Health:Further

00:50 - Inflation Extends Cooling Streak to Hit 2.5% in August WSJ

02:00 - Ally Drops After CFO Flags Consumer Stress, Underperformance Bloomberg

02:44 - China’s Deflationary Spiral Is Now Entering Dangerous New Stage Bloomberg

04:41 - IT Unemployment Hits 6% Amid Overall U.S. Jobs Growth WSJ

08:37 - Microbiome health science company Viome raises $25M to build out its diagnostics Vator

09:35 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

10:13 - Habitat Health announces founding leadership team and more than $50 million in capital investments

12:53 - White House to require insurers pay for mental health the same as physical health The Hill

14:49 -  Harris and Trump square off on abortion, Obamacare in first debate Fierce Healthcare

18:53 -  Polymarket 2024 Presidental Election Forecast Polymarket

19:39 - Steward Health CEO to Skip Hearing in Rare Rebuff of Congress Bloomberg

21:35 - How a Private-Equity Payday Drained a Hospital Chain of Cash WSJ

22:15 - Senate Hearing on Steward Health Care Bankruptcy C-span clip

23:12 - AppliedVR's flagship VR device for chronic lower back pain now in network for Highmark members

24:29 - Elevance grows Medicare Advantage business with IU Health deal

26:07 - Cadence and Lifepoint: Remote monitoring shows promise to drive better health for rural patients

28:22 - CommonSpirit opens Colorado hospital doors to Kaiser Permanente members, docs

30:13 - Sleep Apnea Detection Will Be on Apple Watches Soon. Here's How It Will Work CNET

35:41 - AirPods Pro 2 adds ‘clinical grade’ hearing aid feature 9to5Mac

38:37 - Hospitals, health systems' labor crunch continues to fade Fierce Healthcare

39:10 - YouTube to limit teens’ exposure to videos about fitness and weight across global markets

45:14 - Salesforce rolls out new AI solutions, resources tailored to healthcare sector

45:55 - Salesforce Health Cloud Library of Tools Health Cloud

46:57 - UChicago Medicine grows into role of AI innovator HFMA

49:18 -  Where AI in healthcare is receiving venture capital investment

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7:18 - Why This Jobs Report Could Be the Most Pivotal One in Years NYT

9:16 - August private payrolls rose by 99,000, smallest gain since 2021 and far below estimates, ADP says CNBC

12:25 - Thatch takes in $38M for ICHRA health benefits Axios 

13:30 - Lightforce lands $50M for dental devices Axios

14:19 - Biden Prepares to Block $14 Billion Steel Deal WSJ

17:53 - California Senate Passes Bill to Clamp Down on Private-Equity Healthcare Deals WSJ

24:19 - Leaked Reports and Political Heat Are Testing Trust in Economic Data NYT

26:35 - Advocates rush to Congress, White House to extend telehealth prescribing for two years, after DEA's plans leaked Fierce Healthcare

29:49 - Pivotal Week Ahead in Kroger-Albertsons Case After FTC Lands Early Blows WSJ

34:22 - Medicaid redeterminations still affecting Centene as stock plunges Fierce Healthcare

39:19 - Mounting insurance expenses drag UPMC to $313M H1 operating loss Fierce Healthcare

40:40 - Highmark Blue Cross Reaps $417 Million Profit As Health Plans And Providers Grow Forbes

40:56 - Evernorth's Accredo to make Stelara biosimilar available at $0 out-of-pocket Fierce Healthcare

41:30 - Humana exiting Medicare Advantage in 13 markets Fierce Healthcare

43:56 - How a Leading Chain of Psychiatric Hospitals Traps Patients NYT

48:11 - Rite Aid exits bankruptcy, sheds $2B in debt Retail Dive

49:34 - Feeling Suddenly Older? Scientists See Aging ‘Waves’ at 44 and 60 WSJ

52:03 - The Household Ingredient That’s Powering Olympic Runners WSJ

54:38 - The effect of sodium bicarbonate mini-tablets ingested in a carbohydrate hydrogel system

54:46 - In a rural small town, a group of locals steps up to support senior health NPR

57:31 - Startup Harrison.ai launches radiology-specific language model Fierce Healthcare

