Health:Further

Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader economy. They discuss Wall Street’s continued dominance, job market signals, venture capital strategies, and how AI is redefining everything from drug discovery to prescription renewals. The episode covers policy changes around vaccines, women’s heal...

Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean for markets heading into next year. They cover major healthcare funding rounds across pediatrics, cardiology, and AI-enabled front offices, examine payer losses and policy shifts impacting subsidies and gender-affirming care, and analyze FDA clearances...

Vic and Marcus cover the Fed’s 25 bps rate cut, dissenting votes, questions around jobs data, and renewed balance-sheet expansion tied to repo stress. They break down key healthcare and VC moves including AI-driven patient communications, mental health platform expansion, pediatric and NICU innovation, obesity-drug updates, and major payer and policy developments, plus notable market shifts spanni...

Vic and Marcus cover Marcus’s recent keynote to community health centers, the industry’s struggle to break out of legacy regulatory thinking, and why AI is becoming essential as labor and funding decline. They analyze unreliable jobless-claim data, Powell’s rate-cut outlook, and how AI is reshaping the relationship between labor, productivity, and corporate earnings. They discuss CMS rolling back...

Vic and guest host Dr. Kam Matthews cover the week’s major healthcare, policy, and AI stories, including Medicaid funding threats, provider-network gaps, economic updates, new VC raises, and major clinical and pharma developments. They discuss wealth-tax proposals, insurer policy changes, hospital system financials, new maternal and SDOH AI tools, obesity-drug price cuts, and breakthroughs in canc...

In this episode, Vic and Marcus break down the government’s temporary reopening, SNAP funding, and upcoming appropriations battles, then cover Fed uncertainty around rate cuts and a market selloff driven by shifting AI sentiment. They discuss massive layoffs at Verizon, medical-AI funding rounds, mental-health care innovation, and specialty-pharmacy expansion. The hosts analyze the FDA’s rollback...

In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates fr...

Hosts Vic and Marcus unpack the looming SNAP cuts, the Fed’s rate drop and end of QT, rising AI-driven layoffs, and inflation’s ongoing hit to households. They contrast Wall Street highs with real-world strain, cover major moves in health tech, VC, and pharma, and analyze payer and provider earnings from CVS, Cigna, Centene, HCA, and others. The episode also hits policy shifts, U.S.–China relation...

In this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision to release aid to struggling U.S. farmers, and the latest U.S.–China trade tensions. They cover new sanctions on Russia, global energy shifts, and rising healthcare costs for employers. The hosts also break down major healthcare investments and acqui...

Marcus and Vic unpack a turbulent week of global and economic shifts — from the Israel-Palestine ceasefire and U.S. government shutdown to rising layoffs, job stagnation, and Wall Street’s growing fixation on AI. They dive into China’s rare earth dominance, Trump’s trade maneuvers, and the growing tension between free markets and government control. In healthcare, they cover California’s crackdown...

Vic and Marcus break down the latest in AI and markets—from agentic tools reshaping work and Nvidia’s data-center dominance to the real threat of job loss across creative industries. They hit gold’s surge past $4,000, global market shifts, and China’s trade pivots, then move into healthcare: UnitedHealthcare vs. Johns Hopkins, new startup funding, Trump-era policy moves, and the rising wave of hom...

Marcus and Vic break down the U.S. government shutdown, its political fallout, and how shifting power in Washington could reshape healthcare and the economy. They celebrate Nashville SC’s first major championship, examine the credit market’s warning signs, and analyze the growing divide between workforce readiness and AI acceleration. The hosts also discuss major healthcare investments, policy mov...

In this episode, Marcus and Vic discuss Trump’s rejection of a meeting with Democrats as a government shutdown looms, small business optimism data, Fed comments on rates, a series of major venture capital deals in virtual care, neurology, oncology, PBMs, maternal health, and organ preservation, policy shifts around Tylenol and autism claims, the $100,000 H1B visa fee, the creation of an independen...

Vic and Marcus cover the Fed’s first rate cut, stagflation risks, and fiscal dominance; Oracle’s surprise wins with TikTok, Paramount, and OpenAI; robo-taxis arriving in Nashville; venture deals in pediatrics, maternal health, AI doctors, and genomics; policy turmoil at the CDC, telehealth’s temporary extensions, and a $50B rural health fund; scrutiny of nonprofit hospitals; Apple Watch’s hyperten...

