
Hosted by Marcus Whitney & Vic Gatto · EN
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.

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 drug discovery to prescription renewals. The episode covers policy changes around vaccines, women’s health screening, federal funding freezes, hospital consolidation, payer pressure on providers, and the growing role of consumer wearables. They also examine OpenAI’s deepening move into healthcare, the risks and limits of clinical AI, Nvidia’s expanding dominance, and what these forces mean for entrepreneurs, healthcare operators, and patients navigating a rapidly fragmenting system.Links6:54 - Dow Extends Rally, Closing Above 49000 for First Time WSJ11:22 - The number of available jobs in the US just hit its lowest level in more than a year CNN16:18 - Venture Firm Antler Made Over 400 Investments Last Year—and Just Reloaded With $160 Million WSJ 20:29 - HRSA endorses at-home screening recommendations for cervical cancer Fierce Healthcare24:15 - CDC Pares List of Recommended Childhood Vaccines WSJDoctronic receives approval to use AI to renew medical prescriptions with no doctor involved. X28:39 - Utah has become the first state to allow AI to renew medical prescriptions with no doctor involved34:09 - (Wrong Link) Health Dept. to Freeze $10 Billion in Funding to 5 Democratic States40:31 - FDA paves way for more consumer wearables, AI-enabled devices to hit the market Fierce Healthcare43:44 - 340B rebate pilot put on hold in temporary win for hospitals Healthcare Dive45:52 - UnitedHealthcare raises bar for doctors to get paid for radiology services Healthcare Dive51:32 - 21,000 New York nurses to launch strike Jan. 12 Fierce Healthcare52:27 -New Jersey healthcare giant poised to acquire another hospital Healthcare Dive53:29 - Novo Nordisk’s Wegovy Pill Now Broadly Available Across U.S. WSJ54:21 - AbbVie Near Deal for Revolution Medicines WSJ55:28 - Eli Lilly Nears Deal for Biotech Ventyx WSJ56:19 - Eli Lilly, AI Drug-Discovery Company Nimbus Partner on Oral Obesity Treatment WSJ57:22 - Introducing ChatGPT Health OpenAI59:34 - 40M users turn to ChatGPT daily for health questions: OpenAI Fierce Healthcare1:04:38 - Hospitals Are a Proving Ground for What AI Can Do, and What It Can’t WSJ1:11:06 - Nvidia Unveils Faster AI Chips Sooner Than Expected WSJ1:14:29 - Lego Smart Play hands-on: Using Smart Brick technology to get kids to play together

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 payer losses and policy shifts impacting subsidies and gender-affirming care, and analyze FDA clearances pointing to renewed medical innovation. The conversation expands into crypto and AI, including JPMorgan’s tokenized money fund, prediction markets, OpenAI’s government partnerships, and mounting concerns over an AI bubble, enterprise adoption, and the future of energy, jobs, and economic power.Links00:00 - Intro2:04 - U.S. Unemployment Rose in November Despite Job Gains WSJ3:44 - Inflation Eased to 2.7% in Report Distorted by Government Shutdown WSJ4:41 - Clarity Pediatrics lands $14.5M to treat childhood obesity Modern Healthcare6:15 - Leona Health: $14 Million Seed Funding Raised And WhatsApp AI Copilot For Doctors Launched Pulse 2.07:46 - Wearlinq secures $14M to scale wireless heart monitor MobiHealth9:52 - Auxira Health Secures $7.8M for Virtual Cardiology Platform MedCity10:41 - Valerie Health Raises $30M Series A to Bring AI Front Office to Independent Provider Groups Fox4011:44 - Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead WSJ13:09 - House passes healthcare affordability bill without subsidy extension Fierce Healthcare14:53 - HHS moves to cut federal funding from hospitals that provide gender-affirming care to minors Fierce Healthcare16:43 - FDA clearances: BlueWind Medical, Bendit Technologies Modern Healthcare18:41 - Highmark posts $24.6B in revenue through Q3 as utilization pressures persist Fierce Healthcare19:25 - UnitedHealthcare to hold off on remote patient monitoring policy Modern Healthcare20:13 - Kaiser pulls plans from Georgia insurance exchange Modern Healthcare21:44 - New York doles out $300M to fund health IT, hospital cybersecurity projects Fierce Healthcare23:24 - GSK Gets FDA Approval for New Severe Asthma Drug With a Dosing Advantage MedCity24:00 - Cencora to acquire majority stake in OneOncology for $5B Fierce Healthcare25:35 - JPMorgan Steps Further Into Crypto With Tokenized Money Fund WSJ26:43 - Coinbase Joins With Kalshi to Enter the Surging Prediction-Markets Business WSJ31:37 - The Political Skirmish Over Trump’s AI Order Is Just the Beginning WSJ34:06AI-Themed Stocks Take More Hits, Sending Nasdaq Lower WSJ45:49 - CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears WSJ48:09 - OpenAI in Talks to Raise $10 Billion From Amazon, Use Its Chips Bloomberg50:02 - Google Says Its New Gemini 3 Flash AI Model Is Better and Faster Than 2.5 Pro CNET51:30 - Deepening our collaboration with the U.S. Department of Energy OpenAI

