Health:Further Marcus Whitney

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.


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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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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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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:

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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 63% Below Target With $2.2 Billion (Bloomberg) - 35:00

Medicare Keeps Getting Tougher for Health Insurers (WSJ) - 42:08br...