposed CY2026 physician fee schedule rule Fierce Healthcare

34:11 - CMS officially names participants in Cell and Gene Therapy Access Model Fierce Healthcare

36:18 - F.D.A. Panel to Reassess Hormone Therapy Warnings NYT

40:08 - Elevance Health lowers 2025 guidance amid cost pressures in ACA, Medicaid markets Fierce Healthcare

41:17 - Centene, Elevance, Molina squeezed as exchanges deteriorate Modern Healthcare

43:57 - Geisinger layoffs hit insurance division Modern Healthcare

44:43 - Nonprofits ChristianaCare, Virtua Health explore merger Health Care Dive

46:00 - M&A Quarterly Activity Report: Q2 2025 KaufmanHall

47:46 - Private-Equity Firms Bain and Kohlberg Make Another Big Bet on Biopharma Industry WSJ

48:35 - Trump Says 200% Pharma Tariffs Are Coming. Wall Street Shrugs. WSJ

50:03 - J&J Raises Full-Year Outlook After Beating Profit Expectations WSJ

53:17 - Upended by Meth, Some Communities Are Paying Users to Quit NYT

57:32 - Crypto rises on renewed optimism House will pass key stablecoin le

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146 - Inside the Devastating Medicaid Cuts Hidden in the New Law

Marcus Whitney & Vic Gatto — Sat, 12 Jul 2025 03:00:00 -0400

Vic 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.

Links

5:00 - Stock Funds Rose 10.1% in Second Quarter WSJ

6:17 - 8:17Meme Stocks and YOLO Bets Are Back and Fueling the Market’s Rally WSJ

8:17 - 8:57Steady Hiring Added 147,000 Jobs to U.S. Economy in June WSJ

8:59 - Trump Delayed Reciprocal Tariffs After Bessent Wanted More Time on Deals WSJ

10:51 VC Fund Performance Q1 2025 Carta

14:43 H1 2025 market overview: Proof in the pudding Rock Health

15:47 QSBS 2.0 is Here LinkedIn

22:11 - How the reconciliation bill will shake out for hospitals and the healthcare industry HFMA

32:54 - New taxes to hit hospitals as a result of the budget reconciliation bill HFMA

39:56 - We’re Leaving Delaware, And We Think You Should Consider Leaving Too A16Z website

43:43 - More Pressure Mounts on Health Insurers as Costs Continue to Rise WSJ

44:30 - HCSC launches rebrand for its Medicare unit as 'HealthSpring' Fierce Healthcare

45:31 - CVS Omnicare ordered to pay $949 million in government fraud case Healthcare Dive

47:36 - Samsung to acquire digital health firm Xealth Healthcare Dive

49:40 - Symplr acquires AMN Healthcare's staff scheduling software for $75M Fierce Healthcare

50:38 - Merck to Buy Verona Pharma in $10 Billion Deal WSJ

51:20 - She Paid $1 Million to Join a Senior Facility. Its Bankruptcy Wiped Her Out. WSJ

57:18 - Robinhood Wants to Redo Wall Street on the Blockchain Gizmodo

1:02:03 - SEC Chairman Paul Atkins on public vs. private markets CNBC

1:03:36 - Making America the Crypto Capital of the World X

1:06:01 - As an M.D, here's my 100% honest opinion and observations/advices about using ChatGPT Reddit

1:09:01 - Elon Musk’s xAI launches Grok 4 alongside a $300 monthly subscription TechCrunch

1:14:28 - Microsoft Touts $500 Million AI Savings While Slashing Jobs Bloomberg

1:15:32- Meta Hires Top Apple AI Expert, Continuing Zuckerberg’s Recruitment Push WSJ

1:17:23 - Zuck's Eleven Spyglass

1:18:03 - How Nvidia Became the World’s

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145 - From Wearables to Wall Street: How Tech, AI & Policy Are Reshaping U.S. Healthcare

Marcus Whitney & Vic Gatto — Sat, 28 Jun 2025 03:00:00 -0400

In 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 with Circle, and tokenized SpaceX shares through Republic. Finally, they review healthcare job cuts, upcoming legislation turmoil, and Walgreens’ operational shifts.

Links

8:50 - Stocks Hover Near Records, Oil Prices Recover Some Ground WSJ

10:09 - Powell Reaffirms Wait-and-See Posture on Rate Cuts WSJ

12:57 - U.S. Regulators Move to Ease Financial Crisis-Era Bank Capital Rules WSJ

13:45 - Abridge, Whose AI App Takes Notes for Doctors, Valued at $5.3 Billion at Funding WSJ

15:06 - Voice AI company SuperDial picks up $15M series A to automate insurance calls Fierce Healthcare

15:58 - Introducing Mandolin: AI Teammates for Healthcare Greylock website

16:49 - Juniper Genomics Raises $4.6M for Whole-Genome Embryo Screening Platform Fem Tech

17:42 - ForSight Robotics raises $125M to trial cataract eye surgery platform Fierce Healthcare

18:27 - Precision Medicine Firm Caris Breaks Bio IPO Drought, Raising $494M for Cancer Analysis Tools MedCity News

19:24 - Medicaid changes don't meet Senate rules in 'big, beautiful bill' says parliamentarian NPR

22:42 - HHS Secretary Kennedy, CMS Administrator Oz Secure Industry Pledge to Fix Broken Prior Authorization System HHS website

25:40 - RFK Jr.'s Public Health Plan? Get Every American to Buy a Wearable Device PC Mag

30:21 -33:28 Oz hints at impending CMS rule to force drug price transparency Healthcare Dive

33:28 - Executive insight from Aetna, Anterior, Ascendium and more

37:16 - HFMA’s Ann Jordan announces new tools to quantify the performance of healthcare

41:55 - Vanderbilt University Medical Center announces up to 650 layoffs Axios

42:37 - American Hospital Association launches 'seven-figure' ad campaign against Medicaid cuts Fierce Healthcare

45:23 - Walgreens Sales Rise on Healthcare and Costs Cuts Ahead of Going Private WSJ HFMA Annual Recap: HFMA

46:13b - New Data Shows Just How Powerful the Next Weight-Loss Drugs May Be NYT

47:09 - Hims & Hers Stock Drops More Than 30% After Novo Nordisk Breakup WSJ

48:08 - Novo Nordisk inks partnership with WeightWatchers to broaden We

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144 - Why Startups Need Half the Capital And Who’s Getting Cut First

Marcus Whitney & Vic Gatto — Sat, 21 Jun 2025 03:00:00 -0400

In 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.

Links

0:51 - The Fed Waits Out the Tariff Economy WSJ

3:50 - The Biggest Companies Across America Are Cutting Their Workforces WSJ

6:01 - Amazon CEO Says AI Will Lead to Smaller Workforce WSJ

12:19 - Microsoft Plans to Cut Thousands More Employees WSJ

13:49 - Tennr clinches $101M to build out AI that automates patient referral process Fierce Healthcare

16:30 - Sword Health lands $40M, launches AI-based mental health solution Fierce Healthcare

18:36 - Nabla banks $70M series C to build out agentic AI for clinical workflows Fierce Healthcare

19:20 - Ohio Greenlights First-Ever Venture-Capital Hospital Acquisition WSJ

20:42 - Senate Bill Would Make Deep Cuts to Medicaid, Setting Up Fight With House NYT

27:46 - AHIP 2025: Insurer coalition vows to fight Trump budget bill to final hour Fierce Healthcare

28:44 - Supreme Court upholds Tennessee ban on gender affirming care for minors Fierce Healthcare

32:37 - Senate passes GENIUS Act despite crypto corruption concerns Axios

42:30 - Humana’s cautious defense of Medicare Advantage Healthcare Dive

44:59 - Episource ransomware attack leaked patient health data Healthcare IT News

45:18 - Ascension agrees to acquire Amsurg to expand ambulatory surgery reach Healthcare Dive

45:26 - Headspace Launches Insurance-Covered Therapy Direct to Consumers HIT Consultant

46:03 - Eli Lilly to Acquire Verve Therapeutics for Up to $1.3 Billion WSJ

46:25 - A Cutting-Edge Cancer Therapy Offers Hope for Patients With Lupus NYT

47:41 - The Friendly Caller Who’s Helping Seniors Feel Less Lonely WSJ

49:34 - Abridge launches gen AI tool for inpatient clinicians, adds outpatient orders feature Fierce Healthcare

50:16 - UHS partners with Hippocratic AI to launch AI agents Healthcare Dive

50:42 - OpenAI wins $200 million U.S. defense contract CNBC

52:12 - OpenAI and Microsoft Tensions Are Reaching a Boiling Point WSJ

56:59 - Microsoft prepar

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143 - The Case for AI as Standard of Care in Medicine w/ Tarun Kapoor

Marcus Whitney & Vic Gatto — Wed, 18 Jun 2025 03:00:00 -0400

In 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 LinkedIn

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142 - Why RFK Jr. Dismantled the Vaccine Committee & What Happens Next

Marcus Whitney & Vic Gatto — Mon, 16 Jun 2025 21:00:00 -0400

In 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 episode wraps up with insights on AI innovation, including Google's AI missteps, Oracle's push into healthcare cloud services, the future of nuclear energy, and Meta's strategic investment in Scale AI.

5:00 - Hiring Slowed in May, With 139,000 New Jobs WSJ

7:09 - Muted May Inflation Defies Tariff Fears WSJ

9:29 - Bonds Rally, Stocks Slip After Inflation Data WSJ

10:28 - Ryght AI raises seed to shrink clinical trial timelines Axios

11:36 - Autonomize AI gets $28M for health agents Axios

12:53 - Emory Healthcare invests $10M in Guidehealth as it ramps up value-based care collaboration Fierce Healthcare

13:31 - Somnee raises $10M for smart sleep wearable Axios

15:21 - Eli Health raises $12M for hormone tracking Axios

16:43 - Priorities for a New FDA JAMA

20:00 - RFK Jr.: HHS Moves to Restore Public Trust in Vaccines WSJ-Op

25:33 - RFK Jr. names 8 new members to CDC's vaccine advisory committee after purging entire panel Fierce Healthcare

32:10 - Hospitals rail against 'inadequate' pay bump, mandatory TEAM participation in IPPS comments Fierce Healthcare

33:10 - Humana to Back Curbs to Medicare Advantage Billing Practices WSJ

35:10 - Cigna rolling out new tech tools to simplify the member experience Fierce Healthcare

35:54 - HHS watchdog accuses CVS Medicare Advantage plan of upcoding Healthcare Dive

37:37 - BCBSM eliminates 600 jobs; Molina lays off Virginia health plan employees Fierce Healthcare

39:00 - For Patients With Rare Blood Cancer, New Drug Offers Relief WSJ

40:30 - These Diabetes Drugs Are Finding New Life as an Antiaging Hack WSJ

42:33 - IBM Has a Roadmap to a ‘Fault-Tolerant’ Quantum Computer by 2029 WSJ

43:59 - The Audacious Reboot of America’s Nuclear Energy Program WSJ

47:08 - Google Expands Buyout Program in Push to Ramp Up AI Spending WSJ

53:47 - Oracle Shares Jump as CEO Targets ‘Dramatically Higher’ Revenue Growth WSJ

55:10 - News Sites Are Getting Crushed by Google

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141 - The Trump-Elon Split: GOP Tensions, Debt Ceiling Risks, and Healthcare Fallout

Marcus Whitney & Vic Gatto — Sat, 07 Jun 2025 03:00:00 -0400

Vic 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, UnitedHealth’s ongoing legal battles, Epic’s TEFCA expansion, Amazon Pharmacy’s Medicare push, Apple’s App Store legal setback, FDA’s AI cancer screening approval, Quantum Health’s acquisition of Embold Health, and Anthropic’s alarming AI safety experiments.

1:33 - Elon and DJT Fight - X

23:13 - JPMorgan’s Jamie Dimon Predicts ‘Crack in the Bond Market,’ Citing U.S. Fiscal Mess WSJ

24:25 - US Economic Activity Ebbs, Prices Rise in Fed’s Beige Book Bloomberg

25:35 - Bond Yields Fall After Weak Data Spurs Hopes of Rate Cut WSJ Economists Raise Questions About Quality of U.S. Inflation Data WSJ

31:13 - Clara Home Care Raises $3.1M in Seed Funding FINSMES

32:47 - Texas Health Resources Among Investors in ArcheHealth Healthcare Innovation

33:49 - Reserv nabs $25M to fix insurance claims tech Axios

34:49 - Outcomes4Me Raises $21M in Funding FINSMES

35:49 - Prepared raises $80M to expand AI-powered emergency response platform Silicon Angle

38:29 - Omada Health aims to raise $158M in IPO, targeting valuation of $1.1 billion Fierce Healthcare

39:11 - Nearly 11M would become uninsured under GOP reconciliation bill: CBO Healthcare Dive

42:51 - Apple loses bid to pause app store reform order in Epic Games case Reuters

47:03 - UnitedHealth posts shareholder FAQ that offers greater detail on C-suite strategy Fierce Healthcare

49:01 - UnitedHealth files defamation suit over report that it paid kickbacks to nursing homes Fierce Healthcare

51:04 - Ascension nears $3.9B AmSurg acquisition Fierce Healthcare

52:30 - 38 hospitals, health systems cutting jobs Beckers

54:09 - Amazon Pharmacy’s PillPack expands to Medicare patients Healthcare Dive

54:54 - Epic charts growth in provider TEFCA adoption Healthcare Dive

56:44 - Novartis’s Cancer Treatment Pluvicto Shows Positive Results in Trial WSJ

57:20 - Facing a Cancer Diagnosis? Exercise and Diet Could Make a Difference WSJ

59:36 - FDA clears first AI tool for breast cancer risk prediction from startup Clairity Fierce Healthcare

1:0

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140 - How "Make America Healthy Again" Could Completely Change U.S. Healthcare

Marcus Whitney & Vic Gatto — Sat, 31 May 2025 03:00:00 -0400

Marcus is joined by Emily Evans to break down the sweeping changes proposed under the “Make America Healthy Again” initiative and the "One Big Beautiful Bill." They discuss the healthcare system’s shift from treating sickness to promoting long-term health, the political disruption caused by these policies, the overmedicalization of children, pharma industry challenges, obesity drugs, the role of agriculture and environmental toxins, vaccine policy reform, mental health in youth, and how these reforms will impact healthcare supply, Medicaid, and biotech industries.

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139 - Why America's Top Hospitals Are Sounding the Alarm

Marcus Whitney & Vic Gatto — Sat, 24 May 2025 03:00:00 -0400

In 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 venture capital, and IPO activity. Policy highlights include Trump’s Medicaid work requirements bill, soda bans in SNAP, and mounting financial pressure on nonprofit health systems. The episode closes with a discussion of America’s deteriorating youth health and the continued unraveling of emergency department infrastructure.

Links:

6:14 - U.S. Loses Last Triple-A Credit Rating WSJ

10:12 - Weak Auction of Government Debt Jolts Markets WSJ

12:04 - America’s Fiscal Situation Threatens the Good Mood on Wall Street WSJ

13:37 - Walmart to Cut 1,500 Corporate Jobs in Restructuring WSJ

14:31 - Bitcoin hits new record high above $111,000 as rally marches on CNBC

17:32 - Dazos raises $25M for customer relationship management platform Mobi Health News

19:00 - Rad AI: $8 Million Raised To Develop Generative AI Solutions For Radiology Pulse 2.0

19:59 - Biostate AI raises $12M Series A Axios

20:52 - Hinge Health raises $437 million in its IPO Axios

21:58 - Austin’s Reign as a Tech Hub Might Be Coming to an End WSJ

25:14 - - SEC Chair Signals Investor Access to Private Markets Could Soon Broaden WSJ

28:53 - Revolut CEO raises $250m for AI-powered VC firm QuantumLight Sifted

36:20 - Trump’s ‘beautiful’ bill spans more than 1,000 pages. Here’s what’s inside it AP

39:52 - Here are some of the changes to the House bill unveiled Wednesday night. NYT

46:56 - These Democratic governors are trying to curb health care for unauthorized immigrants NPR

48:54 - 4 Key Takeaways from a New White House Report on Children’s Health NYT

53:29 - In Approving Soda Ban for Food Stamps, U.S.D.A. Reverses Decades of Policy NYT

55:11 - CMS deploying more coders, 'advanced systems' to audit all Medicare Advantage contracts Fierce Healthcare

56:15 - Senators reintroduce bill that seeks to reform prior authorization in Medicare Advantage Fierce Healthcare

59:23 - Judge shuts down drugmakers’ 340B rebate plans, for now Healthcare Dive

1:00:35 - New Evernorth program to cap out-of-pocket costs for Wegovy, Zepbound a

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138 - The Future of Neuropathy Treatment | Stem Cells, Biologics, and Real Recovery Stories

Marcus Whitney & Vic Gatto — Wed, 21 May 2025 03:00:00 -0400

In 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 and surgery. Mark shares his personal journey from heart failure and near-disability to recovery through biologics, turning his experience into a mission to advance access and innovation in this space.

Rize UpMedical: website

Mark Durante: LinkedIn

Published Research discussed in the show:

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137 - Inside the UnitedHealth Crisis & What It Means for Healthcare’s Future

Marcus Whitney — Sat, 17 May 2025 03:00:00 -0400

In 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.

Links:

6:13 - Surprise U.S.-China Trade Deal Gives Global Economy Reprieve WSJ

9:07 - Mild April Inflation Captures Early Stages of Tariff Effects WSJ

9:57 - Microsoft Slashing Thousands of Workers, Including Management Jobs WSJ

11:16 - Clarium lands $27M to fortify hospital supply chains Axios

12:09 - Olio Secures $11M to Scale Care Coordination Platform HIT

13:30 - J&J, Eli Lilly join $85M financing for newly unveiled gene editing biotech Stylus Fierce Healthcare

15:19 - Somite, a developer of foundation models for the human cell, raised $47m in Series A. X

16:35 - Cohere Health lands $90M series C round to expand AI use cases Fierce Healthcare

17:24 - Pathos AI raises $365M at $1.6B valuation Axios

18:21 - State of Private Markets: Q1 2025 Carta

23:07 - CMS proposes crackdown on 'money laundering' provider tax policies Modern Healthcare

24:25 - Drugmakers Avoid Worst-Case Pricing Scenario for Now WSJ

25:14 - Trump Leadership: If You Want Welfare and Can Work, You Must NYT-Op

28:15 - $715B Medicaid cut passes House committee in reconciliation bill Healthcare Finance

30:23 - Trump Officials Balk at RFK Jr.’s Attack on Pesticides WSJ

31:17 - CMS Innovation Center Strategy to Make America Healthy Again CMS website

36:48 - UnitedHealth CEO Is Out, Sending Shares Plummeting WSJ

40:08 - UnitedHealth Group Is Under Criminal Investigation for Possible Medicare Fraud WSJ

51:25 - Kaiser Permanente sees 16.1% year-over-year Q1 revenue growth following Risant acquisitions Fierce Healthcare

51:46 - Omada Health Files to Go Public: Will It Be Successful? MedCity

53:06 - Eli Lilly Says Trial Patients Lost More Weight on Zepbound Than Rival’s Wegovy WSJ

53:44 - Bayer Shares Jump After Results Beat Expectations on Pharma Strength WSJ

54:10 - GSK Makes a Big Liver Disease Move With $1.2B Deal for Phase 3-Ready MASH Drug 54:10 - MedCity News

54:57 -

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136 - How the MAHA Movement Is Rewiring U.S. Healthcare Policy

Marcus Whitney — Sat, 10 May 2025 03:00:00 -0400

In 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 YouTube

Links

3:27 - U.S. nonfarm jobs grow by 177,000 in April, beating expectations UPI

4:28 - Powell rules out a preemptive rate cut to blunt any tariff impact CNBC

6:12 - U.S. and U.K. Unveil Framework for Trade Deal WSJ

7:09 - U.S. and Chinese Officials to Meet for Trade Talks WSJ

8:08 - TSOLife Secures $43M to Revolutionize Senior Living Experience HIT

10:11 - FoodHealth Company corrals $7.5M Series A to support pivot Axios

12:03 - Deerfield Management raises $600M fund in "constrained" market Axios

12:53 - Trump Picks a ‘MAHA’ Movement Leader for Surgeon General WSJ

13:38 - Biotech Stocks Fall After FDA Names Vinay Prasad To Succeed Marks at CBER BioSpace

34:31 - Justice Department Sues Big Medicare Insurers Alleging Kickbacks WSJ

36:20 - G.O.P. Targets a Medicaid Loophole Used by 49 States to Grab Federal Money NYT

41:07 - Trump orders FDA to help speed building of new drug factories Healthcare Dive

42:16 - N.I.H. Bans New Funding From U.S. Scientists to Partners Abroad NYT

44:20 - U.S. to Overhaul Curbs on AI Chip Exports After Industry Backlash WSJ

45:45 - CVS Beats Wall Street Expectations, Plans to Withdraw From ACA Business WSJ

47:22 - Clover Heath raises guidance, revenue jumps 33% Fierce Healthcare

48:29 - Vanderbilt Medical Center implements hiring freeze, layoffs amid federal funding cuts WTVF

50:33 - OHSU, Legacy Health's 10-hospital, $8B merger is no more Fierce Healthcare

52:37 - Helping nurse managers tend to their frontline workers Fierce Healthcare

53:28 - Nurse managers: The backbone of a strong nursing workforce McKinsey Report

56:38 - Virtual MSK provider IncludeHealth rebrands as LainaHealth supercharged with AI and computer vision Fierce Healthcare

57:04 - Health reports Q1 growth Axios

1:00:07 - Hims & Hers' Q1 revenue doubles to $586M, boos

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135 - AI’s Surge, Meta’s Chaos, and the Crisis Facing Young Doctors

Marcus Whitney — Sat, 03 May 2025 03:00:00 -0400

In 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 doctors

Links

3:43 - U.S. Economy Shrank in First Quarter as Imports Surged Ahead of Tariffs WSJ

5:39 - U.S. Hiring Slows as Employers’ Concerns Mount, ADP Data Show WSJ

7:07 - UPS to Cut 20,000 Jobs After Amazon Breakup WSJ

8:15 - Beijing Doesn’t Want America to See Its Trade-War Pain WSJ

10:27 - Canada’s Election Challenges Trump’s Theory of Trade War WSJ

12:25 - Plenful Raises $50M in Series B Funding FINSMES

13:24 - HealthPlan Data Solutions Secures $15M With MK Capital CityBiz

14:25 - Trek gets $11M to unlock health care's pricing black box Axios

15:37 - Blooming Health raises $26M for social services access Axios

17:06 - Senators introduce RPM Access Act to increase rural payment rate for remote monitoring Fierce Healthcare

18:19 - Supreme Court rules against hospitals in DSH case Modern Healthcare

19:37 - CMS explores limiting insurers' use of prior authorizations Modern Healthcare

21:16 - Humana bucks Medicare Advantage cost trend Modern Healthcare

22:20 - Backstopped by Q1 overperformance, Tenet Healthcare will stay aggressive amid policy uncertainties Fierce Healthcare

23:09 - UHS sees behavioral health volumes drop in Q1 Healthcare Dive

24:26 - Teladoc Health acquires UpLift for $30M, doubling down on virtual mental health despite BetterHelp's struggles Fierce Healthcare

26:20 - Novartis to buy Regulus Therapeutics for up to $1.7B Axios

27:25 - Pfizer Expands Cost-Cutting Measures, Reaffirms Outlook WSJ

28:05 - Hims & Hers, Novo Nordisk partner on GLP-1s Modern Healthcare

32:09 - Merck to Spend $1 Billion on New Factory to Make U.S. Supplies of Blockbuster Drug WSJ

33:21 - Amateur Athletes Are Turning to Ozempic to Raise Their Game WSJ

35:01 - Suicide Reverberates Among Young Doctors WSJ

41:31 - Cedar rolls out AI voice agent to tackle patients' medical billing questions Fierce Healthcare

43:46 - Zocdoc launches voice AI agent Zo to streamline bookings by phone Fierce Healthcare

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134 - He Built Anthem | Now He's Exploring Healthcare & Chronic Disease with AI w/ Ben Lytle

Marcus Whitney — Wed, 30 Apr 2025 03:00:00 -0400

In 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: Link

Ben’s Books

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133 - Tariffs, Healthcare Disruption, and a Quantum Leap in Tech Innovation

Marcus Whitney — Mon, 28 Apr 2025 17:00:00 -0400

In 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.

Links

3:32 - - Fed, Tariff Fears Send Dow Down More Than 900 Points WSJ

4:02 - Tech Shares Drive Stocks Higher for a Third Straight Session WSJ

4:52 - White House Considers Slashing China Tariffs to De-Escalate Trade War WSJ

6:44 - Bessent says China tariffs are not sustainable as US signals willingness to de-escalate Reuters

7:23 - DHL Suspends High-Value Deliveries to U.S. Consumers Amid Tariff Turmoil WSJ

9:06 - Home Sales in March Fell 5.9%, Biggest Drop Since 2022 WSJ

11:27 - Gold Hits $3,500, Setting Another Record, as Investors Remain Uneasy NYT

13:11 - Nutrition counseling startup Nourish clinches $70M to expand services Fierce Healthcare

14:03 - Healthee lands $50M to streamline benefits Axios

15:20 - Superpower scores $30M to offer personalized health testing Fierce Healthcare

17:58 - Overture Life raises $20.6M for IVF automation Axios

19:38 - HCA veterans raise $10 million to launch PathPoint Health NBJ

21:08 - Biolinq raises $100M Series C for glucose monitoring device Axios

22:11 - Trump’s FDA Sends a Bullish Signal to Biotech WSJ

24:39 - The True Origins of Covid-19 White House

31:30 - Congressional Republicans signal on Medicaid cuts HFMA

34:17 - RFK Jr. Unveils Plan to Phase Out Artificial Food Dyes WSJ

36:02 - In a reversal, the Trump administration restores funding for women's health study NPR

37:12 - Arkansas governor signs bill banning PBMs from owning pharmacies Healthcae Finance

39:34 - Arkansas PBM law could spur lookalike restrictions Axios

39:42 - Judge Rules Google Operates Illegal Ad Monopoly WSJ

42:20 - Justice Department Urges Tough Action to Break Google’s Search Dominance WSJ

46:19 - A Startling Admission From a G.O.P. Senator: ‘We Are All Afraid’ NYT

50:13 - Elevance Health execs seek to ease Wall Street's concerns about elevated MA costs Fierce Healthcare

52:56 - Centene boosts revenue guidance for 2025 as it brings in $

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132 - Healthcare's Roughest Week Yet | Cuts, Crashes, and Critical Questions

Marcus Whitney — Sat, 19 Apr 2025 03:00:00 -0400

In 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 rates. In AI news, they review Claude’s Gmail integration, OpenAI’s improved memory, and Nvidia’s strategy in the U.S. Vic and Marcus end with a reflection on Daniel Kahneman’s death and the ethics of aging and end-of-life care.

