All Episodes

February 2, 2024 59 mins
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
  • Potential reasons behind the decision and its impact on various sectors

Innovation Outlook
  • Current trends and future prospects in technological innovation

Biden Strives for More Healthcare Competition
  • President Biden's efforts to increase competition in the healthcare industry
  • Potential benefits for consumers and the healthcare system
  • Implications for healthcare companies and the broader economy

Cigna Exits MA
  • Cigna's decision to exit the Medicare Advantage market
  • Possible reasons behind the move and its impact on the healthcare industry
  • Effects on Cigna's business and its customers

HCA Delivers Strong Earnings
  • HCA's robust financial performance and earnings report
  • Factors contributing to the company's success
  • Market reaction and implications for the healthcare sector

Lessons from San Francisco’s Drug Crisis
  • Insights gained from San Francisco's approach to addressing the drug crisis
  • Policy implications and potential solutions for other regions facing similar challenges
  • Impact on public health and social issues

Please check out our Episode Resources below:


------🔎RESOURCES🔎


Fed Meeting Today: Jerome Powell Says March Rate Cut Not Likely (Barrons) // https://bit.ly/3HIT19V

US job openings unexpectedly rise, but resignations decreasing (Reuters) // https://reut.rs/3OpRMAn

Layoffs.fyi // https://bit.ly/48UfEUS

JP Morgan The Innovation Economy Outlook // https://bit.ly/3UlBmwE

Rock Health: Digital Health Partnerships // https://bit.ly/49jDJEn

Biden administration announces effort to make healthcare more competitive and transparent (HFMA) // https://bit.ly/49humVK

Cigna to sell Medicare business to HCSC for $3.3B (Modern Healthcare) // https://bit.ly/3ulFH8A

Strong demand, higher per-patient revenues propel HCA Healthcare in Q4 2023 (Fierce Healthcare) // https://bit.ly/3OtunhA

Can San Francisco Solve Its Drug Crisis? Five Things to Consider (NYT) // .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}
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