The Future of Health is a podcast from Health:Further. We believe that people who dedicate their lives to the well-being of others should have the complete support of society. We bring them together to create a network of support and collaboration.
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 public discourse. Insights on long-term trends, including AI regulation and competition-driven healthcare reforms, round out this comprehensive look ahead to 2025.
Links:
01:48 - Fed Cuts Rates for Third Time This Year NYT
04:23 - Precision Neuroscience zaps $102M for BCI Axios
05:33 - SpinSci Secures $53M for AI-Enhanced Patient Engagement HIT
06:00 - Stopgap funding bill includes sweeping PBM reform, preserves telehealth Healthcare Dive
12:14 - Meta Urges California Attorney General to Stop OpenAI From Becoming For-Profit WSJ
20:56 - 2024 economics and political shifts
32:11 - VC investment themes for 2024
33:37 - Increased attention on the role of private equity and healthcare
36:24 - Healthcare key areas of innovation
37:53 - Technological Advancements, & AI
39:42 - Consumer trends, and behaviors
41:09 - Regulation and reimbursement in 2025
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 blocked Kroger-Albertsons merger. Rounding out the discussion, they explore the regulatory shifts under the Trump administration, the ongoing AI revolution in healthcare, and the wider implications of political and economic change.
Links:
3:09 - Consumer Price Index comes in hot again as inflation progress slows Axios
4:20 - Hiring Bounced Back With 227,000 Jobs Added Last Month WSJ
6:33 - New York City’s Biggest Office Landlord Offers a Glimpse of the Market’s Comeback WSJ
9:14 - Cala Health raises $50M from J&J Innovation, Ascension Ventures Modern Healthcare
12:27 - Evidently Closes $15M Series A Funding FINSEMS
13:25 - Anise Health hauls in $3M for digital mental health Axios
16:38 - Kroger-Albertsons Merger Blocked by Court, Handing Victory to Biden Antitrust Enforcers WSJ
19:07 - Trump Aims to Remake Federal Trade Commission With Two Picks WSJ
22:31 - Premiums could increase substantially if ACA subsidies expire Fierce Healthcare
24:52 - Proposed ban on medical debt reporting faces an unfavorable political climate HFMA
29:35 - White House to host first-ever Conference on Women’s Health Research The Hill
31:32 - Appeals Court Upholds U.S. Ban of TikTok WSJ
39:04 - Bipartisan Lawmakers Seek to Break Up Giant Health Care Conglomerates NYT
40:49 - Death Threats for Health Insurers Highlight Long-Simmering Anger Against Industry WSJ
45:46 - Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners WSJ
49:39 - Corti debuts AI assistant for providers with supportive computing Fierce Healthcare
52:54 - Open Source AI is Leading to Breakthroughs in Healthcare, Education and Entrepreneurship Meta
56:48 - Build a Simple AI Agent with ai16z's Eliza framework Youtube
1:06:05 - OpenAI’s Sora is launching today — here are highlights from the first review TechCrunch
1:07:28 - Google Rolls Out Faster Gemini AI Model to Power Agents Bloomberg
1:08:01 - Quantum Computing Inches Closer to Reality After Another Google Breakthrough NYT
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 hosts discuss AI's evolving regulatory framework, corporate shifts like Intel’s leadership changes, and Amazon’s competitive new AI models. They also tackle Medicare Advantage’s systemic issues, the controversial 340B rebate model, and shifting global policies on assisted suicide. Wrapping up, Vic and Marcus share insights on cryptocurrency's legitimacy surge and the broader implications of AI-driven innovation.