Links

1:08 - Trade Tensions Weigh Down Nvidia, Tech Stocks WSJ

2:40 - Powell Warns of ‘Challenging Scenario’ for Fed as Trade War Rages WSJ

6:50 - NY Fed: Business Leaders Survey for April New York Fed

9:52 - China Halts Critical Exports as Trade War Intensifies NYT

13:51 - What the Weak Dollar Means for the Global Economy WSJ

15: 08 - Brellium snags $16.7M Series A to use AI on patient charts Axios

15:52 - PolicyMe announces $30 million CAD in funding Coverager

16:35 - Deacon Health Launches bringing Tech-Enabled Care Coordination to Specialty Care Businesswire

17:26 - Chapter, a Medicare startup with links to Vance, Thiel, and Ramaswamy, just raised a round at $1.5B valuation TechCrunch

18:19 - Hellocare.ai scores $47M for AI-enabled virtual care for smart hospitals Mobi Health

19:18 - Attovia Therapeutics raises $90M to treat autoimmune diseases Axios

20:00 - HHS funding slashed by 30 percent in budget proposal Politico

21:01 - CMS proposes 2.4% bump to inpatient pay in fiscal 2026, calls for deregulation, MAHA suggestions Fierce Healthcare

23:05 - USDA Is Fast-Tracking Requests to Yank Soda From Food-Stamps Program WSJ

23:51 - CMS to end federal match for states’ Medicaid funding requests Fierce Healthcare

27:07 - Trump targets health care costs with executive order on drug price negotiations, hospital payments Stat

28:55 - Mark Cuban: EO on healthcare and drug pricing could save hundreds of billion X

31:21 - What to Know About Trump’s Antitrust Efforts Against Tech Giants NYT

32:27 - Inside Mark Zuckerberg’s Failed Negotiations to End Antitrust Case WSJhttps://bit.ly/4iuwwpl

34:11 - Japan Regulator Orders Google to Stop Anticompetitive Practices WSJ

35:13 - Google Faces Potential $6.6 Billion U.K. Antitrust Lawsuit Over Search Advertising WSJ

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131 - LIVE - How Senator Frist Connects Climate Change to Heart Attacks, Mental Health, and Your Doctor’s Office

Marcus Whitney — Wed, 16 Apr 2025 03:00:00 -0400

In 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 emissions, the need for planetary and human health integration, and how medical education must adapt to address climate-linked diseases and health crises.

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130 - Why Healthcare CEOs Are Panicking : Tariffs, Jamie Dimon, and the $33B Medicare Advantage Fallout

Marcus Whitney — Sat, 12 Apr 2025 03:00:00 -0400

In this episode, Marcus and guest host Paul Kappelman discuss the chaotic pace of global and domestic events impacting healthcare leaders, starting with Donald Trump’s energy and policy unpredictability. They analyze the 90-day tariff pause with China and its effect on the markets, the symbolic rollback of chip restrictions involving Nvidia, and the importance of American manufacturing resilience. The conversation shifts to employer healthcare costs, the Transparent-Accolade merger, and the looming economic war with China. They also unpack Jamie Dimon’s letter to shareholders, the controversy over Medicare Advantage overpayments, and the impact of biosimilars and PBM incentives. The episode concludes with reflections on Medicaid supplemental funding, consolidation in the hospital sector, and the ethics of implicit bias pledges in medicine.

5:50 - Nasdaq Soars to Best Day Since 2001 After Trump Pauses Some Tariffs - WSJ

12:46 - Inflation rate eases to 2.4% in March, lower than expected; core at 4-year low - CNBC

16:05 - Trump administration backs off Nvidia's 'H20' chip crackdown after Mar-a-Lago dinner - NPR

18:50 - Jamie Dimon’s Annual Letter - JP Morgan

24:08 - Transcarent completes $621M merger with Accolade, eyes further investment in AI technology - Fierce Healthcare

33:23 - Health Insurer Stocks Soar on Medicare Rate Boost WSJ

35:50 - We Won’t Sign an ‘Implicit Bias’ Pledge WSJ

40:52 - Senate and House Republicans Set to "Kick the Can" on Medicaid Spending Cuts - The 80 Million

48:18 - CareSource acquires Commonwealth Care Alliance for over $400M - Modern Healthcare

49:05 - Medicare Advantage plans reaped $33B extra from 'coding intensity' - Modern Healthcare

52:01 - CVS, Express Scripts, Optum warm up to biosimilars - Modern Healthcare

55:03 - Kaufmann Hall M&A Quarterly Activity Report: Q1 2025 - Kaufmann Hall

59:38 - Say Hello to Your New Colleague, the AI Agent - WSJ-Op

1:04:29 - Google NEXT 2025 Rundown - TechRadar

1:04:58 - "The opportunity with AI is as big as it gets" - Google CEO Sundar Pichai pledges $75 billion cloud, AI spending spree - TechRadar

1:07:24 - Google unveils new security AI agents to keep your business safe from the latest threats - TechRadar

1:08:43 - AgentSpace - Google

1:11:04 - AI 2027 - AI 2027

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129 - Why Corporate VCs in Healthcare Might Be Your Startup’s Secret Weapon w/ Doba Parushev

Marcus Whitney — Tue, 08 Apr 2025 13:00:00 -0400

In 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. healthcare, the value of tech-enabled services, and how Healthworx balances financial returns with strategic impact. Doba closes with hard-won advice for both startups and enterprises considering corporate venture capital.

Doba Parushev - https://www.linkedin.com/in/parushev/

Healthworx Website - https://www.healthworx.com/

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128 - How New Tariffs Are Disrupting Healthcare and the Economy

Marcus Whitney — Sat, 05 Apr 2025 03:00:00 -0400

In 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 Tariffs Aim to Bring Down Curtain on Era of Globalization WSJ

11:23 - Trump Tariffs Send Dow to 1600-Point Decline, Dollar Slumps WSJ

12:09 - U.S. Stocks Post Worst Quarter Since 2022 on Threat of Trade War WSJ

12:57 - Senate budget blueprint empowers GOP chair to decide if Trump tax cuts add to deficit The Hill

16:08 - Senate Pencils In $5 Trillion for Tax Relief, Leaves Blank Spaces for Spending Cuts WSJ

1:16 - Consumer Sentiment Hits Lowest Since 2022 as Anxiety Rises Over Inflation and Jobs WSJ

17:41 - CoreWeave Stock Ends Flat on First Day of Trading After Scaled-Back IPO WSJ

19:08 - CoreWeave shares rip nearly 42% higher, rising above IPO price CNBC

23:16 - Venteur Raises $20M To Help Employers Administer ICHRAs MedCity News

29:00 - Notable Systems snags $12M Series B Axios

31:12 - RapidClaims corrals $11M for claim denial prevention Axios

31:20 - Post-CoreWeave, Venture Investors Rethink Their Outlook on IPOs WSJ

31:47 - Stablecoin issuer Circle files for IPO as public markets open to crypto CNBC

38:20 - The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look WSJ

39:12 - 2024 VC Fund Performance Carta

42:13 - Stopping Waste, Fraud, and Abuse by Eliminating Information Silos White House

45:51 - Health Department Begins Sweeping Job Cuts WSJ

47:06 - Vanderbilt University Medical Center braces for $250M budget cut Axios

48:34 - Trump Media to Debut on New York Stock Exchange Texas Newswire

49:32 - North Korean IT worker army expands operations in Europe Bleeping Computer

51:44 - Health insurers slash thousands of jobs, more cuts ahead Modern Healthcare

53:14 - Who Should Pay for Ozempic Is the Next Big Workplace Fight WSJ

55:13 - Oracle Health breach compromises patient data at US hospitals Bleeping Computer

58:09 - FTC’s Case Against Drug Managers on Hold After Commissioners Fired WSJ

1:01:00 - Trump’s T

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127 - RFK’s Plan to Slash 20,000 Jobs and What It Means for Healthcare

Marcus Whitney — Sat, 29 Mar 2025 03:00:00 -0400

In 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, Delaware’s legal changes to compete with Texas for incorporations, and major AI-driven VC funding rounds including Navaa and Arlo. Further topics include Medicaid waste, bioethics of embryo research, China’s controversial gene-editing comeback, GLP-1 access restrictions, centralized hospital command centers, 23andMe’s bankruptcy, and the neurological impact of retirement. They close by exploring biofeedback’s role in elite performance and the future of work amid rapid technological change.

4:43 - Home Sales Rose 4.2% in February, Beating Expectations WSJ

5:40 - Trump Announces 25% Tariffs on Imported Cars and Car Parts NYT

19:57 - What to know about the April 2 tariff day Axios

21:39 - Johnson & Johnson to Invest Over $55 Billion in U.S. in Next Four Years WSJ

22:46 - Trump Takes Tough Approach to Choking Off China’s Access to U.S. Tech WSJ

27:32 - Delaware Punches Back at Texas Efforts to Lure Away Companies WSJ

30:06 - Navina lands $55M from Goldman Sachs Modern Healthcare

32:05 - Silna Health gets $27M for insurance automation Axios

33:46 - Startup insurer Arlo raises $4M on back of AI-powered underwriting Fierce Healthcare

34:33 - Healthtech VCs Look to AI for Next Wave of Returns WSJ

34:56 - Two of a Kind: Founder of Snack Company Seeks to Back Next Big Consumer-Health Startup WSJ

36:12 - Andreessen Horowitz Aims to Raise a Smaller Bio Fund WSJ

37:45 - Duke-Margolis launches council to build health-focused frameworks for private equity Fierce Healthcare

39:38 - RFK Jr. prepares 10,000 more job cuts across HHS, outlines office consolidations Fierce Healthcare

40:29 - RFK on X

41:12 - Taxpayers Spent Billions Covering the Same Medicaid Patients Twice WSJ

46:36 - How Medicaid and SNAP cuts could affect your state Axios

48:09 - CDC, DOGE claw back $11 billion in COVID-19 grants nationwide as agency roots out 'censorship' contracts Fierce Healthcare

50:01 - Senate confirms nominees to lead FDA, NIH under RFK Jr. Modern Healthcare

51:39 - What Do We Owe This Cluster of Cells? NYT

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126 - The UFC’s Political Power Move and What It Means for U.S. Healthcare

Marcus Whitney — Sat, 22 Mar 2025 13:00:00 -0400

Vic 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 WSJ

14:27 - Consumer Sentiment Tanks as Americans Expect More Pain Ahead WSJ

15:13 - Retail Sales Edge Up in February but Miss Expectations WSJ

17:08 - Trump Team Explored Simplified Plan for Reciprocal Tariffs WSJ

18:52 - Nasdaq Plans Second U.S. Headquarters in Texas WSJ

25:32 - Inspiren banks $35M to scale AI-powered senior living technology Fierce Healthcare

26:29 - Proscia pulls in $50M for digital pathology Axios

27:51 - Medalogix, Forcura Merge to Form a $1 Billion Healthcare Software Business WSJ

28:52 - The Israeli Startup That Just Inked the Largest Cybersecurity Deal Ever WSJ

30:18 - GSR Ventures spins out new US branch, Informed Ventures, with tenured partners Fierce Healthcare

31:05 - Dr. Oz describes changes he would bring to Medicare, Medicaid as CMS administrator HFMA

36:05 - Trump administration charts a new course at the Center for Medicare & Medicaid Innovation HFMA

36:53 - Startups Prep for Potential Medicaid Cuts WSJ

39:25 - Trump fires 2 Democratic FTC commissioners, Andrew Ferguson defends decision Fierce Healthcare

42:56 - FTC again pushes back on Indiana hospitals' 2nd merger attempt Fierce Healthcare

46:39 - RFK Jr.'s HHS picks up Biden admin legal fight against 340B rebates Fierce Healthcare

48:38 - Trump Administration Weighing Major Cuts to Funding for Domestic HIV Prevention WSJ

53:30 - Cigna closes $3.3B sale of Medicare plans to HCSC Fierce Healthcare

54:06 - Employers Get Big Drug Discounts Through Program For Hospitals That Serve Poor Patients WSJ

55:40 - Highmark posts $29.4B in 2024 revenue amid ongoing rise in utilization Fierce Healthcare

57:06 - Mass General Brigham announces $400M cancer care investment ahead of Dana-Farber split Fierce Healthcare

58:54 - DispatchHealth and Medically Home merge, creating one of nation's largest hospital-at-home providers Fierce Healthcare

1:00:26 - Pfizer Has a New Playbook for Reviving Sales—and It’s Starting to Pay Off WSJ

1:01:42 -

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125 - Market Chaos, Healthcare Cuts, and AI Breakthroughs—What’s Coming Next?

Marcus Whitney — Sat, 15 Mar 2025 14:00:00 -0400

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 slowdowns, and the potential collapse of numerous VC firms.

Links:

3:50 - Democrats Clear Way for GOP Funding Bill, Ending Threat of Government Shutdown WSJ

4:29 - U.S. Added 151,000 Jobs Last Month WSJ

5:24 - An ‘Untradable’ Market: Trump Sows Profound Uncertainty for Stocks NYT

7:56 - CNBC’s interview with U.S. Treasury Secretary Scott Bessent Youtube

16:01 - Inflation Cooled to 2.8% in February, Lower Than Expected WSJ

18:26 - An ‘Untradable’ Market: Trump Sows Profound Uncertainty for Stocks NYT

18:26 - Virtual musculoskeletal care provider Vori Health nabs $53M Fierce Healthcare

19:09 - Motivity gets $27M from Five Elms for ABA software Axios

20:11 - Hinge Health files to go public, signaling potential IPO revival in digital health Fierce Healthcare

20:55 - Venture Investors Hoped for an IPO Recovery in 2025. Now It’s On Hold. WSJ

25:11 - House votes to extend telehealth for 6 months, sends funding bill to Senate Fierce Healthcare

26:51 - CMMI to cut participation in payment models, estimates $750M in savings Fierce Healthcare

27:30 - Provider revenues to drop $80B in 2026 if cuts drive states from Medicaid expansion, analysis find Fierce Healthcare

31:14 - Is Trump Taking a ‘Liquidationist’ Approach to the Economy? WSJ

32:21 - CMS scraps contracts to upgrade online Medicare system and hands over control to DOGE, agency says Fierce Healthcare

34:18 - Why the $2.8B Blue Cross Antitrust Case Won't Die Modern Healthcare

36:27 - The Hologram Doctor Will See You Now WSJ

39:04 - Landmark Holdings of Florida files for Chapter 11 bankruptcy Modern Healthcare

39:43 - Prospect Medical’s Pennsylvania hospitals at risk of closure Modern Healthcare

40:39 - Johns Hopkins Plans Staff Layoffs After $800 Million Grant Cuts WSJ

42:30 - Mass General Brigham's 2nd wave of layoffs begins Fierce Healthcare

42:49 - CVS’s New Mini Stores Go All In on Medicine and Skip Everything Else WSJ

43:39 - Breathing ne

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124 - How AI and Market Shifts Are Breaking the SaaS Business Model w/Dave Lambert

Marcus Whitney — Tue, 11 Mar 2025 13:00:00 -0400

Vic 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://dave@rightsidecapital.com

Dave Lambert, Managing Director and Co-Founder of Right Side Capital Bio:

Dave Lambert is a Managing Director and Co-Founder of Right Side Capital. His firm is one of the most active pre-VC stage investment firms in the US and has invested in 2000+ pre-VC stage startups since 2012.

Right Side Capital is known for using a quantitative, data-driven investment selection process that lets them give firm yes/no decisions to founders in about a week, and for the fact that each of their investments funds invests in many hundreds of startups.

Prior to founding Right Side Capital, Dave was founder and CEO of a computer hardware company in the 1990s, and software company in the 2000s.

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123 - How New Tariffs, Job Cuts, and AI Innovation Are Reshaping the Economy

Marcus Whitney — Sat, 08 Mar 2025 03:00:00 -0500

Vic & 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 for hospitals. The episode rounds out with a deep dive into AI’s rapid expansion in healthcare, humanoid robots performing household tasks, AI-generated human-like voices, and major policy changes impacting SNAP benefits.

1:18 - US Firms Add 77,000 Jobs, Smallest Gain Since July

2:01 - Stocks Sink, Trump Says Tariffs on Some Mexican

5:23 - Steep Drop in Credit Scores Hits Student-Loan Borrowers

6:50 - Trump, Chip Maker TSMC Announce $100 Billion

9:07 - Banks Loan $2 Billion to Build a 100-Acre AI Data

9:48 - Value-based pediatrics practice Bluebird Kids Health clinches $31.5M

11:36 - Lumata Health raises $23M Series B

12:24 - Nervonik Raises $13 Million in Series A Financing to Advance...

12:57 - GEM HEALTH Raises $7M in Series A Funding FinSMES

13:23 - AI cloud provider CoreWeave files for IPO

14:17 - General Catalyst is considering an IPO

15:20 - RFK Jr.’s Health Department Heightens

16:47 - ROBERT F. KENNEDY JR.: Measles outbreak

18:52 - In new lawsuits, dozens of health systems opt out of $2.8B Blues...

20:51 - Court approves $700M prescription opioid

23:04 - Wellvana buys CVS Medicare savings unit

24:20 - Headspace inks partnership with US Navy

25:38 - Walgreens Nears Roughly $10 Billion Deal

26:06 - Mayo Clinic unveils $1.9B expansion to Phoenix

27:28 - Novo Nordisk cuts Wegovy prices, following

29:39 - Bayer Warns of Lower Earnings as Turnaround

30:09 - The New Thinking on Concussions in Sports

32:58 - Mystery Disease Linked to Bats Kills Scores in Congo

34:12 - RFK Jr. and His Allies Target Trump’s Beloved Soda

37:12 - AvaSure debuts bedside AI virtual care

38:01 - Google Cloud expands AI-powered

38:43 - Microsoft launches voice-activated AI assistant

39:18 - Baxter debuts voice-activated wearable

39:478

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122 - How Employers Are Taking Back Control of Healthcare Costs w/ Stu Clark | Premise Health

Marcus Whitney — Tue, 04 Mar 2025 03:00:00 -0500

Vic sat down with Stu Clark, CEO of Premise Health, to discuss how employers and unions are tackling skyrocketing healthcare costs. They break down the direct contracting model, the financial burden of traditional healthcare, and how Premise Health’s advanced primary care approach is reshaping the industry. Stu explains the findings of a Milliman study showing cost savings, the critical role of primary care access, and why employers are bypassing traditional insurance models. They also explore the future of employer-sponsored healthcare, the challenges of provider shortages, and Premise Health’s expansion into alternative health plans.

Study: Premise Health saves employers and unions 30% on total healthcare costs

https://www.premisehealth.com/

Stu Clark, Chief Executive Officer, Premise Health Bio:

Stu Clark has served as CEO of Premise Health since its inception in 2014 and, prior to that, served in various leadership roles in predecessor companies to Premise. He has held executive roles in the direct healthcare industry for more than 20 years.

Stu and his teams have helped lead the evolution of the direct healthcare industry, also known as employer-sponsored healthcare, from the early days of occupational health-only programs to today’s fully integrated, direct primary care models. This integrated approach connects members and their families to acute and urgent care, family medicine, pharmacy, fitness, and many other primary services, creating value by helping them be healthier.

Under Stu’s leadership, Premise has focused on clinical quality, scale, infrastructure, and technology, while working to build a transparent culture anchored in accountability and merit-based career advancement. The company is consistently recognized as an employer of choice in communities where it operates employer-sponsored health centers and in the greater Nashville area where it is headquartered.

Stu is a graduate of the University of Michigan in Ann Arbor, where he received a BA. He is currently a CEO council member and limited partner for Council Capital, a limited partner and advisor for Nashville Capital Network, and a former council board member and executive committee member for the Nashville Health Care Council, where he served for two terms.

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121 - Medicaid Cuts, AI Takeovers, and the Healthcare Power Struggle

Marcus Whitney — Sat, 01 Mar 2025 03:00:00 -0500

Vic and Marcus discuss the latest developments in healthcare, policy, and technology, including major VC deals in medical claims automation and AI-driven medical coding, the rise of federated imaging networks, and the implications of a wearable defibrillator maker planning a $150M IPO. They analyze the House-passed GOP budget and its potential impact on Medicaid, as well as the White House’s push for price transparency in healthcare. The hosts cover Medicare Advantage enrollment trends, a proposed exchange for small businesses, and the privatization of Walgreens. Other topics include the end of the Ozempic shortage, Eli Lilly's $27B investment in U.S. manufacturing, AI advancements, cybersecurity risks, and Meta’s $200B AI data center expansion

Links:

3:12 - Camber gets $30M for medical claims automation Axios

4:32 - Charta Health Secures $8.1 Million After Turning Cold Emails Into Profit in Just 60 Days Aim Research

6:45 - Avandra lands $17.5M to build out federated imaging network

7:09 - Wearable defibrillator maker Kestra Medical plots $150M IPO

8:43 - New ‘Dream Exchange’ Aims to List Black-Owned Companies

11:43 - House Passes G.O.P. Budget Teeing Up Enormous Tax and Spending Cuts

12:42 - House budget plan advances, paving way for major Medicaid cuts

14:48 - Making America Healthy Again by Empowering Patients with Clear, Accurate, and Actionable Healthcare Pricing Information White House

16:08 - Price transparency enforcement gets a boost as Trump signs executive order HFMA

17:34 - BCBSA report: Addressing hospital, pharma costs could save $1T over next decade Fierce Healthcare

19:06 - Trump Team Weighs Pulling Funds for Moderna Bird Flu Vaccine

20:29 - Telehealth advocates turn up the pressure as Medicare deadline nears Axios

23:21 - Trump memo directs federal agencies, HHS to fire more employees and submit agency reorg plans

25:54 - Medicare Advantage growth slows as UnitedHealthcare nabs members, Humana sheds lives Healthcare Dive

28:09 - Walgreens' Breakup: Inside the Private Equity Takeover That Could Reshape the Pharmacy Giant Yahoo

29:17 - Semaglutide shortage ends as FDA sets deadline for compounders Pharmaceutical Technology

31:33 - Eli Lilly Plans to Spend $27 Billion on New U.S. Plants

34:28 - AstraZeneca’s Breast Cancer Drug Shows Positive Results In Late-Stage Trial

35:02 - Why We Don’t Trust Doctors Like We Used To

39:27 - First Measles Death Reported in Texas Outbreak

41:23 - Organ Transplant System ‘in Chaos’ as Waiting Lists Are Ignored

44:21 - Red Light Therapy Gets the Green Light, Sort Of

45:41 - AI Startup Anthropic Fi

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120 - Trump Slashes Thousands of HHS Jobs, Quantum Breakthrough, & Zuckerberg’s Robot Gamble!

Marcus Whitney & Vic Gatto — Sat, 22 Feb 2025 03:00:00 -0500

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, workforce shifts in federal agencies and healthcare, and how the evolving political and economic environment is reshaping industries across the board.

Links:

12:34 - Fed Minutes Reveal Little Appetite for Near-Term Rate Cuts WSJ

13:21 - AI health-care startup OpenEvidence raises funding from Sequoia at $1 billion valuation CNBC

15:10 - Frontera Health gets $32M for autism therapy tools Axios

17:38 - Posterity collects $13M Series A for male fertility Axios

18:13 - Millie secures $12M to expand its maternity care platform Mobi Health

18:36 - Ex-Redesign Health director debuts Terrarium incubator Axios

19:21 - Leaving Delaware Blog

23:30 - The New Survival Guide for Private Equity: Go Big or Get Back to Basics WSJ

28:04 - HHS is losing thousands of workers under Trump administration probationary job cuts AP News

30:53 - FTC chair endorses Trump's ability to fire commissioners Axios

33:00 - Musk Cost-Cutting Effort Is Being Guided by Health Entrepreneur NYT

49:02 - Humana's CenterWell unit plans further expansion in 2025 Fierce Healthcare

49:59 - UnitedHealth Group offers buyouts to eligible employees Fierce Healthcare

51:04 - CommonSpirit Health logs $135M Q2 operating gain on higher volumes, checked labor spend Fierce Healthcare

52:11 - Mass General Brigham opens FY25 with $54M operating loss; expects layoffs to save over $200M annually Fierce Healthcare

53:07 - CHS’ losses widen in 2024 Healthcare Dive

55:13 - NYU Langone hospital nurses give strike notice Beckers

55:51 - A look under the hood at Risant Health’s value-based platform Fierce Healthcare

58:16 - MultiPlan unveils rebrand as it shifts focus to data assets, tech for providers, payers and employers Fierce Healthcare

59:01 - Lumeris unveils AI tech for primary care Fierce Healthcare Fierce Healthcare

59:48 - Corti AI adds UpToDate integration to its foundation model Fierce Healthcare

1:00:38 - Mark Zuckerberg Bets Big That Real Humans Want Humanoid Rob

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119 - AI is Eliminating Doctor Burnout and Revolutionizing Healthcare w/Seema Verma

Marcus Whitney — Tue, 18 Feb 2025 09:00:00 -0500

In this episode of Health Further, hosts Vic sit down with Seema Verma, EVP and General Manager of Oracle Health and Life Sciences. They discuss the transformative potential of AI in healthcare, focusing on how automation can alleviate administrative burdens and enhance clinical decision-making. Seema shares insights on Oracle’s efforts to modernize electronic health records (EHR), improve interoperability, and integrate AI-driven solutions to streamline workflows for providers and empower patients with better access to their health data. The conversation also covers cybersecurity in healthcare, the future of clinical trials, and how Oracle aims to bridge the gap between clinical care and research. Finally, they explore how Oracle’s technology can help restore joy to medical professionals by reducing bureaucratic inefficiencies and allowing them to focus on patient care.

Connect with Seema Verma

LinkedIn - https://www.linkedin.com/in/seema-verma-384b3a5/

Website - https://www.oracle.com/health/

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118 - DeepSeek is UNLEASHED, Doge’s Shocking Move & Inflation’s Breaking Point! w/ Paul Kappelman

Marcus Whitney — Mon, 17 Feb 2025 03:00:00 -0500

In this episode of Health Further, guest host Paul Kappelman joins Vic to discuss the latest in healthcare policy, economics, and innovation. They break down the latest inflation data and its impact on healthcare, analyze major VC investments in longevity and nutrition startups, and examine policy changes affecting hospitals, physicians, and payers. The conversation covers the challenges of rural hospitals, Medicare Advantage reforms, and potential cuts to NIH research funding. They also explore Tenet Healthcare’s financial strategy, the growing issue of hospital bad debt, and Humana’s push for operational efficiency. The episode wraps with discussions on AI’s role in healthcare, Elon Musk’s bid for OpenAI, and concerns over the risks of open-source AI models.

Links:

2:41 - Inflation Heated Up in January, Freezing the Fed WSJ

5:54 - Prenuvo adds new health tests to flagship full-body scan, raises $120 million in fresh funding CNBC

8:47 - Startups Fay and Berry Street each bank $50M with growing investor appetite for personalized nutrition Fierce Healthcare

10:26 - Senate confirms RFK Jr. as head of HHS in 52-48 vote Fierce Healthcare

14:12 - Healthcare lobbying 2025: Here are the top policy issues for hospitals, payers, docs and tech Fierce Healthcare

24:57 - DOGE’s First Round of Cuts Went to Trump Priorities, but Bigger Targets Await WSJ

28:20 - Tenet Healthcare CEO touts portfolio transformation, policy change bulwarks on Q4 earnings call Fierce Healthcare

32:12 - Nearly half of rural hospitals in the red, 432 vulnerable to closure, report finds Fierce Healthcare

36:51 - Hospital bad debt is getting worse Beckers

39:31 - Humana putting focus on operational efficiency amid MA headwinds Fierce Healthcare

40:31 - Cigna To link executive pay to customer satisfaction

42:27 - Novartis to Buy Anthos Therapeutics From Blackstone for Up to $3.1 Billion WSJ

42:53 - Novartis Superbowl Ad Youtube

44:07 - For the Sick and Dying, Live Music to Ease the Pain NYT

46:13 - Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI WSJ

47:17 - Vance Warns U.S. Allies to Keep AI Regulation Light WSJ

48:46 - DeepSeek Offers Bioweapon, Self-Harm Information WSJ

50:38 - Thomson Reuters Wins First Major AI Copyright Case in the US Wired

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117 - The Shocking Truth About Health Tech Startups | What’s Really Happening w/ Guest Sheila Philcil

Marcus Whitney — Tue, 11 Feb 2025 03:00:00 -0500

In this episode, Vic and Marcus speak with Sheila Philcil, a social change futurist and health equity expert, about the challenges and inefficiencies in healthcare innovation. Sheila shares her journey from aspiring doctor to public health leader, influenced by her firsthand experiences in Haiti and with her grandmother's cancer treatment. She discusses the systemic flaws in the U.S. healthcare model, the impact of innovation that ignores real patient needs, and her work at Boston Medical Center in health equity. The conversation delves into the disconnect between technology and patient experience, the failure of many healthcare startups, and the need for patient-centered innovation. Sheila introduces her startup, Phicil-itate Change, and its AI- and blockchain-powered platform, Compass Project, which seeks to revolutionize health tech by ensuring innovations are built around real patient stories and needs.

