House Calls Quick Hits: Now It’s Medicaid’s Turn
May 22, 2025
Mike Elizondo, Managing Director at Cain Brothers, dives into the intricate world of Medicaid funding. He explains why Medicaid's complexities pose challenges for states, particularly amidst potential funding cuts. Elizondo highlights the diverse approaches states take and the political hurdles involved in proposing changes. He also discusses the looming economic uncertainties and their potential impact on Medicaid. Listeners gain insight into investment opportunities within this evolving landscape, making it a hot topic for healthcare financiers.
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Medicaid Funding Complexity
- Medicaid funding is highly complex due to its coverage of disparate populations with varied health care needs.
- Federal funding shares differ widely, with expansion populations sometimes covered up to 90%.
Federal Cost Control Efforts
- The federal government seeks cost control in Medicaid through proposals like block grants, per capita limits, and changes to provider taxes.
- Nearly all policy options are on the table amid tough political fights in Congress.
State Medicaid Variation and Budget Goals
- State Medicaid programs vary greatly in coverage, expansion, and managed care models.
- The House aims to limit Medicaid spending growth by $880 billion over the next decade.