PODCAST · health
Health:Further
by Marcus Whitney & Vic Gatto
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.
Episodes
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211 - Hospitals Can't Hide Behind CMS Anymore: The FTC, Medical Bill Revolts & the Battle of the AIs
In this episode, Vic is joined by Emily Evans, sitting in for Marcus, to talk through her book on the two competing philosophies that have shaped American healthcare, a September jobs report shaped by shifting immigration dynamics, Fed minutes and the return of bond market volatility…
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210 - Private Markets for Everyone, Grail's FDA Win & the Rise of Consumer AI Agents
In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healthcare can't ignore, how Trump's agenda has pushed up rates and inflation, Neko Health's $700M bet on whole-body scanning and Precision…
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209 - No Stories, Just Conviction: The Debt, Healthcare Cuts, and What Comes Next
In this episode, Marcus and Vic set the headlines aside for UN General Assembly week and test their worldviews across every theme of the show: why the national debt and fiscal dominance matter more than the Fed, what a multipolar world means for healthcare funding, why neither party can stop the...
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208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question
In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new Chairman Kevin Warsh, a wave of nine-figure health rounds, the hollowing out of hospital margins and price transparency compliance, a potential…
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207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines
Health:Further — September 10, 2026 In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech rounds, mounting political pressure on AI labs, the hollowing out of hospital service lines, and a Robinhood-chain experiment that turns everyday...
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206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook
In this episode, we explore the latest developments in economics, healthcare, AI, and Web3, providing insights into market trends, policy changes, and technological innovations shaping the future. Key Topics US jobless claims and economic outlook Federal Reserve's monetary policy and dissenting...
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205 - Meta's $17B Settlement, Pancreatic Cancer Breakthrough and AI Cybersecurity Threats
Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy. They cover Cityblock's acquisition of Homeward Health, new telehealth prescribing rules, Meta's $17.1 billion settlement over teen social media...
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204 - Exercise Pill, Cancer Vaccine, Blood-Draw Robots and the Future of Healthcare
Vic and guest host Paul Kappleman discuss the state of U.S. healthcare under the Trump administration, including access, affordability, hospital closures, consolidation, and the potential rise of Medicare for All. They examine weakening retail sales, interest rates, $40 trillion in U.S. debt,...
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203 - Unemployment Spikes, Trump Blows Up the Vaccine Schedule & Google Loses Its Top AI Mind
Retail sales fell 0.6% in July. Inflation held steady at 3.4%. Jobless claims jumped to 209,000. Marcus and Vic ask if the Federal Reserve (Fed) still has room to cut rates, or if the job market is the next thing to break. President Trump signed an order to cut back the childhood vaccine schedule...
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202 - AI Inflection, Payer Chaos, and the Healthcare Energy Bind | Health:Further
Vic and Marcus discuss the yen carry trade and its implications for the Federal Reserve, the rapid transformation of the U.S. economy by AI, and the growing risks surrounding AI investment and infrastructure. They cover major healthcare and biotech funding, including LifeMine Therapeutics…
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201 - Google's Humanoid AI, Medicare Drug Subsidy Ends, Microsoft and Amazon Cloud Surge
Vic and Marcus discuss the return of Trump's tariffs, the Federal Reserve's evolving approach under Chairman Warsh, and the continued strength of AI infrastructure as Microsoft and Amazon report surging cloud growth. They cover major healthcare funding rounds, including AI revenue cycle…
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200 - AI, Healthcare, and the Future We've Been Tracking
Vic and Marcus celebrate the 200th episode of the Health Further podcast while reflecting on four years of healthcare transformation, innovation, and policy change. They discuss the financial pressures facing hospitals from Medicaid funding cuts, the future of AI in healthcare, automation's…
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199 - Fintech Consolidation, AI Commoditization, and the Hospital Profitability Crisis
Vic and Marcus discuss easing inflation, the growing number of workers locked out of the job market, and major venture funding rounds for AI-powered healthcare companies. They examine proposed Medicare physician payment cuts, prior authorization policy, Medicaid challenges, insurer earnings, and...