Phicil-itate Change, LLC - https://phicil-itatechange.com/

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116 - RFK vs. Big Pharma, Elon’s Aid Freeze, and ChatGPT’s SoftBank

Marcus Whitney — Sat, 08 Feb 2025 03:00:00 -0500

Caroline Carralero joins Vic to discuss gut health, probiotics, and metabolic wellness. They break down how supplements impact weight loss, why gut microbiome health is critical, and the future of AI in healthcare. The episode also covers Trump’s tariffs, venture capital trends, and FDA food safety regulations.

Links:

00:07 - Guest Host: Caroline Carralero CEO of Daily Nouri

11:30 - Daily Nouri Podcast: Gut Check

12:47 - Inside the Chaotic Run-Up to Trump’s Tariff U-Turn WSJ

17:21 - Trump Tariffs Caused a Market Meltdown, but Investors Shook It Off WSJ

18:05 - China Retaliates Against U.S., Intensifying Trade War WSJ

19:01 - SafelyYou Raises $43M Series C CityBiz

21:42 - KKR Raises Its Direct Stakes in Three Companies WSJ

23:46 - RFK Jr. appears on his way to being Trump's health secretary after a party-line vote NPR

24:24 - RFK Jr. is 'the perfect person for this job at this time,' Daily Nouri founder says on Fox

34:41 - Physician group sues Trump admin to reverse agencies' health web page, data blackout Fierce Healthcare

36:44 - Musk Moves With Lightning Speed to Exert Control Over the Government WSJ

40:17 - Trump Signs Order to Create U.S. Sovereign-Wealth Fund WSJ

42:32 - Centene beats the Street with $283M in profit for Q4 Fierce Healthcare

42:55 - Teladoc Health acquires Catapult Health for $65M to boost chronic condition management, at-home testing Fierce Healthcare

44:44 - Here's why researchers think most people stop taking weight loss drugs within a year USA Today

45:05 - Discontinuation and Reinitiation of Dual-Labeled GLP-1 Receptor Agonists Among US Adults With Overweight or Obesity Jama

52:14 - Novartis Sets High Bar in Pursuit of Obesity Deals, CEO Says WSJ

53:45 - Merck Shares Hit After Guidance Falls Short, Gardasil Challenge WSJ

55:26 - Press Ganey partners with Microsoft in generative AI expansion Fierce Healthcare

57:28 - Introducing deep research OpenAI website

1:01:39 - SoftBank, OpenAI to Offer AI Services in Japan WSJ

1:02:43 - Google’s Revenue Growth Slows, Sending Shares Down WSJ

1:04:29 - ChatGPT vs. Claude vs. DeepSeek: The Battle to Be My AI Work Assistant WSJ

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115 - Trump’s Crypto Power Play, DeepSeek’s AI Breakthrough, & the Economic Shock No One Saw Coming!

Marcus Whitney — Mon, 03 Feb 2025 00:00:00 -0500

Vic and Marcus analyze the political and economic implications of the recent inauguration, discussing the rapid executive orders issued and their potential impact on healthcare, markets, and policy. They explore the intersection of politics and investment strategies, debate the role of DEI in the current administration’s economic outlook, and break down Trump’s increasing involvement in cryptocurrency and financial markets. The conversation extends to inflation concerns, Federal Reserve decisions, AI’s role in government, and how major healthcare players like Cigna and Walgreens are responding to industry shifts. The episode concludes with a discussion on the future of venture capital, the evolving role of General Catalyst, and broader implications of tariffs on the U.S. economy.

Links:

22:58 - US GDP Grew 2.5% in 2024, but Slowed Slightly in Final Quarter

24:07 - Fed Stands Pat on Rates, Entering New Wait-and-See Phase

26:10 - Trump Media Announces New Push Into Finance to Support the ‘Patriot Economy’

41:01 - General Catalyst selling stakes as it expands beyond VC roots Axios

44:48 - RFK Jr. Backs Vaccines and Trump’s Agenda in Senate Testimony

49:29 - Overview of President Trump’s Executive Actions on Global Health KFF

50:08 - OpenAI launches ChatGPT Gov for U.S. government agencies

53:06 - Trump's Treasury pick Scott Bessent pushes universal 2.5% tariff plan that would rise each month: Economic Times

1:05:21 - Cigna set to close $3.7B MA sale to HCSC in Q1

1:05:31 - Walgreens shares drop 10% after company suspends quarterly dividend amid turnaround efforts

1:06:12 - HCA Healthcare posts revenue gains despite hurricane roadblocks; execs address Trump policy uncertainties

1:07:22 - Hims & Hers to Advertise Weight-Loss Shots at the Super Bowl

1:07:34 - Hims: 60 sec Superbowl a]Ad Youtube

1:11:56 - Novo Nordisk’s Ozempic Gets FDA Approval as Kidney-Disease Treatment

1:14:57 - Roche Expects Sales, Earnings Growth After Better-Than-Expected Results

1:15:04 - Sanofi Expects Strong Earnings Growth This Year, Plans $5.2 Billion Buyback

1:15:24 - OpenAI’s ‘Operator’ Agent Can Buy Groceries, File Expense Reports

1:17:10 - OpenAI in Talks for Huge Investment Round Valuing It Up to $300 Billion

1:18:43 - Deep Seek explained on Bankless

1:19:35 - What to Know About China’s DeepSeek AI

1:24:46 - DeepSeek Scrambles U.S.-China Tech War

1:24:48 - NVIDA sales to Sinapore (maybe migrating to China?) X post

1:26:14 - Meta Gave Away Its A.I. Crown Jewels. DeepSeek Vindicated Its Strategy

1:26:17 - Meta Platforms Sa

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114 - Trump's DEI / HHS Freeze, China's AI On A Budget & J&J Depression Nasal Spray

Marcus Whitney — Sat, 25 Jan 2025 03:00:00 -0500

In this episode, Vic and guest host Emily Evans explore a variety of pressing topics, including the sharp rise in food prices and its implications for inflation, the Federal Reserve’s challenges with managing interest rates, and the historical context of government fiscal policy. They also discuss innovative ventures like Lindus Health's clinical trials reform, ELOS AI's behavioral health scribing, and Oshie Health's virtual GI solutions. Other highlights include Recipio's AI-driven remote health monitoring, venture investments in Saudi Arabia, and the political theater surrounding AI infrastructure funding. The episode concludes with a deep dive into the impact of policy shifts on healthcare systems and federal funding.

00:46 - Food Prices Are Rising Again WSJ

07:47 - Lindus Health raises $55M to ‘fix the broken clinical trial industry’ Tech Crunch

08:49 - Eleos raises $60 million for AI scribe for behavioral health providers Stat

12:57 - Oshi Health raises $60M to expand payer coverage of virtual GI solution Fierce Healthcare

14:23 - Percipio Health collects $20M for phone-based monitoring Axios

16:18 - Redesign Health partners with Sanabil Investments to launch healthcare venture studio in Saudi Arabia Fierce Healthcare

17:20 - Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.WSJ

21:21 - Musk Pours Cold Water on Trump-Backed Stargate AI Project WSJ

23:14 - Pension Funds Want Private Equity to Open Up About Fees and Returns WSJ

25:05 - What Trump's first day orders mean for healthcare: Ditched drug models, pauses on rules and hiring Fierce Healthcare

Trump Withdraws U.S. from World Health Organization NYT

29:52 - Trump’s War on DEI Freezes Diversity Work Across Federal Government WSJ

Top NIH Academic Medical Center Recipients NIH

44:07 - Trump freezes HHS communications Modern Healthcare

45:36 - Trump Order Seeks to Stop Virus Research That Critics Have Linked to Covid WSJ

50:07 - House G.O.P. Floats Medicaid Cuts and More to Finance Trump’s Huge Agenda NYT

1:06:45 - Hospitals that make profits should pay taxes Stat

1:15:01 - CMS will appeal UnitedHealthcare's MA star ratings court win Fierce Healthcare

1:18:21 - Elevance Health reports $418M in profit for Q4 Fierce Healthcare

1:20:29 - Insurers inventing more roadblocks to claims, providers say Modern Healthcare

1:24:16 - Nonprofit hospitals' credit downgrades outpaced upgrades again in 2024Fierce Healthcare

1:25:13 - Hospital, PE-affiliated primary care docs charge higher prices than independents, study finds Fierce Healthcare

1:27:27 - Dogs paired with providers at hosp

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113 - How AI is Transforming Medical Coding & Healthcare Operations w/ Talha Haseen

Marcus Whitney — Tue, 21 Jan 2025 03:00:00 -0500

In this episode of Health Further, hosts Vic speak with Talha Haseen from Fathom, an AI-driven medical coding company. They explore Talha's journey from chemical engineering to healthcare strategy at McKinsey, his work on the No Surprises Act at Envision Healthcare, and his transition to Fathom. The conversation covers the evolution of AI in medical coding, its implications for healthcare administration, the challenges of scaling AI solutions, and the future of fully automating administrative tasks. They also discuss the broader implications of AI in healthcare, potential job displacement, and how these technologies could transform patient care.

Talha Haseen Bio

Talha works at Fathom. Fathom is an autonomous/AI medical coding technology company in San Francisco that focuses on automating an administrative operation within the healthcare sector.

Talha is a Nashville native who has worked across McKinsey & Co., Vanderbilt University Medical Center, and large provider groups. His work has largely involved advising organizations on growth strategy, population health & value-based care, and the use of technology to improve business and patient outcomes.

Talha studied Chemical & Bio-molecular engineering at Vanderbilt University.

Connect with Talha Haseen: https://www.fathomhealth.com/insights/why-i-joined-fathom-talha-haseen

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112 - AI Replacing Jobs, JP Morgan's Bold Move, and Healthcare's Biggest Shakeups Yet!

Marcus Whitney — Sat, 18 Jan 2025 03:00:00 -0500

Economic implications of the jobs report and inflation trends, how bond yields are shaping global markets, and the impact of AI on mid-level job markets. They analyze JP Morgan's office return mandate, Meta's corporate shifts, and major VC and healthcare developments like Eli Lilly's new venture fund with Andreessen Horowitz. The episode concludes with insights into challenges in Medicare Advantage, value-based care, and the growing role of AI in medicine.

3:18 - Hiring Blew Past Expectations With 256,000 Jobs Added in December

5:08 - Inflation Rises Again, Hitting 2.9% in December

6:37 - Why Bond Yields Are Surging Around the World

8:58 - JPMorgan Chase Disables Employee Comments After Return-to-Office Backlash

11:57 - Balance of Power Shifts Back Toward Bosses

17:50 - Meta to Cut Roughly 5% of Staff, Targeting Lowest Performers

21:38 - Innovaccer clinches $275M series F funding to build out AI, cloud capabilities

22:43 - IntusCare Increases Total Funding to Over $27M through Strategic Follow-On Funding IntusCare website

24:39 - Spurred by AI’s possibilities, Eli Lilly and Andreessen Horowitz partner on $500M venture fund Stat

26:09 - VC firms back exchange-based employee health benefits

28:12 - Trump Says World Is Free-Riding on U.S. Health Spending. He Has a Point

31:24 - In surprise move, Biden administration terminates the Medicare Advantage Value-Based Insurance Design Model HFMA

34:39 - SCOTUS agrees to hear challenge to Obamacare’s preventive care coverage

35:56 - House GOP puts Medicaid, ACA, climate measures on chopping block

36:51 - FDA Bans Artificial Dye Red 3 From Food

37:41 - Xiaohongshu (RedNote), China’s answer to Instagram, hits No. 1 on the App Store as TikTok faces US shutdown

40:59 - UnitedHealth’s Earnings Point to High Medical Costs in 2025. Health Insurer Stocks Sink. Barrons

44:57 - Docs incensed by Medicare Advantage hike, demand physician payment update

46:50 - Nearly 5,000 Providence nurses, doctors launch Oregon's largest healthcare strike

48:36 - Health systems eye $30 billion revenue target

52:40 - Avel eCare acquires Amwell Psychiatric Care, expands to 46 states

53:54 - Prospect Medical Holdings files for Chapter 11 amid criticisms of prior PE ownership

57:30 - Johnson & Johnson to Acquire Intra-Cellular in $15 Billion Deal

58:29 - Eli Lilly to Buy Scorpion Therapeutics Drug Program in $2.5 Billion Deal

58:47 - Kids Turn to a Mental-Health Chatbot to Share Their Anxieties

1:00:51 -

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111 - From Wildfires to Workforce Automation | How AI is Reshaping Society

Marcus Whitney — Sat, 11 Jan 2025 03:00:00 -0500

Vic and Marcus delve into the catastrophic fires ravaging Los Angeles, the broader implications of AI-driven workforce automation, and structural changes in the job market. They analyze the evolving social contract between corporations and society, the complex challenges in healthcare efficiency and profitability, and the role of regulatory environments in stifling or fostering innovation. The discussion also explores advancements in AI agents, the shifting dynamics of the influencer economy, and cutting-edge developments from CES, including NVIDIA's AI supercomputers. The hosts reflect on societal, economic, and technological transitions shaping the future

Links:

4:09 - Unemployed Office Workers Are Having a Harder Time Finding New Jobs

19:45 - Healthcare Stocks Are Down and Out. Opportunities Abound

23:19 - Fed Minutes Suggest Officials Will Hold Rates Steady for Now

24:25 - Hippocratic AI banks $141M series B, hits 'unicorn' status as it rolls out AI agent app store

25:18 - Evergreen Nephrology Raises $130M in Funding FINSEMS

26:11 - FIRE1 heats up with $120M for its heart failure monitor implant

26:56 - Geneoscopy Closes $105M to Power Next-Generation of Gastrointestinal Diagnostic Tests Bakersfield

27:35 - Biden administration bars medical debt from credit scores

31:46 - Senate Report Blasts Private Equity’s Role in Healthcare WSJ

33:40 - FDA releases long-awaited guidance to improve accuracy of pulse oximeters for all skin tones Stat

34:30 - CMS selects states for Medicaid maternal health model

35:09 - TikTok Case Before Supreme Court Pits National Security Against Free Speech

37:01 - Transcarent to acquire health benefits platform Accolade in $621M deal

38:24 - H1 acquires Ribbon Health to expand its reach to health plan, digital health markets

39:16 - Ardent Health kicks off 2025 with major expansion of urgent care clinic footprint

40:26 - Found introducing oral dissolvable GLP-1 tablet at reduced price

41:35 - Scientists Make World’s Skinniest Spaghetti. Nanopasta—with vital ingredient found in ant venom—could be used to improve bandages

42:27 - Louisiana health officials report first fatal case of H5N1 bird flu in the US

43:55 - Surgeon General Calls for Cancer Warnings on Alcohol

46:18 - CHAI's AI nutrition label is now open source

47:06 - How Are Companies Using AI Agents? Here’s a Look at Five Early Users of the Bots

53:37 - AI Startup Anthropic Raising Funds Valuing It at $60 Billion

54:36 - Nvidia’s Project Digits is a ‘personal AI supercomputer’

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110 - Rich vs. Poor Lifespans, Trump’s Healthcare Shake-Up, and AI Diagnosing Your Health

Marcus Whitney — Sat, 04 Jan 2025 03:00:00 -0500

Vic and Marcus discuss the slow news week following the holidays, covering topics like the stock market's strong performance over the past two years compared to healthcare's stagnation, the impact of Medicare Advantage and pharmacy costs, and cyber security concerns in healthcare. They delve into longevity and wealth disparities, explore General Catalyst’s acquisitions targeting Epic, and evaluate emerging diagnostic tools like AI-based facial analysis. The episode also previews potential healthcare changes under the new administration and challenges for hospitals in 2025.

Links:

2:34 - Stocks Cap Best Two Years in a Quarter-Century WSJ

8:59 - Trump’s Return Sparks Hope for 2025 Deals Revival WSJ

16:11 - Scripta Insights Raises $17M in Series B Funding FINSMES

17:05 - Healthcare Providers Face Stiffer Cyber Rules Even as They Cry for Help WSJ

21:59 - Drug Middlemen Spared by Trump and Musk, for Now WSJ

24:36 - 2025 Outlook: Hospital finances show signs of stability, but rising costs will be a major headwind Fierce Healthcare

27:05 - Money Can Buy a Longer Life—to a Point WSJ

31:48 - Commure acquires patient navigation platform Memora Health Fierce Healthcare

37:19 - What Your ‘Face Age’ Can Tell Doctors About Your Health WSJ

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109 - How AI is Saving Lives Every Day | A Deep Dive into the Future of Heart Care w/ Joel Portice

Marcus Whitney — Sat, 28 Dec 2024 03:00:00 -0500

Vic 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 outcomes and accelerate clinical trials.

Research Paper:

Acute Valve Syndrome in Aortic Stenosis study published in Structural Heart Oct 2024

Contact Joel:

egnite website: https://egnitehealth.com/

Email: joel.portice@egnitehealth.com

Linkedin: LinkedIn

00:00 Intro: Introduction to Joel Portice and the final show of the year

00:14 Guest Introduction: Vic introduces Joel Portice, highlighting his experience in healthcare data and startups

01:10 Background: Joel discusses his 25+ years in healthcare data and the genesis of his first company acquired by UnitedHealth Group

03:59 Data in Healthcare: Transition to using advanced analytics and informatics to improve patient care at UnitedHealth Group

05:53 Building Companies: Lessons from Joel's leadership of five successful data companies in healthcare

08:41 Focus in Business: Staying focused on solving specific problems and building strong teams

12:10 egnite's Vision: How egnite spun out from Edwards Life Sciences to focus on cardiovascular health

16:35 Audacious Goals: egnite’s mission to identify all cardiovascular patients in the U.S. and their use of AI and data governance

22:00 Life-Saving Impact: Examples of how Egnite’s software identifies patients needing immediate life-saving therapy

24:00 Business Model: Subscription model for hospitals and partnerships with industry for clinical trial enrollment and commercial adoption

29:00 Published Research: Importance of early detection and interventions in structural heart disease, supported by egnite’s research

31:20 Technology and AI: Use of NLP, machine learning, and AI to analyze cardiovascular data and predict disease progression

33:40 Challenges in Diagnosis: Issues with misdiagnosis and the importance of follow-up for patients with moderate or severe heart disease

41:00 Future of egnite: Joel outlines the company’s focus on execution and plans for the future, including potential international expansion

44:00 Closing: How to connect with Joel Portice and learn more about egnite’s solutions

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108 - 2024 in Review | Key Insights and Predictions for 2025

Marcus Whitney — Sat, 21 Dec 2024 03:00:00 -0500

Vic and Marcus dive into the major economic and political shifts defining the year, including the Fed's interest rate cut, its implications for inflation and job growth, and the ongoing healthcare regulatory reforms targeting PBMs. They discuss groundbreaking innovations in AI-powered healthcare, VR solutions for chronic pain, and brain-computer interfaces. The episode also explores the intersection of politics and venture capital, regulatory shifts, and the role of podcasting in shaping public discourse. Insights on long-term trends, including AI regulation and competition-driven healthcare reforms, round out this comprehensive look ahead to 2025.

Links:

01:48 - Fed Cuts Rates for Third Time This Year NYT

04:23 - Precision Neuroscience zaps $102M for BCI Axios

05:33 - SpinSci Secures $53M for AI-Enhanced Patient Engagement HIT

06:00 - Stopgap funding bill includes sweeping PBM reform, preserves telehealth Healthcare Dive

10:18 - AppliedVR's home-based VR device delivers significant relief for high-impact chronic pain patients: study Fierce Healthcare

12:14 - Meta Urges California Attorney General to Stop OpenAI From Becoming For-Profit WSJ

20:56 - 2024 economics and political shifts

32:11 - VC investment themes for 2024

33:37 - Increased attention on the role of private equity and healthcare

36:24 - Healthcare key areas of innovation

37:53 - Technological Advancements, & AI

39:42 - Consumer trends, and behaviors

41:09 - Regulation and reimbursement in 2025

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107 - Trump’s FTC Picks, Walgreens Sale Drama, and Quantum Computing’s Future in Healthcare

Marcus Whitney — Sat, 14 Dec 2024 03:00:00 -0500

In 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 change.

Links:

3:09 - Consumer Price Index comes in hot again as inflation progress slows Axios

4:20 - Hiring Bounced Back With 227,000 Jobs Added Last Month WSJ

6:33 - New York City’s Biggest Office Landlord Offers a Glimpse of the Market’s Comeback WSJ

9:14 - Cala Health raises $50M from J&J Innovation, Ascension Ventures Modern Healthcare

12:27 - Evidently Closes $15M Series A Funding FINSEMS

13:25 - Anise Health hauls in $3M for digital mental health Axios

16:38 - Kroger-Albertsons Merger Blocked by Court, Handing Victory to Biden Antitrust Enforcers WSJ

19:07 - Trump Aims to Remake Federal Trade Commission With Two Picks WSJ

22:31 - Premiums could increase substantially if ACA subsidies expire Fierce Healthcare

24:52 - Proposed ban on medical debt reporting faces an unfavorable political climate HFMA

29:35 - White House to host first-ever Conference on Women’s Health Research The Hill

31:32 - Appeals Court Upholds U.S. Ban of TikTok WSJ

39:04 - Bipartisan Lawmakers Seek to Break Up Giant Health Care Conglomerates NYT

40:49 - Death Threats for Health Insurers Highlight Long-Simmering Anger Against Industry WSJ

45:46 - Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners WSJ

49:39 - Corti debuts AI assistant for providers with supportive computing Fierce Healthcare

52:54 - Open Source AI is Leading to Breakthroughs in Healthcare, Education and Entrepreneurship Meta

56:48 - Build a Simple AI Agent with ai16z's Eliza framework Youtube

1:06:05 - OpenAI’s Sora is launching today — here are highlights from the first review TechCrunch

1:07:28 - Google Rolls Out Faster Gemini AI Model to Power Agents Bloomberg

1:08:01 - Quantum Computing Inches Closer to Reality After Another Google Breakthrough NYT

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106 - Tragic Assassination, Trump Picks & Anthem Anesthesia Coverage

Marcus Whitney — Sat, 07 Dec 2024 02:00:00 -0500

In 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 issues, the controversial 340B rebate model, and shifting global policies on assisted suicide. Wrapping up, Vic and Marcus share insights on cryptocurrency's legitimacy surge and the broader implications of AI-driven innovation.

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105 - China’s Triple Pay Power Grab, GLP-1s for All, & Nvidia’s AI Audio Revolution

Marcus Whitney — Sat, 30 Nov 2024 03:00:00 -0500

0:57 - The Fed’s Favorite Inflation Measure Sped Up in October NYT

2:05 - Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls WSJ

2:30 - Office Conversions Find New Life After Property Values Plunge WSJ

5:03 - Autism provider Cortica gets $80M in strategic round to expand VBC contracts Fierce Healthcare

7:06 - Aegis Ventures' digital consortium continues to grow with sights set on scaling up tech innovation Fierce Healthcare

8:42 - Medline may raise $5B in a 2025 IPO, report says Modern Healthcare

9:56 - Covid-Lockdown Critic Jay Bhattacharya Chosen to Lead NIH WSJ

13:42 - Health:Further summary of Health-related Appointees

15:26 - Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. WSJ

20:59 - CMS releases 200 new Medicare residency slots Modern Healthcare

21:56 - Obesity Drugs Would Be Covered by Medicare and Medicaid Under Biden Proposal NYT

27:12 - Amid cost debate, new study finds 137M US adults are eligible for GLP-1s Fierce Healthcare

29:34 - CMS finalizes kidney transplant model with concessions to hospital lobby Fierce Healthcare

31:04 - Signify Health is expanding its offerings and making more visits. Here's how Fierce Healthcare

32:26 - UnitedHealthcare wins 2025 star ratings lawsuit. CMS to recalculate results Fierce Healthcare

33:42 - CenterWell's Sanjay Shetty on Humana's primary care gamble Modern Healthcare

34:22 - Instacart launches SNAP eligibility screener for consumers, clinicians Fierce Healthcare

34:57 - Community Health Systems nixes $120M deal to sell 3 hospitals Modern Healthcare

37:03 - Novartis Lifts Midterm Sales Guidance Amid U.S. Expansion WSJ

37:27 - Roche to Acquire Poseida Therapeutics in a Deal Worth Up to $1.5 Billion WSJ

38:21 - Amgen Obesity Drug Cut Weight in Closely Watched Study WSJ

39:53 - Teladoc Health launches AI motion detection solution to improve patient safety in hospital beds Fierce Healthcare

42:50 - Now Hear This: World’s Most Flexible Sound Machine Debuts NVIDIA

44:48 - Uber for AI labeling The Verge

46:32 - China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. WSJ

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104 - Dr. Oz as Trump's Pick for CMS | A Game-Changer or Controversial Move?

Marcus Whitney — Sat, 23 Nov 2024 06:00:00 -0500

3:50 - Fed’s Powell Says No Need to Hurry Rate Cuts With Economy Strong

6:55 - Rent Inflation Won’t Ebb Until 2026, Cleveland Fed Model Shows

8:38 - TailorMed raises $40M for medical cost assistance

10:45 - Zarminali Health scores $40M seed from GC

12:26 - Oura picks up $75M series D, inks strategic partnership with Dexcom

15:02 - Seen Health raises $22M Series A for culturally-focused PACE

16:01 - Alloy Raises $16M Series A to Expand Menopause Care Platform FemTech

17:10 - Most Venture Investors Want Their Startups to Go Public. Not This One.

20:03 - AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low

22:36 - Mehmet Oz Named to Lead Centers for Medicare and Medicaid Services

26:37 - Trump likely to choose surgeon and writer Marty Makary as FDA chief

28:24 - Blind Spots, book by Marty Makary Amazon

29:01 - Elon Musk and Vivek Ramaswamy: The DOGE Plan to Reform Government WSJ-Op

32:26 - 2.3 Million Jobs: The Federal Workforce, in Charts

34:19 - Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel

35:52 - Matt Gaetz Withdraws From Consideration as Attorney General

37:24 - Gensler Says He Won't Leave SEC Until Trump Takes Office

39:17 - Apple Faces $3.8 Billion Antitrust Legal Claim Over iCloud

44:23 - Meta Fined $843 Million by EU Over Marketplace Ads Platform

44:59 - U.S. Proposes Breakup of Google to Fix Search Monopoly

49:30 - Michigan hospital loses Medicare funding, plans 248 layoffs

51:46 - Kaufman Hall: Performance stable, but high labor costs challenge hospitals

52:44 - Mercer: As costs rise, employers are pursuing benefit enhancements.

53:46 - Employers Get Pressure to Pay for Drugs Like Wegovy WSJ

54:56 - Three-Quarters of U.S. Adults Are Now Overweight or Obese

58:44 - Eli Lilly and Novo Want to Shake off Ozempic Copycats. Are They Ready for the Demand?

