100 - Election Aftermath | Trump’s Win, Healthcare Overhaul, and Market Shifts

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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