In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates from Trump’s negotiations on weight-loss drugs to FDA scandals, and the ongoing battle between paye...
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In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates from Trump’s negotiations on weight-loss drugs to FDA scandals, and the ongoing battle between paye...
157 - Medicaid Cuts and Hospital Survival | Fitch’s Kevin Holloran on What’s Coming
Health:Further
44 minutes
2 months ago
157 - Medicaid Cuts and Hospital Survival | Fitch’s Kevin Holloran on What’s Coming
Marcus and Vic welcome Kevin Holloran, Senior Director and head of the US Public Finance Healthcare Team at Fitch Ratings, to break down how credit ratings work in healthcare, why balance sheet strength outweighs short-term operating swings, and how margins shifted from steady pre-COVID levels through pandemic collapse, the 2021 rebound, and the post-2022 labor and inflation crunch. They cover Fitch’s focus on hospitals and life plan communities, the sector’s “trifurcation” between winners, r...
Health:Further
In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs attributed to AI. The conversation covers major venture capital moves in health tech, policy updates from Trump’s negotiations on weight-loss drugs to FDA scandals, and the ongoing battle between paye...