1:01:10 - Commure rolls out AI scribe for Tenet Healthcare

1:02:50 - Re-Imagining the Healthcare Delivery Journey with Generative AI, Part II Ambar’s Substack

1:04:16 - Nvidia’s Sales Soar as AI Spending Boom Barrels Ahead

1:05:07 - Nvidia Readies Jetson Thor Computers for Hum

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103 - The Future of Smart Hospitals, AI, Innovation, and the Path to Smarter Care

Marcus Whitney — Tue, 19 Nov 2024 03:00:00 -0500

In this episode of Health Further, hosts Marcus and Vic welcome returning guest Steve Lieber and new guest Bruce Brandes to discuss the evolving landscape of smart hospital technology. The conversation explores the creation and goals of the Alliance for Smart Healthcare Excellence, the development of the Smart Hospital Maturity Model, and the role of artificial intelligence in healthcare. Steve and Bruce explain the model's focus on people, places, and processes and its potential to guide hospitals toward smarter care delivery. They also address challenges in defining "smart hospitals," the practical application of AI, and the balance between automation and human empathy in caregiving. Additionally, the guests highlight the importance of collaboration across clinical, financial, and operational domains to achieve long-term improvements in care quality, staff satisfaction, and cost efficiency.

Episode resources:

Connect with Bruce Brandes:
https://www.linkedin.com/in/bruce-brandes-ba91184

Connect with Steve Lieber:
https://www.linkedin.com/in/h-stephen-lieber-6b5683

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102 - RFK Jr. Takes the Helm: What’s Next for U.S. Healthcare?

Marcus Whitney — Sat, 16 Nov 2024 04:00:00 -0500

2:18 - Inflation Stays Firm, but Not Enough to Derail December Fed Cut WSJ

7:28 - Summa Health and General Catalyst’s HATCo sign Definitive Agreement to advance vision for future of healthcare delivery Summa Health

10:55 - Fort Health Secures $5.5M to Expand Access to Integrated Pediatric Mental Health Care MedCity News

12:02 - Stepful raises $31.5M to address healthcare staffing shortage with AI-powered training

13:56 - Primary care player Forward shutters after raising $400M, rolling out CarePods

16:55 - Inside Forward's failed attempt to revolutionize the doctor's office

17:34 - Private Equity Gears Up for Deals to Take Off

20:11 - As Trump Readies a Reset of Antitrust Policy, Look to These Sectors for Deals

25:56 - Trump to select Robert F. Kennedy Jr. to lead HHS

29:01 - Australia plans social media ban for under-16s

30:54 - Congress eyes 'site-neutral' pay bills for lame-duck session

33:53 - Republicans Choose John Thune as New Senate Leader for Second Trump Era

35:30 - Republicans Clinch House Majority but Face Narrow Margin

38:39 - Why UnitedHealth, Amedisys are standing behind their deal

39:20 - Major payers saw mixed results in Q3. Here's a look at how each fared

41:33 - Oracle, Meharry Medical College collaborate on innovation hub, wellness center in Nashville

42:37 - Kaiser Permanente looks to slash costs as 'industry headwinds' bring $608M operating loss in Q3

43:46 - Amazon One Medical rolls out telehealth treatment services in competition with Ro, Hims & Hers

45:38 - Cardinal Health inks two deals worth $3.9B to expand diabetes, gastroenterology businesses

47:18 - Novo Nordisk’s Blockbuster Wegovy Drug Sales Beat Expectations

49:20 - China Has Detained a Senior AstraZeneca Executive

51:35 - OpenNotes partners with Abridge to study how AI-generated notes can benefit patients

53:30 - MGB, Emory to test AI models from Amazon, OpenAI

55:21 - Behavioral health provider Rogers to deploy AI chatbot from Limbic to speed up patient intake

57:02 - Presbyterian Healthcare Services taps RhythmX AI to roll out gen AI copilots for primary care

58:08 - OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI

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101 - From Startup to Success | Rohit Banota on Profitable Growth in Beauty and Wellness

Marcus Whitney — Wed, 13 Nov 2024 03:00:00 -0500

In this episode, hosts Vic and Marcus interview Rohit Banota, discussing his journey from working at Procter & Gamble to founding Jump Accelerator, a platform that empowers women-led beauty startups. They explore strategies for building profitable, sustainable brands, emphasizing the importance of understanding customer wants versus needs, creating loyal superfans, and developing effective funnels. Rohit shares insights on how beauty has evolved into a wellness-driven industry, the challenges of VC funding, and alternative financing for entrepreneurs. The conversation also highlights the shift toward consumer-centered marketing and the impact of brand advocacy on growth.

Rohit Banota Bio:

Rohit Banota is the founder of Toronto-based, Jump Accelerator focused on offering "profitable growth, fundraising and network" to women-led, early-stage beauty & wellness brands. He is a P&G alum, with over 20 years of experience in consumer packaged goods, with health and beauty brands.

Connect with Rohit Banota

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100 - Election Aftermath | Trump’s Win, Healthcare Overhaul, and Market Shifts

Marcus Whitney — Sat, 09 Nov 2024 04:00:00 -0500

In this milestone episode, recorded the day after a significant election, Vic and Marcus delve into the outcomes and implications of the presidential and Senate races, discussing the impact on markets, including the Russell 2000’s response and big tech and cryptocurrency reactions. They explore anticipated shifts in venture capital, the role of influencers like RFK Jr. in healthcare, deregulation's effects on small businesses, and possible Medicare and Medicaid adjustments under the incoming administration. The conversation also touches on the growing influence of media personalities versus traditional outlets and the role of unions and regulatory bodies in shaping future business landscapes. The hosts conclude by reflecting on trends from previous episodes and expectations for the economy and healthcare policy under new political leadership.

Links:

2:54 - Election 2024 resultsGoogle

4:11 - The Winners and Losers From the ‘Trump Trade’ Gripping Markets WSJ

9:53 - Fed Prepares Rate Cut Amid Economic Contradictions WSJ

10:25 - Trump Will Create New Winners and Losers in Healthcare WSJ

17:23 - Insurers prep for Trump admin friendly to Medicare Advantage and mergers, hostile to Medicaid and ACA Fierce Healthcare

17:27 - CVS holds back guidance as it outlines plan to right the ship at Aetna Fierce Healthcare

18:31 - RFK Jr. talks health care agenda following Trump win: NBC

32:14 - Elevance Health says star ratings snub cost insurer $375M Fierce Healthcare

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99 - From Wall Street to Healthcare | Guest Sergei Polevikov on AI, VC, & Transforming Patient Care

Marcus Whitney — Thu, 07 Nov 2024 03:00:00 -0500

In this episode, Vic hosts Sergei Polevikov, founder of Well.ai and author of the Health AI Uncut newsletter, to discuss the evolution of AI in healthcare and finance. Sergei shares his journey from Belarus to working at the Federal Reserve, exploring how his math expertise led him to Wall Street, where he focused on AI and machine learning. He explains the challenges he faced starting Well.ai, aiming to streamline patient-clinician communication. They delve into the barriers to healthcare innovation, the hesitancy of providers to adopt new tech, and the role of regulatory bodies. Sergei also critiques the venture capital model in healthcare, contrasting sustainable innovation with hype-driven investments, and emphasizes the importance of practical, patient-centered AI applications.

Sergei Polevikov Bio:

Sergei Polevikov is a Ph.D.-trained mathematician, data scientist, AI entrepreneur, economist, and researcher with over 30 academic manuscripts. He co-founded WellAI, a digital health startup, and is a member of the IFCC’s Working Group on Artificial Intelligence and Genomics Diagnostics (WG-AIGD).

Sergei also authors the popular and provocative Substack newsletter “AI Health Uncut”, offering brutally honest insights from a healthcare AI founder, based on his experiences, mistakes, successes, and perspectives.

Connect with Sergei

Company Well.ai: WellAI.Health
Substack Newsletter: AI Health Uncut
LinkedIn
X

AI Health Uncut articles discussed:

The AI Bubble? It's Really a Startup Bubble, and It's Popping Big Time

The Health AI IPO Checklist: How to Spot the Next Unicorn or Sniff Out the Next Donkey

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98 - Investing in Health: Transforming Care w/ Anna Haghgooie

Marcus Whitney — Tue, 05 Nov 2024 03:00:00 -0500

In 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 of scaling innovative care models, and the complexities of end-of-life and specialized care.

Anna Haghgooie Bio:

Anna Haghgooie is a Managing Director at Valtruis, a Welsh, Carson, Anderson & Stowe (WCAS) company and an Operating Partner at WCAS. Valtruis is a unique platform that invests in and partners with disruptive leaders whose mission is to align and transform healthcare through value-based care. Previously, Anna was a Managing Director of the Blue Venture Fund and Sandbox Industries where she managed over $900M in capital across four funds.

Anna currently serves on the boards of Wayspring, InStride Health, Oncology Care Partners, Tuesday Health, and TailorCare. She previously served on the boards of Contessa, PWN Health, ExactCare, naviHealth, Change Healthcare, Quilted Health, Somatus, ZeOmega, and SonarMD. Anna earned a bachelor’s degree from the University of Michigan and a MBA with honors from the University of Chicago Booth School of Business. Anna is a Fellow in the Health Innovators Fellowship at the Aspen Institute and lives in Chicago, IL with her husband and two children.

Connect with Anna

Website: www.valtruis.com
LinkedIn: https://www.linkedin.com/in/anna-haghgooie-72578b1/

Portfolio companies discussed:

Wayspring Health: https://www.wayspring.com/
Tuesday Health: https://www.tuesdayhealth.com/

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97 - Market Shifts, Tech Layoffs, and Healthcare Innovations: A Deep Dive

Marcus Whitney — Sat, 02 Nov 2024 03:00:00 -0400

2:16 - Deficit Threat Drives Bond Yields Higher

4:43 - U.S. Economic Growth Extends Solid Streak

5:30 - The Fed’s Preferred Inflation Gauge Cooled Overall in September

6:56 - Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords.

7:44 - Visa Plans to Lay Off Around 1,400 Employees and Contractors

9:24 - An update from Drew Dropbox

9:58 - Google’s Cloud Business Powers Accelerating Revenue Growth

14:35 - Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue

15:38 - Apple Sales Hit Quarterly Record as iPhone Business Rebounds

16:08 - Meta Reports Record Revenue, Slower Digital Advertising Growth

17:52 - Amazon beats Wall Street expectations with strong cloud business growth

18:17 - Even With Venture Slowdown, Megadeals Grow Crunchbase

20:33 - How a group of clinicians launched a VC firm

22:43 - Bipartisan legislation aims to block Medicare cuts, boost physician pay in 2025

23:54 - ACOs save Medicare $2.1B in 2023, the largest savings in program history

24:52 - AMA panel changes major reporting requirement for remote monitoring, removing barriers for the industry

26:25 - Humana Scores an Earnings Beat. Why the Election Matters More.Barons

26:59 - Cigna shares jump as CEO dims outlook on Humana deal

29:22 - A look at Aetna's new, more transparent health plan, SimplePay Health

3046 - HCA Healthcare Beats on Q3 Earnings, Reaffirms 2024 EPS View Barchart

31:20 - Tenet Healthcare stock jumps 12% on Q3 earnings, raised guidance Seeking Alpha

33:11 - Pfizer’s Strong Quarter Bolsters CEO’s Comeback Efforts

33:39 - Eli Lilly Q3 Earnings: Mounjaro Sales More Than Double, Takes $2.98 Billion Hit To Profit, Cuts Annual Outlook, Stock Tanks

35:04 - Novartis Lifts Guidance Again After Key Drugs Help Results

35:20 - GSK Cuts Vaccine Sales Outlook Amid U.S. Weakness

36:26 - Oracle Health will offer next-gen EHR in 2025 embedded with AI and analytics tools

37:11 - Fireside Chat with Larry Ellison and Sir John Bell: Oracle Health Summit 2024 YouTube

41:20 - Healthcare Data Privacy and Security: Developments to Watch McDermott

42:21 - Elon Musk’s xAI in Talks to Raise Funding Valuing It at $40 Billion

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96 - Empowering Nurses: Innovation and Retention in Healthcare w/ Merrill Anovick & Shawn Dastmalchi

Marcus Whitney & Vic Gatto — Fri, 01 Nov 2024 03:00:00 -0400

Shawn Dastmalchi, CEO, Gratia Health

Mr. Shawn Dastmalchi, Ph.D., is a serial entrepreneur and the current CEO of Gratia Health, a company specializing in workforce intelligence and optimization in healthcare. He is also the Founder and Director of Data Expanse Ventures, a firm that advises early-stage digital health startups in Silicon Valley. With over 25 years of experience spanning life sciences, medical devices, health IT, and the Internet, Shawn has established himself as a leading figure in healthcare analytics and AI.

Before his role at Gratia Health, Shawn was the Co-founder and CEO of Ark.one Health. This company emerged from his work as an Entrepreneur in Residence at Sutter Health, where Ark.one developed AI and predictive analytics solutions to help hospitals improve patient outcomes and manage payer risk. Shawn's expertise in AI and machine learning has been pivotal in driving these innovations and enhancing healthcare delivery.

Shawn is also a Co-founder of Apixio Inc., the foremost provider of big data-enabled risk assessment solutions for Medicare Advantage plans. He served as CEO of Apixio for over five years and was a board member for six years. Under his leadership, Apixio achieved significant growth and was ultimately acquired by Centene, a leading healthcare enterprise. Prior to founding Apixio, he was the Director of the Informatics Business at Carl Zeiss Meditec, Inc. There, he helped establish a new division, overseeing sales, marketing, service, and support for Zeiss' health IT solutions in the U.S. market. In a previous role at Zeiss, he was instrumental in introducing and growing their highest-grossing diagnostic device product.

Earlier in his career, Shawn held senior positions at Alpha Innotech Corp. and aPeerance Inc., and served as a business strategy consultant for companies including Yahoo Inc. In addition to his industry experience, he has nine years of academic experience at UCSF and UC Berkeley, where he co-authored several publications and grants. He is also the co-author of 12 patents.

Shawn holds an undergraduate degree in Genetics from UC Davis and a Ph.D. in Vision Science from UC Berkeley.

Merrill Anovick, Co-Founder and President, 25m Health

Merrill is the President and COO of 25m Health. He launched 25m Health in partnership with Apollo, Lifepoint Health, and Scion in November 2021. He sits on the 25m Health Investment Committee and oversees both the investing and incubation strategies.

Merrill co-founded and sits on the board of 25m Health's first incubation, Kouper Health, a platform focused on creating an integrated transition of care experience for patients, providers, and payors. Kouper’s most recent financing round was led by General Catalyst.

Merrill also led investments in Thrive Health Tech, Midi Health, Peer Supply, Keragon, Operait, and Swap Health. Merrill sits on the Boards of Kouper Health, Gratia Health, Swap Health and Peer Supply.

Merrill previously worked at Google across Product Management, Business Development, and Marketing leadership roles. Merrill was part of the founding team of Google Fi, now a +$1B top-line business. As a Business Development Manager on the early Android Go team, he negotiated distribution deals with wireless carriers in Nigeria, South Africa, and India.

Merrill graduated from the Johns Hopkins University with a B.A. in Economics and Political Science, and earned an MBA from the Harvard Business School. He sits on t

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95 - The Power of Partnerships and Innovation in Healthcare w/ David Dill, CEO of LifePoint Health

Marcus Whitney — Tue, 29 Oct 2024 03:00:00 -0400

In this episode, Vic and Marcus sit down with David Dill, CEO of LifePoint Health, to discuss LifePoint’s approach to healthcare in smaller communities, emphasizing partnerships and local impact. David shares insights on LifePoint’s transition from a public to private company under Apollo, which enabled long-term investments in areas like rehabilitation, behavioral health, and data management. The conversation covers LifePoint’s national quality program, partnerships with Duke, and the importance of local relationships in rural healthcare. They also explore LifePoint’s venture fund, 25M Health, and its role in driving healthcare innovation.

David M. Dill Bio:

David Dill is chairman and chief executive officer of Lifepoint Health. In this role, he is responsible for the development and oversight of Lifepoint’s strategic priorities and organizational growth, advancing the company’s mission and strengthening its culture enterprise-wide. He joined Lifepoint in 2007 as executive vice president and chief financial officer before serving in his most recent role as president and chief operating officer from 2009 to 2018.

Before joining Lifepoint, David was executive vice president of Fresenius Medical Care North America and chief executive officer in the East Division of Fresenius Medical Care Services, a wholly owned subsidiary of Fresenius Medical Care AG & Co. KGaA.

David is a former chairman of the board for the Federation of American Hospitals (FAH) and currently serves as a member of the FAH’s board and Executive Committee. He also serves on the American Hospital Association’s Health Systems Committee. He is immediate past chair of the board of directors for the Nashville Health Care Council and remains an active board member. Additionally, he serves as a director on the boards of R1 RCM and the American Heart Association's Greater Southeast Affiliate and is a member of the board of trustees for the Murray State University Foundation.

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94 - Bank Failures, K-Shaped Economy & GLP-1 Impacts

Marcus Whitney & Vic Gatto — Sat, 26 Oct 2024 03:00:00 -0400

2:11 - U.S. Economy Again Leads the World, IMF Says

4:36 - Simple Economic Explanations Keep Breaking Down. Here’s Why.

7:54 - A Small Bank’s Failure Leaves Big Depositors Feeling the Pain

11:13 - Home Sales on Track for Worst Year Since 1995

12:39 - Counsel Health secures $11M in seed funding led by a16z

13:25 - Dyania Health raises $10M for clinical trial recruitment LLM

16:24 - OneStep Secures $36M to Establish Gait Analysis as the Sixth Vital Sign HIT Consultant

17:04 - Tennr Raises $37M to Automate Healthcare Documentation, Streamline Patient Referrals HIT Consultant

18:24 - HealthEx raises $14M to safely move patient data

23:43 - Angel Investing Isn’t What It Used to Be

26:02 - Former Humana CEO Bruce Broussard joins Define Ventures

27:19 - Private Markets Are Reserved for the Rich. Should a Test Let You In?

29:01 - Jill Biden announces $110M ARPA-H funding award, prods industry to invest in women's health

30:05 - Transparency has led to uniformity in healthcare costs—but not necessarily lower prices: white pape

32:34 - Medicare Paid Insurers Billions for Questionable Home Diagnoses, Watchdog Finds

37:28 - Blue Cross plan accused of fraud in 'ghost network' class-action lawsuit

40:17 - Cigna Resumes Merger Discussions with Humana After Talks Ended Last Year

44:58 - Cancer Care Is Getting Personal. Local Doctors Can’t Keep Up.

48:30 - Walmart offers same-day prescription delivery with plans to reach 49 states

49:10 - Wegovy Maker Novo Nordisk Says New Pill Shows 14% Reduction in Heart Attacks, Strokes in Diabetic Patients

50:20 - Novo asks FDA to bar compounders from making Ozempic copies Stat

52:07 - J&J’s Ketamine-Derived Drug Is Taking Off

53:57 - England’s Drug-Cost Watchdog Rejects Eli Lilly’s Alzheimer’s Drug

56:03 - Apple’s AirPods Pro hearing health features are as good as they sound

57:46 - McDonald’s, Food Safety Officials Scrutinize Onions in E. Coli Outbreak

58:59 - Atropos Health unveils chat-based AI co-pilot for real-world evidence

1:00:10 - Suki balloons AI assistant footprint through a new strategic partnership with Zoom Healthcare

1:00:31 - Nvidia, Aidoc co

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93 - Q3 2024 Healthcare Review | The Election Scenarios w/Emily Evans

Marcus Whitney — Thu, 24 Oct 2024 03:00:00 -0400

In this episode, Marcus and Vic are joined by healthcare policy expert Emily Evans for a detailed Q3 2024 review. They discuss the rising challenges in Medicare, driven by an aging population and increased healthcare utilization, along with the growing costs in employer-sponsored health insurance. Emily highlights key trends such as Medicaid redeterminations and their impact on healthcare providers and insurers. The conversation also explores the effects of benefit costs on consumers and the potential implications of the upcoming election on healthcare policy, Medicare, Medicaid, and insurance coverage.

00:00 - Intro

1:25 - Insured Medical Consumer Model

3:54 - Employee Contribution To Health Insurance Coverage

8:20 - Ratio Of Employees To Insured 2021 - 2020

10:59 - PDP Enrollment

25:55 - Distribution Of Medicare Population

32:46 - Share Of High Medicare Utilization Cohorts 2013 - 2023

37:52 - Medicaid Enrollment | Trouble Spots

41:30 - Debrief On The Data

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92 - Venture Capital in Crisis | Why Only 9% of Startups Are Getting Series B Funding!

Marcus Whitney — Sat, 19 Oct 2024 13:00:00 -0400

Marcus & Vic discuss key economic trends - inflation, disinflation, & Wall Street bank earnings, alongside the impact of rising credit card debt & healthcare layoffs. Venture capital, particularly Series B funding, & highlight innovations in AI for healthcare, including virtual digestive care, AI-powered psychiatry, & home testing solutions. The growing role of AI in healthcare call centers & major healthcare AI partnerships addresses the future of AI & automation in the healthcare industry.

1:48 - Wall Street Posts a Strong Quarter

4:39 - Tracking layoffs, closures in healthcare nationwide

5:42 - Carta: Series A to B Chasm

11:00 - Oshi Health Secures $60M To Scale Virtual Digestive Care

12:52 - Legion Health Pivots to Digital AI-Enabled Psychiatry, Raises Over $6M

14:43 - Ash Wellness raises $10M to expand at-home testing

15:19 - Suki banks $70M to build out AI assistants for doctors, expands health system partnerships

16:36 - Parakeet Health expands AI call center, announces $3M seed round

17:53 - Digital health funding: Glooko gets $100M, appoints new CEO

18:47 - RadiantGraph raises $11M for patient engagement

20:50 - True change 'requires investment': Healthcare leaders react to new $250M Gates fund for women's health

21:59 - FTC increases premerger notification requirements despite pushback from providers

27:52 - Health Costs and Flat Raises Are Set to Squeeze Paychecks

30:51 - UnitedHealth Shares Dive After Health Giant Says 2025 Results Likely to Fall Short

32:10 - Medicaid drags Elevance Health as it misses on profit in Q3

33:05 - Medicare Plans Are Making Big Changes for 2025. Here’s How to Navigate Them.

35:31 - KFF: 2024 Employer Health Benefits Survey

39:18 - Nonprofit health systems launch Longitude Health to improve performance, care delivery at scale

41:41 - Walgreens Boots Earnings

44:12 - More Children Are Depressed and Anxious. Is Social Media Really Behind It?

49:01 - Abridge, Wolters Kluwer Health ink partnership to integrate UpToDate with AI medical scribe

50:55 - Introducing healthcare agent service in Microsoft Copilot Studio

52:42 - New York Times to Bezos-Backed AI Startup: Stop Using Our Stuff

55:04 - Amazon, Databricks Strike Five-Year Deal Around AI Chips

57:06 - Google Backs New Nuclear Plants to Power AI

59:41 - Elevance Health Will Add To

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91 - Save Big on Ozempic ($25) and More w/ Miriam Paramore’s RxUtility!

Marcus Whitney — Sat, 12 Oct 2024 03:00:00 -0400

In this episode, Vic interviews Miriam Paramore, founder of RxUtility, about her extensive background in healthcare technology and her new venture aimed at improving medication affordability. They discuss the role of pharmaceutical copay coupons, highlighting the $10 billion in savings available to consumers annually, with specific mention of discounts for high-cost drugs like Ozempic and other GLP-1 medications, which can reduce the cost to as little as $25 per prescription. Miriam explains how RxUtility seeks to democratize these savings by integrating with existing healthcare systems, making it easier for patients to access and use coupons for prescription medications. The episode also covers RxUtility's business model, scaling plans, and its impact on patients and the healthcare industry.

Connect w/ Miriam Paramore

Linkedin - https://www.linkedin.com/in/miriamparamore/
RxUtility - https://rxutility.com/

00:00 Introduction and Background of Miriam Paramore

01:00 Early Career in Healthcare Tech

03:00 Transitioning into Management Consulting and Tech Solutions

06:00 Pharmaceutical Coupons and the $10 Billion Opportunity

10:00 The Scale of Pharmaceutical Savings Available

15:00 The Awareness and Distribution Problem in Healthcare Savings

20:00 The Creation of RxUtility and Its Mission

25:00 How RxUtility Partners with Healthcare Systems

30:00 Examples of Major Drug Savings: Ozempic and Farxiga

35:00 Impact of RxUtility on Patient Affordability and Adherence

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90 - How Lobbyists Quietly Shape the Future of Your Healthcare! w/ Jenna Paladino

Marcus Whitney — Mon, 07 Oct 2024 22:00:00 -0400

In 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:

Linkedin - https://www.linkedin.com/in/jenna-paladino-fl/
Website - https://www.paladinoadvocates.com/

00:00 Introduction and Hurricane Impact

01:00 How Marcus Met Jenna at a Conference

03:00 Jenna’s Role as a Healthcare Lobbyist

06:00 Lobbying and Relationship Building with Legislators

10:00 The Influence of Public Policy in Healthcare

12:00 Differentiating Startups from Private Equity in Healthcare

15:00 The Role of Venture Capital in Healthcare Policy

18:00 Importance of Networking and Relationship Mapping in Lobbying

22:00 Engaging Legislators with Startups and Innovation

25:00 The Challenge of Healthcare Regulation and Reimbursement

30:00 How Lobbying Shapes Healthcare Policy and Technology Adoption

35:00 The Role of Technology in Shaping Future Healthcare

40:00 Final Thoughts on Lobbying, Long-Term Relationships, and Political Influence

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89 - Venture Capital’s BIGGEST Bet on AI | Here’s Why It Could Fail!

Marcus Whitney — Sat, 05 Oct 2024 04:00:00 -0400

In this episode, Marcus & Vic discuss dock worker strikes, automation, & union demands. AI's effect on job displacement & societal change highlights AI tools' rapid development. Inflation concerns linked to the strike, review of recent developments in healthcare hiring, corporate real estate issues, & venture capital activity in healthcare AI. Updates on virtual dementia care, physical therapy practice management software, & venture capital's cautious stance in growth-stage investing.