58:50 - Apple, Nvidia Are in Talks to Invest in OpenAI WSJ

1:05:39 - OpenAI may lift cap on profits as it courts Apple and Nvidia, report says MarketWatch

1:06:16 - Yuval Harari: What Happens When the Bots Start Competing for Your Love? NYT-Op

1:11:28 - AI Bets Are Reaching Astronomical Heights. Why the C-Suite Likes Its Odds Anyway. WSJ

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2:45 - Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts WSJ
4:24 - The Geography of Unequal Recovery NYT
6:35 - Canada pallet backs order, restoring freight rail operation 
8:04 - The IPO Market Gets Cold Feet WSJ
9:36 - Nvidia Reports Strong Quarter Amid...
13:21 -  ApiJect collects $35M for prefilled injection devices Axios
14:40 - PitchBook Q2 Healthcare Funds Report PitchBook
18:57 - Northwell, Nuvance merger wins state AGs' blessing Fierce Healthcare
21:28 - TikTok isn't protected by Section 230 in 10-year-old’s...
26:46 - Evolent Health's stock price leaps...
28:14 - Federal court: TennCare illegally terminated...
30:36 - McKesson to buy stake in Florida cancer...
33:40 - Optum sets sights on Surgery Partners...
35:34 - Advocate Health's operating...
36:51 - Here's how much Kaiser Permanente's Risant...
39:09 - Recent moves by Epic, Carequality mark a major...
41:19 - 5 takeaways from Epic’s user group meeting Modern Healthcare
43:39 - J&J Takes Aim at Hospital Drug-Discount Program WSJ
46:04 - HRSA says J&J's plan for 340B discounts...
50:30 - House weighs suggestions to fix 340B...
50:46 - Pfizer Launches PfizerForAll: Connecting...
52:17 - Battling Mpox in the Outbreak’s Epicenter in Congo NYT
55:25 - OpenAI in Talks for Funding Round Valuing It Above $100 Billion WSJ
58:59 - Qventus' AI operational assistant helps patients prepare for Northwestern Medicine's operating room Fierce Healthcare

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In this episode of the Health Further podcast, hosts Vic and Marcus, along with guest Tarun Kapoor, discuss a range of critical topics in healthcare. The conversation covers the ongoing partnership between Virtua Health and AI tools, focusing on their application in acute care and behavioral health. They explore the challenges of handling increased patient volume and acuity due to demographic shifts, the integration of AI in healthcare settings, particularly in mental health with digital therapeutics, and the implications of large language models (LLMs) in the medical field. The discussion also delves into the impact of AI on healthcare workforce dynamics, the concept of "smart rooms" in hospitals, and the evolving role of clinicians in an AI-augmented environment.

Tarun Kapoor:
https://www.linkedin.com/in/tarunkapoormd/

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TIn this episode Vic and Marcus, covers the financial struggles of Generation X nearing retirement, creditor conflicts in cash-strapped companies, and Musk's troubled Twitter takeover. It also addresses labor disputes in Canada and potential chaos from U.S. port strikes, insights from the Fed's Jackson Hole symposium, and advancements in AI for healthcare and medical research. The episode explores key healthcare developments, including surging Mayo Clinic volumes, a nurse strike near the DNC, and major hospital acquisitions. It concludes with breakthrough studies on diabetes, cancer, and Alzheimer's, emphasizing AI's growing role in healthcare.

3:22 - As Generation X Approaches Retirement, Reality Still Bites WSJ

10:14 - Coming to a Cash-Strapped Company Near You: Creditor-on-Creditor Violence WSJ

14:19 - Musk’s Twitter Takeover Is Now the Worst Buyout for Banks Since the Financial Crisis WSJ

19:14 - Labor Dispute Halts Rail Freight in Canada, Raising Supply Chain Concerns NYT

21:05 - Twin Strikes at U.S. Ports, Canada Railways Would 'Create Chaos in North America' Supply Chain Brain

22:38 - What to look for at Fed's Jackson Hole symposium Reuters

25:41 - Openwater raises $54M for open-source medical research technology Axios

31:08 - PreciseDx picks up $20.7M to advance AI-based breast cancer risk assessment Fierce Healthcare

32:22 - Clarium Secures $10.5M for AI-Powered Hospital Supply Chain HIT Consultant

33:21 - Judge Tosses FTC Ban on Noncompete Agreements WSJ

38:46 - Alaskans can virtually manage their diabetes risk for free with Omada Fierce Healthcare

42:04 - Mayo Clinic's volumes, income surging in 2024 Fierce Healthcare 

43:16 -

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In this episode, Vic and Marcus discuss the Federal Reserve's potential interest rate cut, the turnaround in millennials' finances, the availability of hourly workers, layoffs in the retail sector, venture capital trends, healthcare financing, virtual triage, cyberattacks on hospitals, antitrust actions against Google, FDA clearance for digital therapeutics, AI's role in home healthcare, and advancements in quantum computing.

