Unusual Whales

Unusual Whales Pod Ep. 54: Trump, RFK Jr., and the U.S. Healthcare Outlook in 2025

Feb 24, 2025

Yuri Khodjamirian, CIO of Tema ETFs, joins physicians Jason Fung, Ken Berry, and Jesse Morse to discuss the future of U.S. healthcare. They explore the implications of Robert F. Kennedy Jr.'s policies, specifically focusing on disease prevention through diets like intermittent fasting. The panel debates drug reform's impact on pharma finance and advocates for RFK Jr.'s idea of radical transparency to combat misinformation. They also highlight the potential of deregulation in biotechnology, while emphasizing innovative investment opportunities related to obesity and cardiometabolic health.

01:03:47

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Quick takeaways

Proposed Medicaid budget cuts of $1.5 to $2.5 trillion threaten healthcare access for low-income populations and hospital operations.

Privatizing Medicare and Medicaid may exacerbate drug pricing and accessibility issues, potentially prioritizing corporate profits over patient care.

Emphasizing transparency in healthcare funding and pharmaceutical pricing is vital for combating misinformation and enhancing patient-centered healthcare practices.

Deep dives

Impact of Medicaid Budget Cuts on Healthcare

Proposed budget cuts to Medicaid could significantly affect healthcare access for low-income populations and the operational viability of hospitals. These cuts, announced under the Trump administration and projected between $1.5 to $2.5 trillion, aim to fund tax reductions and border security. Critics argue that such drastic cuts might compromise healthcare quality and availability, especially for the most vulnerable. The discussion emphasizes the need to cut bureaucracy and administrative waste rather than reducing direct patient care funding, which could lead to detrimental effects on those reliant on Medicaid.

Intro

2min

Insights from Experts on Diet and Disease Prevention

1min

Navigating Medicaid: Impacts and Implications

27min

Drug Reform and Its Impact on Pharma Finance

7min

Radical Transparency in Healthcare

20min

The Potential of Deregulation to Spark Innovation in Biotech

3min

Exploring Investment Opportunities in Healthcare Innovation

3min

Unusual Whales Pod Ep. 54: Trump, RFK Jr., and the U.S. Healthcare Outlook in 2025

This episode of the Unusual Whales Pod was recorded Live on February 24th, 2025. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their GLP-1, Obesity & Cardiometabolic ETF, ticker $HRTS. Along with experts in medicine, research, and markets, we take a look at potential policy shifts in the United States Healthcare system following Robert F. Kennedy Jr.’s appointment as Secretary of Health and Human Services.

Panel:

Yuri Khodjamirian https://x.com/YuriKhodjam

Dr. Jason Fung https://x.com/drjasonfung

Dr. Jesse Morse https://x.com/DrJesseMorse

Dr. Ken Berry https://x.com/KenDBerryMD

Nicolas Hulscher https://x.com/NicHulscher

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

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