1:39 - A Candid Conversation With ILA President Harold J. Daggett

5:32 - Will Automation Replace Jobs? Port Workers May Strike Over It

7:55 - Port Strike Puts Pressure on Harris, Biden Ahead of Election

9:43 - The Profane 78-Year-Old Leading the Dockworkers Strike

9:55 - Governor DeSantis calls on FL Nation Guard to open ports X

10:04 - DeSantis orders Florida National Guard, State Guard to intervene in port strike

11:46 - Healthcare hiring slows, raising concerns for US job market

13:14 - Chrysler Building Owner Is Poised to Lose Control of Iconic Skyscraper

14:10 - The biggest opportunities for healthcare AI

15:21 - Roadmap: Healthcare AI BVP website

15:25 - Rippl announces $23M series A to expand virtual dementia care

16:22 - StrataPT secures $25M for practice management software Axios

17:49 - A Venture Capital Firm Does Something Rare: Give Money Back

21:22 - TPG buys majority stake in health information network Surescripts

23:01 - Feds back healthcare workers in noncompete lawsuit

28:19 - Top healthcare takeaways from the VP presidential debate

28:53 - California governor signs AI bills targeting providers, insurers

30:45 - Humana Shares Plunge After Changes in Medicare Star Ratings

32:01 - Glenview Capital Plans Push for Changes at CVS

32:10CVS Board Conducts Strategic Review of Company

35:08 - Mounjaro and Zepbound no longer in shortage

38:25 - How Fentanyl Drove a Tsunami of Death in America

40:16 - AI Will Drive Broad Deflation, Silicon Valley Pioneer Vinod Khosla Says

43:41 - OpenAI Nearly Doubles Valuation to $157 Billion in Funding Round

47:45 - Bret Taylor 20VC Podcast

48:59 - Nvidia just dropped a new AI model

51:16 - MIT spinoff Liquid debuts non-transformer AI models

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88 - Heart Health Innovation with Josh Eckelberry, Principal at Solas BioVentures

Marcus Whitney — Wed, 02 Oct 2024 03:00:00 -0400

In this episode of the Health Further podcast, Vic interviews Josh Eckelberry, a seasoned venture capitalist and Principal at Solas BioVentures, a life sciences venture capital firm. Josh brings a wealth of knowledge in healthcare innovation, particularly in heart health and cutting-edge cardiac technologies. With a focus on breakthrough medical devices, novel pharmaceuticals, and AI-driven diagnostic tools, Josh shares his insights on the future of healthcare and heart disease treatment. From discussing his journey into venture capital to highlighting the latest advancements in cardiac care, this episode is packed with valuable insights for anyone interested in health tech, medical innovations, and investment in healthcare startups.

Solas BioVentures website: https://www.solasbio.com/

Josh Eckelberry on LinkedIn

Innovation videos used in the show

Intershunt: YouTube

Basking Biosciences: YouTube

Vektor Medical: YouTube

00:00:00 - Intro

00:00:17 - Introduction of Josh Eckelberry

00:01:07 - Overview of Cardiac Innovation Pipeline

00:01:50 - Diagnostic Tools, Treatments, and New Technologies

00:02:00 - Josh Eckelberry's Background and Journey into Venture Capital

00:04:00 - Role and Focus of Solas BioVentures

00:06:00 - Investment in Cardiac Care and Life Sciences

00:07:12 - Types of Innovations: Molecules, Devices, and Diagnostics

00:14:05 - Introduction of InterShunt Technology

00:19:00 - Commercialization and Clinical Trials of InterShunt

00:21:00 - Introduction of Basking Biosciences and Stroke Treatment Innovation

00:24:00 - Basking Biosciences' Aptamer Technology

00:32:00 - Introduction of Vektor Medical's AI-Based Cardiac Mapping

00:36:00 - FDA Clearance and Adoption of Vektor Medical's Technology

00:38:00 - The Future of Cardiac Innovation and Healthcare Technology

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87 - How AI is Reviving Nuclear Power w/ The Return of Three Mile Island

Marcus Whitney — Sat, 28 Sep 2024 04:00:00 -0400

In this episode, Marcus and Vic talk Fed's rate cuts, market trends since the 1980s, & how these factors affect the economy. Explore China’s economic efforts, AI innovations in radiology from companies like Qure.ai, venture capital investments in healthcare, including special needs plans and women’s midlife hormonal care, & Growing importance of advanced primary care—the potential reopening of Three Mile Island. Meta’s Orion AR glasses are shaping the future of technology. Broader economic and policy implications, including FTC actions, Medicare Advantage plans, & healthcare venture capital

5:25 Here’s What Happens to Markets When Interest Rates Fall, in Charts WSJ

10:31 China unleashes stimulus blitz to lift growth FT

13:19 Radiology vendor Qure.ai completes $65M Series D funding round Radiology Business

15:30 MA insurer Zing Health banks $140M

16:56 Centivo gets $75M from Cone Health venture arm, others Modern healthcare

18:38 Tory Burch, Amy Schumer among celebrity investors backing Midi Health's $63M series B

20:59 Insight Partners closes in on $10bn fund as venture deals pick up Financial Times

21:60 FTC targets 3 biggest PBMs over insulin rebates Modern Healthcare

23:24 Electronic health records giant Epic Systems sued over alleged monopolistic

28:08 Ozempic CEO agrees to discuss lower prices

31:52 Justice Department Sues Visa, Alleges Illegal Monopoly in Debit-Card Payments WSJ

36:27 Tennessee officials pressure Ballad Health's hospital monopoly Modern Healthcare

41:22 Cigna trims Medicare Advantage plans in eight states Fierce Healthcare

42:28 Nonprofit hospitals received $37.4B in federal

44:43 Mount Sinai partners with Noom Modern Healthcare

48:0 Roche Narrows Pharma Pipeline Amid Push Into Obesity Market WSJ

50:03 The Keys to Aging at Home? Frank Conversations and Financial Planning WSJ

54:56 OpenAI to Become For-Profit Company WSJ

58:15 Meta’s big tease The Verge

1:00:20 Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway WSJ

1:01:06 LA’s streaming gold rush is over. Film and TV workers have been left in the dust. Sherwood

1:04:27 Three Mile Island’s Nuclear Plant to Reopen, Help Power Microsoft’s AI Centers WSJ

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86 - How VR & AR Are Changing Medicine Forever! w/ Walter Greenleaf

Marcus Whitney — Wed, 25 Sep 2024 06:00:00 -0400

In this episode of the Health Further podcast, hosts Marcus and Vic engage in a dynamic discussion with neuroscientist and digital health expert Walter Greenleaf. They explore a range of topics, including the integration of VR and AR in healthcare, their potential in therapeutic treatments like stroke rehabilitation and mental health, and the broader role of digital health technologies. They also delve into the evolving healthcare landscape, discussing how new innovations are addressing challenges like patient adherence, clinician training, and the future of regulation and reimbursement in digital therapeutics.

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85 - 23andMe’s Leadership Walkout | What’s Happening Behind Closed Doors?

Marcus Whitney — Sat, 21 Sep 2024 04:00:00 -0400

In this episode, Marcus & Vic discuss the impact of the Federal Reserve's rate cuts, the labor strikes in major industries, including Boeing & U.S. port workers, and the potential implications on national security and the economy. Amazon's new return-to-office mandate, which they suggest may be a strategic way to reduce the workforce. Highlight venture capital deals, FDA approvals, and the ongoing cultural clash between technological advancements, such as AI, and the workforce's response.

Links:
4:03 - Fed Cuts Rates by Half Percentage Point WSJ
8:42 - Senator Warren Letter to the Fed Letter
13:03 - Boeing Union Goes on Strike, Halting 737 Production WSJ
16:18 - U.S. Importers Are Pulling in Goods Early as Possible Port Strike Draws Closer WSJ
22:39 - Amazon Tells Workers to Return to Office Five Days a Week WSJ
26:04 - Ferrum Health nabs $16M to get FDA-cleared AI into hospitals Axios
27:55 - PictorLabs hauls in $30M for digital staining Axios
29:00 - Guardian Pharmacy Services sets IPO terms Axios
29:40 - Bipartisan telehealth extension bill passes in House committee Fierce Healthcare
30:13 - FDA Commissioner Talks Healthcare AI Forbes
32:40 - Court Appears Skeptical of TikTok’s Challenge to U.S. Ban WSJ
34:33 - DeepWell DTx receives FDA clearance for its therapeutic video game developer tools TechCrunch
36:19 - DeepWell’s mindfulness game: Zengence
38:32 - Senate panel votes to hold Steward Health CEO in contempt of Congress The Hill
40:26 - Insurers set to rake in $11.8B in Medicare quality bonus payments for 2024 Fierce Healthcare
42:28 - UTHealth Houston collaborates with OpenAI to offer clinicians HIPAA-compliant ChatGPT solutions Fierce Healthcare
45:23 - Kroger Antitrust Case Could Open Up New Bag of M&A Possibilities WSJ
50:12 - 23andMe Board Resigns in New Blow to DNA-Testing Company WSJ
52:32 - Mirror, Mirror 2024: A Portrait of the Failing U.S. Health System Commonwealth Fund
53:34 - The AI Spending Spree, in Charts WSJ
54:59 - BlackRock, Microsoft Partner on Massive New AI Infrastructure Fund WSJ
56:00 - T-Mobile Strikes Deal With OpenAI WSJ
56:45 - Open Ai - GPT01: The Best Model I've Ever Tested 🍓 I Need New Tests! Youtube

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84 - Can Your AirPods Now Replace a $5,000 Hearing Aid?

Marcus Whitney — Sat, 14 Sep 2024 04:00:00 -0400

00:50 - Inflation Extends Cooling Streak to Hit 2.5% in August WSJ

02:00 - Ally Drops After CFO Flags Consumer Stress, Underperformance Bloomberg

02:44 - China’s Deflationary Spiral Is Now Entering Dangerous New Stage Bloomberg

04:41 - IT Unemployment Hits 6% Amid Overall U.S. Jobs Growth WSJ

08:37 - Microbiome health science company Viome raises $25M to build out its diagnostics Vator

09:35 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

10:13 - Habitat Health announces founding leadership team and more than $50 million in capital investments

12:53 - White House to require insurers pay for mental health the same as physical health The Hill

14:49 - Harris and Trump square off on abortion, Obamacare in first debate Fierce Healthcare

18:53 - Polymarket 2024 Presidental Election Forecast Polymarket

19:39 - Steward Health CEO to Skip Hearing in Rare Rebuff of Congress Bloomberg

21:35 - How a Private-Equity Payday Drained a Hospital Chain of Cash WSJ

22:15 - Senate Hearing on Steward Health Care Bankruptcy C-span clip

23:12 - AppliedVR's flagship VR device for chronic lower back pain now in network for Highmark members

24:29 - Elevance grows Medicare Advantage business with IU Health deal

26:07 - Cadence and Lifepoint: Remote monitoring shows promise to drive better health for rural patients

28:22 - CommonSpirit opens Colorado hospital doors to Kaiser Permanente members, docs

30:13 - Sleep Apnea Detection Will Be on Apple Watches Soon. Here's How It Will Work CNET

35:41 - AirPods Pro 2 adds ‘clinical grade’ hearing aid feature 9to5Mac

38:37 - Hospitals, health systems' labor crunch continues to fade Fierce Healthcare

39:10 - YouTube to limit teens’ exposure to videos about fitness and weight across global markets

45:14 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

45:55 - Salesforce Health Cloud Library of Tools Health Cloud

46:57 - UChicago Medicine grows into role of AI innovator HFMA

49:18 - Where AI in healthcare is receiving venture capital investment

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83 - DEA vs Telehealth | Will Regulations End Prescription Abuse or Hurt Patients?

Marcus Whitney — Sat, 07 Sep 2024 03:00:00 -0400

Links:

7:18 - Why This Jobs Report Could Be the Most Pivotal One in Years NYT

9:16 - August private payrolls rose by 99,000, smallest gain since 2021 and far below estimates, ADP says CNBC

12:25 - Thatch takes in $38M for ICHRA health benefits Axios

13:30 - Lightforce lands $50M for dental devices Axios

14:19 - Biden Prepares to Block $14 Billion Steel Deal WSJ

17:53 - California Senate Passes Bill to Clamp Down on Private-Equity Healthcare Deals WSJ

24:19 - Leaked Reports and Political Heat Are Testing Trust in Economic Data NYT

26:35 - Advocates rush to Congress, White House to extend telehealth prescribing for two years, after DEA's plans leaked Fierce Healthcare

29:49 - Pivotal Week Ahead in Kroger-Albertsons Case After FTC Lands Early Blows WSJ

34:22 - Medicaid redeterminations still affecting Centene as stock plunges Fierce Healthcare

39:19 - Mounting insurance expenses drag UPMC to $313M H1 operating loss Fierce Healthcare

40:40 - Highmark Blue Cross Reaps $417 Million Profit As Health Plans And Providers Grow Forbes

40:56 - Evernorth's Accredo to make Stelara biosimilar available at $0 out-of-pocket Fierce Healthcare

41:30 - Humana exiting Medicare Advantage in 13 markets Fierce Healthcare

43:56 - How a Leading Chain of Psychiatric Hospitals Traps Patients NYT

48:11 - Rite Aid exits bankruptcy, sheds $2B in debt Retail Dive

49:34 - Feeling Suddenly Older? Scientists See Aging ‘Waves’ at 44 and 60 WSJ

52:03 - The Household Ingredient That’s Powering Olympic Runners WSJ

54:38 - The effect of sodium bicarbonate mini-tablets ingested in a carbohydrate hydrogel system

54:46 - In a rural small town, a group of locals steps up to support senior health NPR

57:31 - Startup Harrison.ai launches radiology-specific language model Fierce Healthcare

58:50 - Apple, Nvidia Are in Talks to Invest in OpenAI WSJ

1:05:39 - OpenAI may lift cap on profits as it courts Apple and Nvidia, report says MarketWatch

1:06:16 - Yuval Harari: What Happens When the Bots Start Competing for Your Love? NYT-Op

1:11:28 - AI Bets Are Reaching Astronomical Heights. Why the C-Suite Likes Its Odds Anyway. WSJ

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82 - This Shocking TikTok Case Could Rewrite Internet Laws Forever!

Marcus Whitney — Sat, 31 Aug 2024 12:00:00 -0400

2:45 - Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts WSJ
4:24 - The Geography of Unequal Recovery NYT
6:35 - Canada pallet backs order, restoring freight rail operation
8:04 - The IPO Market Gets Cold Feet WSJ
9:36 - Nvidia Reports Strong Quarter Amid...
13:21 - ApiJect collects $35M for prefilled injection devices Axios
14:40 - PitchBook Q2 Healthcare Funds Report PitchBook
18:57 - Northwell, Nuvance merger wins state AGs' blessing Fierce Healthcare
21:28 - TikTok isn't protected by Section 230 in 10-year-old’s...
26:46 - Evolent Health's stock price leaps...
28:14 - Federal court: TennCare illegally terminated...
30:36 - McKesson to buy stake in Florida cancer...
33:40 - Optum sets sights on Surgery Partners...
35:34 - Advocate Health's operating...
36:51 - Here's how much Kaiser Permanente's Risant...
39:09 - Recent moves by Epic, Carequality mark a major...
41:19 - 5 takeaways from Epic’s user group meeting Modern Healthcare
43:39 - J&J Takes Aim at Hospital Drug-Discount Program WSJ
46:04 - HRSA says J&J's plan for 340B discounts...
50:30 - House weighs suggestions to fix 340B...
50:46 - Pfizer Launches PfizerForAll: Connecting...
52:17 - Battling Mpox in the Outbreak’s Epicenter in Congo NYT
55:25 - OpenAI in Talks for Funding Round Valuing It Above $100 Billion WSJ
58:59 - Qventus' AI operational assistant helps patients prepare for Northwestern Medicine's operating room Fierce Healthcare

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81 - Tarun Kapoor on AI’s Role in Modern Healthcare

Marcus Whitney — Wed, 28 Aug 2024 03:00:00 -0400

In this episode of the Health Further podcast, hosts Vic and Marcus, along with guest Tarun Kapoor, discuss a range of critical topics in healthcare. The conversation covers the ongoing partnership between Virtua Health and AI tools, focusing on their application in acute care and behavioral health. They explore the challenges of handling increased patient volume and acuity due to demographic shifts, the integration of AI in healthcare settings, particularly in mental health with digital therapeutics, and the implications of large language models (LLMs) in the medical field. The discussion also delves into the impact of AI on healthcare workforce dynamics, the concept of "smart rooms" in hospitals, and the evolving role of clinicians in an AI-augmented environment.

Tarun Kapoor:
https://www.linkedin.com/in/tarunkapoormd/

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80 - Where You Live Could Impact Your Alzheimer’s Risk

Marcus Whitney — Sun, 25 Aug 2024 03:00:00 -0400

TIn this episode Vic and Marcus, covers the financial struggles of Generation X nearing retirement, creditor conflicts in cash-strapped companies, and Musk's troubled Twitter takeover. It also addresses labor disputes in Canada and potential chaos from U.S. port strikes, insights from the Fed's Jackson Hole symposium, and advancements in AI for healthcare and medical research. The episode explores key healthcare developments, including surging Mayo Clinic volumes, a nurse strike near the DNC, and major hospital acquisitions. It concludes with breakthrough studies on diabetes, cancer, and Alzheimer's, emphasizing AI's growing role in healthcare.

3:22 - As Generation X Approaches Retirement, Reality Still Bites WSJ

10:14 - Coming to a Cash-Strapped Company Near You: Creditor-on-Creditor Violence WSJ

14:19 - Musk’s Twitter Takeover Is Now the Worst Buyout for Banks Since the Financial Crisis WSJ

19:14 - Labor Dispute Halts Rail Freight in Canada, Raising Supply Chain Concerns NYT

21:05 - Twin Strikes at U.S. Ports, Canada Railways Would 'Create Chaos in North America' Supply Chain Brain

22:38 - What to look for at Fed's Jackson Hole symposium Reuters

25:41 - Openwater raises $54M for open-source medical research technology Axios

31:08 - PreciseDx picks up $20.7M to advance AI-based breast cancer risk assessment Fierce Healthcare

32:22 - Clarium Secures $10.5M for AI-Powered Hospital Supply Chain HIT Consultant

33:21 - Judge Tosses FTC Ban on Noncompete Agreements WSJ

38:46 - Alaskans can virtually manage their diabetes risk for free with Omada Fierce Healthcare

42:04 - Mayo Clinic's volumes, income surging in 2024 Fierce Healthcare

43:16 -

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79 - This Leak Could Ruin Your Life: Every SSN Has Been Compromised

Marcus Whitney — Sat, 17 Aug 2024 16:00:00 -0400

In this episode, Vic and Marcus discuss the Federal Reserve's potential interest rate cut, the turnaround in millennials' finances, the availability of hourly workers, layoffs in the retail sector, venture capital trends, healthcare financing, virtual triage, cyberattacks on hospitals, antitrust actions against Google, FDA clearance for digital therapeutics, AI's role in home healthcare, and advancements in quantum computing.

3:58 - Inflation Falls Below 3% for First Time Since 2021 NYT

5:18 - The Dramatic Turnaround in Millennials’ Finances WSJ

8:16 - Suddenly, Hourly Workers Aren’t So Hard to Find WSJ

9:53 - Macy’s closures will set off a wave of change at shopping malls CNBC

11:39 - State of Private Markets: Q2 2024 Carta website

16:08 - Healthcare fintech startup PayZen nabs $32M series B, $200M debt facility to fuel market expansion Fierce Healthcare

18:30 - MD Ally raises $14M for virtual triage Axios

20:02 - After health care attacks, tech giants will help small hospitals with cyber defenses NPR

21:55 - Hackers leak 2.7 billion data records with Social Security numbers Bleeping Computer

23:36 - U.S. Said to Consider a Breakup of Google to Address Search Monopoly NYT

26:42 - Google Play ‘Can Do Better’ on Faster Antitrust Fix, Judge Says Bloomberg

29:30 - CMS: Negotiated drug prices would have saved Medicare $6B last year Fierce Healthcare

31:11 - WHO dec

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78 - Market Meltdown | What You Need to Know About the Latest Volatility

Marcus Whitney — Sat, 10 Aug 2024 02:00:00 -0400

In 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, he examines Walgreens' potential sale of its VillageMD stake and the stark outlook for Charles River Labs. The episode also touches on the ongoing layoffs in biotech, Hims & Hers' compounding pharmacy acquisition, Annalise.ai's Medicare NTAP approval, and the departure of an OpenAI co-founder to rival Anthropic.

------🔎RESOURCES🔎

Links:

00:00 - Intro

1:30 - Stock Market News, Aug. 5, 2024: Dow, S&P 500, Nasdaq Slide Amid Global Selloff - WSJ

4:45 - Can Fed Officials Still Nail the Landing? As Rate Cuts Near, It's a Moment of Truth - NYT

6:14 - Stock Market News, Aug. 8, 2024: S&P 500, Nasdaq, Bond Yields Jump After Jobless - WSJ

8:28 - ClaimsVenture capital veteran venBio raises $528M for life sciences investment - Fierce

8:35 - TPG tops up funds to $580M for investments across the life sciences spectrum - Fierce

11:01 - Cutting-edge medical devices will soon be covered by Medicare - Axios

13:17 - Centene to exit 6 Medicare Advantage markets: Stephens bank - Modern Healthcare

15:05 - CVS slashes profit guidance, will cut $2 billion in expenses as insurance costs climb - CNBC

18:08 - Walgreens may sell entire VillageMD stake - Modern Healthcare

22:09 - Charles River Labs Plummets 14% On 'Bleaker' Expectations For 2024 - IBD

25:53 - Fierce Biotech Layoff Tracker 2024 - Fierce

28:09 - Hims & Hers CEO defends compounding pharmacy acquisition - AXIOS

32:51 -

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77 - Can You Really Reverse Aging? Dr. Oberg's Groundbreaking Insights

Marcus Whitney — Wed, 07 Aug 2024 02:00:00 -0400

In this episode, Vic and guest host Dr. Erica Oberg delve into integrative and natural medicine, focusing on longevity, chronic disease prevention, and optimizing health through personalized medical approaches. They discuss the role of naturopathic medicine, the importance of proactive health management, and the potential of modern diagnostic tools and treatments like full-body MRIs, genome sequencing, and advanced biomarker testing to enhance wellness and extend health span. Dr. Oberg shares insights from her extensive experience in the field, offering practical advice on achieving better health outcomes.

------🔎RESOURCES🔎

Dr. Erica Oberg’s website & blog

Cost Effectiveness of Prevention

Marqi Health

Outlive by Peter Attia

American Association of Naturopathic Physicians

Institute for Functional Medicine

0:00 - Intro

0:52 - Dr. Oberg Background

9:14 - Dr. Oberg’s Credentials and Experience

11:50 - Explanation of a holistic approach in integrative, regenerative, and precision medicine.

18:00 - Health Optimization Strategies

20:00 - Screening and Diagnostics

23:02 - Cost and Accessibility of Services

30:00 - Early Cancer Detection

42:56 - Genetic Testing and Personalized Medicine

45:00 - Mind-Body Connection and Lifestyle Modifications

50:00 - Public Health Perspective

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76 - Will The AI Bubble Tank The US Economy

Marcus Whitney — Sat, 03 Aug 2024 02:00:00 -0400

In this episode of 'Health Further,' hosts Marcus and Vic discuss key topics, including national healthcare events, the impact of interest rates on inflation and employment, trends in commercial property foreclosures, the role of government in economic stability, and recent healthcare venture capital activity. They explore the challenges faced by the telehealth industry, specifically Teledoc, and analyze new technologies in women's health. The episode also covers developments in AI regulations and the potential future of AI in healthcare, alongside a critical look at the current state of antibiotic production and the broader healthcare market's performance.

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0:00 - Intro

1:38 - Fed Clears Path for September Interest Rate Cut WSJ

6:49 - Stocks, Bonds Climb After Fed Meeting WSJ

7:13 - Surge in Commercial-Property Foreclosures Suggests Bottom Is Near WSJ

16:23 - The Haves and Have-Nots at the Center of America’s Inflation Fight WSJ

19:42 - Mental health benefits company Spring Health hits $3.3B valuation, with $100M series E Fierce Healthcare

22:10 - Fertility and period tracking app Flo Health banks $200M to reach unicorn status Fierce Healthcare

22:55 - Kestra Medical Technologies lands $196M for wearable defibrillator Geekwire

24:39 - FDA alerts health care providers, compounders and patients of dosing errors associated with compounded injectable semaglutide products FDA website

28:58 - Utah's new AI Office zeroes in on generative AI in mental healthcare Fierce Healthcare

31:50 - Cigna's Evernorth Health Services drives revenue growth Modern Healthcare

32:52 - Centene posts $1.1B in Q2 profit as it faces down Medicaid headwinds Fierce Healthcare

33:30 - Alignment

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75 - Why Meta's Llama Sets a New Benchmark, Leaving ChatGPT Behind

Marcus Whitney — Fri, 02 Aug 2024 21:00:00 -0400

In 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.

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0:00 - Intro
2:31 - Big Tech Selloff Slams Nasdaq With Worst Day Since 2022 WSJ
6:16 - Google Fails to ‘Wow’ as AI Bills Mount WSJ
8:00 - China Unexpectedly Cuts Interest Rate as World Markets Sag NYT
10:19 - The Hottest Job Market in a Generation Is Over WSJ
13:40 - U.S. economy grew at a 2.8% pace in the second quarter, much more than expected CNBC
16:01 - CrowdStrike Explains What Went Wrong Days After Global Tech Outage WSJ
27:22 - Headway banks $100M round to expand into Medicare and Medicaid Fierce Healthcare
29:26 - Vitable Secures $16M To Provide Primary Care to Small Employers MedCity
31:35 - Google’s Aborted Deals Show Antitrust’s Long Shadow Over Tech Bloomberg
33:53 - Senate HELP (Health, Education, Labor & Pensions) Committee issues Subpoena of Dr. Ralph de la Torre, Chairman and Chief Executive Officer, Steward Health Senate website
36:56 - Steward Health Care fails to secure bids on Ohio, Pennsylvania facilities Fierce Healthcare
38:04 - CDC report on resistant hospital infections outlines need for federal investment, epidemiolo

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74 - How Trump Could Drastically Reshape Healthcare in America

Marcus Whitney — Mon, 22 Jul 2024 02:24:50 -0400

In 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.

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73 - AI and Healthcare Innovation: A Conversation with Dr. Rick Abramson

Marcus Whitney — Thu, 18 Jul 2024 02:33:31 -0400

In this episode of Health Further, we welcome Dr. Rick Abramson, a leading expert in the intersection of AI and healthcare. Dr. Abramson, an MD from Harvard Medical School with a diverse career spanning clinical practice, consulting, and executive roles, delves into the transformative potential of AI in medical imaging. With a background that includes significant contributions at institutions like Vanderbilt, HCA, and innovative AI startups, Dr. Abramson brings a wealth of knowledge and experience. Tune in as we explore how AI is revolutionizing healthcare, improving diagnostic accuracy, and reshaping the roles of medical professionals.

------🔎RESOURCES🔎

Ricks Linkedin

Radiology, AI and the Analog-Digital Frontier presentation at the European Congress of Radiology, March 2024

Ricks Bio:

Rick Abramson is former Chief Medical Officer for Annalise.ai, a healthcare technology company providing advanced AI solutions for medical imaging. Annalise’s software-as-a-medical-device (SaMD) products are regulatory cleared and commercially available in 40 countries.

Rick’s career has straddled the clinical and business sides of health care. After a stint at McKinsey & Co. serving pharmaceutical industry clients, Rick completed Harvard Medical School followed by postgraduate training at Brigham & Women’s Hospital, the University of Pennsylvania, and Johns Hopkins. He then joined the faculty at Vanderbilt University Medical School, where he served as Associate Professor and Vice-Chair for Innovation and led a NIH-funded research program spanning cancer treatment biomarkers, healthcare economics, quality measurement, and machine learning in diagnostic medical imaging. Rick then joined HCA Healthcare as corporate vice-president over HCA’s radiology service line. Between his roles at HCA and Annalise, Rick led clinical strategy for Covera Health, a venture-backed health tech startup based in New York.

Rick lives in Nashville with his wife and two children. He holds A.B. and M.D. degrees from Harvard as well as a Master of Health Care Delivery Science degree from Dartmouth, and he maintains a Vanderbilt faculty appointment as Adjoint Associate Professor of Biomedical Engineering. He currently serves on the advisory committees of several healthcare venture capital firms and is a trustee of the Harpeth Hall School in Nashville.

