Health:Further

In this episode, hosts Vic and Marcus interview Rohit Banota, discussing his journey from working at Procter & Gamble to founding Jump Accelerator, a platform that empowers women-led beauty startups. They explore strategies for building profitable, sustainable brands, emphasizing the importance of understanding customer wants versus needs, creating loyal superfans, and developing effective funnels. Rohit shares insights on how beauty has evolved into a wellness-driven industry, the challenges of VC funding, and alternative financing for entrepreneurs. The conversation also highlights the shift toward consumer-centered marketing and the impact of brand advocacy on growth.Rohit Banota Bio:Rohit Banota is the founder of Toronto-based, Jump Accelerator focused on offering "profitable growth, fundraising and network" to women-led, early-stage beauty & wellness brands. He is a P&G alum, with over 20 years of experience in consumer packaged goods, with health and beauty brands.Connect with Rohit BanotaLinkedInhttps://jumpaccelerator.comWhat Beauty Founders Don't Know PodcastJump The Gun NewsletterHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this milestone episode, recorded the day after a significant election, Vic and Marcus delve into the outcomes and implications of the presidential and Senate races, discussing the impact on markets, including the Russell 2000’s response and big tech and cryptocurrency reactions. They explore anticipated shifts in venture capital, the role of influencers like RFK Jr. in healthcare, deregulation's effects on small businesses, and possible Medicare and Medicaid adjustments under the incoming administration. The conversation also touches on the growing influence of media personalities versus traditional outlets and the role of unions and regulatory bodies in shaping future business landscapes. The hosts conclude by reflecting on trends from previous episodes and expectations for the economy and healthcare policy under new political leadership.Links:2:54 - Election 2024 resultsGoogle4:11 - The Winners and Losers From the ‘Trump Trade’ Gripping Markets WSJ9:53 - Fed Prepares Rate Cut Amid Economic Contradictions WSJ10:25 - Trump Will Create New Winners and Losers in Healthcare WSJ17:23 - Insurers prep for Trump admin friendly to Medicare Advantage and mergers, hostile to Medicaid and ACA Fierce Healthcare17:27 - CVS holds back guidance as it outlines plan to right the ship at Aetna Fierce Healthcare18:31 - RFK Jr. talks health care agenda following Trump win: NBC32:14 - Elevance Health says star ratings snub cost insurer $375M Fierce HealthcareHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Sergei Polevikov, founder of Well.ai and author of the Health AI Uncut newsletter, discusses his journey from Belarus to Wall Street and into healthcare innovation. He explores the challenges of AI adoption in medical settings and the resistance from established providers. Polevikov critiques the venture capital landscape, emphasizing the need for patient-centered AI solutions rather than hype-driven investments. Throughout the conversation, he sheds light on his vision for enhancing patient-clinician communication and the importance of sustainable innovation in healthcare.

In this episode of Health Further, host Vic sits down with Anna Haghgooie from Vouchercis to discuss her journey in venture capital, her role in building the Blue Venture Fund, and her insights on healthcare innovation. Anna shares her experience bringing together Blue Cross Blue Shield plans to invest in healthcare improvement and highlights her work at Vouchercis, where she focuses on deploying capital in value-based care models. She delves into the investment strategies around transforming healthcare, addressing systemic inefficiencies, and supporting companies that prioritize long-term impact. Additionally, Anna and Vic explore emerging trends in healthcare investment, the challenges of scaling innovative care models, and the complexities of end-of-life and specialized care.Anna Haghgooie Bio:Anna Haghgooie is a Managing Director at Valtruis, a Welsh, Carson, Anderson & Stowe (WCAS) company and an Operating Partner at WCAS. Valtruis is a unique platform that invests in and partners with disruptive leaders whose mission is to align and transform healthcare through value-based care. Previously, Anna was a Managing Director of the Blue Venture Fund and Sandbox Industries where she managed over $900M in capital across four funds.Anna currently serves on the boards of Wayspring, InStride Health, Oncology Care Partners, Tuesday