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PODCAST

Health:Further

Marcus Whitney & Vic Gatto

Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.

health & fitness

All Episodes

37:46

56 - Humana $741m, Optum Layoffs, FTC Bans...

Health:Further ·

2024/04/27

In this solo episode, we dive into the latest economic indicators revealing disappointing U.S. GDP growth and what it means for the Fed, the Biden administration, and the healthcare industry amidst an election year. We explore significant healthcare deals, including telehealth advancements and AI contributions to medical billing, alongside payer news highlighting earnings and Medicaid updates. The episode also touches on regulatory shifts affecting labor and non-compete agreements and concludes with

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65:32

55 - United and Elevance Earnings, PE Risk Index,...

Health:Further ·

2024/04/20

In this episode, Marcus and Vic dive into the heart of healthcare innovation, economic dynamics, and the growing intersection of artificial intelligence in medicine. The conversation spans the gamut from heart care advancements that personalize and improve patient outcomes to the broader implications of economic policies on healthcare accessibility and affordability. Our exploration doesn't stop there; we also uncover the challenges and opportunities presented by AI in revolutionizing drug discovery

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49:22

54 - Behind the Numbers: A Dive into Healthcare's...

Health:Further ·

2024/04/19

In this episode, Vic, Marcus, and Emily Evans (Managing Director at Hedgeye Risk Management, LLC) dive deep into healthcare policy, focusing on the seismic shifts within the Medicare Advantage landscape. They unravel the complexities surrounding UnitedHealth Group’s latest financials, dissecting the impacts of demographic shifts, policy changes, and earnings reports on the Medicare Advantage program. The trio also scrutinizes the evolving dynamics of healthcare spending, including the contentious

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55:38

53 - Inflation Fears, Healthcare’s Discharge Gap, The...

Health:Further ·

2024/04/14

In this episode, Vic and Marcus explore key trends in business, healthcare, cryptocurrency, and AI. They start by analyzing economic indicators, new Alzheimer's treatment, the impact of AI on healthcare and finance, and the significant impact of an aging population as baby boomers reach retirement age on healthcare, social security, and the workforce. We also examine challenges in healthcare administration and reflect on the importance of physical fitness for long-term well-being.Please check out

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46:19

52 - The Future of Health Benefits - Noah Lang's...

Health:Further ·

2024/04/11

This eye-opening episode of Health Further dives deep with Noah Lang, Stride Health's CEO, as he sheds light on revolutionizing health benefits for the gig economy. Noah discusses Stride Health's origins, challenges within the healthcare industry, and the groundbreaking strides towards portable benefits. With stats showcasing the growing independent workforce and changing employer landscapes, Noah articulates the urgent need for policy innovation and better benefit structures. The discussion also

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76:26

51 - New Diagnostics, Aegis Ventures, HHS’ Resiliency...

Health:Further ·

2024/04/07

Join Marcus & Vic as they discuss the complexities of the healthcare system and the stock market's vagaries. It doesn't stop there; the conversation extends into the terrain of cybersecurity in healthcare, the role of private equity in healthcare provision, and the intriguing potential of dietary approaches to mental health treatment. With a blend of engaging discussions on current trends, policies, and scientific discoveries.Please check out our Episode Resources

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71:08

50 - VC, M&A and IPO Markets, Steward Health,...

Health:Further ·

2024/03/30

Join Marcus & Vic as they discuss the treasury and the deficit, new VC deals, M&A and IPO Markets, Steward Health's provider group potentially being purchased by Optum, Amazon's investment in Anthropic, Stability AI's founder departure, and the White House AI RoadmapPlease check out our Episode Resources below:------🔎RESOURCES🔎The $27 Trillion Treasury Market Is Only Getting Bigger (WSJ)US life expectancy rises after 2-year dip (Politico)Float gathers $10M Series A for home care staffing

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70:35

49 - Doveish Fed, Reddit IPO, Elevance, CMS Approves...

Health:Further ·

2024/03/25

Join Marcus & Vic as they discuss the FOMC meeting, the Reddit IPO, Elevance acquiring from Kroger, more GLP-1 moves, and a big AI rundown including NVIDIA, Apple, Microsoft, Google and Ray Kurzweil.Please check out our Episode Resources below:------🔎RESOURCES🔎Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (WSJ)Reddit stock soars in highly anticipated market debut (Yahoo)Wonder, Marc Lore’s Food-Delivery Startup, Raises $700 Million (WSJ)PocketHealth lands $33M to

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73:30

48 - State of Union, GLP-1 Rundown, HIMSS is Fading,...

Health:Further ·

2024/03/15

Join Marcus & Vic as they discuss President Biden's State of the Union Address, the latest on the ChangeHealthcare situation, a rundown of GLP-1 updates, the waning influence of HIMSS and updates on the AI front, including a new AI software engineer called Devin. Please check out our Episode Resources below:------🔎RESOURCES🔎Inflation Picks Up to 3.2%, Slightly Hotter Than Expected (WSJ)White House presses UnitedHealth on Change outage at meeting (Modern Healthcare)Aledade loans in the wake of

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63:14

47 - Economic Growth, $22m Ransom, CHS, Mayo, UPMC,...

Health:Further ·

2024/03/10

Join Marcus & Vic as they discuss the weird way in which the economy is performing, fueled by debt, more on the ChangeHealthcare situation, health system performance, Mark Cuban, a new approach to longevity, GLP-1 update and an AI rundown.Please check out our Episode Resources below:------🔎RESOURCES🔎Stocks Rise After Fed’s Powell Lifts Rate-Cut Hopes (WSJ)China's exports top forecasts as global demand returns (Reuters)OECD Government Borrowing Expected to Rise to Record $15.8 Trillion (WSJ)New

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60:11

46 - Insights Into Health Equity with Dr. Medell...

Health:Further ·

2024/03/10

Dr. Medell Briggs-Malonson, MD, MPH, MSHS is the Chief of Health Equity, Diversity and Inclusion for the UCLA Health System. She is also an Associate Professor of Emergency Medicine at the David Geffen School of Medicine at UCLA. In her current role, she is responsible for the implementation and oversight of organizational structures and initiatives that promote inclusivity and equity among UCLA Health staff, patients, and communities. Dr. Briggs-Malonson is also the founder and CEO of Contour

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46:55

45 - Advancing Health Equity with Jay Bhatt, MD

Health:Further ·

2024/03/07

Join Marcus & Vic as they speak with Dr. Jay Bhatt, Managing Director at Deloitte.Jay Bhatt, D.O., MPH, MPA, is a physician executive, internist, and public health innovator. As Managing Director of the Deloitte Center for Health Solutions (DCHS) and the Deloitte Health Equity Institute (DHEI), Dr. Bhatt directs the research agenda across the life sciences and health care industry leading to actionable insights for executives and their teams. Dr. Bhatt also drives high-impact collaborations and

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74:06

44 - Inflation, Nasdaq, Bitcoin, Change Healthcare,...

Health:Further ·

2024/03/03

Join Marcus & Vic as they discuss the the PCE number, NASDAQ all time highs, the Bitcoin Bull RUn, the continued impacts of ChangeHealthcare's cyber attack, FTC movements, Vic's download from ViVE 2024, a huge round for AI company Abridge and AI finding a new Prostate Cancer. Please check out our Episode Resources below:------🔎RESOURCES🔎Key Fed inflation measure rose 0.4% in January as expected, up 2.8% from a year ago (CNBC)Stock Market Today: Nasdaq Closes at Record High After Inflation Data

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