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72 - Shocking $1 Billion Donation Erases Med School Tuition for Students

Marcus Whitney — Sun, 14 Jul 2024 20:02:29 -0400

In 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
1:44 - Inflation Cooled Further in June NYT
5:49 - Case for September Rate Cut Builds After Slower Jobs Data WSJ
7:56 - Property Fraud Allegations Snowball as Commercial Real-Estate Values Fall WSJ
23:37 - Seae Ventures acquires Unseen Capital after founder death TechCrunch
27:00 - HarmonyCares pockets $200M to expand in-home value-based primary care Fierce Healthcare
33:26 - H1 2024 digital health funding: Resilience leads to brilliance Rock Health
35:22 - FTC: PBMs may 'urgently' require 'potential regulation' Fierce Healthcare
40:19 - - HHS announces $27.5M in funding to address women's behavioral health Fierce Healthcare 42:08 - Why Industry Groups Are Decrying CMS’ Physician Fee Schedule Proposal MedCity News 47:53 - Ardent Health IPO targets $3B market valuation, $300M raise Fierce Healthcare
49:2 1 - Most Johns Hopkins Medical Students to Receive Free Tuition After $1 Billion Gift WSJ
51:51 -

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71 - What the Overturning of Chevron Doctrine Means for You!

Marcus Whitney — Sat, 06 Jul 2024 03:51:22 -0400

This episode reviews significant healthcare and financial news, including a Wall Street Journal article on the second quarter market performance, focusing on AI companies and their impact. They discuss key healthcare mergers and acquisitions, such as United Health Group's deals and potential regulatory hurdles. The episode also covers the implications of the recent Supreme Court decisions, particularly the overturning of the Chevron deference doctrine, and explores the broader impact of these rulings on various sectors. Finally, the hosts reflect on their experiences and learnings from the Aspen Institute Health Innovators Fellowship, highlighting the importance of understanding historical context and striving for continuous improvement in healthcare and society.

------🔎RESOURCES🔎

3:12 - The Quarter That Split the Market, in Six Charts WSJ
17:31 - Amedisys and UnitedHealth Group to divest some home health assets, clearing path for $3.3B Optum deal Fierce Healthcare
20:12 - Optum backs out of deal to buy Steward’s physician group Healthcare Dive
24:49 - Hospital operator Ardent Health files for an estimated $500 million IPO Renaissance
28:39 - Biden’s Team Scrambles to Contain First Democratic Defections NYT
46:42 - The Supreme Court weakens federal regulators, overturning decades-old Chevron decision AP
Supreme Court overrules Chevron deference, dealing blow to federal healthcare agencies Fierce Healthcare
Frederick Douglass Wikipedia
1:08:17 - Legacy SItes website

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70 - Surgeon General's Bold Move: Gun Violence and Social Media Under Fire!

Marcus Whitney — Sun, 30 Jun 2024 11:52:55 -0400

In this episode, we discuss a variety of topics including the economic impact of rising hospital prices, the challenges faced by pharmacies like Rite Aid and Walgreens, advancements in healthcare AI, policy changes on gun violence and social media by the Surgeon General, and recent venture capital trends in healthcare. We also explore the integration of healthcare systems like Kaiser Permanente's acquisition of Cone Health and the implications of new pharmaceutical developments such as generic GLP-1 medications.

Guest Host Bio:

Bo Bartholomew is the CEO of EvidenceCare and Managing Partner of Rockmont Investments, leading efforts to improve clinical decision-making within EHR systems. He also serves on the boards of ProviderTrust and Mindera Health. Previously, Bo founded PharmMD (now AdhereHealth) and has held key roles at Shearwater Health and HCA. He has incubated several health tech startups and is passionate about developing future leaders through the Nashville Fellows Program. Bo holds an MBA from Vanderbilt's Owen School of Management, a Masters in Christian Studies from Regent College, and an undergraduate degree from Davidson College.

------🔎RESOURCES🔎

13:06 - Apple Hit by First Charges Under New European Tech Law WSJ
13:06 - Microsoft Hit With EU Antitrust Charges Over Teams WSJ
18:31 -
19:51 - LockBit lied: Stolen data is from a bank, not US Federal Reserve Bleeping Computer
25:29 - Amazon Shares Jump, Pushing Nasdaq Higher WSJ
30:08 - Function gets $45M for whole-body tests Axios
31:57 - Adonis gets $31M Series B to automate medical billing Axios
33:27 - Jogo Health Closes $5.5M Funding Round Finsmes
39:58 - PE firm Altaris plans to take Sharecare private in $518M acquisition Fierce Healthcare
42:37 - Illumina parts ways with Grail, with divestiture complete Fierce Healthcare
33:50 -

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69 - Are Your Kids Safe? Instagram Targeting 13-Year-Olds w/ Explicit Content

Marcus Whitney — Thu, 20 Jun 2024 14:00:00 -0400

In this episode, we bring you insights from the Aspen Ideas Health Conference, covering a spectrum of critical issues. We discuss Nvidia's rapid rise and its impact on the AI landscape, the startling allegations of Instagram targeting 13-year-olds with explicit content, and the Surgeon General's call for social media warning labels. We delve into healthcare innovations like Amazon Pharmacy's new Medicare subscription service and OpenAI's cancer care advancements. Additionally, we explore the private equity controversy over hospital closures and the latest telehealth fraud scandal, providing expert analysis and industry perspectives on these pressing topics.

------🔎RESOURCES🔎

1:00 - Nvidia’s Ascent to Most Valuable Company Has Echoes of Dot-Com Boom WSJ

6:45 - Humata Health Secures $25M for AI-Powered Prior Authorization HIT Consultant

8:39 - Pomelo Care notches $46M for virtual maternal services Axios

11:41 - Tempus AI Surges in Nasdaq Debut Following IPO Investopedia

12:50 - MIT Spinout The Engine Ventures Raises New $398 Million Fund Forbes

13:54 - Surgeon General: Why I’m Calling for a Warning Label on Social Media Platforms Op-NYT

19:31 - Instagram Recommends Sexual Videos to Accounts for 13-Year-Olds, Tests Show WSJ

24:27 - Executives From ADHD Startup Arrested, Charged With Fraud WSJ

26:34 - Senate bill to jail private equity execs for healthcare 'looting' WSJ

32:27 - Humana’s value-based care leads to fewer hospital admissions for kidney patients Fierce Healthcare

32:27 - Humana: Issue brief Value-based care in nephrology Human report

35:04 - The comeback story of Decent Health and how it aims to make health plans more affordable Fierce Healthcare

37:34 - Cyberattack led to harrowing lapses at Ascension hospitals NPR

45:49 - When Caring for Your Parents Comes at a Cost to Your Career WSJ

51:13 - OpenAI Expands Healthcare Push With Color Health’s Cancer Copilot WSJ

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68 - How Advanced Screening Saved My Life | A Candid Talk with My Cardiologist

Marcus Whitney — Wed, 19 Jun 2024 16:25:49 -0400

In this episode, we welcome Dr. John Riddick, a leading cardiologist, to discuss the latest advancements in heart health. We explore preventive cardiology, the importance of cholesterol management, and the role of advanced screening techniques like CT angiograms in detecting and managing heart disease. Dr. Riddick shares insights from his extensive experience, offering practical advice on maintaining heart health, understanding the impact of family history, and the benefits of a proactive approach to cardiovascular care. This episode is a must-listen for anyone interested in heart health and preventive medicine.

Dr. John Riddick is an interventional cardiologist with Centennial Heart Cardiovascular Consultants as well as the Medical Director for the Centennial Heart Center High-Risk Valve Program. He is a graduate of Vanderbilt University School of Medicine where he also completed his residency in Internal Medicine. Dr. Riddick completed both a fellowship in cardiology as well as interventional cardiology at Emory University in Atlanta Georgia. Dr. Riddick has authored a number of abstracts on various cardiac subjects and is board-certified in Internal Medicine, Cardiology, Interventional Cardiology, and Nuclear Cardiology. He lives in Nashville with his wife, Amy Liz, and three children.

------🔎RESOURCES🔎

Heart Health Risk Score (ASCVD) app | iPhone only: Apple App Store

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67 - The End of Cable News? How Social Media is Dominating Politics

Marcus Whitney — Sun, 16 Jun 2024 18:49:41 -0400

In Episode 67, we discuss former President Trump's conviction, his PR run post-conviction, and his appearance on Logan Paul's podcast. We delve into the influence of social media on elections, comparing Obama's and Biden's social media presence and the decline of cable TV's influence. The episode also covers the democratization of media, the impact of social media on political strategies, and the differences between Elon Musk and Steve Jobs. We explore the influence of social media on younger generations, potential impacts of the upcoming election on healthcare and the economy, and the Federal Reserve's possible interest rate cuts. We analyze the state of the stock market and inflation, potential dock worker strikes, venture capital investments in healthcare and tech, and the IPO of Raspberry Pi in the UK. We discuss the Texas Stock Exchange proposal, CMS's updated Medicare Advantage star ratings, and Biden's plan to remove medical debt from credit scores. Additionally, we cover Baltimore's primary care initiative inspired by Costa Rica, home care market consolidation, Ascension's cybersecurity incident resolution, AI tools in clinical documentation, healthcare investments, Apple's AI integration and partnership with OpenAI, and challenges in Microsoft's AI strategy.

------🔎RESOURCES🔎

10:22 - Fed Projects Just One Cut This Year Despite Mild Inflation Report WSJ
14:13 - S&P 500 Hits Fresh High After Cooler Inflation Data WSJ
14:35 - Dockworkers Cancel Bargaining, Threaten Strike at U.S. Seaports WSJ
17:15 - Better Health raises $14M to deploy expanded payer partnerships Fierce Healthcare
19:06 - Grayce raises $10M Series A for caregiver support Axios
22:31 - Stitch PEO, emerges armed with $9M for independent medical practices Fierce healthcare 25:02 - Budget Computer Maker Raspberry Pi Soars in Opening Trade WSJ
27:32 - A Texas Stock Exchange Wants to Take on New York. The Odds Aren’t Good. WSJ
36:41 -

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66 - Wealth in America | MDMA | Hot VC Markets | Covid Lessons | NVIDIA’s Software Play

Marcus Whitney — Sun, 09 Jun 2024 10:59:28 -0400

In 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 WSJ
18:12 - Big Tech Companies Unplug Stock Market From Reality WSJ
22:21 - Container Rates Triple as Global Trade Surges Freight Cavier
24:26 - Sword Health banks financing round that boosts valuation to $3B Fierce Healthcare
25:53 - Health and data AcuityMD scores $45M and more digital health fundings Mobi Health News 27:00 - Plenful picks up $17M to automate administrative tasks for pharmacists Fierce Healthcare 27:32 - SoftBank-backed Tempus AI seeks up to $6.1 bln valuation in US IPO Reuters
28:43 - Private Equity Puts Brakes on Healthcare Roll-Ups After Government Scrutiny WSJ
31:25 - Senator targets Ascension for outsourcing to private equity firm Modern Healthcare
42:18 - Fauci to Face Grilling by Republican Committee on Covid Origins NYT Chairman Wenstrup Opens Hearing with Dr. Anthony Fauci House Cmt on Oversight

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65 - Medicaid Rates Jump Higher | Cancer’s Impact | Google’s Healthcare AI in EMEA

Marcus Whitney — Sat, 01 Jun 2024 18:35:21 -0400

In this episode, we cover a wide, including recent changes in Medicaid policy, economic trends affecting the healthcare sector, cybersecurity issues, developments in AI technology, IVF funding, range of topics and MedTech deals, the landscape of physician groups, recent news involving high-profile court cases, and innovative market strategies.

------🔎RESOURCES🔎

9:19 - Rising Bond Yields Weigh on Stocks WSJ
11:01 - Store Brands Are Filling Up More of Your Shopping Cart WSJ
15:05 - Wall Street’s Favorite Recession Indicator Is in a Slump of Its Own WSJ
26:41 - Freddie Mac proposes buying home equity loans The Hill
33:49 - Rhea rakes in $10m to expand IVF network Axios
34:46 - Gameto Raises $33 Millionto Advance Development of Novel Fertility Treatments PR 35:22 - Healthcare-payments software company Waystar seeks about $1 billion in IPO Marketwatch
37:47 - PitchBook Report Q1 MedTech
39:05 - CMS Permits States to Increase Medicaid Managed Care Reimbursement to Achieve Parity with Commercial Plans Georgetown
52:01 - Healthcare Sector Maps Cyber Risk Posed by ‘Single Points of Failure’ WSJ55:08 - Financial (In)stability of Emergency Medicine's Bigs Substack
1:02:37 - Merck Reaches $1.3 Billion Deal for Eye-Drug Company EyeBio WS

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64 - VC Heats Up w/ 18 New Deals, Doctors Reach Breaking Point, Asthma Cured?

Marcus Whitney — Mon, 27 May 2024 13:05:30 -0400

This episode covers the opioid epidemic in Baltimore, AI's impact in healthcare, remote patient monitoring benefits for heart failure, AI diagnostic discrepancies in breast cancer among black women, the health consequences of anger, the gender pay gap in medicine, the loss of drugstores and its effects on health equity, GSK's asthma drug, Banner Health's OR efficiency through AI, and Epic's open-source AI validation tool.

------🔎RESOURCES🔎

Smart From The Start Steve Lieber Podcast

2:37 - Fed Officials Saw Longer Wait for Rate Cuts After Inflation Setbacks WSJ
10:45 - Target reports sales fell 3.7%, the retailer’s fourth straight quarter of declines WSJ
11:28 - Nvidia Stock: AI Chip Giant Does It Again, Smashes Quarterly Targets And Raises Outlook IBD
14:13 - Boulder Care raises $35M for virtual addiction treatment Axios
15:25 - Lore banks $80M to tackle loneliness; Fundraising summary Fierce Healthcare
20:30 - ARPA-H offering more than $50M for hospital cybersecurity pitches Fierce Healthcare
25:18 - Nebraska Sues TikTok for Allegedly Harming Minors WSJ
31:59 - House Approves Crypto FIT21 Bill With Wave of Democratic Support CoinDesk
40:50 - Optum Rx puts emphasis on predictability with new pricing model Fierce Healthcare
42:31 - Centivo acquires virtual-first medical provider Eden Health Fierce Healthcare
44:34 - Ascension Cybersecurity Event Update website
45:59 -

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63 - At the Intersection of Healthcare & Technology: A Conversation w/ Steve Lieber

Marcus Whitney — Wed, 22 May 2024 19:56:16 -0400

In this compelling episode of Health Further, we sit down with Steve Lieber, a venerated figure in healthcare technology and association management. With a career spanning decades, including a significant tenure as CEO at HIMSS, Steve shares his journey through the evolution of healthcare IT, his insightful observations on the state of healthcare technology today, and his involvement in pioneering projects such as the Smart Hospital Initiative. From the genesis of HIMSS's global influence to the promising horizon of AI in healthcare, join us for an enlightening dialogue on the past, present, and future of healthcare innovation.

Resources below:

------🔎RESOURCES🔎

Smart From The Start Steve Lieber Podcast

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62 - Kitty Roars w/ Goldilocks CPI, Guest Host gives Hospital Perspective, Dueling AI

Marcus Whitney — Sun, 19 May 2024 03:08:50 -0400

In this episode, Paul Kappelman steps in as a guest host, bringing his rich background in healthcare operations and leadership to the table. As we examine a wide array of topics, from groundbreaking AI developments to the economics of healthcare, Paul's insights illuminate the complex landscape of healthcare innovation and management. His experiences, ranging from running a successful fertility service to navigating the tragic personal impact of cancer, provide a deeply human context to our discussion on healthcare trends, the future of AI in medical settings, and the strategies that drive both providers and payers. Join us for a deep dive into the evolving world of healthcare and technology, where we explore the intersection of operations, finance, and culture, and how artificial intelligence is set to redefine our approach to health and wellness.

Resources below:

------🔎RESOURCES🔎

10:47 - Inflation Cooled Slightly, Offering Some Relief for Consumers and the Fed (NYT)
12:37 - BoA Consumer Checkpoint: April flowers, not showers (BoA website)
13:47 - High Interest Rates Are Hitting Poorer Americans the Hardest (NYT)
15:00 - ‘Roaring Kitty’ Came Out of Hibernation. Is the Meme Stock Craze Back? (WSJ)
17:02 - State of Private Markets: Q1 2024 (Carta report)
21:31 - This $2.2 Billion Startup’s GPT-4 Powered AI Bot Demystifies Health Insurance (Forbes)
24:30 - AI Challenger Mistral Set to Nearly Triple Valuation to $6 Billion in Six Months (WSJ)
25:53 - Portfolia files $65M for women's health (Axios)
26:30 - CVS warns it could lose up to 10% of its Medicare members

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61 - The Future of Healthcare: AI, Innovation, and Impact with Ambar Bhattacharyya

Marcus Whitney — Wed, 15 May 2024 18:20:24 -0400

In 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 reshaping our approach to healthcare. Join us as we explore how visionary leaders like Ambar are steering the future of health further, leveraging AI not just as a tool of convenience but as a catalyst for comprehensive reform and improved outcomes for all. Please check out our Episode

Resources below:

------🔎RESOURCES🔎

Ambar Bhattacharyya | Linkedin - https://www.linkedin.com/in/ambarbhattacharyya/

Ambar Bhattacharyya | X - https://twitter.com/i/flow/login?redirect_after_login=%2Fambarbh

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60 - Job Loss, Ascension Disrupted, Gene Therapy Cures, CRISPR, AI Friends

Marcus Whitney — Tue, 14 May 2024 01:18:28 -0400

This episode unravels the potential and challenges of AI and gene therapy, exploring groundbreaking treatments for diseases like sickle cell anemia, the profound connections between AI and healthcare, and the transformation of the job market due to AI advancements. Join our hosts as they dissect major health and tech news, including significant investments in AI by leading companies, the augmentation of human capabilities through gene editing, and critical cybersecurity concerns in health systems. Uncover the future of healthcare, technology’s role in shaping our world, and the ethical considerations we face on the brink of these technological revolutions. Whether you’re a tech enthusiast, healthcare professional, or someone intrigued by the rapid evolution of technology and its societal implications.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

05:02 - US weekly jobless claims hit highest level since August of 2023 (AP)
07:40 - The Economic Slowdown Is Finally Here. Welcome It. (WSJ)
17:47 - Sift Healthcare collects $20M for medical billing tools (Axios)
19:49 - Rad AI clinches $50M to scale generative AI tech for radiologists (Fierce Healthcare)
20:25 - In-House Health nabs $4M for AI-enabled nurse scheduling (Fierce Healthcare)
21:34 - Medicare Hospital Trust Fund to Stay Solvent Until 2036 (MedPage)
25:29 - Clover Health authorizes $20 million share buyback, raises full-year guidance (Fierce Healthcare)
28:03 - NeueHealth (fka Bright Health) posts $242M in revenue, turns small adjusted EBITDA profit (Fierce Healthcare)
29:47 - Oscar Health records first quarterly net profit, exceeds EPS expectations (Fierce Healthcare) 32:06 - One of the Bigge

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59 - Food As Medicine w/ Lauren Driscoll

Marcus Whitney — Wed, 08 May 2024 19:43:54 -0400

Vic interviews guest expert Lauren Driscoll, CEO of NourishedRx, To learn about the importance of personalized nutrition in achieving health equity. NourishRx provides nutrition and food access to vulnerable populations, integrating with various partners to deliver tailored programs. By addressing food insecurity, NourishRx aims to improve health outcomes, drive down medical costs, and enhance patient engagement with health plans and providers.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

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58 - Walmart Health Centers Closed, Marijuana Reclassified, South Bans Abortion, Kaiser's AI

Marcus Whitney — Sun, 05 May 2024 15:24:34 -0400

In 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 panoramic view of the challenges and opportunities that lie ahead.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

1:44 - Fed Says Inflation Progress Has Stalled and Extends Wait-and-See Rate Stance (WSJ)
3:45 - Soaring Treasury Yields Challenge Stock-Market Gains (WSJ)
4:37 - A Strong Job Market? Try Telling That to These Workers (WSJ)
10:15 - California Fast-Food Chains Are Now Serving Sticker Shock (WSJ)
14:06 - Office-Loan Defaults Near Historic Levels With Billions on the Line (WSJ)
17:59 - AI Startup CoreWeave Nearly Triples Valuation to $19 Billion in Five Months (WSJ)
21:01 - Baton Health launches platform to streamline provider credentialing (Fierce Healthcare)
24:30 - CVS Made a Big Bet on Medicare. It’s Looking Risky. (WSJ)
26:59 - Cigna Beats Estimates, Raises Outlook On Low Medical Costs (Bloomberg)
28:47 - Cigna Doctor Says Bosses Pressured Her to Review Patients’ Cases Too Quickly. (Pro Publica)

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57 - Understanding Heart Disease w/ Cardiac Surgery Dr. Seenu Reddy

Marcus Whitney — Thu, 02 May 2024 12:30:33 -0400

In this insightful episode, join us as we delve into the complexities of heart disease with Dr. Reddy, a cardiac surgeon with over two decades of experience. From understanding the early onset of heart disease to discussing its treatment options, including the revolutionary TAVR procedure and the promising future of cardiac care, this episode is packed with invaluable knowledge. Whether you're curious about how heart disease affects the body or interested in the latest surgical advancements, this conversation sheds light on the myriad aspects of cardiac health.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

2:12 - Segment 1: Introduction

Short Intro: Briefly establish his credentials and passion for cardiac surgery
What drew him to medicine and cardiac surgery?
Years of experience and training in medical school, residency, etc.
Current role at HCA

5:59 - Segment 2: Understanding Atherosclerosis and Heart Disease
Stage 1 Stage 2

17:27 - Segment 3: Cardiologist vs Cardiac Surgeon
Cardiologists are often the first contact point after a primary care doctor. When a patient has heart issues, a doctor will likely send them to a cardiologist. A cardiologist focuses on the heart and surrounding blood vessels.

Cardiac surgeons work on cardiologists' advice and provide treatment of complicated surgical procedures. A cardiac surgeon performs complex invasive surgeries on the heart and lungs. They rarely see their patients outside of surgical consultation, operation, and early aftercare.

22:25 - Segment 4: Open Heart Surgery Explained Describe open-heart surgery in a way anyone can understand.

- Why is it sometimes necessary?
- Left ventricle common issues that are corrected with surgery.

Valve replacement Coronary artery bypass graft (CABG)
Video of Open Heart Valve Replacement link

38:10 - Segment 5: Shift to Minimally Invasive Valve Replacement Explain how traditional valve replacement evolved into Minimally Invasive open-heart procedures.

Minimally Invasive Breakthrough:
- Describe his outpatient technique step-by-step.
- Emphasize how this differs from traditional surgery.
Patient Impact:
- Dramatic changes in recovery time and risks
- Who benefits the most from this technology?
Video: Minimally Invasive

39:50 - Closing: Importance of Heart Health and the upcoming Deep Dive

Vic & Seenu open discussion

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56 - Humana $741m, Optum Layoffs, FTC Bans Noncompete, Hip Fracture Survival Lower Than Cancer

Marcus Whitney — Sat, 27 Apr 2024 19:35:22 -0400

In this solo episode, we dive into the latest economic indicators revealing disappointing U.S. GDP growth and what it means for the Fed, the Biden administration, and the healthcare industry amidst an election year. We explore significant healthcare deals, including telehealth advancements and AI contributions to medical billing, alongside payer news highlighting earnings and Medicaid updates. The episode also touches on regulatory shifts affecting labor and non-compete agreements and concludes with intriguing AI developments in healthcare. Join us for an insightful discussion on how these elements intertwine to shape our economic and healthcare landscapes.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

0:57 - 1st Quarter GDP report (released Thurs 4/25) Barrons
3:41 - Summer Health grabs $12M for pediatric support Axios
5:43- Avive pockets $57M for a portable defibrillator to speed up cardiac arrest response Fierce Healthcare
6:13 - Alaffia scores $10M for claim operations Axios
7:18 - Humana Reports $741 Million Profit And Boosts Medicare Forecast Forbes
8:40 - CMS finalizes sweeping Medicaid managed care rules Modern Healthcare Fierce Healthcare
14:41 - Online chatter points to broad layoffs at Optum—but the full extent is unclear Fierce Healthcare
17:14 - Oracle to Move Headquarters Again, This Time to Nashville WSJ
20:18 - FTC votes 3-2 on final rule to ban noncompete agreements, but legal challenges expected Fierce Healthcare
FTC Bans Noncompete Agreements That Restrict Job Switching

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55 - United and Elevance Earnings, PE Risk Index, Healthcare LLM Rankings, Atlas Robot

Marcus Whitney — Sat, 20 Apr 2024 17:53:06 -0400

In 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 future directions of healthcare, emphasizing the role of technology in shaping a healthier, more informed society.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

3:17 - Powell Dials Back Expectations on Rate Cuts (WSJ)
5:09 - Rents Are Still Rising and Pumping Up Inflation (WSJ)
16:55 - UnitedHealth Stock Soars After Earnings Beat Expectations, Despite Cyberattack (WSJ)
21:00 - Russian hackers steal agencies' emails as part of Microsoft hack (Axios)
24:52 - Elevance Raises Forecast Amid Industry Cyberattack Concerns (Bloomberg)
25:18 - Elevance Health and Clayton, Dubilier & Rice Sign Strategic Partnership (Fierce Healthcare) 28:55 - Walgreens' fourth round of cuts targets corporate workers (Modern Healthcare)
32:33 - States facing the greatest risk from private equity (Beckers)
33:15 - Bankruptcies among PE-backed healthcare companies spiked in 2023 (Fierce Healthcare) 33:51 - Private Equity Risk Nonprofit Organization (Private Equity State Risk Index)
38:43 -

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54 - Behind the Numbers: A Dive into Healthcare's Financial Trends w/ Emily Evans

Marcus Whitney — Fri, 19 Apr 2024 01:25:22 -0400

In 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 future of Medicare Advantage in an ever-changing healthcare environment.