3:58 - Inflation Falls Below 3% for First Time Since 2021 NYT

5:18 - The Dramatic Turnaround in Millennials’ Finances WSJ

8:16 - Suddenly, Hourly Workers Aren’t So Hard to Find WSJ

9:53 - Macy’s closures will set off a wave of change at shopping malls CNBC

11:39 - State of Private Markets: Q2 2024 Carta website

16:08 - Healthcare fintech startup PayZen nabs $32M series B, $200M debt facility to fuel market expansion Fierce Healthcare

18:30 - MD Ally raises $14M for virtual triage Axios

20:02 - After health care attacks, tech giants will help small hospitals with cyber defenses NPR

21:55 - Hackers leak 2.7 billion data records with Social Security numbers Bleeping Computer

23:36 - U.S. Said to Consider a Breakup of Google to Address Search Monopoly NYT

26:42 - Google Play ‘Can Do Better’ on Faster Antitrust Fix, Judge Says Bloomberg

29:30 - CMS: Negotiated drug prices would have saved Medicare $6B last year Fierce Healthcare

31:11 -  WHO dec

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In this episode, Marcus covers a range of crucial topics, starting with the recent global stock market slide and its impact on the Dow, S&P 500, and Nasdaq, followed by a discussion on whether the Fed can still achieve a soft landing as rate cuts approach. He also highlights the market's rebound driven by jobless claims and discusses significant life sciences investments by venBio and TPG. Marcus then turns to healthcare policy, exploring Medicare's new coverage of cutting-edge medical devices, Centene's exit from six Medicare Advantage markets, and CVS's decision to slash profit guidance amid rising insurance costs. Additionally, he examines Walgreens' potential sale of its VillageMD stake and the stark outlook for Charles River Labs. The episode also touches on the ongoing layoffs in biotech, Hims & Hers' compounding pharmacy acquisition, Annalise.ai's Medicare NTAP approval, and the departure of an OpenAI co-founder to rival Anthropic.

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Links:

00:00 - Intro

1:30 - Stock Market News, Aug. 5, 2024: Dow, S&P 500, Nasdaq Slide Amid Global Selloff - WSJ

4:45 - Can Fed Officials Still Nail the Landing? As Rate Cuts Near, It's a Moment of Truth - NYT

6:14 - Stock Market News, Aug. 8, 2024: S&P 500, Nasdaq, Bond Yields Jump After Jobless - WSJ 

8:28 - ClaimsVenture capital veteran venBio raises $528M for life sciences investment - Fierce

8:35 - TPG tops up funds to $580M for investments across the life sciences spectrum - Fierce

11:01 - Cutting-edge medical devices will soon be covered by Medicare - Axios

13:17 - Centene to exit 6 Medicare Advantage markets: Stephens bank - Modern Healthcare

15:05 - CVS slashes profit guidance, will cut $2 billion in expenses as insurance costs climb - CNBC

18:08 - Walgreens may sell entire VillageMD stake - Modern Healthcare

22:09 - Charles River Labs Plummets 14% On 'Bleaker' Expectations For 2024 - IBD

25:53 - Fierce Biotech Layoff Tracker 2024 - Fierce

28:09 - Hims & Hers CEO defends compounding pharmacy acquisition - AXIOS

32:51 -

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In this episode, Vic and guest host Dr. Erica Oberg delve into integrative and natural medicine, focusing on longevity, chronic disease prevention, and optimizing health through personalized medical approaches. They discuss the role of naturopathic medicine, the importance of proactive health management, and the potential of modern diagnostic tools and treatments like full-body MRIs, genome sequencing, and advanced biomarker testing to enhance wellness and extend health span. Dr. Oberg shares insights from her extensive experience in the field, offering practical advice on achieving better health outcomes.

