Join us on Healthcare Nation podcast as we sit down with Emily Evans from Hedgeye Research to delve into Trump's healthcare agenda. From Medicare and Medicaid to MedTech and commercial insurance, Emily provides expert insights on the expected policy shifts under a potential second Trump term. We explore the influence of key figures like Vivek Ramaswamy and Robert F. Kennedy Jr., the potential deregulation push, and what it means for everyday individuals. Don't miss this comprehensive discussion on the future of healthcare policy!
00:00 Introduction to the Guest and Topic
02:34 Trump's Healthcare Agenda: Key Differences from First Term
04:03 Deregulation and Its Impact on Healthcare
06:35 Medicare and Medicaid: Changes and Challenges
11:59 Medicare Advantage and Prescription Drug Plans
16:36 Medicaid Fraud, Waste, and Abuse
20:37 Potential Repeal and Replace of the Affordable Care Act
24:33 Balancing Premium Subsidies
25:56 Political and Economic Impacts on Healthcare
27:56 AI and Healthcare Productivity
33:02 Technological Advancements and Resistance
36:02 Bipartisan Opportunities and Challenges
42:17 Positives and Negatives in the Health Sector
45:54 Conclusion and Future Outlook
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