Episodes

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...

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...

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...

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...

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...

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:...

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 …

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. …

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 …

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...

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 …

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 …

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...

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 -...

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. …

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...

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...

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...

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...

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 -...

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...

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...

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...

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...