Health:Further

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 acquisitions, including AI startups, GLP...

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 on PBMs and private equity, telehe...

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 home diagnostics. The episode closes w...

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 moves like “Trump RX,” and the record-...

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 independent vaccine advisory agency, challeng...

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 hypertension approval; Amazon boosting work...

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 pressure on Medicaid payments), rising e...

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 Fitch’s focus on hospitals and life pl...

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 budgets, a Google antitrust outcome tha...

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 operations, sleep and vision tech ...

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 guidance diverging from CDC on pediatr...

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 shaped the product, case studies reduci...

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 EHR push, state AI rules, OpenAI’s r...

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 spending. The conversation covers v...

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 integration, improving efficiency in clinic...

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 platform. They cover Trump’s pressure on...

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 Aidoc’s $150M raise and AbsoluteCare...

In this episode, Vic and Marcus cover a wide range of developments shaping the healthcare, economic, and tech landscapes. They begin with inflation concerns, interest rate policies, and Powell’s positioning, then dive into Starbucks' return-to-office mandate as a signal for white-collar layoffs and broader workforce trends. The conversation shifts to AI’s impact on productivity, rare earth material independence in the U.S., an...

Vic and Marcus return to break down the implications of the massive bill just passed by the Trump administration. They examine its sweeping impact on Medicaid, hospitals, and insurers, discuss how the new QSBS 2.0 changes benefit VCs, and question the future of nonprofit healthcare. The episode also covers market trends including meme stock speculation, private equity distributions, a surprising acquisition by Samsung, and Robinhoo...