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53 - Inflation Fears, Healthcare’s Discharge Gap, The Aging Baby Boomer Impact

Marcus Whitney — Sun, 14 Apr 2024 11:21:48 -0400

In 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 a Matter of If, Not Just When (WSJ)
10:46 - CMS says spending on Leqembi could hit $3.5B next year (Fierce Healthcare)
16:09 - Healthcare on the brink: the challenges of an aging society in the US (Nature)
33:36 - Are You Fit for Your Age? Test Yourself With These Exercises (WSJ)
39:27 - Q1 2024 digital health funding: Great (reset) expectations (Rock Health)
41:53 - Exits Are Few These Days. So One Fledgling VC Firm Created Its Own (WSJ)
45:45 - Round 2: Change Healthcare Targeted in Second Ransomware Attack (Dark Reading)
47:41 - “The Name May Be ‘Neue’ but Their Problems are Old”: Bright Health’s Rebrand (MedCity News)
48:49 - Are You Ready for AI to Be a Better Doctor Than You? (Medscape)
52:12 - Cloud Next 2024: More momentum with generative AI (Google Blog)
54:22 - Google partners with Bayer on new AI product for radiologists (CNBC)

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52 - The Future of Health Benefits - Noah Lang's Quest for Equitable Healthcare

Marcus Whitney — Thu, 11 Apr 2024 12:00:03 -0400

This 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, marking a pivotal moment in dialogues around health benefits and the future of work.

www.stridehealth.com

Noah Lang

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51 - New Diagnostics, Aegis Ventures, HHS’ Resiliency Plan, Molina and Cityblock, Ozempic’s Growth, Diet as Psychiatric Treatment

Marcus Whitney — Sun, 07 Apr 2024 06:00:02 -0400

Join 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) - 2:25

Powell Says Fed Has Time to Assess Data Before Deciding to Cut (Bloomberg) - 4:16

S&P 500 Snaps Two-Day Losing Streak (WSJ) 4:45

What’s Wrong With the Economy? It’s You, Not the Data. (WSJ) - 8:36

Providence spins off patient portal company (Modern Healthcare) - 11.28

Diagnostics company Binx Health banks $65M to drive growth of point-of-care testing (Fierce Healthcare) - 15.02

Investors Put $58 Million Into Biolinq’s Push for Easier Glucose-Monitoring (WSJ)Bolinq website https://www.biolinq.com/ - 18:06

Health tech investor Glen Tullman launches 62 Ventures, a new $100 million fund (Stat) - 20:30

Northwell, Memorial Hermann and others join Aegis Ventures consortium (Modern Healthcare) - 28: 05

Tiger Global VC Fund Closes

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50 - VC, M&A and IPO Markets, Steward Health, Anthropic, Stability AI, and the White House AI Roadmap

Marcus Whitney — Sat, 30 Mar 2024 16:43:15 -0400

Join 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 Roadmap

Please 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 Nourish swallows $35M Series A (Axios)

Merck’s $11.5 Billion Bet on Its Next Big Drug Finally Arrives (WSJ)

Johnson & Johnson Considers Deal for Shockwave Medical (WSJ)

M&A Gathers Steam for Biotech Startups (WSJ)

Amazon Expands Same-Day Pharmacy Delivery to New York, Los Angeles (WSJ)

Occupational care provider Concentra files for IPO (Axios)

Hospitals Are Adding Billions in ‘Facility’ Fees for Routine Care (WSJ)

UnitedHealth Group's Optum to buy Steward physician group (Modern Healthcare)

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49 - Doveish Fed, Reddit IPO, Elevance, CMS Approves GLP-1, Nvidia, Apple, & Microsoft

Marcus Whitney — Mon, 25 Mar 2024 08:34:04 -0400

Join 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 platform (Fierce Healthcare)

Elevance Health’s CarelonRx to buy Kroger Specialty Pharmacy (Modern Healthcare)

Heritage Provider Network courts PE for $7B-plus deal (Axios)

Medicare Opens Door for Covering Obesity Drugs (WSJ)

The house-passed bill instructs CBO to take longer view when grading preventive health laws (Fierce Healthcare)

Nvidia Plans to Price Newest AI Chips to Appeal to Wide Group of Users (WSJ)

Apple Looks to External Partners to Boost AI Efforts (WSJ)

Microsoft Hires DeepMind Co-Founder to Lead Consumer AI Unit (WSJ)

Microsoft CEO Sa

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48 - State of Union, GLP-1 Rundown, HIMSS is Fading, AI Software Engineer: Devin

Marcus Whitney — Fri, 15 Mar 2024 17:36:36 -0400

Join 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)

Evernorth expands GLP-1 program, unveils new Behavioral Health Care Group (Fierce Healthcare)

Wegovy’s Newly Verified Heart Benefits Under Review by Medicare (Bloomberg)

Eli Lilly partners with Amazon for delivery of its weight loss, diabetes and migraine drugs (Fierce Healthcare)

HIMSS24: Google Cloud builds out generative AI solutions to aid healthcare workers (Fierce Healthcare)

Elon Musk’s xAI to Open-Source Its Grok Chatbot, in Latest Swipe at OpenAI (WSJ)

Today we're excited to introduce Devin, the first AI software engineer (X)

Worlds FIRST AI Software Engineer Just SHOCKED the Entire Industry (YouTube)

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47 - Economic Growth, $22m Ransom, CHS, Mayo, UPMC, GLP-1, & AI in Healthcare

Marcus Whitney — Sun, 10 Mar 2024 18:24:04 -0400

Join 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 More Than $1 Billion Investment (WSJ)

Hackers Behind the Change Healthcare Ransomware Attack Just Received a $22 Million Payment (Wired)

BlackCat Ransomware Group Implodes After Apparent $22M Payment by Change Healthcare (Krebs)

HHS Statement Regarding the Cyberattack on Change Healthcare (HHS website)

DOJ, FTC & HHS Issue Public Input as Part of Inquiry into Impacts of Corporate Ownership in Health Care (website)

Mark Cuban's drug company inks first health system partnership to sell directly to Community Health Systems (Fierce Healthcare)

Mayo Clinic closed out 2023 with $18B in revenue, 6% operating margin (Fierce healthcare)

UPMC reports almost $200M operating loss as expenses rise (Fierce healthcare)

Novo Nordisk Shoots To Record High After New Pill Top

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46 - Insights Into Health Equity with Dr. Medell Briggs-Malonson

Marcus Whitney — Sun, 10 Mar 2024 18:03:35 -0400

Dr. Medell Briggs-Malonson, MD, MPH, MSHS is the Chief of Health Equity, Diversity and Inclusion for the UCLA Health System. She is also an Associate Professor of Emergency Medicine at the David Geffen School of Medicine at UCLA. In her current role, she is responsible for the implementation and oversight of organizational structures and initiatives that promote inclusivity and equity among UCLA Health staff, patients, and communities. Dr. Briggs-Malonson is also the founder and CEO of Contour Health Solutions, a national advisory firm that partners with health technology organizations and investors to develop inclusive and high performing technologies that promote optimal health and wellbeing among all populations. Dr. Briggs-Malonson prides herself in building a culture of innovation, collaboration, and excellence. This has led her to become a nationally recognized healthcare improvement advisor, speaker, and best-selling author. She has held several administrative and academic roles throughout her career focused on innovative healthcare system redesign using technology to advance health equity and justice within diverse communities. Dr. Briggs-Malonson currently serves as the Co-Chair of the United States HHS/Office of the National Coordinator Health Information Technology Advisory Committee (HITAC).

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Medell on LinkedIn

2023 DEI Executive of the Year

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45 - Advancing Health Equity with Jay Bhatt, MD

Marcus Whitney — Thu, 07 Mar 2024 09:21:19 -0500

Join 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 Office leadership team. He is a prominent thought leader on the issues of population health, health equity, health care transformation, public health, and digital health. Passionate about patient care, Dr. Bhatt practices medicine for the historically underserved while serving in his leadership role at Deloitte.

Dr. Bhatt's work has earned the attention of top media outlets seeking his expertise and perspective. He is a recipient of the Crains Chicago 40 Under 40 Award, the Harvard Kennedy School Alumni Award, a Presidential Leadership Scholar, and part of the Aspen Global Leadership Network.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Jay’s 4-minute back story

Jay on LinkedIn

The Deloitte Health Equity Institute

Illustrate Change

Jay's Book on Patient Safety

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44 - Inflation, Nasdaq, Bitcoin, Change Healthcare, FTC, ViVE, Abridge & Prostate Cancer

Marcus Whitney — Sun, 03 Mar 2024 08:00:43 -0500

Join 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 World (CoinDesk)

Change Healthcare Outage Prompts Switch in Pharmacy Claims Processing (Managed Healthcare Exec)

Change Healthcare cyber attack means no electronic claims processed since 2/20/24 (X)

AHCA/NCAL Sends Letter To HHS Requesting Support In Wake of Change Healthcare Cybersecurity Incident (Letter)

UnitedHealth Group Scrutinized for Alleged Antitrust Practices (Health Payer Intelligence)

FTC, states challenge Kroger’s $25 billion grocery merger with Albertsons (Politico)

ViVE 2024: Health Systems Take Innovation into Their Own Hands (HealthTech)

Guthrie’s Award-Winning Pulse Center for Enhanced Patient Care (website)

The Business Model of Healthcare LinkedIn

Abridge Raises $150M for Automating Medical Documentation and Plans to Create Generative AI Foundation Models (VoicebotAI)

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43 - Inflation update | Health Systems Comeback | Change Healthcare Cyberattack | YCom & Techstars | AI Rundown

Marcus Whitney — Fri, 23 Feb 2024 22:07:46 -0500

Join 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)

Ascension escapes last year's losses with higher per-patient revenues, tempered cost growth (Fierce Healthcare)

Half of rural hospitals are losing money. Rising MA enrollment likely won't help them, Chartis warns (Fierce Healthcare)

Change Healthcare Disconnects Systems Amid Cyberattack (HealthIT Security)

YCom Investment areas (Website)

Techstars 2.0 (Website)

Nvidia Sales Reach New Heights as Company Forecasts Bigger AI Boom (WSJ)

Meet 'Groq,' the AI Chip That Leaves Elon Musk’s Grok in the Dust (Gizmodo)

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42 - Surprising Jobs Report | First Crack in Regional Banks | Lilly Should be in The Magnificent 7 | Tenet’s Strong Results | Cyber Threats

Marcus Whitney — Fri, 09 Feb 2024 19:06:01 -0500

Join 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/3SClPG6

New York Community Bancorp fell off a cliff this week, dragging others down with it MarketWatch // https://on.mktw.net/3HT2U4T

Medicare Advantage provider, benefit cuts may follow rate reduction Modern Healthcare // https://bit.ly/42wwiHT

CMS Proposed Updates for 2025 Medicare Advantage and Part D Programs HHS press release // https://bit.ly/3wcbg58

Molina Healthcare reports Q4 beat on lower medical costs, higher premiums Reuters // https://reut.rs/490mXdL

CVS beats estimates but cuts full-year profit outlook on higher medical costs CNBC // https://cnb.cx/3HVdecQ

Why Eli Lilly Deserves to Unseat Tesla Among the Magnificent Seven WSJ // https://on.wsj.com/42Bu36f

What Amazon’s layoffs mean for One Medical, pharmacy division Modern Healthcare //

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41 - Fed Holds Rates While Job Market Slows | Innovation Outlook | Biden Strives for More Healthcare Competition | Cigna exits MA

Marcus Whitney — Fri, 02 Feb 2024 15:54:37 -0500

Join Marcus & Vic as they discuss the following topics:

Fed Holds Rates While Job Market Slows

The Federal Reserve decides to maintain interest rates amid a slowing job market
Implications for the economy and investment decisions
Potential reasons behind the decision and its impact on various sectors

Innovation Outlook

Current trends and future prospects in technological innovation

Biden Strives for More Healthcare Competition

President Biden's efforts to increase competition in the healthcare industry
Potential benefits for consumers and the healthcare system
Implications for healthcare companies and the broader economy

Cigna Exits MA

Cigna's decision to exit the Medicare Advantage market
Possible reasons behind the move and its impact on the healthcare industry
Effects on Cigna's business and its customers

HCA Delivers Strong Earnings

HCA's robust financial performance and earnings report
Factors contributing to the company's success
Market reaction and implications for the healthcare sector

Lessons from San Francisco’s Drug Crisis

Insights gained from San Francisco's approach to addressing the drug crisis
Policy implications and potential solutions for other regions facing similar challenges
Impact on public health and social issues

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Fed Meeting Today: Jerome Powell Says March Rate Cut Not Likely (Barrons) // https://bit.ly/3HIT19V

US job openings unexpectedly rise, but resignations decreasing (Reuters) // https://reut.rs/3OpRMAn

Layoffs.fyi // https://bit.ly/48UfEUS

JP Morgan The Innovation Economy Outlook // https://bit.ly/3UlBmwE

Rock Health: Digital Health Partnerships // https://bit.ly/49jDJEn

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40 - Addressing Addiction with Nzinga Harrison, MD

Marcus Whitney — Tue, 30 Jan 2024 18:22:17 -0500

Join 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, and
Un-Cover the conversations that we need to have to improve treatment for substance use disorder

Dr. Harrison is passionate and outspoken about the need to expand the addiction medicine
workforce. She is the Co-Founder and Chief Medical Officer for Eleanor Health, an innovative
mental health and addiction treatment company, and has more than 20 years of experience
practicing medicine. She is a double-board certified physician with specialties in general adult
psychiatry and addiction medicine.

You can read more about these issues in her new book, Un- Addiction: 6 Mind-Changing
Conversations That Could Save a Life. She also appears in the award- winning documentary
Tipping the Pain Scale, which addresses the crisis of addiction in America.

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39 - Wall Street Record Highs | Humana to Reprice MA Plans | AI at Davos and Deep Fake Biden Calls | Steward Health in Trouble (again)

Marcus Whitney — Fri, 26 Jan 2024 17:25:44 -0500

Episode 39 covers the recent surge in Wall Street's performance and its potential consequences, Humana's decision to reprice its Medicare Advantage plans, the use of AI at Davos and the emergence of deep fake Biden calls, Steward Health's recurring challenges, and the significance of healthcare consumerism tools in empowering individuals to make informed healthcare choices.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Stock Market News: S&P 500 Marks Fifth Straight Record Day (Barons) // https://bit.ly/3Ug44iz

Humana CEO: Spike in MA utilization could lead entire industry to reprice plans for 2025 (Fierce Healthcare) // https://bit.ly/3UgGylf

AI just changed the world. Again (The Spectator) // https://bit.ly/3Uk505l

Fake Biden robocall telling Democrats not to vote is likely an AI-generated deepfake (NBC) // https://nbcnews.to/3SixZUm

AI identified as a top risk for healthcare (Healthcare Finance) // https://bit.ly/3SduY7W

For-profit health system’s financial issues could plunge overburdened hospitals into crisis (Stat) // https://bit.ly/48LQDv5

Exciting New Healthcare Consumer Platform Crowd Health (Website) // https://bit.ly/47SWEoD

Crowd Health’s CEO (X Post) // https://bit.ly/47QmAkD

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38 - Healthcare Policy & Regulation with Emily Evans

Marcus Whitney — Tue, 23 Jan 2024 18:05:29 -0500

In this deep dive into Healthcare Policy & Regulation with Emily Evans, we discuss the Supreme Court's upcoming review of the Chevron deference and its likely effects on healthcare regulatory agencies including HHS, CMS, FDA and FTC. We also discuss the expected positive impact on healthcare M&A markets. While potential policy changes create short-term uncertainty, they also present opportunities for consolidation, competition, and innovation in the medium to long-term.

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37 - Mixed Economic Signals | Alarming Cancer Rates | Apple & Epic Flex Market Power | General Catalyst’s Big Swing | Humana’s Medical Cost

Marcus Whitney — Fri, 19 Jan 2024 18:30:57 -0500

Alarming rise in cancer rates and its implications for public health? Ongoing power struggle between tech giants Apple and Epic Games, as they flex their market influence? General Catalyst's ambitious moves in the business landscape and the potential ripple effects? Join us as we navigate through these pressing issues and so much more!

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Consumers Start 2024 on Strong Footing After a Jolly Holiday (WSJ) // https://on.wsj.com/3HrHVpN

Trouble for the U.S. economy? Empire State gauge sinks to lowest level since pandemic. (MarketWatch) // https://on.mktw.net/3Hog8qa

The Bill Is Coming Due on a Record Amount of Commercial Real Estate Debt (WSJ) // https://on.wsj.com/3HoLhKf

Cancer Is Striking More Young People, and Doctors Are Alarmed and Baffled (WSJ) // https://on.wsj.com/3U2fruh

Your Healthspan Is as Important as Your Lifespan—and It’s Declining (WSJ) // https://on.wsj.com/3vRQfMM

Apple to Pull Blood-Oxygen Tool From Watches to Avoid US Ban If Appeal Fails (Bloomberg) // https://bloom.bg/3Sq7Jc6

Apple Changes Its App Store Policy. Critics Call the Moves ‘Outrageous.’ (WSJ) //

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36 - Jefferson Strengthens Payor Unit | Carta Oversteps Authority | Mayo Clinic’s AI Initiative | Pushback Against Federal Agencies

Marcus Whitney — Fri, 12 Jan 2024 17:13:48 -0500

In this episode, we discuss Jefferson's efforts to bolster its payor unit, exploring the potential impacts on healthcare services and patient costs. We also examine the controversy surrounding Carta's alleged overstepping of its authority, shedding light on the implications for the company and its stakeholders. We take a closer look at Mayo Clinic's ambitious AI initiative, discussing its potential to revolutionize healthcare practices. We also analyze the growing pushback against federal agencies, providing insights into the underlying reasons and potential outcomes.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI December: (BLS website) // https://bit.ly/3O2nF1x

Carta, a key tech company for startups, has a credibility problem (Axios) // https://bit.ly/3HgigA7

Jefferson Health says LVHN merger would double its insurance business (Fierce Healthcare) // https://bit.ly/3HjcEoW

Healthcare marketing – the 2024 way (WPP website) // https://bit.ly/3vFs2t2

Mayo Clinic deepens AI commitment with new Cerebras Systems deal (Fierce Healthcare) // https://bit.ly/3RUOjKV

Option Care Health taps Palantir's AI for nurse scheduling, supply chain (Fierce Healthcare) // https://bit.ly/3O10THm

Chevron Deference Was Fun While It Lasted (WSJ-OP) // https://on.wsj.com/3TWWmJM

Elevance Health sues feds, challenging changes to MA star ratings (Fierce Healthca

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35 - GenAI's Legal Challenge | Investors Questioning VC Valuations | Lilly Going Direct to Consumers | Elevance Adds Large Infusion Service

Marcus Whitney — Sat, 06 Jan 2024 15:23:12 -0500

Welcome to the first episode of 2024! In this episode, we are addressing the following topics and more:

GenAI's Legal Challenge
Investors Questioning VC Valuations
Lilly Going Direct to Consumers
Elevance Adds Large Infusion Service
Secret to Longevity & Happiness

Please 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/47onyV6

Goldman Sachs Raises $650 Million for Life-Sciences Bets (WSJ) // https://on.wsj.com/3TW6q65

LPs Doubt Venture Funds’ Startup Valuations (WSJ) // https://bit.ly/41O9O4C

Japanese Investors Return to Overseas Real Estate With Lessons From the 1990s (WSJ) // https://on.wsj.com/3H74lfZ

A fix for the coming physician shortage (FreeOpp) // https://bit.ly/3vkFhiG

Elevance Health to Acquire Paragon Healthcare (Press Release) // https://bit.ly/48ImFaL

Lilly Launches End-to-End Digital Healthcare Experience through LillyDirect™ (Press Release) // https://prn.to/3RN6dze

How to Work—and Love It—Into Your 80s and Beyond (WSJ) // https://on.wsj.com/48mDOa9

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34 - Predictions for Healthcare in 2024 | Apple Watch’s Pulse Oximeter IP Challenges | Gratitude for Listeners & Growth Plans for Next Year

Marcus Whitney — Fri, 29 Dec 2023 13:46:34 -0500

In this special year-end episode, we discuss upcoming healthcare trends for 2024, including predictions and potential challenges for Apple Watch's pulse oximeter IP. As our last episode of 2023, we also express our immense gratitude to our listeners and share H:F's growth plans for the coming year!

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Apple to Halt Watch Sales as It Prepares to Comply With U.S. Import Ban (WSJ) // https://on.wsj.com/48Eenkt

6 digital health companies that flopped in 2023 (Modern Healthcare) // https://bit.ly/3H1eef6

8 Predictions for Healthcare in 2024 (Work Week) // https://bit.ly/48zsrvr

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33 - Medicare Advantage Deep-Dive with Emily Evans from Hedgeye

Marcus Whitney — Fri, 22 Dec 2023 12:33:54 -0500

In this episode, join us for a comprehensive exploration of Medicare Advantage as we delve into its intricacies with special guest Emily Evans from Hedgeye. Gain valuable insights into the complexities of this vital healthcare program and discover the latest developments shaping its future.

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32 - US Fed Looks for an Economic Soft-Landing | VC Bullwhip Effect | Kroger Health’s Strategic Shift | Google & HCA’s AI Collaboration

Marcus Whitney — Sat, 16 Dec 2023 17:25:44 -0500

In Episode 32 of the Health:Further Podcast, we cover the following key topics:

US Federal Reserve's pursuit of an economic soft-landing and its potential impact on healthcare and the broader market.
Unraveling the VC bullwhip effect and its influence on healthcare investments and entrepreneurial opportunities.
Analyzing Kroger Health's strategic shift and its implications for the health and wellness market.
Understanding the significance of Cigna ending talks with Humana in the health insurance sphere.
Exploring the innovative AI collaboration between Google and HCA and its potential to revolutionize healthcare.

Tune in for expert analysis and insights on the ever-evolving health economy.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI report (BLS website) // https://bit.ly/3QtjNIQ

Inflation Edges Lower, but Still Too High for the Fed (WSJ) // https://bit.ly/3v2fnjL

Powell Says Fed Is Just at Beginning of Policy Easing Talks (Bloomberg) // https://bloom.bg/3tqG8Oc

Fed 'dot plot' shows central bank will cut interest rates by 0.75% in 2024 (Yahoo) // https://yhoo.it/3Rpx980

Startup Orchid Rolls Out Genetic Testing Service for IVF, Raises $12 Million (WSJ) // https://on.wsj.com/3tdbIz9

Krog

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31 - CVS Pivots to Transparent Pricing | Pharma Leveraging Data Science | Google Unveils New AI tool | Small VC Funds Perform Best

Marcus Whitney — Sat, 09 Dec 2023 11:28:54 -0500

In this episode, we discuss CVS's move toward transparent pricing, the pharmaceutical industry's embrace of data science, Google's latest AI tool, the success of small VC funds, and an outlook on healthcare for 2024.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Biden Announces Actions to Lower Health Care and Drug Costs (White House) // https://bit.ly/3NktJ5h

CVS Says It Will Change the Way Its Pharmacies Are Paid (NYT) // https://bit.ly/46Q7yei

Roche to Buy Carmot Therapeutics for Up to $3.1 Billion in Bet on Obesity Treatments (WSJ) // https://on.wsj.com/3GyJORd

J&J Hired Thousands of Data Scientists. Will The Strategy Pay Off? (WSJ) // https://on.wsj.com/3ta2svo

AstraZeneca launches Evinova, a health-tech business to accelerate innovation (MobiHealth) // https://bit.ly/48a1Uo9

Google Gemini Launches (CNET) // https://cnet.co/3NlKj4D

Meta and IBM Launch AI Alliance (WSJ) // https://on.wsj.com/3Ni6NDy

Big VC Funds Are Underperforming Smaller Ones and Their Future Is Dim (Institutional Investor) //

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30 - Cigna & Humana Merger while UHG Shows Reach & Scale | CMS Decreases Physician Payments, but adds New Programs | Global & Economic Power

Marcus Whitney — Sat, 02 Dec 2023 11:40:44 -0500

In this episode, we discuss the following topics and the latest developments shaping the healthcare landscape:

Cigna and Humana Merger: We explore the potential implications of this significant merger and its impact on the industry's competitive dynamics.
UHG's Reach and Scale: We analyze UnitedHealth Group's expanding influence and its implications for the broader healthcare market.
CMS Physician Payment Changes: We discuss the recent adjustments in physician payments by CMS and their potential effects on healthcare providers.
New CMS Programs: We highlight the introduction of new CMS programs and their potential impact on healthcare delivery and patient care.
Global and Economic Power Shift: We examine the evolving global and economic dynamics and their influence on the healthcare industry.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

GDP, inflation data bolsters case that Fed is done hiking (Yahoo) // https://bit.ly/48inszh

Personal Income and Outlays, Oct. 2023 (BEA website) // https://bit.ly/3N5CuQI

Cigna, Humana in Talks for Blockbuster Merger (WSJ) // https://on.wsj.com/411CpmR

A Cigna + Humana merger may be on the horizon. Here's our take. (Advisory Board) // https://bit.ly/3RpYqbG

United Health Group Investor Conference (UHG website) // https://bit.ly/3T7DqrB

CMS Finalizes Physician Payment Rule that Advances Health Equity (CMS website) // https://go.cms.gov/3TbvuFB

Surprise Medical Billing Law Heaps Pressure on Healthcare Providers (WSJ) // https://on.wsj.com/3T7DFD1

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29 - Exclusive Interview w/ AI Healthcare Pioneer - Dr. Tarun Kapoor of Virtua Health | BTS Analysis of the OpenAI Value Destruction

Marcus Whitney — Wed, 22 Nov 2023 21:50:45 -0500

In 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/3GdVU1G

Biden Administration Addressing Social Determinants of Health (Press Release) // https://bit.ly/47LELbG

Inside the Chaos at OpenAI (The Atlantic) // https://bit.ly/47IsQuV

VCs Ignore Their Own Advice in Pursuit of Generative AI (WSJ) // https://bit.ly/47Kk8fL

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28 - Inflation Slowing | Biden on Women’s Health Research | Amazon Advances One Medical | Healthcare AI

Marcus Whitney — Fri, 17 Nov 2023 15:13:54 -0500

This 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.release/cpi.nr0.htm

As Rent Rises Cool, So Will Inflation (WSJ) // https://on.wsj.com/3uruVgq

President Biden Announces Women’s Health Research (White House Press) // https://bit.ly/3G5hYLW

New York Plans Cyber Rules for Hospitals (WSJ) // https://on.wsj.com/3sDvKSU

Amazon Prime Members: Primary Care Services For $9 Per Month (Forbes) // https://bit.ly/47Hp1X7

Hackensack Meridian Health, Amazon's One Medical to open clinics (Modern Healthcare) // https://bit.ly/3MQoJVQ

Same Drug, Two Prices: Why the Higher Price Prevails (WSJ) //

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27 - First Health System Adopts AI for Patient Care | Digital Clones Arrive | Explosion AI Stories | Healthcare News Roundup

Marcus Whitney — Fri, 10 Nov 2023 16:39:58 -0500

In 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 Sale Likely to Lower Commercial-Property Values (WSJ)

AbbVie, AstraZeneca and more face FTC's ire for 'improper' patent listings (Fierce Pharma)

FTC Statement on Brand Drug Manufacturers’ Improper Listing of Patents in the Orange Book

Eli Lilly Wins FDA Nod for Obesity Drug That Rivals Wegovy, Ozempic (Bloomberg)

Open AI - Developer Day (YouTube)

Meet Grok: Elon Musk's AI offering (Axios)

Taiwanese startup 01.AI achieved a $1B valuation less than eight months (Business Insider)

How Chinese influencers use AI digital clones of themselves to pump out content (Guardian)

Clone Yourself with Delphi (website)

Chat with any presidential candidate or stage your own debate (Chat2024 - website)

Virtua Health is bringing on AI therapists amid provider shortage (Modern Healthcare)

Woebot Health - creating new ways to deliver mental health care (website)

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26 - Debate on the Role Govt. Should Play in AI Regulation | Venture Markets | Pharmacists Walk-out

Marcus Whitney — Sat, 04 Nov 2023 11:01:42 -0400

In 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, governance, and societal impact.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Fed Extends Pause on Rate Hikes but Keeps Door Open to Moving Higher (WSJ) // https://bit.ly/3tZUHZb

Pharmacy staff from CVS, Walgreens stores in US start three-day walkout (Reuters) // https://bit.ly/40qzcwK

Another fallen ‘unicorn’: Olive AI sells assets, to wind down (Modern Healthcare) // https://bit.ly/40qznrU

State of Private Markets: Q3 2023 (Carta Research) // https://bit.ly/3tYDfEv

Biden Issues Executive Order on Safe, Secure, and Trustworthy AI (White House Fact Sheet) // https://bit.ly/40pxA6r

Google Brain cofounder says Big Tech is inflating fears about the risks of AI because they want to dominate the market( Business Insider) // https://bit.ly/3Ssk3Jl

2,851 Miles” Regulatory Capture Keynote Address by Bill Gurley Allin Summit //

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25 - Macro Forces Drive Insolvency & Defragmentation | GDP Growth | Seed-Stage Reset | Meta Lawsuit

Marcus Whitney — Fri, 27 Oct 2023 19:20:48 -0400

In the 25 episodes of Health:Further, three major themes have emerged. Firstly, macroeconomic forces are exerting significant pressure on the healthcare industry, with inflation negatively affecting health systems and the actions of the Federal Reserve and interest rates impacting capital markets. Public equity and bond markets play a crucial role in providing capital to all sectors of the healthcare system, while strained relationships between workers and management add to the challenges. Secondly, this immense pressure is causing the collapse of the payor/provider status quo, highlighting dysfunction in government and regulation and revealing missteps by well-established healthcare brands. Consequently, people are left without a trusted source of healthcare truth, leading to a loss of trust and reliability but also creating opportunities for change. Lastly, the financial strain and insolvency experienced by many healthcare sectors are driving a process of defragmentation, where traditional healthcare sectors are blending together into a more unified entity.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

GDP Report Q3: 4.9% (BEA report) // https://bit.ly/3SiTtT0

The Big Reset in Seed to Series A Graduation Rates (Substack) // https://bit.ly/478zz13

42 attorneys general allege Facebook, and Instagram are addictive and target kids (CNBC) // https://bit.ly/45OwKB5

Stabbed. Kicked. Spit On. Violence in American Hospitals Is Out of Control (NYT-Op) // https://bit.ly/3MlM9SF

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24 - Opioid Treatment on the Streets of Philadelphia | 3 Key Announcements from HLTH | Kaiser’s Resolution with Labor

Marcus Whitney — Fri, 20 Oct 2023 17:54:09 -0400

Welcome to Episode 24 of Health:Further, where we dive into pressing healthcare issues and industry news. In this episode, we explore the challenges and innovations surrounding opioid treatment on the streets of Philadelphia. We also discuss three key announcements from the HLTH conference and Kaiser Permanente's resolution with labor. Join us as we examine many other topics surrounding the latest developments in healthcare!