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198 - Healthcare's Consolidation Crunch Meets AI's Mega Buildout—And New Regulatory Crossroads
Vic and Marcus discuss uncertainty around Federal Reserve interest rate policy, continued strength in AI infrastructure and semiconductor markets, and major venture funding across biotech and value-based care. They examine proposed NIH research policy changes, the impact of Medicaid enrollment...
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197 - Frontier AI as Foreign Policy, Medicare Expands Weight-Loss Drugs, and Health Systems Face the Outpatient Reckoning
Vic and Marcus discuss slowing U.S. job growth, Meta's move into AI cloud infrastructure, record venture funding driven by AI, and what those trends mean for the technology sector. They examine Medicare coverage for weight loss drugs, proposed CMS changes affecting hospitals, Medicaid work...
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196 - PCE at 4.1%, GLP-1s for Kids, and OpenAI's Custom Chip — Health:Further Weekly
Vic and Marcus discuss rising inflation, the AI-driven data center boom, and growing concerns about the long-term economic impact of artificial intelligence. They examine major healthcare venture funding rounds, the resurgence of biotech investment, Medicare policy changes, PBM scrutiny, rising...
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195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata
Marcus welcomes Ash Shehata, former KPMG executive and current Impact Advisors leader, as guest host for a wide-ranging discussion on healthcare, technology, finance, and policy. They examine the Federal Reserve’s evolving approach under Kevin Warsh, the economic implications of reopening the...
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194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape
Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity...
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193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
Vic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug...
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192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal
Vic and guest host Emily Evans discuss declining consumer sentiment, challenges in the labor market, and the growing impact of AI on jobs and small businesses. They examine FDA food regulation and the debate around "generally regarded as safe" ingredients, Medicaid policy changes and fraud...
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191 - FT. Chris Boone: Oracle, AI, and the Future of Healthcare, Real World Evidence, Precision Medicine, and Workforce Change
Vic and Marcus sit down with Chris Boone, Group Vice President of Research Services at Oracle Health and Life Sciences, live from the Jumpstart Health Summit. The conversation explores Oracle’s growing role in healthcare following its Cerner acquisition, the future of real world evidence in drug...
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190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat
Vic and Marcus discuss rising inflation driven by energy costs and the impact on consumers, travel, and wage growth. They examine newly confirmed Fed Chair Kevin Warsh and debate whether AI investment and market enthusiasm are creating an economic bubble. The episode covers healthcare job growth...
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189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare
Vic and Marcus discuss the latest signals from the labor market and growing concerns around AI-driven layoffs, including workforce cuts at Coinbase, PayPal, and other major companies. They examine how AI is reshaping healthcare operations, payer strategies, and pharmaceutical distribution, with...
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188 - Chinese Robot Beats Human, AI Beats Doctors, UAE Exits OPEC
Vic and Marcus cover Jerome Powell remaining on the Federal Reserve board and concerns around Fed independence, global instability including the UAE exiting OPEC and weakening international institutions, and hyperscaler dominance with strong earnings from Google, Amazon, and Microsoft driven by…
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187 - Trump Legalizes Medical Marijuana, China Beat Nvidia Without Chips, Gene Therapy Restores Hearing
Vic and Marcus recap insights from the Health Evolution Summit, focusing on high-value networking versus weak conference content, then break down major economic and policy developments including Kevin Warsh’s expected appointment as Fed Chair, the end of the investigation into Jerome Powell, and...
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186 - How AI Agents Are Quietly Rewriting Jobs, Healthcare, and the Economy
Vic and Marcus break down a surge in AI development, starting with Vic’s hands-on experience building autonomous agents and what it reveals about the future of work, productivity, and identity. They discuss the growing gap between economic growth and job creation, the psychological impact of AI…
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185 - AI Is Creating Jobs While Breaking Security and Reshaping Healthcare
Vic and Marcus break down revised GDP data and slowing economic growth, rising concerns around private credit exposure across banks and pensions, and the long-term decline in labor force participation driven by aging demographics and immigration policy. They discuss the evolving job market as AI...
