Health:Further Marcus Whitney

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.

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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)
32:17 - Biden Administration Aims to Reclassify Marijuana as Less Dangerous Drug (WSJ)
41:31 - a...

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:

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2:12 - Segment 1: Introduction
Short Intro: Briefly establish his credentials and passion for cardiac surgeryWhat 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 risksWho 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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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.

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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 WSJ
25:07 - Tenet Healthcare reaches tentative contract with 2,800 workers Modern Healthcare
26:24 - Jury awards Providence's hourly workers $98M in unpaid wages, though judge could double payout a...

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:

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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 - WHO Warns Threat Of Bird Flu Spreading To Humans Is ‘Great Concern’ (Forbes)
41:02 - Head physician's 'inappropriate' alterations suspend Memorial Hermann transplant programs (Fierce Healthcare)br...

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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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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