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 NYT04:23 - Precision Neuroscience zaps $102M for BCI Axios05:33 - SpinSci Secures $53M for AI-Enhanced Patient Engagement HIT06:00 - Stopgap funding bill includes sweeping PBM reform, preserves telehealth Healthcare Dive10:18 - AppliedVR's home-based VR device delivers significant relief for high-impact chronic pain patients: study Fierce Healthcare12:14 - Meta Urges California Attorney General to Stop OpenAI From Becoming For-Profit WSJ20:56 - 2024 economics and political shifts32:11 - VC investment themes for 202433:37 - Increased attention on the role of private equity and healthcare36:24 - Healthcare key areas of innovation37:53 - Technological Advancements, & AI39:42 - Consumer trends, and behaviors41:09 - Regulation and reimbursement in 2025HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode of the "Health Further" podcast, hosts Vic and Marcus dive into an array of compelling topics, including Marcus's reflections on his competitive jiu-jitsu journey, the latest inflation trends and Federal Reserve decisions, the evolving corporate real estate market, and breakthrough ventures in healthcare like bioelectric medicine and AI for clinicians. They also discuss critical societal issues, including Asian-American mental health disparities and the implications of a blocked Kroger-Albertsons merger. Rounding out the discussion, they explore the regulatory shifts under the Trump administration, the ongoing AI revolution in healthcare, and the wider implications of political and economic change.Links:3:09 - Consumer Price Index comes in hot again as inflation progress slows Axios4:20 - Hiring Bounced Back With 227,000 Jobs Added Last Month WSJ6:33 - New York City’s Biggest Office Landlord Offers a Glimpse of the Market’s Comeback WSJ9:14 - Cala Health raises $50M from J&J Innovation, Ascension Ventures Modern Healthcare12:27 - Evidently Closes $15M Series A Funding FINSEMS13:25 - Anise Health hauls in $3M for digital mental health Axios16:38 - Kroger-Albertsons Merger Blocked by Court, Handing Victory to Biden Antitrust Enforcers WSJ19:07 - Trump Aims to Remake Federal Trade Commission With Two Picks WSJ22:31 - Premiums could increase substantially if ACA subsidies expire Fierce Healthcare24:52 - Proposed ban on medical debt reporting faces an unfavorable political climate HFMA29:35 - White House to host first-ever Conference on Women’s Health Research The Hill31:32 - Appeals Court Upholds U.S. Ban of TikTok WSJ39:04 - Bipartisan Lawmakers Seek to Break Up Giant Health Care Conglomerates NYT40:49 - Death Threats for Health Insurers Highlight Long-Simmering Anger Against Industry WSJ45:46 - Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners WSJ49:39 - Corti debuts AI assistant for providers with supportive computing Fierce Healthcare52:54 - Open Source AI is Leading to Breakthroughs in Healthcare, Education and Entrepreneurship Meta56:48 - Build a Simple AI Agent with ai16z's Eliza framework Youtube1:06:05 - OpenAI’s Sora is launching today — here are highlights from the first review TechCrunch1:07:28 - Google Rolls Out Faster Gemini AI Model to Power Agents Bloomberg1:08:01 - Quantum Computing Inches Closer to Reality After Another Google Breakthrough NYTHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode, Vic and Marcus delve into pressing topics in the healthcare and technology industries, starting with the shocking murder of UnitedHealth CEO Brian Thompson and its implications on the healthcare sector and social media's role in societal discourse. They analyze key economic updates, including Jerome Powell’s comments on interest rates, the rise of concierge medicine with Solus Health’s funding, and groundbreaking innovations like Clearly’s AI heart health advancements. The hosts discuss AI's evolving regulatory framework, corporate shifts like Intel’s leadership changes, and Amazon’s competitive new AI models. They also tackle Medicare Advantage’s systemic issues, the controversial 340B rebate model, and shifting global policies on assisted suicide. Wrapping up, Vic and Marcus share insights on cryptocurrency's legitimacy surge and the broader implications of AI-driven innovation.HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

