Michael Ha

Managed care analyst at Baird with deep expertise in health insurers and value-based care, brought on to explain UnitedHealth/Optum issues, risk-adjustment coding, and industry dynamics.

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Sep 22, 2025 • 53min

Breaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26

In this discussion, Michael Ha, a managed care analyst at Baird, dives into the significant issues plaguing UnitedHealthcare, with special emphasis on the aftermath of CEO Brian Thompson's tragic murder. He unpacks the depth of Optum's struggles and United's aggressive coding practices that have raised industry concerns. Michael also examines the root causes of the company's crisis and questions why it has taken so long for UnitedHealthcare to address these challenges.

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