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22:58 - US GDP Grew 2.5% in 2024, but Slowed Slightly in Final Quarter

24:07 - Fed Stands Pat on Rates, Entering New Wait-and-See Phase

26:10 - Trump Media Announces New Push Into Finance to Support the ‘Patriot Economy’

41:01 - General Catalyst selling stakes as it expands beyond VC roots Axios

44:48 - RFK Jr. Backs Vaccines and Trump’s Agenda in Senate Testimony

49:29 - Overview of President Trump’s Executive Actions on Global Health KFF

50:08 - OpenAI launches ChatGPT Gov for U.S. government agencies

53:06 - Trump's Treasury pick Scott Bessent pushes universal 2.5% tariff plan that would rise each month: Economic Times

1:05:21 - Cigna set to close $3.7B MA sale to HCSC in Q1

1:05:31 - Walgreens shares drop 10% after company suspends quarterly dividend amid turnaround efforts

1:06:12 - HCA Healthcare posts revenue gains despite hurricane roadblocks; execs address Trump policy uncertainties

1:07:22 - Hims & Hers to Advertise Weight-Loss Shots at the Super Bowl

1:07:34 - Hims: 60 sec Superbowl a]Ad Youtube

1:11:56 - Novo Nordisk’s Ozempic Gets FDA Approval as Kidney-Disease Treatment

1:14:57 - Roche Expects Sales, Earnings Growth After Better-Than-Expected Results

1:15:04 - Sanofi Expects Strong Earnings Growth This Year, Plans $5.2 Billion Buyback

1:15:24 - OpenAI’s ‘Operator’ Agent Can Buy Groceries, File Expense Reports

1:17:10 - OpenAI in Talks for Huge Investment Round Valuing It Up to $300 Billion

1:18:43 - Deep Seek explained on Bankless

1:19:35 - What to Know About China’s DeepSeek AI

1:24:46 - DeepSeek Scrambles U.S.-China Tech War

1:24:48 - NVIDA sales to Sinapore (maybe migrating to China?) X post

1:26:14 - Meta Gave Away Its A.I. Crown Jewels. DeepSeek Vindicated Its Strategy

1:26:17 - Meta Platforms Sales Soar to Record, Bolstering Zuckerberg’s AI Spending Spree

1:26:47 - Microsoft’s Cloud Computing Business Hits a Speed Bump WSJ

1:27:36 - EvolutionaryScale Debuts With ESM3 Generative AI Model for Protein Design NVIDIA Website

1:28:40 - From chalkboards to chatbots: Transforming learning in Nigeria, one prompt at a time WorldBank

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In this episode, Vic and guest host Emily Evans explore a variety of pressing topics, including the sharp rise in food prices and its implications for inflation, the Federal Reserve’s challenges with managing interest rates, and the historical context of government fiscal policy. They also discuss innovative ventures like Lindus Health's clinical trials reform, ELOS AI's behavioral health scribing, and Oshie Health's virtual GI solutions. Other highlights include Recipio's AI-driven remote health monitoring, venture investments in Saudi Arabia, and the political theater surrounding AI infrastructure funding. The episode concludes with a deep dive into the impact of policy shifts on healthcare systems and federal funding.

00:46 - Food Prices Are Rising Again WSJ

07:47 - Lindus Health raises $55M to ‘fix the broken clinical trial industry’ Tech Crunch

08:49 - Eleos raises $60 million for AI scribe for behavioral health providers Stat

12:57 - Oshi Health raises $60M to expand payer coverage of virtual GI solution Fierce Healthcare

14:23 - Percipio Health collects $20M for phone-based monitoring Axios

16:18 - Redesign Health partners with Sanabil Investments to launch healthcare venture studio in Saudi Arabia Fierce Healthcare

17:20 - Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.WSJ

21:21 - Musk Pours Cold Water on Trump-Backed Stargate AI Project WSJ

23:14 - Pension Funds Want Private Equity to Open Up About Fees and Returns WSJ

25:05 - What Trump's first day orders mean for healthcare: Ditched drug models, pauses on rules and hiring Fierce Healthcare