Health, and TailorCare. She previously served on the boards of Contessa, PWN Health, ExactCare, naviHealth, Change Healthcare, Quilted Health, Somatus, ZeOmega, and SonarMD. Anna earned a bachelor’s degree from the University of Michigan and a MBA with honors from the University of Chicago Booth School of Business. Anna is a Fellow in the Health Innovators Fellowship at the Aspen Institute and lives in Chicago, IL with her husband and two children.Connect with AnnaWebsite: www.valtruis.comLinkedIn: https://www.linkedin.com/in/anna-haghgooie-72578b1/Portfolio companies discussed:Wayspring Health: https://www.wayspring.com/Tuesday Health: https://www.tuesdayhealth.com/HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

2:16 - Deficit Threat Drives Bond Yields Higher4:43 - U.S. Economic Growth Extends Solid Streak5:30 - The Fed’s Preferred Inflation Gauge Cooled Overall in September6:56 - Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords.7:44 - Visa Plans to Lay Off Around 1,400 Employees and Contractors9:24 - An update from Drew Dropbox9:58 - Google’s Cloud Business Powers Accelerating Revenue Growth14:35 - Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue15:38 - Apple Sales Hit Quarterly Record as iPhone Business Rebounds16:08 - Meta Reports Record Revenue, Slower Digital Advertising Growth17:52 - Amazon beats Wall Street expectations with strong cloud business growth18:17 - Even With Venture Slowdown, Megadeals Grow Crunchbase20:33 - How a group of clinicians launched a VC firm22:43 - Bipartisan legislation aims to block Medicare cuts, boost physician pay in 202523:54 - ACOs save Medicare $2.1B in 2023, the largest savings in program history24:52 - AMA panel changes major reporting requirement for remote monitoring, removing barriers for the industry 26:25 - Humana Scores an Earnings Beat. Why the Election Matters More.Barons26:59 - Cigna shares jump as CEO dims outlook on Humana deal29:22 - A look at Aetna's new, more transparent health plan, SimplePay Health3046 - HCA Healthcare Beats on Q3 Earnings, Reaffirms 2024 EPS View Barchart31:20 - Tenet Healthcare stock jumps 12% on Q3 earnings, raised guidance Seeking Alpha33:11 - Pfizer’s Strong Quarter Bolsters CEO’s Comeback Efforts33:39 - Eli Lilly Q3 Earnings: Mounjaro Sales More Than Double, Takes $2.98 Billion Hit To Profit, Cuts Annual Outlook, Stock Tanks35:04 - Novartis Lifts Guidance Again After Key Drugs Help Results35:20 - GSK Cuts Vaccine Sales Outlook Amid U.S. Weakness36:26 - Oracle Health will offer next-gen EHR in 2025 embedded with AI and analytics tools37:11 - Fireside Chat with Larry Ellison and Sir John Bell: Oracle Health Summit 2024 YouTube41:20 - Healthcare Data Privacy and Security: Developments to Watch McDermott42:21 - Elon Musk’s xAI in Talks to Raise Funding Valuing It at $40 BillionHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Shawn Dastmalchi, CEO, Gratia HealthMr. Shawn Dastmalchi, Ph.D., is a serial entrepreneur and the current CEO of Gratia Health, a company specializing in workforce intelligence and optimization in healthcare. He is also the Founder and Director of Data Expanse Ventures, a firm that advises early-stage digital health startups in Silicon Valley. With over 25 years of experience spanning life sciences, medical devices, health IT, and the Internet, Shawn has established himself as a leading figure in healthcare analytics and AI.Before his role at Gratia Health, Shawn was the Co-founder and CEO of Ark.one Health. This company emerged from his work as an Entrepreneur in Residence at Sutter Health, where Ark.one developed AI and predictive analytics solutions to help hospitals improve patient outcomes and manage payer risk. Shawn's expertise in AI and machine learning has been pivotal in driving these innovations and enhancing healthcare delivery.Shawn is also a Co-founder of Apixio Inc., the foremost provider of big data-enabled risk assessment solutions for Medicare Advantage plans. He served as CEO of Apixio for over five years and was a board member for six years. Under his leadership, Apixio achieved significant growth and was ultimately acquired by Centene, a leading healthcare enterprise. Prior to founding Apixio, he was the Director of the Informatics Business at Carl Zeiss Meditec, Inc. There, he helped establish a new division, overseeing sales, marketing, service, and support for Zeiss' health IT solutions in the U.S. market. In a previous role at Zeiss, he was instrumental in introducing and growing their highest-grossing diagnostic device product.Earlier in his career, Shawn held senior positions at Alpha Innotech Corp. and