Health:Further Marcus Whitney

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.

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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...

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

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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)

Steward Health Care has deal to sell doctor network to UnitedHealth (Stat)

Amazon Invests $2.75 Billion in AI Startup Anthropic...

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.

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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 Satya Nadella quote (X)

Google Health, Stanford Medicine unveil open-access data set of diverse dermatology images (Fierce Healthcare)

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