Trump Withdraws U.S. from World Health Organization NYT

29:52 - Trump’s War on DEI Freezes Diversity Work Across Federal Government WSJ

Top NIH Academic Medical Center Recipients NIH

44:07 - Trump freezes HHS communications Modern Healthcare

45:36 - Trump Order Seeks to Stop Virus Research That Critics Have Linked to Covid WSJ

50:07 - House G.O.P. Floats Medicaid Cuts and More to Finance Trump’s Huge Agenda NYT

1:06:45 - Hospitals that make profits should pay taxes Stat

1:15:01 - CMS will appeal UnitedHealthcare's MA star ratings court win Fierce Healthcare

1:18:21 - Elevance Health reports $418M in profit for Q4 Fierce Healthcare

1:20:29 - Insurers inventing more roadblocks to claims, providers say Modern Healthcare

1:24:16 - Nonprofit hospitals' credit downgrades outpaced upgrades again in 2024Fierce Healthcare

1:25:13 - Hospital, PE-affiliated primary care docs charge higher prices than independents, study finds Fierce Healthcare

1:27:27 - Dogs paired with providers at hosp

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In this episode of Health Further, hosts Vic speak with Talha Haseen from Fathom, an AI-driven medical coding company. They explore Talha's journey from chemical engineering to healthcare strategy at McKinsey, his work on the No Surprises Act at Envision Healthcare, and his transition to Fathom. The conversation covers the evolution of AI in medical coding, its implications for healthcare administration, the challenges of scaling AI solutions, and the future of fully automating administrative tasks. They also discuss the broader implications of AI in healthcare, potential job displacement, and how these technologies could transform patient care.

Talha Haseen Bio

Talha works at Fathom. Fathom is an autonomous/AI medical coding technology company in San Francisco that focuses on automating an administrative operation within the healthcare sector.

Talha is a Nashville native who has worked across McKinsey & Co., Vanderbilt University Medical Center, and large provider groups. His work has largely involved advising organizations on growth strategy, population health & value-based care, and the use of technology to improve business and patient outcomes.

Talha studied Chemical & Bio-molecular engineering at Vanderbilt University.

Connect with Talha Haseen: https://www.fathomhealth.com/insights/why-i-joined-fathom-talha-haseen

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Economic implications of the jobs report and inflation trends, how bond yields are shaping global markets, and the impact of AI on mid-level job markets. They analyze JP Morgan's office return mandate, Meta's corporate shifts, and major VC and healthcare developments like Eli Lilly's new venture fund with Andreessen Horowitz. The episode concludes with insights into challenges in Medicare Advantage, value-based care, and the growing role of AI in medicine.

3:18 - Hiring Blew Past Expectations With 256,000 Jobs Added in December

5:08 - Inflation Rises Again, Hitting 2.9% in December

6:37 - Why Bond Yields Are Surging Around the World

8:58 - JPMorgan Chase Disables Employee Comments After Return-to-Office Backlash

11:57 - Balance of Power Shifts Back Toward Bosses

17:50 - Meta to Cut Roughly 5% of Staff, Targeting Lowest Performers

21:38 - Innovaccer clinches $275M series F funding to build out AI, cloud capabilities

22:43 - IntusCare Increases Total Funding to Over $27M through Strategic Follow-On Funding IntusCare website

24:39 - Spurred by AI’s possibilities, Eli Lilly and Andreessen Horowitz partner on $500M venture fund Stat

26:09 - VC firms back exchange-based employee health benefits

28:12 - Trump Says World Is Free-Riding on U.S. Health Spending. He Has a Point

31:24 - In surprise move, Biden administration terminates the Medicare Advantage Value-Based Insurance Design Model HFMA

34:39 - SCOTUS agrees to hear challenge to Obamacare’s preventive care coverage

35:56 - House GOP puts Medicaid, ACA, climate measures on chopping block

36:51 - FDA Bans Artificial Dye Red 3 From Food

37:41 - Xiaohongshu (RedNote), China’s answer to Instagram, hits No. 1 on the App Store as TikTok faces US shutdown

40:59 - UnitedHealth’s Earnings Point to High Medical Costs in 2025. Health Insurer Stocks Sink. Barrons

44:57 - Docs incensed by Medicare Advantage hike, demand physician payment update

