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173 - The $5 Trillion Healthcare Problem and Why AI Is Stepping In

Episode 173

Vic is joined by guest host Paul Kappelman to break down the latest signals shaping healthcare and the economy, including inflation trends, slowing j…

9 months, 2 weeks ago

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172 - AI Is Quietly Taking Over Healthcare and Most People Have No Idea

Episode 172

Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader…

9 months, 3 weeks ago

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171 - Is AI Actually a Bubble or the Most Misunderstood Technology of Our Time?

Episode 171

Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean f…

10 months, 1 week ago

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170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next

Episode 170

Vic and Marcus cover the Fed’s 25 bps rate cut, dissenting votes, questions around jobs data, and renewed balance-sheet expansion tied to repo stress…

10 months, 2 weeks ago

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169 - The AI Breakpoint | Why Healthcare Leaders Must Leave the “Cage” Now

Episode 169

Vic and Marcus cover Marcus’s recent keynote to community health centers, the industry’s struggle to break out of legacy regulatory thinking, and why…

10 months, 3 weeks ago

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168 - The Hidden Medicaid Crisis No One Is Ready For
168 - The Hidden Medicaid Crisis No One Is Ready For

Episode 168

Vic and guest host Dr. Kam Matthews cover the week’s major healthcare, policy, and AI stories, including Medicaid funding threats, provider-network g…

11 months, 1 week ago

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167 - How Eli Lilly Quietly Became the Most Important Company in Healthcare
167 - How Eli Lilly Quietly Became the Most Important Company in Healthcare

Episode 167

In this episode, Vic and Marcus break down the government’s temporary reopening, SNAP funding, and upcoming appropriations battles, then cover Fed un…

11 months, 2 weeks ago

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166 - How AI and Politics Are Quietly Reshaping the Future of Healthcare
166 - How AI and Politics Are Quietly Reshaping the Future of Healthcare

Episode 166

In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emergi…

11 months, 3 weeks ago

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165 - SNAP Benefits in Jeopardy | What a K-Shaped Economy Means for Everyone
165 - SNAP Benefits in Jeopardy | What a K-Shaped Economy Means for Everyone

Episode 165

Hosts Vic and Marcus unpack the looming SNAP cuts, the Fed’s rate drop and end of QT, rising AI-driven layoffs, and inflation’s ongoing hit to househ…

11 months, 4 weeks ago

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164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping Healthcare
164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping Healthcare

Episode 164

In this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision…

1 year ago

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