Health:Further

Join Marcus & Vic as they speak with Dr. Jay Bhatt, Managing Director at Deloitte.

Jay Bhatt, D.O., MPH, MPA, is a physician executive, internist, and public health innovator. As Managing Director of the Deloitte Center for Health Solutions (DCHS) and the Deloitte Health Equity Institute (DHEI), Dr. Bhatt directs the research agenda across the life sciences and health care industry leading to actionable insights for executives and their teams. Dr. Bhatt also drives high-impact collaborations and investments to influence key decision-makers, address place-based inequities, and innovate to advance health equity. He also serves on the Deloitte Purpose Office leadership team. He is a prominent thought leader on the issues of population health, health equity, health care transformation, public health, and digital health. Passionate about patient care, Dr. Bhatt practices medicine for the historically underserved while serving in his leadership role at Deloitte.

Dr. Bhatt's work has earned the attention of top media outlets seeking his expertise and perspective. He is a recipient of the Crains Chicago 40 Under 40 Award, the Harvard Kennedy School Alumni Award, a Presidential Leadership Scholar, and part of the Aspen Global Leadership Network.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Jay’s 4-minute back story

Jay on LinkedIn

The Deloitte Health Equity Institute

Illustrate Change

Jay's Book on Patient Safety

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Join Marcus & Vic as they discuss the the PCE number, NASDAQ all time highs, the Bitcoin Bull RUn, the continued impacts of ChangeHealthcare's cyber attack, FTC movements, Vic's download from ViVE 2024, a huge round for AI company Abridge and AI finding a new Prostate Cancer.

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Key Fed inflation measure rose 0.4% in January as expected, up 2.8% from a year ago (CNBC)

Stock Market Today: Nasdaq Closes at Record High After Inflation Data (WSJ)

Bitcoin Is Hitting All-Time Highs Around the World (CoinDesk)

Change Healthcare Outage Prompts Switch in Pharmacy Claims Processing (Managed Healthcare Exec)

Change Healthcare cyber attack means no electronic claims processed since 2/20/24 (X)

AHCA/NCAL Sends Letter To HHS Requesting Support In Wake of Change Healthcare Cybersecurity Incident (Letter)

UnitedHealth Group Scrutinized for Alleged Antitrust Practices (Health Payer Intelligence)

FTC, states challenge Kroger’s $25 billion grocery merger with Albertsons (Politico)

ViVE 2024: Health Systems Take Innovation into Their Own Hands (HealthTech)

Guthrie’s Award-Winning Pulse Center for Enhanced Patient Care (website)

The Business Model of Healthcare LinkedIn

Abridge Raises $150M for Automating Medical Documentation and Plans to Create Generative AI Foundation Models (VoicebotAI)

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Join Marcus & Vic as they discuss the the CPI print, the huge rebound in health systems performance, the impacts of ChangeHealthcare's cyber attack, updates from YC and Techstars, the latest news on AI chips and why primary care needs a full reboot. Also... IVF in Alabama.

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------🔎RESOURCES🔎

January Inflation Report Prices Cool Less Than Expected (NYT)

In a 'spectacular collapse,' Cano Health files for bankruptcy (Fierce Healthcare)

Kaiser Permanente: $4.1B profit, exceeds $100B operating revenues in 2023 (Fierce Healthcare)

Ascension escapes last year's losses with higher per-patient revenues, tempered cost growth (Fierce Healthcare)

Half of rural hospitals are losing money. Rising MA enrollment likely won't help them, Chartis warns (Fierce Healthcare)

Change Healthcare Disconnects Systems Amid Cyberattack (HealthIT Security)

YCom Investment areas (Website)

Techstars 2.0 (Website)

Nvidia Sales Reach New Heights as Company Forecasts Bigger AI Boom (WSJ)

Meet 'Groq,' the AI Chip That Leaves Elon Musk’s Grok in the Dust (Gizmodo)

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Join Marcus & Vic as they discuss the latest surprising jobs report, shedding light on its implications for the economy and labor market. They also analyze the potential inclusion of Lilly in The Magnificent 7, Tenet's strong results and the ongoing issue of cyber threats, and the latest developments in healthcare AI.