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184 - How AI Created a Billion-Dollar Company With Just 2 People
Vic and Marcus recap the Jumpstart Health Summit, including a workshop where non-technical founders built full AI-driven products and an agentic investment bank in under 48 hours, followed by key discussions from the summit on healthcare transformation, AI infrastructure, venture capital…
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183 - AI Agents Are Coming for Your Job Faster Than Anyone Expected
Vic and Marcus discuss rising energy costs and their ripple effects across the economy, declining tourism, and ongoing financial pressure tied to global instability. They break down major healthcare funding deals including telehealth weight loss platforms and AI governance in health systems…
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182 - Why Healthcare Costs Are About to Flip Everything You Know
Vic and Emily Evans discuss the Fed holding rates and the declining influence of monetary policy, Turquoise Health’s $40M raise and the shift toward payment infrastructure, and the broader slowdown in healthcare spending growth. They explore consumer-driven healthcare models, political tensions...
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181 - AI, Tokenized Markets, and Why Healthcare Is Carrying the U.S. Job Market
Vic and Marcus discuss the latest macro forces shaping healthcare and technology, starting with inflation trends, rising oil prices, and how geopolitical tensions involving Iran could impact global markets and supply chains. They examine how healthcare has become the primary driver of U.S. job...
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180 - AI Is Restructuring the Global Economy Faster Than Anyone Expected
Marcus and Vic break down a turbulent week across geopolitics, markets, technology, and healthcare, starting with escalating conflict involving Iran and the economic volatility rippling through global markets. They examine rising uncertainty in the economy, the growing push for European tech...
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179 - Anthropic vs The Pentagon | The AI Showdown That Could Reshape Government Technology
Vic and Marcus unpack a chaotic week across AI, markets, healthcare, and crypto. They begin with a viral Substack post outlining a “2028 Global Intelligence Crisis” that triggered market volatility and reignited debate over mass white-collar job displacement. They examine Block’s decision to cut...
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178 - No Humans Required | The Race Toward Fully Autonomous Clinical AI
In this episode of Health Further, hosts Vic and Marcus discuss the latest healthcare VC activity including Daffodil Health’s $16.3M raise for AI claims automation and Anterior’s $40M round accelerating AI adoption in health plans, followed by a deep dive into leadership shakeups at HHS, the...
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177 - When AI Fights Back: Anthropic, Alignment, and the Future of Human Control
Vic and Marcus break down January’s unexpected jobs uptick and why healthcare continues to dominate employment growth while capital outpaces labor across the broader economy. They analyze record market caps for major tech companies, the widening gap between corporate earnings and wages, and what...
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176 - How AI Is Quietly Rewriting the Healthcare Economy
In this episode, Vic and Marcus break down a sharp tech stock selloff driven by AI disruption, examine how AI is reshaping software, venture capital, and healthcare operations, and discuss major funding rounds in cardiology and women’s health. They analyze sweeping healthcare policy moves from…
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175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class
Vic and Marcus break down the ripple effects of a major winter storm in Nashville before covering a wide range of healthcare and tech developments, including rising ACA premiums as subsidies expire, corporate layoffs and their impact on insurance markets, venture funding for virtual autism…
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174 - Why Executives Are Winning With AI While Workers See Nothing
Vic hosts a solo episode covering volatility in the stock market tied to geopolitical tensions, a detailed breakdown of 2025 inflation data and how price increases vary by consumer category, congressional movement on healthcare funding and PBM reform, proposed multi-year extensions for telehealth...
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173 - The $5 Trillion Healthcare Problem and Why AI Is Stepping In
Vic is joined by guest host Paul Kappelman to break down the latest signals shaping healthcare and the economy, including inflation trends, slowing job growth, housing market movement, healthcare spending exceeding $5 trillion, Medicare Advantage investigations, payer scrutiny, hospital labor...
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172 - AI Is Quietly Taking Over Healthcare and Most People Have No Idea
Vic and Marcus open the year by unpacking how shifting political power, market dynamics, and AI acceleration are reshaping healthcare and the broader economy. They discuss Wall Street’s continued dominance, job market signals, venture capital strategies, and how AI is redefining everything from...