46:50 - Nearly 5,000 Providence nurses, doctors launch Oregon's largest healthcare strike

48:36 - Health systems eye $30 billion revenue target

52:40 - Avel eCare acquires Amwell Psychiatric Care, expands to 46 states

53:54 - Prospect Medical Holdings files for Chapter 11 amid criticisms of prior PE ownership

57:30 - Johnson & Johnson to Acquire Intra-Cellular in $15 Billion Deal

58:29 - Eli Lilly to Buy Scorpion Therapeutics Drug Program in $2.5 Billion Deal

58:47 - Kids Turn to a Mental-Health Chatbot to Share Their Anxieties

1:00:51 -

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Vic and Marcus delve into the catastrophic fires ravaging Los Angeles, the broader implications of AI-driven workforce automation, and structural changes in the job market. They analyze the evolving social contract between corporations and society, the complex challenges in healthcare efficiency and profitability, and the role of regulatory environments in stifling or fostering innovation. The discussion also explores advancements in AI agents, the shifting dynamics of the influencer economy, and cutting-edge developments from CES, including NVIDIA's AI supercomputers. The hosts reflect on societal, economic, and technological transitions shaping the future

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4:09 - Unemployed Office Workers Are Having a Harder Time Finding New Jobs

19:45 - Healthcare Stocks Are Down and Out. Opportunities Abound

23:19 - Fed Minutes Suggest Officials Will Hold Rates Steady for Now

24:25 - Hippocratic AI banks $141M series B, hits 'unicorn' status as it rolls out AI agent app store

25:18 - Evergreen Nephrology Raises $130M in Funding FINSEMS

26:11 - FIRE1 heats up with $120M for its heart failure monitor implant

26:56 - Geneoscopy Closes $105M to Power Next-Generation of Gastrointestinal Diagnostic Tests Bakersfield

27:35 - Biden administration bars medical debt from credit scores

31:46 - Senate Report Blasts Private Equity’s Role in Healthcare WSJ

33:40 - FDA releases long-awaited guidance to improve accuracy of pulse oximeters for all skin tones Stat

34:30 - CMS selects states for Medicaid maternal health model

35:09 - TikTok Case Before Supreme Court Pits National Security Against Free Speech

37:01 - Transcarent to acquire health benefits platform Accolade in $621M deal

38:24 - H1 acquires Ribbon Health to expand its reach to health plan, digital health markets

39:16 - Ardent Health kicks off 2025 with major expansion of urgent care clinic footprint

40:26 - Found introducing oral dissolvable GLP-1 tablet at reduced price

41:35 - Scientists Make World’s Skinniest Spaghetti. Nanopasta—with vital ingredient found in ant venom—could be used to improve bandages

42:27 - Louisiana health officials report first fatal case of H5N1 bird flu in the US

43:55 - Surgeon General Calls for Cancer Warnings on Alcohol

46:18 - CHAI's AI nutrition label is now open source

47:06 - How Are Companies Using AI Agents? Here’s a Look at Five Early Users of the Bots

53:37 - AI Startup Anthropic Raising Funds Valuing It at $60 Billion

54:36 - Nvidia’s Project Digits is a ‘personal AI supercomputer’

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Vic and Marcus discuss the slow news week following the holidays, covering topics like the stock market's strong performance over the past two years compared to healthcare's stagnation, the impact of Medicare Advantage and pharmacy costs, and cyber security concerns in healthcare. They delve into longevity and wealth disparities, explore General Catalyst’s acquisitions targeting Epic, and evaluate emerging diagnostic tools like AI-based facial analysis. The episode also previews potential healthcare changes under the new administration and challenges for hospitals in 2025.