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------🔎RESOURCES🔎


U.S. Economy added 353,000 jobs in January, much better than expected CNBC // https://cnb.cx/3SClPG6

New York Community Bancorp fell off a cliff this week, dragging others down with it MarketWatch // https://on.mktw.net/3HT2U4T

Medicare Advantage provider, benefit cuts may follow rate reduction Modern Healthcare // https://bit.ly/42wwiHT

CMS Proposed Updates for 2025 Medicare Advantage and Part D Programs HHS press release // https://bit.ly/3wcbg58

Molina Healthcare reports Q4 beat on lower medical costs, higher premiums Reuters // https://reut.rs/490mXdL

CVS beats estimates but cuts full-year profit outlook on higher medical costs CNBC // https://cnb.cx/3HVdecQ

Why Eli Lilly Deserves to Unseat Tesla Among the Magnificent Seven WSJ // https://on.wsj.com/42Bu36f

What Amazon’s layoffs mean for One Medical, pharmacy division Modern Healthcare //

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Join Marcus & Vic as they discuss the following topics:

Fed Holds Rates While Job Market Slows

• The Federal Reserve decides to maintain interest rates amid a slowing job market
• Implications for the economy and investment decisions
• Potential reasons behind the decision and its impact on various sectors

Innovation Outlook

• Current trends and future prospects in technological innovation

Biden Strives for More Healthcare Competition

• President Biden's efforts to increase competition in the healthcare industry
• Potential benefits for consumers and the healthcare system
• Implications for healthcare companies and the broader economy

Cigna Exits MA

• Cigna's decision to exit the Medicare Advantage market
• Possible reasons behind the move and its impact on the healthcare industry
• Effects on Cigna's business and its customers

HCA Delivers Strong Earnings

• HCA's robust financial performance and earnings report
• Factors contributing to the company's success
• Market reaction and implications for the healthcare sector

Lessons from San Francisco’s Drug Crisis

• Insights gained from San Francisco's approach to addressing the drug crisis
• Policy implications and potential solutions for other regions facing similar challenges
• Impact on public health and social issues

Please check out our Episode Resources below:


------🔎RESOURCES🔎


Fed Meeting Today: Jerome Powell Says March Rate Cut Not Likely (Barrons) // https://bit.ly/3HIT19V

US job openings unexpectedly rise, but resignations decreasing (Reuters) // https://reut.rs/3OpRMAn

Layoffs.fyi // https://bit.ly/48UfEUS

JP Morgan The Innovation Economy Outlook // https://bit.ly/3UlBmwE

Rock Health: Digital Health Partnerships // https://bit.ly/49jDJEn

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Join Marcus & Vic as they learn from Nzinga Harrison, MD, how we need to change to address addiction in our healthcare system and society effectively. This is an informative and direct conversation with the leading expert in the field.

Nzinga explains how to:

• Un-Learn what we think we know about addiction,
• Un-Do the stigma that is killing people, and
• Un-Cover the conversations that we need to have to improve treatment for substance use disorder

Dr. Harrison is passionate and outspoken about the need to expand the addiction medicine
workforce. She is the Co-Founder and Chief Medical Officer for Eleanor Health, an innovative
mental health and addiction treatment company, and has more than 20 years of experience
practicing medicine. She is a double-board certified physician with specialties in general adult
psychiatry and addiction medicine.

You can read more about these issues in her new book, Un- Addiction: 6 Mind-Changing
Conversations That Could Save a Life. She also appears in the award- winning documentary
Tipping the Pain Scale, which addresses the crisis of addiction in America.


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Episode 39 covers the recent surge in Wall Street's performance and its potential consequences, Humana's decision to reprice its Medicare Advantage plans, the use of AI at Davos and the emergence of deep fake Biden calls, Steward Health's recurring challenges, and the significance of healthcare consumerism tools in empowering individuals to make informed healthcare choices.