 ------🔎RESOURCES🔎

Dr. Erica Oberg’s website & blog

Cost Effectiveness of Prevention

Marqi Health

Outlive by Peter Attia

American Association of Naturopathic Physicians

Institute for Functional Medicine

0:00 - Intro

0:52 - Dr. Oberg Background

9:14 - Dr. Oberg’s Credentials and Experience

11:50 - Explanation of a holistic approach in integrative, regenerative, and precision medicine.

18:00 - Health Optimization Strategies

20:00 - Screening and Diagnostics

23:02 - Cost and Accessibility of Services

30:00 - Early Cancer Detection

42:56 - Genetic Testing and Personalized Medicine

45:00 - Mind-Body Connection and Lifestyle Modifications

50:00 - Public Health Perspective

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In this episode of 'Health Further,' hosts Marcus and Vic discuss key topics, including national healthcare events, the impact of interest rates on inflation and employment, trends in commercial property foreclosures, the role of government in economic stability, and recent healthcare venture capital activity. They explore the challenges faced by the telehealth industry, specifically Teledoc, and analyze new technologies in women's health. The episode also covers developments in AI regulations and the potential future of AI in healthcare, alongside a critical look at the current state of antibiotic production and the broader healthcare market's performance.

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0:00 - Intro

1:38 - Fed Clears Path for September Interest Rate Cut WSJ

6:49 - Stocks, Bonds Climb After Fed Meeting WSJ

7:13 - Surge in Commercial-Property Foreclosures Suggests Bottom Is Near WSJ

16:23 - The Haves and Have-Nots at the Center of America’s Inflation Fight WSJ

19:42 - Mental health benefits company Spring Health hits $3.3B valuation, with $100M series E Fierce Healthcare

22:10 - Fertility and period tracking app Flo Health banks $200M to reach unicorn status Fierce Healthcare

22:55 - Kestra Medical Technologies lands $196M for wearable defibrillator Geekwire

24:39 - FDA alerts health care providers, compounders and patients of dosing errors associated with compounded injectable semaglutide products FDA website

28:58 - Utah's new AI Office zeroes in on generative AI in mental healthcare Fierce Healthcare

31:50 - Cigna's Evernorth Health Services drives revenue growth Modern Healthcare

32:52 - Centene posts $1.1B in Q2 profit as it faces down Medicaid headwinds  Fierce Healthcare

33:30 - Alignment

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In this episode of "Health Further," hosts Marcus and Vic discuss the stock market and economy, the impact of AI on tech stocks, Google's earnings and AI investments, China's interest rate cut, the post-pandemic job market, and healthcare employment. They cover cybersecurity issues affecting airlines, investments in healthcare startups like Headway and Vitable, Google's abandoned acquisition of Wiz, Senate health committee actions, hospital infection rates, strong earnings from health insurers and hospital systems, the importance of behavioral health exemplified by Simone Biles' comeback, and Meta's release of Llama 3.1, an open-source AI model challenging existing large language models.

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0:00 - Intro
2:31 - Big Tech Selloff Slams Nasdaq With Worst Day Since 2022 WSJ
6:16 - Google Fails to ‘Wow’ as AI Bills Mount WSJ
8:00 - China Unexpectedly Cuts Interest Rate as World Markets Sag NYT
10:19 - The Hottest Job Market in a Generation Is Over WSJ
13:40 - U.S. economy grew at a 2.8% pace in the second quarter, much more than expected CNBC
16:01 - CrowdStrike Explains What Went Wrong Days After Global Tech Outage WSJ
27:22 - Headway banks $100M round to expand into Medicare and Medicaid Fierce Healthcare
29:26 - Vitable Secures $16M To Provide Primary Care to Small Employers MedCity
31:35 -  Google’s Aborted Deals Show Antitrust’s Long Shadow Over Tech Bloomberg
33:53 - Senate HELP (Health, Education, Labor & Pensions) Committee issues Subpoena of Dr. Ralph de la Torre, Chairman and Chief Executive Officer, Steward Health Senate website
36:56 - Steward Health Care fails to secure bids on Ohio, Pennsylvania facilities Fierce Healthcare
38:04 - CDC report on resistant hospital infections outlines need for federal investment, epidemiolo

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