aPeerance Inc., and served as a business strategy consultant for companies including Yahoo Inc. In addition to his industry experience, he has nine years of academic experience at UCSF and UC Berkeley, where he co-authored several publications and grants. He is also the co-author of 12 patents.Shawn holds an undergraduate degree in Genetics from UC Davis and a Ph.D. in Vision Science from UC Berkeley.Merrill Anovick, Co-Founder and President, 25m HealthMerrill is the President and COO of 25m Health. He launched 25m Health in partnership with Apollo, Lifepoint Health, and Scion in November 2021. He sits on the 25m Health Investment Committee and oversees both the investing and incubation strategies.​​Merrill co-founded and sits on the board of 25m Health's first incubation, Kouper Health, a platform focused on creating an integrated transition of care experience for patients, providers, and payors. Kouper’s most recent financing round was led by General Catalyst.​Merrill also led investments in Thrive Health Tech, Midi Health, Peer Supply, Keragon, Operait, and Swap Health. Merrill sits on the Boards of Kouper Health, Gratia Health, Swap Health and Peer Supply.​​Merrill previously worked at Google across Product Management, Business Development, and Marketing leadership roles. Merrill was part of the founding team of Google Fi, now a +$1B top-line business. As a Business Development Manager on the early Android Go team, he negotiated distribution deals with wireless carriers in Nigeria, South Africa, and India. ​​Merrill graduated from the Johns Hopkins University with a B.A. in Economics and Political Science, and earned an MBA from the Harvard Business School. He sits on tHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode, Vic and Marcus sit down with David Dill, CEO of LifePoint Health, to discuss LifePoint’s approach to healthcare in smaller communities, emphasizing partnerships and local impact. David shares insights on LifePoint’s transition from a public to private company under Apollo, which enabled long-term investments in areas like rehabilitation, behavioral health, and data management. The conversation covers LifePoint’s national quality program, partnerships with Duke, and the importance of local relationships in rural healthcare. They also explore LifePoint’s venture fund, 25M Health, and its role in driving healthcare innovation.David M. Dill Bio:David Dill is chairman and chief executive officer of Lifepoint Health. In this role, he is responsible for the development and oversight of Lifepoint’s strategic priorities and organizational growth, advancing the company’s mission and strengthening its culture enterprise-wide. He joined Lifepoint in 2007 as executive vice president and chief financial officer before serving in his most recent role as president and chief operating officer from 2009 to 2018. Before joining Lifepoint, David was executive vice president of Fresenius Medical Care North America and chief executive officer in the East Division of Fresenius Medical Care Services, a wholly owned subsidiary of Fresenius Medical Care AG & Co. KGaA.  David is a former chairman of the board for the Federation of American Hospitals (FAH) and currently serves as a member of the FAH’s board and Executive Committee. He also serves on the American Hospital Association’s Health Systems Committee. He is immediate past chair of the board of directors for the Nashville Health Care Council and remains an active board member. Additionally, he serves as a director on the boards of R1 RCM and the American Heart Association's Greater Southeast Affiliate and is a member of the board of trustees for the Murray State University Foundation. HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

2:11 - U.S. Economy Again Leads the World, IMF Says4:36 - Simple Economic Explanations Keep Breaking Down. Here’s Why.7:54 - A Small Bank’s Failure Leaves Big Depositors Feeling the Pain11:13 - Home Sales on Track for Worst Year Since 199512:39 - Counsel Health secures $11M in seed funding led by a16z13:25 - Dyania Health raises $10M for clinical trial recruitment LLM16:24 - OneStep Secures $36M to Establish Gait Analysis as the Sixth Vital Sign HIT Consultant17:04 - Tennr Raises $37M to Automate Healthcare Documentation, Streamline Patient Referrals HIT Consultant18:24 - HealthEx raises $14M to safely move patient data23:43 - Angel Investing Isn’t What It Used to Be26:02 - Former Humana CEO Bruce Broussard joins Define Ventures27:19 -  Private Markets Are Reserved for the Rich. Should a Test Let You In?29:01 - Jill Biden announces $110M ARPA-H