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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 medicine

All Episodes

70:13

160 - The $100K H1B Shock That Could Rewrite...

Health:Further ·

2025/09/27

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, challenges for regional nonprofit insurers, Humana’s Medicare Advantag...

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72:35

159 - The First Fed Cut | What It Really Means for...

Health:Further ·

2025/09/20

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 worker benefits; Hopkins vs UnitedHealthcare; Lilly’s GLP-1 lead a...

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64:53

158 - Healthcare Jobs Are Propping Up the Economy |...

Health:Further ·

2025/09/13

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 employer costs and PBM battles, payvider and consumer health up...

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44:48

157 - Medicaid Cuts and Hospital Survival | Fitch’s...

Health:Further ·

2025/09/10

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 plan communities, the sector’s “trifurcation” between winners, r...

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75:26

156 - Epic’s 100B-Event AI | What It Could Change in...

Health:Further ·

2025/09/06

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 that stops short of a Chrome spinoff, payer and provider shifts (...

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66:57

155 - Why 25% of Kids Aren’t Getting the Care They...

Health:Further ·

2025/08/30

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 startups, CMS pre-authorization, CDC leadership turmoil, 340B ...

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28:10

154 - Deepfakes Are Tricking Companies | Here’s Why...

Health:Further ·

2025/08/23

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 pediatric COVID shots; Medicare Advantage star‑ratings loss for a pla...

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55:22

153 - Inside “Cassie” The AI Concierge Transforming...

Health:Further ·

2025/08/20

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 reducing record turnaround from 15 days to 48 hours and redeploying ...

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79:02

152 - How Nvidia “Bought” Its Way Back Into China &...

Health:Further ·

2025/08/16

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 rocky rollout, and close with caregiving, healthspan, and their...

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96:02

151 - The Alarming Rise of Long-Term Unemployment &...

Health:Further ·

2025/08/09

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 venture funding in autism care, cardiac imaging AI, IPO news, a...

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32:52

150 - AI Thats Quietly Taking Over Your Doctors...

Health:Further ·

2025/08/06

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 clinical care, reducing physician burnout, and how AI assistants can...

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96:45

149 - The Trump Health Tech Takeover: AI Scribes,...

Health:Further ·

2025/08/02

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 drug pricing, the compounding threat to pharma, and several A...

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90:00

148 - How Trump's Healthcare Agenda and AI Will...

Health:Further ·

2025/07/26

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’s $135M value-based care expansion. They discuss policy shift...

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77:25

147 - Is This the End of Hospitals As We Know Them?...

Health:Further ·

2025/07/19

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., and startup funding in nurse scheduling and medical AI tools. They di...

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89:28

146 - Inside the Devastating Medicaid Cuts Hidden in...

Health:Further ·

2025/07/12

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 Robinhood’s push to tokenize private equity. Finally, they warn about ...

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80:47

145 - From Wearables to Wall Street: How Tech, AI &...

Health:Further ·

2025/06/28

In this episode, Vic and Marcus cover a packed week of developments across AI, healthcare, finance, and policy. They break down Eric Cass’s keynote at HFMA on AI risks and optimism, discuss GenAI’s real-world implications on labor and politics, and explore the financial market's response to Middle East ceasefires and Federal Reserve positioning. They examine major investments like Abridge’s $300M raise and new startups automating clinical and insurance workflows, while unpacking RFK Jr.’s wea...

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58:19

144 - Why Startups Need Half the Capital And Who’s...

Health:Further ·

2025/06/21

In this episode, Marcus and Vic break down the Federal Reserve’s indecision on rate cuts, mass tech layoffs accelerated by AI, and why startups no longer need as much capital. They discuss major VC moves in healthcare, including Tennr, Sword Health, and Nabla, along with General Catalyst’s hospital acquisition. The episode also covers Medicaid cuts, fractures in the Republican party, and the Supreme Court’s decision on gender-affirming care. Plus, stablecoins get a bipartisan boost, AI compan...

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50:11

143 - The Case for AI as Standard of Care in Medicine...

Health:Further ·

2025/06/18

In this episode, Vic and Marcus welcome back Tarun Kapoor to discuss the evolution and real-world implementation of AI in healthcare. They explore the lessons learned from Wobo, a digital therapeutic tool, and its regulatory challenges. Tarun shares insights on the future of ambient listening and vision in clinical settings, the rising need for AI infrastructure and oversight, and the shifting standard of care where not using AI could soon be seen as negligent. They also discuss workforce tra...

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81:03

142 - Why RFK Jr. Dismantled the Vaccine Committee &...

Health:Further ·

2025/06/17

In this episode, Vic and Marcus discuss their recent selection committee experience, shifting political dynamics affecting tech companies like Uber and Tesla, and the implications of increasing political polarization on consumer behavior. They analyze the economic outlook, including job reports and inflation, and the potential impact on interest rates. The conversation shifts into venture news with funding rounds for health tech and wearable startups, including Guide Health, Somnia, and Eli H...

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74:32

141 - The Trump-Elon Split: GOP Tensions, Debt...

Health:Further ·

2025/06/07

Vic and Marcus break down the public feud between Elon Musk and Donald Trump, its impact on politics, social media power dynamics, and the fracture between tech elites and MAGA conservatives. They analyze market reactions, including crypto drops and investor concerns, and discuss the broader implications for the Republican party. The episode covers potential risks to Tesla and SpaceX, the debt ceiling crisis, recession indicators from ISM and Beige Book data, concerns over inflation data accu...

en

118 results

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