Health:Further 130 - Why Healthcare CEOs Are Panicking : Tariffs, Jamie Dimon, and the $33B Medicare Advantage Fallout
In this episode, Marcus and guest host Paul Kappelman discuss the chaotic pace of global and domestic events impacting healthcare leaders, starting with Donald Trump’s energy and policy unpredictability. They analyze the 90-day tariff pause with China and its effect on the markets, the symbolic rollback of chip restrictions involving Nvidia, and the importance of American manufacturing resilience. The conversation shifts to employer healthcare costs, the Transparent-Accolade merger, and the looming economic war with China. They also unpack Jamie Dimon’s letter to shareholders, the controversy over Medicare Advantage overpayments, and the impact of biosimilars and PBM incentives. The episode concludes with reflections on Medicaid supplemental funding, consolidation in the hospital sector, and the ethics of implicit bias pledges in medicine.
5:50 - Nasdaq Soars to Best Day Since 2001 After Trump Pauses Some Tariffs - WSJ
12:46 - Inflation rate eases to 2.4% in March, lower than expected; core at 4-year low - CNBC
16:05 - Trump administration backs off Nvidia's 'H20' chip crackdown after Mar-a-Lago dinner - NPR
18:50 - Jamie Dimon’s Annual Letter - JP Morgan
33:23 - Health Insurer Stocks Soar on Medicare Rate Boost WSJ
35:50 - We Won’t Sign an ‘Implicit Bias’ Pledge WSJ
40:52 - Senate and House Republicans Set to "Kick the Can" on Medicaid Spending Cuts - The 80 Million
48:18 - CareSource acquires Commonwealth Care Alliance for over $400M - Modern Healthcare
49:05 - Medicare Advantage plans reaped $33B extra from 'coding intensity' - Modern Healthcare
52:01 - CVS, Express Scripts, Optum warm up to biosimilars - Modern Healthcare
55:03 - Kaufmann Hall M&A Quarterly Activity Report: Q1 2025 - Kaufmann Hall
59:38 - Say Hello to Your New Colleague, the AI Agent - WSJ-Op
1:04:29 - Google NEXT 2025 Rundown - TechRadar
1:07:24 - Google unveils new security AI agents to keep your business safe from the latest threats - TechRadar
1:08:43 - AgentSpace - Google
1:11:04 - AI 2027 - AI 2027