Vic and Marcus mark 9/11, condemn political violence after the Charlie Kirk assassination, and review economic shifts including inflation at 2.9%, job revisions, rising unemployment, record markets, and healthcare’s outsized role in job growth. They cover major healthcare and policy moves (Strive’s $550M raise, AI voice agents, Epic antitrust case, drug ad limits, California PE scrutiny, CMS press...

Marcus and Vic welcome Kevin Holloran, Senior Director and head of the US Public Finance Healthcare Team at Fitch Ratings, to break down how credit ratings work in healthcare, why balance sheet strength outweighs short-term operating swings, and how margins shifted from steady pre-COVID levels through pandemic collapse, the 2021 rebound, and the post-2022 labor and inflation crunch. They cover Fit...

In this weekly rollup, Vic welcomes guest host Jinesh Patel, CEO of Uptime Health, to unpack a packed week across the health and tech economy: a stronger Q2 GDP print alongside rising jobless claims and pricier equities, the AI-driven efficiency wave and large-company layoffs, venture updates from workflow and dementia-care AI to immigrant-care platforms, policy turmoil around the CDC and HHS budg...

Vic is joined by guest host Mitch Mudra, founder of Ladder Health, to discuss the Minneapolis mass shooting, his background at UnitedHealth, and building Ladder to address developmental delays in children. They cover Walmart’s gains during inflation, job market risks, Nashville’s tunnel project, and major healthcare VC deals including LS AI and CAR T therapy. Other topics include AI in back-office...

Vic hosts solo as Marcus steps away after losing a pet, then runs a tight roundup: stronger corporate earnings and Fed minutes ahead of Jackson Hole; likely September rate‑cut odds; venture moves including Molecular You’s $5M biomarkers raise, Eight Sleep’s $100M and retail push plus FDA plans; AI in revenue cycle with Develop Health’s $14.3M; Chamath’s new SPAC with tougher sponsor terms; AAP gui...

Vic and Marcus talk with Carlos A. Rodriguez, MBA, CEO and Co-Founder of Humanate Inc., about his career from Bain and health system leadership to building a $40M SaaS startup and now launching Humanate, a company focused on agentic AI for healthcare. The discussion covers the origin of “Cassie,” a multilingual AI clinical concierge with ASL support, how staffing shortages and labor inflation shap...

Vic and Marcus recap Marcus’s keynote covering two years of show themes, then dig into Trump’s pace of change, Newsom’s X strategy, July inflation and market reactions, major healthcare deals, Nvidia’s China workaround, U.S. R&D tax incentives, FDA moves, antitrust pushback, and payvider results. They also hit Omada’s growth, Lilly’s weight-loss pill troubles, crypto’s surge, Oracle Health’s E...

In this episode of Health Further, Vic is joined by guest host Emily Evans to cover the rise in long-term unemployment, Trump’s criticism of the Bureau of Labor Statistics, and the struggles of working-class Americans in a K-shaped economy. They discuss potential Fed leadership changes, a housing supply push in New York, Apple’s $100 billion U.S. investment, and tax law changes spurring corporate...

Vic and Marcus are joined by Dr. Eric Stecker, cardiologist, professor of medicine at Oregon Health and Science University, and co-founder and Chief Medical Officer of Insight Health. They explore the origin story of Insight Health, how generative AI inspired its creation, and what sets their AI apart from typical ambient note-taking tools. The episode covers AI-driven patient intake, EHR integrat...

In this episode, Vic and Marcus unpack a week of major policy and economic shifts, focusing on Trump’s healthcare tech and crypto rollouts. They discuss his revamped cabinet strategy, GDP swings, tariff deals with the EU and Japan, and dissent at the Fed over rate cuts. Topics include nearly $1B in AI scribe funding, a new federal health tech initiative, and a value-based care infrastructure platf...

Vic and Marcus open with updates on their personal healthcare experiences and transition into breaking news on Trump’s 15% tariff deals with Japan and likely Europe. They analyze economic indicators suggesting a possible recession and unpack the national security fallout from a zero-day SharePoint cyberattack linked to Chinese actors. The hosts cover major AI investments in healthcare, including A...