funding award, prods industry to invest in women's health30:05 - Transparency has led to uniformity in healthcare costs—but not necessarily lower prices: white pape32:34 - Medicare Paid Insurers Billions for Questionable Home Diagnoses, Watchdog Finds37:28 - Blue Cross plan accused of fraud in 'ghost network' class-action lawsuit40:17 - Cigna Resumes Merger Discussions with Humana After Talks Ended Last Year44:58 - Cancer Care Is Getting Personal. Local Doctors Can’t Keep Up.48:30 - Walmart offers same-day prescription delivery with plans to reach 49 states49:10 - Wegovy Maker Novo Nordisk Says New Pill Shows 14% Reduction in Heart Attacks, Strokes in Diabetic Patients50:20 - Novo asks FDA to bar compounders from making Ozempic copies Stat52:07 - J&J’s Ketamine-Derived Drug Is Taking Off53:57 - England’s Drug-Cost Watchdog Rejects Eli Lilly’s Alzheimer’s Drug56:03 - Apple’s AirPods Pro hearing health features are as good as they sound57:46 - McDonald’s, Food Safety Officials Scrutinize Onions in E. Coli Outbreak58:59 - Atropos Health unveils chat-based AI co-pilot for real-world evidence1:00:10 - Suki balloons AI assistant footprint through a new strategic partnership with Zoom Healthcare1:00:31 - Nvidia, Aidoc coHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode, Marcus and Vic are joined by healthcare policy expert Emily Evans for a detailed Q3 2024 review. They discuss the rising challenges in Medicare, driven by an aging population and increased healthcare utilization, along with the growing costs in employer-sponsored health insurance. Emily highlights key trends such as Medicaid redeterminations and their impact on healthcare providers and insurers. The conversation also explores the effects of benefit costs on consumers and the potential implications of the upcoming election on healthcare policy, Medicare, Medicaid, and insurance coverage.00:00 - Intro1:25 - Insured Medical Consumer Model3:54 - Employee Contribution To Health Insurance Coverage8:20 - Ratio Of Employees To Insured 2021 - 202010:59 - PDP Enrollment25:55 - Distribution Of Medicare Population 32:46 - Share Of High Medicare Utilization Cohorts 2013 - 202337:52 - Medicaid Enrollment | Trouble Spots41:30 - Debrief On The DataHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Marcus & Vic discuss key economic trends - inflation, disinflation, & Wall Street bank earnings, alongside the impact of rising credit card debt & healthcare layoffs. Venture capital, particularly Series B funding, & highlight innovations in AI for healthcare, including virtual digestive care, AI-powered psychiatry, & home testing solutions. The growing role of AI in healthcare call centers & major healthcare AI partnerships addresses the future of AI & automation in the healthcare industry.1:48 - Wall Street Posts a Strong Quarter4:39 - Tracking layoffs, closures in healthcare nationwide5:42 - Carta: Series A to B Chasm11:00 - Oshi Health Secures $60M To Scale Virtual Digestive Care12:52 - Legion Health Pivots to Digital AI-Enabled Psychiatry, Raises Over $6M14:43 - Ash Wellness raises $10M to expand at-home testing15:19 - Suki banks $70M to build out AI assistants for doctors, expands health system partnerships16:36 - Parakeet Health expands AI call center, announces $3M seed round17:53 - Digital health funding: Glooko gets $100M, appoints new CEO18:47 - RadiantGraph raises $11M for patient engagement20:50 - True change 'requires investment': Healthcare leaders react to new $250M Gates fund for women's health21:59 - FTC increases premerger notification requirements despite pushback from providers27:52 - Health Costs and Flat Raises Are Set to Squeeze Paychecks30:51 - UnitedHealth Shares Dive After Health Giant Says 2025 Results Likely to Fall Short32:10 - Medicaid drags Elevance Health as it misses on profit in Q333:05 - Medicare Plans Are Making Big Changes for 2025. Here’s How to Navigate Them.35:31 - KFF: 2024 Employer Health Benefits Survey39:18 - Nonprofit health systems launch Longitude Health to improve performance, care delivery at scale41:41 - Walgreens Boots Earnings44:12 - More Children Are Depressed and Anxious. Is Social Media Really Behind It?49:01 - Abridge, Wolters Kluwer Health ink partnership to integrate UpToDate with AI medical scribe50:55 - Introducing healthcare agent service in Microsoft Copilot Studio52:42 - New York Times to Bezos-Backed AI Startup: Stop Using Our Stuff55:04 - Amazon, Databricks Strike Five-Year Deal Around AI Chips57:06 - Google Backs New Nuclear Plants to Power AI59:41 - Elevance Health Will Add To HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK