Health:Further

In this special election episode, Marcus and Vic set aside the usual news rundown to unpack a week that changed the political landscape. They start with CVS's plan to split Aetna and Caremark from its retail pharmacies and why the payvider model may have hit a wall as premiums outpace inflation and employers sue UnitedHealth. Then they dig into the midterm blue wave: Texas electing Democrat Gina H...

In this episode, Marcus celebrates Nashville SC’s Supporters’ Shield and he and Vic dig into federal debt hitting 100% of GDP, accelerating inflation and a Fed holding steady before the midterms, new raises for ClarityCare and Midstream Health, the PBM transparency rule, Medicaid work requirements, RFK Jr. greenlighting unapproved peptides, Centene’s layoffs, big tech’s prior auth pledge, HCA’s AC...

In this episode, Marcus is back from Oaxaca and he and Vic dig into Wall Street's nerves over Meta's AI capex and what rising rates and the Iran war mean for the AI buildout, jobless claims that don't match what we're seeing on the ground, BMS leading Pathos AI's $237M Series E and the biotech surge, OMass's $310M raise for a rare endocrine disorder, the Trump administration tying rural health dol...

In this episode, Vic is joined by Emily Evans, sitting in for Marcus, to talk through her book on the two competing philosophies that have shaped American healthcare, a September jobs report shaped by shifting immigration dynamics, Fed minutes and the return of bond market volatility, Healthleap's AI for flagging undiagnosed hospital patients, Matchpoint Therapeutics' $150M raise and the promise o...

In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healthcare can't ignore, how Trump's agenda has pushed up rates and inflation, Neko Health's $700M bet on whole-body scanning and Precision Neuroscience's $250M Series D, the GLOBE rule's shrinking Medicare savings, the SEC opening private markets to ordin...

In this episode, Marcus and Vic set the headlines aside for UN General Assembly week and test their worldviews across every theme of the show: why the national debt and fiscal dominance matter more than the Fed, what a multipolar world means for healthcare funding, why neither party can stop the cuts that started with HR1, how AI is reshaping venture capital, the FDA as the administration's bright...

In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new Chairman Kevin Warsh, a wave of nine-figure health rounds, the hollowing out of hospital margins and price transparency compliance, a potential CRISPR successor called Viper, and OpenAI's $1.2 trillion valuation push amid new AI safety disclosures — w...

Health:Further — September 10, 2026 In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech rounds, mounting political pressure on AI labs, the hollowing out of hospital service lines, and a Robinhood-chain experiment that turns everyday spending into equity ownership — with insights into market trends, policy changes, and technological innov...

In this episode, we explore the latest developments in economics, healthcare, AI, and Web3, providing insights into market trends, policy changes, and technological innovations shaping the future. Key Topics US jobless claims and economic outlook Federal Reserve's monetary policy and dissenting voices Eurozone inflation and European economic challenges Venture capital deals in healthcare, includin...

Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy. They cover Cityblock's acquisition of Homeward Health, new telehealth prescribing rules, Meta's $17.1 billion settlement over teen social media protections, and Medicare overbilling allegations involving Humana-owned Villages Health. The episode also...

Vic and guest host Paul Kappleman discuss the state of U.S. healthcare under the Trump administration, including access, affordability, hospital closures, consolidation, and the potential rise of Medicare for All. They examine weakening retail sales, interest rates, $40 trillion in U.S. debt, healthcare venture capital, at-home sleep apnea diagnosis, pancreatic cancer screening, primary care, FDA...

Retail sales fell 0.6% in July. Inflation held steady at 3.4%. Jobless claims jumped to 209,000. Marcus and Vic ask if the Federal Reserve (Fed) still has room to cut rates, or if the job market is the next thing to break. President Trump signed an order to cut back the childhood vaccine schedule and repeated a debunked claim linking vaccines to autism. Medical groups pushed back hard. A federal c...

Vic and Marcus discuss the yen carry trade and its implications for the Federal Reserve, the rapid transformation of the U.S. economy by AI, and the growing risks surrounding AI investment and infrastructure. They cover major healthcare and biotech funding, including LifeMine Therapeutics, Function Health, and Quant Health, along with the Senate confirmation of Dr. Erica Schwartz as CDC director a...

Vic and Marcus discuss the return of Trump's tariffs, the Federal Reserve's evolving approach under Chairman Warsh, and the continued strength of AI infrastructure as Microsoft and Amazon report surging cloud growth. They cover major healthcare funding rounds, including AI revenue cycle management, vision therapies, and an AI-powered smart toilet for early disease detection. The episode also exami...

Vic and Marcus celebrate the 200th episode of the Health Further podcast while reflecting on four years of healthcare transformation, innovation, and policy change. They discuss the financial pressures facing hospitals from Medicaid funding cuts, the future of AI in healthcare, automation's impact on jobs, Google's massive AI investments, OpenAI's cybersecurity incident, the growing debate over op...

Vic and Marcus discuss easing inflation, the growing number of workers locked out of the job market, and major venture funding rounds for AI-powered healthcare companies. They examine proposed Medicare physician payment cuts, prior authorization policy, Medicaid challenges, insurer earnings, and mounting financial pressure on hospitals as care continues shifting to outpatient settings. They also c...

Vic and Marcus discuss uncertainty around Federal Reserve interest rate policy, continued strength in AI infrastructure and semiconductor markets, and major venture funding across biotech and value-based care. They examine proposed NIH research policy changes, the impact of Medicaid enrollment reductions and rising ACA premiums, Medicare Advantage legal disputes, healthcare bankruptcies, labor str...

Vic and Marcus discuss slowing U.S. job growth, Meta's move into AI cloud infrastructure, record venture funding driven by AI, and what those trends mean for the technology sector. They examine Medicare coverage for weight loss drugs, proposed CMS changes affecting hospitals, Medicaid work requirement lawsuits, and the continued shift of care away from hospitals. They also cover major healthcare a...

Vic and Marcus discuss rising inflation, the AI-driven data center boom, and growing concerns about the long-term economic impact of artificial intelligence. They examine major healthcare venture funding rounds, the resurgence of biotech investment, Medicare policy changes, PBM scrutiny, rising healthcare spending driven by GLP-1 drugs, rural hospital transformation, chemotherapy drug shortages, n...

Marcus welcomes Ash Shehata, former KPMG executive and current Impact Advisors leader, as guest host for a wide-ranging discussion on healthcare, technology, finance, and policy. They examine the Federal Reserve’s evolving approach under Kevin Warsh, the economic implications of reopening the Strait of Hormuz, and SpaceX’s historic IPO alongside its reported Cursor acquisition. The conversation al...

Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity across healthcare, analyze the competitive landscape between Apple and leading AI labs, explore IPO activi...

Vic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug marketing, Massachusetts' lawsuit against UnitedHealthcare over alleged Medicaid fraud, and California's...

Vic and guest host Emily Evans discuss declining consumer sentiment, challenges in the labor market, and the growing impact of AI on jobs and small businesses. They examine FDA food regulation and the debate around "generally regarded as safe" ingredients, Medicaid policy changes and fraud enforcement efforts under CMS, the expansion of AI from large enterprises to Main Street businesses, concerns...

Vic and Marcus sit down with Chris Boone, Group Vice President of Research Services at Oracle Health and Life Sciences, live from the Jumpstart Health Summit. The conversation explores Oracle’s growing role in healthcare following its Cerner acquisition, the future of real world evidence in drug discovery, how artificial intelligence is reshaping clinical research and healthcare organizations, and...

Vic and Marcus discuss rising inflation driven by energy costs and the impact on consumers, travel, and wage growth. They examine newly confirmed Fed Chair Kevin Warsh and debate whether AI investment and market enthusiasm are creating an economic bubble. The episode covers healthcare job growth becoming a key driver of California’s economy, major healthcare venture funding activity, and the resig...