Please check out our Episode Resources below:


------🔎RESOURCES🔎


Stock Market News: S&P 500 Marks Fifth Straight Record Day (Barons) // https://bit.ly/3Ug44iz

Humana CEO: Spike in MA utilization could lead entire industry to reprice plans for 2025 (Fierce Healthcare) // https://bit.ly/3UgGylf

AI just changed the world. Again (The Spectator) // https://bit.ly/3Uk505l

Fake Biden robocall telling Democrats not to vote is likely an AI-generated deepfake (NBC) // https://nbcnews.to/3SixZUm

AI identified as a top risk for healthcare (Healthcare Finance) // https://bit.ly/3SduY7W

For-profit health system’s financial issues could plunge overburdened hospitals into crisis (Stat) // https://bit.ly/48LQDv5

Exciting New Healthcare Consumer Platform Crowd Health (Website) // https://bit.ly/47SWEoD

Crowd Health’s CEO (X Post) // https://bit.ly/47QmAkD


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In this deep dive into Healthcare Policy & Regulation with Emily Evans, we discuss the Supreme Court's upcoming review of the Chevron deference and its likely effects on healthcare regulatory agencies including HHS, CMS, FDA and FTC. We also discuss the expected positive impact on healthcare M&A markets. While potential policy changes create short-term uncertainty, they also present opportunities for consolidation, competition, and innovation in the medium to long-term.

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Alarming rise in cancer rates and its implications for public health? Ongoing power struggle between tech giants Apple and Epic Games, as they flex their market influence? General Catalyst's ambitious moves in the business landscape and the potential ripple effects? Join us as we navigate through these pressing issues and so much more!

Please check out our Episode Resources below:


------🔎RESOURCES🔎


Consumers Start 2024 on Strong Footing After a Jolly Holiday (WSJ) // https://on.wsj.com/3HrHVpN

Trouble for the U.S. economy? Empire State gauge sinks to lowest level since pandemic. (MarketWatch) // https://on.mktw.net/3Hog8qa

The Bill Is Coming Due on a Record Amount of Commercial Real Estate Debt (WSJ) // https://on.wsj.com/3HoLhKf

Cancer Is Striking More Young People, and Doctors Are Alarmed and Baffled (WSJ) // https://on.wsj.com/3U2fruh

Your Healthspan Is as Important as Your Lifespan—and It’s Declining (WSJ) // https://on.wsj.com/3vRQfMM

Apple to Pull Blood-Oxygen Tool From Watches to Avoid US Ban If Appeal Fails (Bloomberg) // https://bloom.bg/3Sq7Jc6

Apple Changes Its App Store Policy. Critics Call the Moves ‘Outrageous.’ (WSJ) //

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In this episode, we discuss Jefferson's efforts to bolster its payor unit, exploring the potential impacts on healthcare services and patient costs. We also examine the controversy surrounding Carta's alleged overstepping of its authority, shedding light on the implications for the company and its stakeholders. We take a closer look at Mayo Clinic's ambitious AI initiative, discussing its potential to revolutionize healthcare practices. We also analyze the growing pushback against federal agencies, providing insights into the underlying reasons and potential outcomes.

Please check out our Episode Resources below:


------🔎RESOURCES🔎


CPI December: (BLS website) // https://bit.ly/3O2nF1x

Carta, a key tech company for startups, has a credibility problem (Axios) // https://bit.ly/3HgigA7

Jefferson Health says LVHN merger would double its insurance business (Fierce Healthcare) // https://bit.ly/3HjcEoW

Healthcare marketing – the 2024 way (WPP website) // https://bit.ly/3vFs2t2

Mayo Clinic deepens AI commitment with new Cerebras Systems deal (Fierce Healthcare) // https://bit.ly/3RUOjKV

Option Care Health taps Palantir's AI for nurse scheduling, supply chain (Fierce Healthcare) // https://bit.ly/3O10THm

Chevron Deference Was Fun While It Lasted (WSJ-OP) // https://on.wsj.com/3TWWmJM

Elevance Health sues feds, challenging changes to MA star ratings (Fierce Healthca

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