0:57 - The Fed’s Favorite Inflation Measure Sped Up in October NYT
2:05 - Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls WSJ
2:30 - Office Conversions Find New Life After Property Values Plunge WSJ
5:03 - Autism provider Cortica gets $80M in strategic round to expand VBC contracts Fierce Healthcare
8:42 - Medline may raise $5B in a 2025 IPO, report says Modern Healthcare
9:56 - Covid-Lockdown Critic Jay Bhattacharya Chosen to Lead NIH WSJ
13:42 - Health:Further summary of Health-related Appointees
15:26 - Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. WSJ
20:59 - CMS releases 200 new Medicare residency slots Modern Healthcare
21:56 - Obesity Drugs Would Be Covered by Medicare and Medicaid Under Biden Proposal NYT
27:12 - Amid cost debate, new study finds 137M US adults are eligible for GLP-1s Fierce Healthcare
29:34 - CMS finalizes kidney transplant model with concessions to hospital lobby Fierce Healthcare
31:04 - Signify Health is expanding its offerings and making more visits. Here's how Fierce Healthcare
32:26 - UnitedHealthcare wins 2025 star ratings lawsuit. CMS to recalculate results Fierce Healthcare
33:42 - CenterWell's Sanjay Shetty on Humana's primary care gamble Modern Healthcare
34:22 - Instacart launches SNAP eligibility screener for consumers, clinicians Fierce Healthcare
34:57 - Community Health Systems nixes $120M deal to sell 3 hospitals Modern Healthcare
37:03 - Novartis Lifts Midterm Sales Guidance Amid U.S. Expansion WSJ
37:27 - Roche to Acquire Poseida Therapeutics in a Deal Worth Up to $1.5 Billion WSJ
38:21 - Amgen Obesity Drug Cut Weight in Closely Watched Study WSJ
42:50 - Now Hear This: World’s Most Flexible Sound Machine Debuts NVIDIA
44:48 - Uber for AI labeling The Verge
46:32 - China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. WSJ
3:50 - Fed’s Powell Says No Need to Hurry Rate Cuts With Economy Strong
6:55 - Rent Inflation Won’t Ebb Until 2026, Cleveland Fed Model Shows
8:38 - TailorMed raises $40M for medical cost assistance
10:45 - Zarminali Health scores $40M seed from GC
12:26 - Oura picks up $75M series D, inks strategic partnership with Dexcom
15:02 - Seen Health raises $22M Series A for culturally-focused PACE
16:01 - Alloy Raises $16M Series A to Expand Menopause Care Platform FemTech
17:10 - Most Venture Investors Want Their Startups to Go Public. Not This One.
20:03 - AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low
22:36 - Mehmet Oz Named to Lead Centers for Medicare and Medicaid Services
26:37 - Trump likely to choose surgeon and writer Marty Makary as FDA chief
28:24 - Blind Spots, book by Marty Makary Amazon
29:01 - Elon Musk and Vivek Ramaswamy: The DOGE Plan to Reform Government WSJ-Op
32:26 - 2.3 Million Jobs: The Federal Workforce, in Charts
34:19 - Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel
35:52 - Matt Gaetz Withdraws From Consideration as Attorney General
37:24 - Gensler Says He Won't Leave SEC Until Trump Takes Office
39:17 - Apple Faces $3.8 Billion Antitrust Legal Claim Over iCloud
44:23 - Meta Fined $843 Million by EU Over Marketplace Ads Platform
44:59 - U.S. Proposes Breakup of Google to Fix Search Monopoly
49:30 - Michigan hospital loses Medicare funding, plans 248 layoffs
51:46 - Kaufman Hall: Performance stable, but high labor costs challenge hospitals
52:44 - Mercer: As costs rise, employers are pursuing benefit enhancements.
53:46 - Employers Get Pressure to Pay for Drugs Like Wegovy WSJ
54:56 - Three-Quarters of U.S. Adults Are Now Overweight or Obese
58:44 - Eli Lilly and Novo Want to Shake off Ozempic Copycats. Are They Ready for the Demand?