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI Report for September (BLS Report) // https://bit.ly/3QtjNIQ

DEA Reports Widespread Threat of Fentanyl Mixed with Xylazine (DEA Report) // https://bit.ly/406XxYr

Health care ‘game-changer’? Feds boost care for homeless Americans (CNN) // https://bit.ly/407tyzC

23andMe User Data Stolen in Credential Stuffing Attack (HIPAA Journal) // https://bit.ly/404rGay

Main Street Health Announces $315M Round to Expand Into 26 States (Company Release) // https://bit.ly/45FXtzG

Dr. Marc Harrison tapped as CEO of General Catalyst's latest company (Modern Healthcare) // https://bit.ly/406GANE

Delfi Diagnostics launches blood-based lung cancer screening test (Fierce Biotech) // https://bit.ly/46DNYCC

After historic strike, Kaiser Permanente workers win 21% raise over 4 years (NPR) // https://bit.ly/3Q7FXyE

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23 - A Poignant Insider’s View of Healthcare’s Importance to Patients and Their Families

Marcus Whitney — Sat, 07 Oct 2023 11:38:30 -0400

In 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🔎

Here’s What Happens Now That Gaetz Has Moved to Oust McCarthy (NYT) // https://bit.ly/3Q7uhxk

Republicans Scalise, Jordan & Hern Jump Into Speaker Race After McCarthy Ouster (WSJ) // https://bit.ly/3S62xur

Small Business Bankruptcies Rising at Worst Pace Since Pandemic (WSJ) // https://bit.ly/3Q5h9Yn

543 Carta startups have shut down so far in 2023 (LinkedIn) // https://bit.ly/3F8e5W0

Commure and Athelas Combine (General Catalyst release) // https://bit.ly/3F5JvMN

Kaiser Workers Strike, Mounting Largest U.S. Healthcare Walkout on Record (WSJ) //

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22 - Chronicling Healthcare’s End Times: Rite Aid, HealthComp, Pharma, FTC & Government Shutdown

Marcus Whitney — Fri, 29 Sep 2023 18:42:49 -0400

In Episode 22 of Health:Further, we'll be covering a range of topics, including:

Rite Aid plans to shutter stores in bankruptcy, and private equity-owned healthcare companies are merging in a $3 billion deal. The broken business model in the pharmaceutical industry hinders the development of new antibiotics, and a shortage of a life-saving cancer therapy persists. Elevance and Blue Cross Louisiana halt a proposed $2.5 billion deal. The FTC sues a private equity-backed anesthesia provider and Amazon for alleged monopolistic practices in the online marketplace.

And many more! Please check out our Episode Resources below:

------🔎RESOURCES🔎

Rite Aid Plans to Shut Down Hundreds of Stores in Bankruptcy (WSJ)

Private Equity-Owned Healthcare Companies to Join in $3 Billion Merger (WSJ)

The World Needs New Antibiotics, but the Business Model Is Broken (WSJ)

This Cancer Therapy is Lifesaving, but There Isn’t Enough of It (WSJ)

Elevance, Blue Cross Louisiana halt $2.5B proposed deal (Modern Healthcare)

FTC Sues Large Private-Equity-Backed Anesthesia Provider (Modern Healthcare)

FTC Sues Amazon, Alleging Illegal Online-Marketplace Monopoly (WSJ)

Amazon’s Thin Profit Margins and Growing Competition Undercuts the FTC’s Case (WSJ)

Google Trial Spills Details on Search Engine’s Deals With Apple, & Samsung (WSJ)

How a government shutdown affects Medicare, Medicaid benefits (Washington Post)

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21 - Let’s Get the Easy Decisions Right: Reauthorize AIDS Treatment | Stay out of Small Healthcare Acquisitions | Fund the Government

Marcus Whitney — Sat, 23 Sep 2023 15:44:12 -0400

In Episode 21 of Health:Further, we'll be covering a range of topics, including:

"Republicans and the Lifesaving Government Initiative": Twenty years ago, the Republican Party initiated a groundbreaking government program that has had a profound impact on global AIDS prevention, saving a remarkable 25 million lives to date—equivalent to the entire population of Australia. However, there are concerns about whether Republicans will continue to support and uphold this medical triumph.

"Instacart's Valuation and Investor Woes": Instacart, a prominent startup in the grocery delivery industry, is currently aiming for a valuation of up to $10 billion. This represents a significant decrease from its peak valuation of $39 billion during the previous startup funding frenzy two years ago. Consequently, many investors who contributed nearly $1 billion during Instacart's last three funding rounds are now facing potential losses.

"Labor Strike Looms over Kaiser Permanente": In a recent development, tens of thousands of workers at Kaiser Permanente have voted to authorize a potential labor strike. The strike may be implemented if no contract deal is reached by September 30.

And many more! Please check out our Episode Resources below:

------🔎RESOURCES🔎

Fed Holds Rates Steady but Pencils In One More Hike This Year (WSJ)

Instacart IPO Is an Expensive Lesson for Venture Firms (WSJ)

PEPFAR: AIDS Program renewal (NYT Op-ed)

Elevance PBM CarelonRx launches prescription cost savings program (Healthcare Finance News)

Carelon Website

Labor strike authorization at Kaiser (Fierce Healthcare)

Kaiser Management Response (Press Release)

FTC Chair Lina Khan to crack down on 'below radar' deals (Y

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20 - Making Healthcare Better Means Fixing Our Trust Problem

Marcus Whitney — Fri, 15 Sep 2023 10:58:32 -0400

In episode 20 of Health:Further, we'll be covering some interesting topics, including:

Walgreens teaming up with Pearl Health, a primary care enablement tech company, to expand its efforts in value-based care.
The steep rise in health insurance costs, with experts predicting the biggest increase in over a decade, which could have a major impact on businesses and their employees in 2024.
An advisory panel to the FDA unanimously agreed that a common decongestant ingredient found in many over-the-counter cold medicines is actually ineffective. This could potentially lead to a ban on the ingredient phenylephrine and the removal of hundreds of products from store shelves.

And many more! Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI Report for August (BLS)

An Important Shift in Fed Officials’ Rate Stance Is Under Way (WSJ)

Walgreens inks deal with Pearl Health on value-based care (Modern Healthcare)

Health-Insurance Costs Are Taking Biggest Jumps in Years (WSJ)

Generic Drugs Should Be Cheap, but PBMs Are Charging Thousands (WSJ)

Cost Plus Drugs

People Rely on Laxatives So Much, There Aren’t Enough to Go Around (WSJ)

A Decongestant in Cold Medicines Doesn’t Work at All, an F.D.A. Panel Says (NYT)

Columbia Ignored Women, Undermined Prosecutors and Protected a Predator for over 20 Years (ProPublica)

See No Evil, Hear No Evil, Speak No Evil (Esquire)

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19 - Aspen Institute Health Innovators Fellowship Conversations | Podcast Collab with Portal Innovations

Marcus Whitney — Mon, 11 Sep 2023 16:14:41 -0400

Episode 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 health equity, including a focus on macro environment impact.

Panelists include:

Anna Haghgooie - Managing Director at Valtruis
Michael Gray - Partner at Neal Gerber & Eisenberg
Dr. Kameron Matthews - Chief Health Officer at Cityblock Health and Family Physician
Dr. Kedar Mate - President and CEO at The Institute for Healthcare Improvement.

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18 - Rethinking “Cancer” & Correcting Embedded Racial Bias | Reinventing Start-up Strategies | HCA & Google Collaborate on AI Innovation

Marcus Whitney — Fri, 01 Sep 2023 19:27:06 -0400

In episode 18 of Health:Further, we will dive into various topics. Firstly, we will examine the 4.20 percent increase in the Redbook Index in the United States for the week ending August 26, 2023, compared to the same week in the previous year. Additionally, we will discuss Questa Capital's successful closure of a $397 million Healthcare Venture Fund. We will also be exploring HCA Healthcare's recent pilot program, which equipped 75 emergency room physicians across four hospitals with Google's AI technology through an ongoing partnership with Google Cloud and Augmedix, a specialized tech company focusing on ambient medical documentation. Don't miss out on this episode; feel free to rate it if you find it enjoyable!

------🔎RESOURCES🔎

REDBOOK RETAIL SALES INDEX // https://bit.ly/3PnQqXQ

BLS: JOB OPENINGS AND LABOR TURNOVER SUMMARY (JOLTS) // https://bit.ly/3Pk6F8c

QUESTA CAPITAL CLOSES HEALTHCARE VENTURE FUND AT $397 MILLION (WSJ) // https://on.wsj.com/3PmWfVg

STARTUPS ARE HITTING A FUNDING WALL AFTER SEED STAGE (WSJ) // https://on.wsj.com/3Entl16

EXPENSIVE DRUGS TARGETED FOR FIRST U.S. PRICE NEGOTIATIONS (WSJ) // https://on.wsj.com/3Enq5mj

THE HIGH COST OF PRICE CONTROLS ON ELIQUIS AND OTHER DRUGS (WSJ) // https://on.wsj.com/3L5ROf9

NOT EVERYTHING WE CALL CANCER SHOULD BE CALLED CANCER (NYT) // https://nyti.ms/3qWy4Uh

WEALTHY PEOPLE ARE GETTING FULL-BODY SCANS. EARLY DETECTION OR UNNECESSARY? (WSJ) // https://on.wsj.com/3R3evEk

PROVIDERS CONFRONT RACIAL BIAS ENGRAINED IN EHRS (MODERN HEALTHCARE) // https://bit.ly/3qVwORo

MOVEIT BREACH HITS JOHNS HOPKINS, OTHER HEALTH SYSTEMS (MODERN HEALTHCARE) // https://bit.ly/44zQuYL

HCA COLLABORATES WITH GOOGLE TO BRING GENERATIVE AI TO HOSPITALS (FIERCE HEALTHCARE) // https://bit.ly/3qMBN6Y

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17 - Death of a Healthcare Unicorn | New Federal Tax and SEC Rules | Gender Clinic Struggles to Provide Care

Marcus Whitney — Sat, 26 Aug 2023 14:03:07 -0400

In episode 17, we will be discussing various topics including the recent developments in Truepill, a startup that handles the shipment of prescription drugs for online pharmacies like Hims, Mark Cuban's Cost Plus Drugs, and GoodRx. According to a recent filing from Prime Unicorn Index, Truepill has authorized a significant reduction of over 90% in the price of some of its shares compared to their peak in 2021. Additionally, the escalating labor costs, rising interest rates, and impending federal staffing minimums are causing an increasing number of nursing homes and senior living operators to file for bankruptcy. Moreover, the introduction of a new 1% tax on stock buybacks is leading to a rise in companies' projected tax burdens, amounting to over $3.5 billion in the first half of the year among major U.S. public companies.

------🔎RESOURCES🔎

TRUEPILL LOSES 90% OF SHARE VALUE (THE INFORMATION) // https://bit.ly/45NJ0m3

TRUEPILL’S CEO OUT AS TROUBLES MOUNT AT TECH-ENABLED PHARMACY (FORBES) // https://bit.ly/45MwbZg

CRACKS DEEPEN FOR AMERICA’S BIGGEST HOSPITAL LANDLORD (WSJ) // https://bit.ly/3QWGup7

HOSPITAL DEAL GONE BUST PUTS REAL-ESTATE FIRM IN SPOTLIGHT (WSJ) // https://on.wsj.com/3skoavV

BANKRUPTCIES IN TROUBLED NURSING HOME INDUSTRY (MODERN HEALTHCARE) // https://bit.ly/45pJZZP

BORROWERS WITH $39 BILLION IN STUDENT LOANS FINALLY SEE RELIEF (FORBES) // https://bit.ly/47IxtGp

FIDELITY COLLEGE REPORT // https://bit.ly/47RIchC

NEW BUYBACK TAX HITS COMPANIES WITH $3.5 BILLION BURDEN (WSJ) // https://bit.ly/3stjiVo

HOW A SMALL GENDER CLINIC LANDED IN A POLITICAL STORM (NYT) // https://bit.ly/45ocUgP

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16 - Healthcare Recognized as #1 Inc. 5000 | Consumer Financial Health in 7 Charts | Ideas to Make Needed Improvements in Medicaid

Marcus Whitney — Fri, 18 Aug 2023 19:07:25 -0400

The fastest growing company in the US is solving healthcare's biggest challenge. Many health systems are pulling back from venture capital. The consequences of Medicaid's unwinding of continuous coverage are overwhelming. Prior authorization reduction is equal to nearly 20 percent of volume overall. We're taking an in-depth look at these topics and more in Episode 16.

------🔎RESOURCES🔎

AMERICA'S FASTEST-GROWING COMPANY IS TACKLING THE GREATEST CHALLENGE IN HEALTH CARE (INC) // https://bit.ly/3smbzIU

MOONLAKE IMMUNOTHERAPEUTICS HAS GREAT PROMISE FOR INFLAMMATORY SKIN CONDITIONS (WSJ) // https://bit.ly/3PcChN7

HOSPITALS ARE DIALING BACK ON VENTURE CAPITAL INVESTING (STAT) // https://bit.ly/45vKh0Q

CONSUMER FINANCIAL HEALTH IN 7 CHARTS (WSJ) // https://bit.ly/3qB5rf5

DISCOVER STOCK DROPS AFTER CEO ROGER HOCHSCHILD'S EXIT (WSJ) // https://bit.ly/45vKq4o

HOW STATES CAN THOUGHTFULLY UNWIND MEDICAID COVERAGE (BOSTON GLOBE) // https://bit.ly/44aw08I

HOW DO WE FIX THE SCANDAL THAT IS AMERICAN HEALTH CARE? (NYT) // https://bit.ly/3KQZBx5

PRISMA HEALTH, UNITED HEALTHCARE NEGOTIATE OVER HEALTH COVERAGE (WYFF) // https://bit.ly/47AER6C

UHG CUTTING PREAUTHORIZATION OF CLAIMS // https://bit.ly/3KOvQwR

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15 - AI Chatbots as Friends | US CPI at 3.2%, but Deflation in China | Hospital Prices set by CMS for 2024 | Wegovy for Heart Disease

Marcus Whitney — Fri, 11 Aug 2023 18:37:12 -0400

The Bureau of Labor Statistics reported that the CPI rose 3.2% in July from year-ago levels, a slight increase from June’s 3.0%, but well below last summer’s peak of 9.1%. Americans’ collective credit-card bill rose to $1.03 trillion from $986 billion in the first quarter, according to the household debt report released Tuesday by the Federal Reserve Bank of New York. While AI’s abilities continue to improve, chatbots are turning into companions? What that means for the future of human interaction.

------🔎RESOURCES🔎

CONSUMER PRICE INDEX (CPI) JULY BLS REPORT // https://www.bls.gov/cpi/

CHINA DEFLATION THREAT GROWS - BLOOMBERG // https://bit.ly/45pQ0oY

MAERSK REPORTS Q2 FINANCIAL RESULTS IN DIFFICULT MARKET CONDITIONS // https://bit.ly/3s4IK3j

BANK STOCKS SLIDE AFTER MOODY’S DOWNGRADE (WSJ) // https://bit.ly/45mvVje

BREAKING DOWN THE WORST EARNINGS QUARTER IN YEARS - WSJ // https://bit.ly/45phDON

CREDIT-CARD DEBT HITS $1 TRILLION (MARKETWATCH) // https://bit.ly/45acyu3

MEDICARE’S FY24 FINAL RULE FOR INPATIENT PAYMENTS - HFMA // https://bit.ly/3DTXHIo

THE OTHER A.I.: ARTIFICIAL INTIMACY WITH YOUR CHATBOT FRIEND (WSJ) // https://bit.ly/4555Rtg

ONLY 6% OF HEALTH SYSTEMS HAVE GENERATIVE AI STRATEGY (MODERN HEALTHCARE) // https://bit.ly/3QBnWdR

WEGOVY SHOWS POSITIVE RESULTS IN REDUCING RISK OF CARDIOVASCULAR (MARKETWATCH) // https://bit.ly/3DSbdfn

KFF HEALTH TRACKING POLL JULY 2023 // https://bit.ly/3DQpWYr

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14 - New Tactic Succeeds in CA Health System Merger | Fitch | CVS | Ozempic

Marcus Whitney — Fri, 04 Aug 2023 19:05:59 -0400

CA Nonprofit Hospitals are turning to bankruptcy for leverage against the State. Markets are pointing down after Fitch Ratings downgraded the United States’ AAA long-term credit rating. While CVS Health is cutting approx. 5,000 jobs to save on costs amid its ongoing push into healthcare delivery.

------🔎RESOURCES🔎

CALIFORNIA NONPROFIT HOSPITALS TURN TO BANKRUPTCY FOR LEVERAGE AGAINST STATE // https://on.wsj.com/3YluZcA

FITCH’S WARNING ABOUT AMERICA’S FISCAL FUTURE // https://bit.ly/3OGoBcP

CVS HEALTH CUTS 5,000 CORPORATE JOBS AMID PUSH TO 'REPRIORITIZE' HEALTHCARE // https://bit.ly/47lCJQ4

CVS REPORTS STRONGER DEMAND AMID COST-CUTTING PUSH // https://bit.ly/3qfScAt

OZEMPIC SHOWS PROMISE AS AN ALTERNATIVE TREATMENT FOR ADDICTION // https://bit.ly/43Qqhoo

EMPLOYERS CUT OFF ACCESS TO WEIGHT-LOSS DRUGS FOR WORKERS // https://bit.ly/3QurmPE

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13 - The Fed Did What?! | Rates | Economy | Yellow | PacWest | HCA | The Politics of Hospital Mergers

Marcus Whitney — Fri, 28 Jul 2023 13:32:18 -0400

The Federal Reserve issues FOMC statement suggesting that economic activity has been expanding at a moderate pace. Analysts warn that bankruptcies and defaults could jump as the world adjusts to higher interest rates. Regional lenders are cutting back on some lending to preserve capital. While Sanford Health and Fairview Health Services have dropped their plans to merge, marking the second failed combination attempt between the nonprofit health systems over the last decade. A lot to unpack on this episode of Health:Further! Check out the links below for details on this discussion.

------🔎RESOURCES🔎

FEDERAL RESERVE ISSUES FOMC STATEMENT // https://bit.ly/3DzqOAr

US FED: DISTRESSED FIRMS AND THE LARGE EFFECTS OF MONETARY POLICY TIGHTENINGS // https://bit.ly/456Ohoc

NYT: CREDIT MARKETS ARE CREAKING, CREATING ECONOMIC UNCERTAINTY // https://bit.ly/456Oo36

WSJ: YELLOW FIRST ARTICLE // https://bit.ly/3OwHW00

WSJ: YELLOW SECOND ARTICLE // https://bit.ly/3OBcXQx

US BEA: GROSS DOMESTIC PRODUCT, SECOND QUARTER 2023 // https://bit.ly/43NqxEP

PACWEST & BANC OF CALIFORNIA - MERGER OF EQUALS // https://bit.ly/476SDxw

WSJ: BANKS ARE GOING ON A DIET // https://bit.ly/479AGOH

WSJ: A WINNING BET FOR PENSION FUNDS GOES COLD // https://bit.ly/451xiDS

MARKETWATCH: HCA BEATS EARNINGS AND BOOSTS OUTLOOK, BUT STOCK FALLS // https://bit.ly/3Dyhrkr

NYT - OPINION: HOSPITAL MARKET CONSOLIDATION IS BAD FOR PATIENTS // https://bit.ly/3ObXgOe

MODERN HEALTHCARE: SANFORD HEALTH, FAIRVIEW HEALTH SERVICES CALL OFF PROPOSED MERGER // https://bit.ly/3Ow94fs

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12 - Healthcare Capital Markets Deep Dive with Grant Chamberlain of Ziegler

Marcus Whitney — Fri, 21 Jul 2023 17:49:14 -0400

Vic interviews his friend Grant Chamberlain, Senior Managing Director, Healthcare Investment Banking at Ziegler. Grant has over 30 years of investment banking experience and has dedicated the majority of his career to advising HCIT and tech-enabled outsourced services companies with particular focus on transactions with telehealth companies.

------🔎RESOURCES🔎

ZIEGLER TELEHEALTH INDUSTRY RESEARCH: PART IV // https://www.ziegler.com/telehealth-part-iv/

GRANT CHAMBERLAIN - LINKEDIN // https://www.linkedin.com/in/grant-chamberlain-14430099/

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11 - Inflation | Jobs & the Fed | Top-heavy Nasdaq & S&P500 | Pharma solution for many chronic diseases | Rite-Aid debt concerns

Marcus Whitney — Fri, 14 Jul 2023 18:32:22 -0400

The 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.htm

REDBOOK RETAIL REPORT // https://tradingeconomics.com/united-states/redbook-index

BANKS ARE GOING TO NEED MORE CAPITAL (WSJ) // https://on.wsj.com/3pNXG5e

LILLY'S RETATRUTIDE SHOWS BENEFITS ON FATTY LIVER DISEASE (WSJ) // https://bit.ly/3XRDyLX

RITE-AID DEBT CONCERNS (MARKETWATCH) // https://bit.ly/3rAYlas

MARCUS WHITNEY: BANKING STRUGGLES ARE LIMITING HEALTHCARE INNOVATION (HFMA) // https://bit.ly/44J4gZo

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10 - Where Is America’s “Health System” Headed? With Dave Johnson of 4Sight Health

Marcus Whitney — Fri, 07 Jul 2023 15:46:18 -0400

Marcus 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/

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9 - SCOTUS strikes down Affirmative Action | MDMA PTSD treatment Creative Financing | A Ray of light in VC fund formation | Ozempic Concerns

Marcus Whitney — Fri, 30 Jun 2023 17:46:45 -0400

SCOTUS has rejected use of race in higher education, which brings up a reflection on what we learned during the pandemic and the result of compounding generational discrimination. A new MDMA PTSD treatment is on the rise, while the health value of Ozempic use is being questioned. We’re covering these topics and more in Episode 9.

------🔎RESOURCES🔎

SCOTUS DECISION // https://bloom.bg/3r1UfrI

MAPS RAISING $85M FOR MDMA TREATMENT // https://on.wsj.com/3PBDOg4

MAPS B CORP SITE // https://mapsbcorp.com/

OZEMPIC: THIN BUT NOT NECESSARILY HEALTHY // https://on.wsj.com/3pv1xUA

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8- Deep-dive on FDA Comm'r Califf & HHS Secy. Becerra | Aledade raises $260M | Amazon HIPAA data collection | Lessons for AI in Healthcare

Marcus Whitney — Fri, 23 Jun 2023 17:49:48 -0400

Vic 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/3XufYEN

AMAZON 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 OVERRIDES NURSE JUDGMENT WSJ // https://on.wsj.com/431npob

AMERICAN SOCIETY OF GASTROINTESTINAL ENDOSCOPY FORMS AI TASK FORCE TO USE AI BUT “KEEP THE GUARDRAILS ON” // https://bit.ly/3NPC9SM

ASGE AI TASK FORCE // https://bit.ly/3NtneMT

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7 - Digital Therapeutics post-Pear Bankruptcy | “Hawkish Pause” by the US Fed | UHG Signals Increasing Patient Volumes

Marcus Whitney — Fri, 16 Jun 2023 17:07:14 -0400

Vic 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/abarrallen

CPI SUMMARY FROM US BUREAU OF LABOR STATISTICS // https://www.bls.gov/news.release/cpi.nr0.htm

FRED - BANK TERM FUNDING PROGRAM // https://fred.stlouisfed.org/series/H41RESPPALDKNWW

WESTFIELD SAN FRANCISCO CENTRE - OWNER WALKS AWAY // https://on.wsj.com/3r0a2Ya

UHG PRESS RE INCREASING COSTS // https://bit.ly/3Jxz8nK

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6 - What Sequoia’s Breakup Tells Us About VC Markets | Behavioral Health Chatbot Goes Rogue | Other News Updates

Marcus Whitney — Fri, 09 Jun 2023 19:59:57 -0400

Vic 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/3qSRHvZ

HOW A CHATBOT WENT ROGUE WSJ // https://bit.ly/3NoVSr7

FERTILITY STARTUP BUNNII SHUTTERS // https://bit.ly/43ZCoAu

OPTUM BIDDING FOR AMEDISYS (FIERCE) // https://bit.ly/3Jx5Gyf

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YOUTUBE // https://www.youtube.com/channel/UCFM4torjTIEkOLOD-p7FIKw

HF Site

YOUTUBE
INSTAGRAM
TWITTER
FACEBOOK
LINKEDIN
TIKTOK

5 - Elizabeth Holmes | VC Updates | PCE Index Increase | CommonSpirit Health

Marcus Whitney — Fri, 02 Jun 2023 17:47:25 -0400

Vic 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 Site

YOUTUBE
INSTAGRAM
TWITTER
FACEBOOK
LINKEDIN
TIKTOK

4 - Pear Therapeutics Sold at Auction | Digital Therapeutics | An Uncertain Path Forward

Marcus Whitney — Fri, 26 May 2023 17:40:57 -0400

Vic 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 Site

YOUTUBE
INSTAGRAM
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FACEBOOK
LINKEDIN
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3 - KKR Envision Bankruptcy | Debt Ceiling | AI-enabled Ambient Documentation

Marcus Whitney — Fri, 19 May 2023 16:24:10 -0400

Vic 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 Site

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2 - Home Health Consolidation | Chevron Deference Doctrine | Uncertainty in the Banking System

Marcus Whitney — Sat, 13 May 2023 16:21:25 -0400

Emily 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 Site

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1 - The Rise of Federal Fund Rates I Payers and Providers I Labor and Acuity I AI

Marcus Whitney — Fri, 05 May 2023 17:54:13 -0400

Healthcare 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 Site

YOUTUBE
INSTAGRAM
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FACEBOOK
LINKEDIN
TIKTOK