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171 - Is AI Actually a Bubble or the Most Misunderstood Technology of Our Time?
Vic and Marcus break down rising unemployment and cooling inflation, debate whether the Fed is behind the curve, and unpack what those signals mean for markets heading into next year. They cover major healthcare funding rounds across pediatrics, cardiology, and AI-enabled front offices, examine...
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170 - The Fed’s Quiet U-Turn: Repo Stress, Surprise QE, and What It Means Next
Vic and Marcus cover the Fed’s 25 bps rate cut, dissenting votes, questions around jobs data, and renewed balance-sheet expansion tied to repo stress. They break down key healthcare and VC moves including AI-driven patient communications, mental health platform expansion, pediatric and NICU...
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169 - The AI Breakpoint | Why Healthcare Leaders Must Leave the “Cage” Now
Vic and Marcus cover Marcus’s recent keynote to community health centers, the industry’s struggle to break out of legacy regulatory thinking, and why AI is becoming essential as labor and funding decline. They analyze unreliable jobless-claim data, Powell’s rate-cut outlook, and how AI is…
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168 - The Hidden Medicaid Crisis No One Is Ready For
Vic and guest host Dr. Kam Matthews cover the week’s major healthcare, policy, and AI stories, including Medicaid funding threats, provider-network gaps, economic updates, new VC raises, and major clinical and pharma developments. They discuss wealth-tax proposals, insurer policy changes…
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167 - How Eli Lilly Quietly Became the Most Important Company in Healthcare
In this episode, Vic and Marcus break down the government’s temporary reopening, SNAP funding, and upcoming appropriations battles, then cover Fed uncertainty around rate cuts and a market selloff driven by shifting AI sentiment. They discuss massive layoffs at Verizon, medical-AI funding rounds,...
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166 - How AI and Politics Are Quietly Reshaping the Future of Healthcare
In this episode, hosts Marcus and Vic break down a packed week of headlines, starting with political shifts following recent elections and how emerging Democratic leaders could reshape the party. They discuss the economy’s resilience despite tariffs, inflated stock valuations, and rising layoffs...
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165 - SNAP Benefits in Jeopardy | What a K-Shaped Economy Means for Everyone
Hosts Vic and Marcus unpack the looming SNAP cuts, the Fed’s rate drop and end of QT, rising AI-driven layoffs, and inflation’s ongoing hit to households. They contrast Wall Street highs with real-world strain, cover major moves in health tech, VC, and pharma, and analyze payer and provider...
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164 - How Trump Rx, Amazon’s Crash, and AI Are Reshaping Healthcare
In this episode, Marcus and Vic discuss the nationwide Amazon cloud outage and its impact on tech infrastructure, the Trump administration’s decision to release aid to struggling U.S. farmers, and the latest U.S.–China trade tensions. They cover new sanctions on Russia, global energy shifts, and...
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The AI Takeover No One Can Stop & What It Means for Your Job
Marcus and Vic unpack a turbulent week of global and economic shifts — from the Israel-Palestine ceasefire and U.S. government shutdown to rising layoffs, job stagnation, and Wall Street’s growing fixation on AI. They dive into China’s rare earth dominance, Trump’s trade maneuvers, and the…
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162 - Compute Is the New Oil | Inside AI’s Power and Chip Arms Race
Vic and Marcus break down the latest in AI and markets—from agentic tools reshaping work and Nvidia’s data-center dominance to the real threat of job loss across creative industries. They hit gold’s surge past $4,000, global market shifts, and China’s trade pivots, then move into healthcare:...
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ABOUT THIS SHOW
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.
HOSTED BY
Marcus Whitney & Vic Gatto
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Frequently Asked Questions
How many episodes does Health:Further have?
Health:Further currently has 211 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Health:Further about?
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find...
How often does Health:Further release new episodes?
Health:Further publishes regularly with 211 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Health:Further?
You can listen to Health:Further on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Health:Further?
Health:Further is created and hosted by Marcus Whitney & Vic Gatto.
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