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2:34 - Stocks Cap Best Two Years in a Quarter-Century WSJ

8:59 - Trump’s Return Sparks Hope for 2025 Deals Revival WSJ

16:11 - Scripta Insights Raises $17M in Series B Funding FINSMES

17:05 - Healthcare Providers Face Stiffer Cyber Rules Even as They Cry for Help WSJ

21:59 - Drug Middlemen Spared by Trump and Musk, for Now WSJ

24:36 - 2025 Outlook: Hospital finances show signs of stability, but rising costs will be a major headwind Fierce Healthcare

27:05 - Money Can Buy a Longer Life—to a Point WSJ

31:48 - Commure acquires patient navigation platform Memora Health Fierce Healthcare

37:19 - What Your ‘Face Age’ Can Tell Doctors About Your Health WSJ

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Vic hosts an insightful discussion with Joel Portice, CEO of egnite, delving into the transformative role of data and AI in revolutionizing cardiovascular care. Joel shares his journey of leading five successful healthcare data companies, including the genesis and rapid growth of egnite, spun out from Edwards Life Sciences. They explore how egnite's flagship platform, Cardio Care, uses advanced analytics, machine learning, and AI to identify and manage cardiovascular patients, saving lives daily. The conversation also covers challenges in healthcare innovation, the impact of early detection, and how their subscription model bridges hospitals and industry partners to improve patient outcomes and accelerate clinical trials.

Research Paper:

Acute Valve Syndrome in Aortic Stenosis study published in Structural Heart Oct 2024

Contact Joel:

egnite website: https://egnitehealth.com/

Email: joel.portice@egnitehealth.com

Linkedin: LinkedIn

00:00 Intro: Introduction to Joel Portice and the final show of the year

00:14 Guest Introduction: Vic introduces Joel Portice, highlighting his experience in healthcare data and startups

01:10 Background: Joel discusses his 25+ years in healthcare data and the genesis of his first company acquired by UnitedHealth Group

03:59 Data in Healthcare: Transition to using advanced analytics and informatics to improve patient care at UnitedHealth Group

05:53 Building Companies: Lessons from Joel's leadership of five successful data companies in healthcare

08:41 Focus in Business: Staying focused on solving specific problems and building strong teams

12:10 egnite's Vision: How egnite spun out from Edwards Life Sciences to focus on cardiovascular health

16:35 Audacious Goals: egnite’s mission to identify all cardiovascular patients in the U.S. and their use of AI and data governance

22:00 Life-Saving Impact: Examples of how Egnite’s software identifies patients needing immediate life-saving therapy

24:00 Business Model: Subscription model for hospitals and partnerships with industry for clinical trial enrollment and commercial adoption

29:00 Published Research: Importance of early detection and interventions in structural heart disease, supported by egnite’s research

31:20 Technology and AI: Use of NLP, machine learning, and AI to analyze cardiovascular data and predict disease progression

33:40 Challenges in Diagnosis: Issues with misdiagnosis and the importance of follow-up for patients with moderate or severe heart disease

41:00 Future of egnite: Joel outlines the company’s focus on execution and plans for the future, including potential international expansion

44:00 Closing: How to connect with Joel Portice and learn more about egnite’s solutions

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Vic and Marcus dive into the major economic and political shifts defining the year, including the Fed's interest rate cut, its implications for inflation and job growth, and the ongoing healthcare regulatory reforms targeting PBMs. They discuss groundbreaking innovations in AI-powered healthcare, VR solutions for chronic pain, and brain-computer interfaces. The episode also explores the intersection of politics and venture capital, regulatory shifts, and the role of podcasting in shaping public discourse. Insights on long-term trends, including AI regulation and competition-driven healthcare reforms, round out this comprehensive look ahead to 2025.

Links:

01:48 - Fed Cuts Rates for Third Time This Year NYT

04:23 - Precision Neuroscience zaps $102M for BCI Axios

05:33 - SpinSci Secures $53M for AI-Enhanced Patient Engagement HIT

06:00 - Stopgap funding bill includes sweeping PBM reform, preserves telehealth Healthcare Dive

10:18 - AppliedVR's home-based VR device delivers significant relief for high-impact chronic pain patients: study Fierce Healthcare

12:14 - Meta Urges California Attorney General to Stop OpenAI From Becoming For-Profit WSJ

20:56 - 2024 economics and political shifts

32:11 - VC investment themes for 2024

33:37 - Increased attention on the role of private equity and healthcare

36:24 - Healthcare key areas of innovation

37:53 - Technological Advancements, & AI

39:42 - Consumer trends, and behaviors

41:09 - Regulation and reimbursement in 2025

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