1:01:10 - Commure rolls out AI scribe for Tenet Healthcare
1:02:50 - Re-Imagining the Healthcare Delivery Journey with Generative AI, Part II Ambar’s Substack
1:04:16 - Nvidia’s Sales Soar as AI Spending Boom Barrels Ahead
In this episode of Health Further, hosts Marcus and Vic welcome returning guest Steve Lieber and new guest Bruce Brandes to discuss the evolving landscape of smart hospital technology. The conversation explores the creation and goals of the Alliance for Smart Healthcare Excellence, the development of the Smart Hospital Maturity Model, and the role of artificial intelligence in healthcare. Steve and Bruce explain the model's focus on people, places, and processes and its potential to guide hospitals toward smarter care delivery. They also address challenges in defining "smart hospitals," the practical application of AI, and the balance between automation and human empathy in caregiving. Additionally, the guests highlight the importance of collaboration across clinical, financial, and operational domains to achieve long-term improvements in care quality, staff satisfaction, and cost efficiency.
Episode resources:
Connect with Bruce Brandes:
https://www.linkedin.com/in/bruce-brandes-ba91184
Connect with Steve Lieber:
https://www.linkedin.com/in/h-stephen-lieber-6b5683
2:18 - Inflation Stays Firm, but Not Enough to Derail December Fed Cut WSJ
10:55 - Fort Health Secures $5.5M to Expand Access to Integrated Pediatric Mental Health Care MedCity News
12:02 - Stepful raises $31.5M to address healthcare staffing shortage with AI-powered training
13:56 - Primary care player Forward shutters after raising $400M, rolling out CarePods
16:55 - Inside Forward's failed attempt to revolutionize the doctor's office
17:34 - Private Equity Gears Up for Deals to Take Off
20:11 - As Trump Readies a Reset of Antitrust Policy, Look to These Sectors for Deals
25:56 - Trump to select Robert F. Kennedy Jr. to lead HHS
29:01 - Australia plans social media ban for under-16s
30:54 - Congress eyes 'site-neutral' pay bills for lame-duck session
33:53 - Republicans Choose John Thune as New Senate Leader for Second Trump Era
35:30 - Republicans Clinch House Majority but Face Narrow Margin
38:39 - Why UnitedHealth, Amedisys are standing behind their deal
39:20 - Major payers saw mixed results in Q3. Here's a look at how each fared
41:33 - Oracle, Meharry Medical College collaborate on innovation hub, wellness center in Nashville
42:37 - Kaiser Permanente looks to slash costs as 'industry headwinds' bring $608M operating loss in Q3
43:46 - Amazon One Medical rolls out telehealth treatment services in competition with Ro, Hims & Hers
45:38 - Cardinal Health inks two deals worth $3.9B to expand diabetes, gastroenterology businesses
47:18 - Novo Nordisk’s Blockbuster Wegovy Drug Sales Beat Expectations
49:20 - China Has Detained a Senior AstraZeneca Executive
51:35 - OpenNotes partners with Abridge to study how AI-generated notes can benefit patients
53:30 - MGB, Emory to test AI models from Amazon, OpenAI
55:21 - Behavioral health provider Rogers to deploy AI chatbot from Limbic to speed up patient intake
57:02 - Presbyterian Healthcare Services taps RhythmX AI to roll out gen AI copilots for primary care
58:08 - OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI
In this episode, hosts Vic and Marcus interview Rohit Banota, discussing his journey from working at Procter & Gamble to founding Jump Accelerator, a platform that empowers women-led beauty startups. They explore strategies for building profitable, sustainable brands, emphasizing the importance of understanding customer wants versus needs, creating loyal superfans, and developing effective funnels. Rohit shares insights on how beauty has evolved into a wellness-driven industry, the challenges of VC funding, and alternative financing for entrepreneurs. The conversation also highlights the shift toward consumer-centered marketing and the impact of brand advocacy on growth.
Rohit Banota Bio:
Rohit Banota is the founder of Toronto-based, Jump Accelerator focused on offering "profitable growth, fundraising and network" to women-led, early-stage beauty & wellness brands. He is a P&G alum, with over 20 years of experience in consumer packaged goods, with health and beauty brands.
Connect with Rohit Banota
In this milestone episode, recorded the day after a significant election, Vic and Marcus delve into the outcomes and implications of the presidential and Senate races, discussing the impact on markets, including the Russell 2000’s response and big tech and cryptocurrency reactions. They explore anticipated shifts in venture capital, the role of influencers like RFK Jr. in healthcare, deregulation's effects on small businesses, and possible Medicare and Medicaid adjustments under the incoming administration. The conversation also touches on the growing influence of media personalities versus traditional outlets and the role of unions and regulatory bodies in shaping future business landscapes. The hosts conclude by reflecting on trends from previous episodes and expectations for the economy and healthcare policy under new political leadership.
Links:
2:54 - Election 2024 resultsGoogle
4:11 - The Winners and Losers From the ‘Trump Trade’ Gripping Markets WSJ
9:53 - Fed Prepares Rate Cut Amid Economic Contradictions WSJ
10:25 - Trump Will Create New Winners and Losers in Healthcare WSJ
17:27 - CVS holds back guidance as it outlines plan to right the ship at Aetna Fierce Healthcare
18:31 - RFK Jr. talks health care agenda following Trump win: NBC
32:14 - Elevance Health says star ratings snub cost insurer $375M Fierce Healthcare
In this episode, Vic hosts Sergei Polevikov, founder of Well.ai and author of the Health AI Uncut newsletter, to discuss the evolution of AI in healthcare and finance. Sergei shares his journey from Belarus to working at the Federal Reserve, exploring how his math expertise led him to Wall Street, where he focused on AI and machine learning. He explains the challenges he faced starting Well.ai, aiming to streamline patient-clinician communication. They delve into the barriers to healthcare innovation, the hesitancy of providers to adopt new tech, and the role of regulatory bodies. Sergei also critiques the venture capital model in healthcare, contrasting sustainable innovation with hype-driven investments, and emphasizes the importance of practical, patient-centered AI applications.
Sergei Polevikov Bio:
Sergei Polevikov is a Ph.D.-trained mathematician, data scientist, AI entrepreneur, economist, and researcher with over 30 academic manuscripts. He co-founded WellAI, a digital health startup, and is a member of the IFCC’s Working Group on Artificial Intelligence and Genomics Diagnostics (WG-AIGD).
Sergei also authors the popular and provocative Substack newsletter “AI Health Uncut”, offering brutally honest insights from a healthcare AI founder, based on his experiences, mistakes, successes, and perspectives.
Connect with Sergei
AI Health Uncut articles discussed:
The AI Bubble? It's Really a Startup Bubble, and It's Popping Big Time
The Health AI IPO Checklist: How to Spot the Next Unicorn or Sniff Out the Next Donkey
In this episode of Health Further, host Vic sits down with Anna Haghgooie from Vouchercis to discuss her journey in venture capital, her role in building the Blue Venture Fund, and her insights on healthcare innovation. Anna shares her experience bringing together Blue Cross Blue Shield plans to invest in healthcare improvement and highlights her work at Vouchercis, where she focuses on deploying capital in value-based care models. She delves into the investment strategies around transforming healthcare, addressing systemic inefficiencies, and supporting companies that prioritize long-term impact. Additionally, Anna and Vic explore emerging trends in healthcare investment, the challenges of scaling innovative care models, and the complexities of end-of-life and specialized care.
Anna Haghgooie is a Managing Director at Valtruis, a Welsh, Carson, Anderson & Stowe (WCAS) company and an Operating Partner at WCAS. Valtruis is a unique platform that invests in and partners with disruptive leaders whose mission is to align and transform healthcare through value-based care. Previously, Anna was a Managing Director of the Blue Venture Fund and Sandbox Industries where she managed over $900M in capital across four funds.
Anna currently serves on the boards of Wayspring, InStride Health, Oncology Care Partners, Tuesday Health, and TailorCare. She previously served on the boards of Contessa, PWN Health, ExactCare, naviHealth, Change Healthcare, Quilted Health, Somatus, ZeOmega, and SonarMD. Anna earned a bachelor’s degree from the University of Michigan and a MBA with honors from the University of Chicago Booth School of Business. Anna is a Fellow in the Health Innovators Fellowship at the Aspen Institute and lives in Chicago, IL with her husband and two children.
Connect with Anna
Portfolio companies discussed:
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