Vic and Marcus discuss the volatile stock market and its connection to political uncertainty, the shifting media landscape, and the impact of global news narratives. They analyze the latest jobs report, Trump’s trade policies, and their effects on market stability, interest rates, and inflation. The episode covers the future of telehealth, major healthcare funding cuts, and their consequences for hospitals and medical research. They also examine the growing role of AI in medicine, the latest ...
Vic sit down with Dave Lambert of RightSide Capital Management to discuss venture capital trends, SaaS investing, and how the startup landscape is evolving. Dave breaks down RightSide’s data-driven investment approach, focusing on ultra-diversified portfolios and quick decision-making. They explore the impact of AI on capital efficiency, why per-seat SaaS pricing is becoming obsolete, and how macroeconomic factors shape startup success. The conversation also covers shifts in fundraising, the ...
Vic & Marcus dive into the latest economic and business news, starting with the ADP jobs report showing the smallest job gains since July. They analyze the impact of tariffs on U.S. markets, discuss the drop in credit scores among student loan borrowers, and examine a $100 billion investment in U.S. chip manufacturing. The conversation shifts to healthcare with funding updates in pediatric care, ophthalmology, and chronic pain treatment, followed by insights on the growing AI cloud market...
Vic sat down with Stu Clark, CEO of Premise Health, to discuss how employers and unions are tackling skyrocketing healthcare costs. They break down the direct contracting model, the financial burden of traditional healthcare, and how Premise Health’s advanced primary care approach is reshaping the industry. Stu explains the findings of a Milliman study showing cost savings, the critical role of primary care access, and why employers are bypassing traditional insurance models. They also explor...
Vic and Marcus discuss the latest developments in healthcare, policy, and technology, including major VC deals in medical claims automation and AI-driven medical coding, the rise of federated imaging networks, and the implications of a wearable defibrillator maker planning a $150M IPO. They analyze the House-passed GOP budget and its potential impact on Medicaid, as well as the White House’s push for price transparency in healthcare. The hosts cover Medicare Advantage enrollment trends, a pro...
Vic and Marcus starting with Marcus’ firsthand insights from Saudi Arabia, exploring its rapid modernization, healthcare overhaul, and economic transformation. They shift to the evolving landscape of venture capital, questioning AI healthcare valuations and the shift away from Delaware for corporate registrations. The conversation delves into private equity’s changing dynamics, U.S. healthcare policy shifts, and the financial struggles of major institutions like Mass General Brigham and CHS. ...
In this episode of Health Further, hosts Vic sit down with Seema Verma, EVP and General Manager of Oracle Health and Life Sciences. They discuss the transformative potential of AI in healthcare, focusing on how automation can alleviate administrative burdens and enhance clinical decision-making. Seema shares insights on Oracle’s efforts to modernize electronic health records (EHR), improve interoperability, and integrate AI-driven solutions to streamline workflows for providers and empower pa...
In this episode of Health Further, guest host Paul Kappelman joins Vic to discuss the latest in healthcare policy, economics, and innovation. They break down the latest inflation data and its impact on healthcare, analyze major VC investments in longevity and nutrition startups, and examine policy changes affecting hospitals, physicians, and payers. The conversation covers the challenges of rural hospitals, Medicare Advantage reforms, and potential cuts to NIH research funding. They also expl...
In this episode, Vic and Marcus speak with Sheila Philcil, a social change futurist and health equity expert, about the challenges and inefficiencies in healthcare innovation. Sheila shares her journey from aspiring doctor to public health leader, influenced by her firsthand experiences in Haiti and with her grandmother's cancer treatment. She discusses the systemic flaws in the U.S. healthcare model, the impact of innovation that ignores real patient needs, and her work at Boston Medical Cen...
Caroline Carralero joins Vic to discuss gut health, probiotics, and metabolic wellness. They break down how supplements impact weight loss, why gut microbiome health is critical, and the future of AI in healthcare. The episode also covers Trump’s tariffs, venture capital trends, and FDA food safety regulations. Links: 00:07 - Guest Host: Caroline Carralero CEO of Daily Nouri 11:30 - Daily Nouri Podcast: Gut Check 12:47 - Inside the Chaotic Run-Up to Trump’s Tariff U-Turn WSJ 17:21 - Trump Tar...
Vic and Marcus analyze the political and economic implications of the recent inauguration, discussing the rapid executive orders issued and their potential impact on healthcare, markets, and policy. They explore the intersection of politics and investment strategies, debate the role of DEI in the current administration’s economic outlook, and break down Trump’s increasing involvement in cryptocurrency and financial markets. The conversation extends to inflation concerns, Federal Reserve decis...
In this episode, Vic and guest host Emily Evans explore a variety of pressing topics, including the sharp rise in food prices and its implications for inflation, the Federal Reserve’s challenges with managing interest rates, and the historical context of government fiscal policy. They also discuss innovative ventures like Lindus Health's clinical trials reform, ELOS AI's behavioral health scribing, and Oshie Health's virtual GI solutions. Other highlights include Recipio's AI-driven remote he...
In this episode of Health Further, hosts Vic speak with Talha Haseen from Fathom, an AI-driven medical coding company. They explore Talha's journey from chemical engineering to healthcare strategy at McKinsey, his work on the No Surprises Act at Envision Healthcare, and his transition to Fathom. The conversation covers the evolution of AI in medical coding, its implications for healthcare administration, the challenges of scaling AI solutions, and the future of fully automating administrative...
Economic implications of the jobs report and inflation trends, how bond yields are shaping global markets, and the impact of AI on mid-level job markets. They analyze JP Morgan's office return mandate, Meta's corporate shifts, and major VC and healthcare developments like Eli Lilly's new venture fund with Andreessen Horowitz. The episode concludes with insights into challenges in Medicare Advantage, value-based care, and the growing role of AI in medicine. 3:18 - Hiring Blew Past Expectatio...
Vic and Marcus delve into the catastrophic fires ravaging Los Angeles, the broader implications of AI-driven workforce automation, and structural changes in the job market. They analyze the evolving social contract between corporations and society, the complex challenges in healthcare efficiency and profitability, and the role of regulatory environments in stifling or fostering innovation. The discussion also explores advancements in AI agents, the shifting dynamics of the influencer economy,...
Vic and Marcus discuss the slow news week following the holidays, covering topics like the stock market's strong performance over the past two years compared to healthcare's stagnation, the impact of Medicare Advantage and pharmacy costs, and cyber security concerns in healthcare. They delve into longevity and wealth disparities, explore General Catalyst’s acquisitions targeting Epic, and evaluate emerging diagnostic tools like AI-based facial analysis. The episode also previews potential hea...
Vic hosts an insightful discussion with Joel Portice, CEO of egnite, delving into the transformative role of data and AI in revolutionizing cardiovascular care. Joel shares his journey of leading five successful healthcare data companies, including the genesis and rapid growth of egnite, spun out from Edwards Life Sciences. They explore how egnite's flagship platform, Cardio Care, uses advanced analytics, machine learning, and AI to identify and manage cardiovascular patients, saving lives da...
Vic and Marcus dive into the major economic and political shifts defining the year, including the Fed's interest rate cut, its implications for inflation and job growth, and the ongoing healthcare regulatory reforms targeting PBMs. They discuss groundbreaking innovations in AI-powered healthcare, VR solutions for chronic pain, and brain-computer interfaces. The episode also explores the intersection of politics and venture capital, regulatory shifts, and the role of podcasting in shaping publ...
In this episode of the "Health Further" podcast, hosts Vic and Marcus dive into an array of compelling topics, including Marcus's reflections on his competitive jiu-jitsu journey, the latest inflation trends and Federal Reserve decisions, the evolving corporate real estate market, and breakthrough ventures in healthcare like bioelectric medicine and AI for clinicians. They also discuss critical societal issues, including Asian-American mental health disparities and the implications of a block...
In this episode, Vic and Marcus delve into pressing topics in the healthcare and technology industries, starting with the shocking murder of UnitedHealth CEO Brian Thompson and its implications on the healthcare sector and social media's role in societal discourse. They analyze key economic updates, including Jerome Powell’s comments on interest rates, the rise of concierge medicine with Solus Health’s funding, and groundbreaking innovations like Clearly’s AI heart health advancements. The ho...