0:57 - The Fed’s Favorite Inflation Measure Sped Up in October NYT2:05 - Fed Minutes Signal More Caution on Cuts if Inflation Progress Stalls WSJ2:30 - Office Conversions Find New Life After Property Values Plunge WSJ5:03 - Autism provider Cortica gets $80M in strategic round to expand VBC contracts Fierce Healthcare7:06 - Aegis Ventures' digital consortium continues to grow with sights set on scaling up tech innovation Fierce Healthcare8:42 - Medline may raise $5B in a 2025 IPO, report says Modern Healthcare9:56 - Covid-Lockdown Critic Jay Bhattacharya Chosen to Lead NIH WSJ13:42 - Health:Further summary of Health-related Appointees 15:26 - Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. WSJ20:59 - CMS releases 200 new Medicare residency slots Modern Healthcare21:56 - Obesity Drugs Would Be Covered by Medicare and Medicaid Under Biden Proposal NYT27:12 - Amid cost debate, new study finds 137M US adults are eligible for GLP-1s Fierce Healthcare29:34 - CMS finalizes kidney transplant model with concessions to hospital lobby Fierce Healthcare31:04 - Signify Health is expanding its offerings and making more visits. Here's how Fierce Healthcare32:26 - UnitedHealthcare wins 2025 star ratings lawsuit. CMS to recalculate results Fierce Healthcare33:42 - CenterWell's Sanjay Shetty on Humana's primary care gamble Modern Healthcare34:22 - Instacart launches SNAP eligibility screener for consumers, clinicians Fierce Healthcare34:57 - Community Health Systems nixes $120M deal to sell 3 hospitals Modern Healthcare37:03 - Novartis Lifts Midterm Sales Guidance Amid U.S. Expansion WSJ37:27 - Roche to Acquire Poseida Therapeutics in a Deal Worth Up to $1.5 Billion WSJ38:21 - Amgen Obesity Drug Cut Weight in Closely Watched Study WSJ39:53 - Teladoc Health launches AI motion detection solution to improve patient safety in hospital beds Fierce Healthcare42:50 - Now Hear This: World’s Most Flexible Sound Machine Debuts NVIDIA44:48 - Uber for AI labeling The Verge46:32 - China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. WSJHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

3:50 - Fed’s Powell Says No Need to Hurry Rate Cuts With Economy Strong6:55 - Rent Inflation Won’t Ebb Until 2026, Cleveland Fed Model Shows8:38 - TailorMed raises $40M for medical cost assistance10:45 - Zarminali Health scores $40M seed from GC12:26 - Oura picks up $75M series D, inks strategic partnership with Dexcom 15:02 - Seen Health raises $22M Series A for culturally-focused PACE16:01 - Alloy Raises $16M Series A to Expand Menopause Care Platform FemTech 17:10 - Most Venture Investors Want Their Startups to Go Public. Not This One.20:03 - AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low22:36 - Mehmet Oz Named to Lead Centers for Medicare and Medicaid Services26:37 - Trump likely to choose surgeon and writer Marty Makary as FDA chief28:24 - Blind Spots, book by Marty Makary Amazon29:01 - Elon Musk and Vivek Ramaswamy: The DOGE Plan to Reform Government WSJ-Op32:26 - 2.3 Million Jobs: The Federal Workforce, in Charts34:19 - Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel35:52 - Matt Gaetz Withdraws From Consideration as Attorney General37:24 - Gensler Says He Won't Leave SEC Until Trump Takes Office39:17 - Apple Faces $3.8 Billion Antitrust Legal Claim Over iCloud44:23 - Meta Fined $843 Million by EU Over Marketplace Ads Platform44:59 - U.S. Proposes Breakup of Google to Fix Search Monopoly49:30 - Michigan hospital loses Medicare funding, plans 248 layoffs51:46 - Kaufman Hall: Performance stable, but high labor costs challenge hospitals52:44 - Mercer: As costs rise, employers are pursuing benefit enhancements.53:46 - Employers Get Pressure to Pay for Drugs Like Wegovy WSJ54:56 - Three-Quarters of U.S. Adults Are Now Overweight or Obese58:44 - Eli Lilly and Novo Want to Shake off Ozempic Copycats. Are They Ready for the Demand?1:01:10 - Commure rolls out AI scribe for Tenet Healthcare1:02:50 - Re-Imagining the Healthcare Delivery Journey with Generative AI, Part II Ambar’s Substack1:04:16 - Nvidia’s Sales Soar as AI Spending Boom Barrels Ahead1:05:07 - Nvidia Readies Jetson Thor Computers for HumHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode of Health Further, hosts Marcus and Vic welcome returning guest Steve Lieber and new guest Bruce Brandes to discuss the evolving landscape of smart hospital technology. The conversation explores the creation and goals of the Alliance for Smart Healthcare Excellence, the development of the Smart Hospital Maturity Model, and the role of artificial intelligence in healthcare. Steve and Bruce explain the model's focus on people, places, and processes and its potential to guide hospitals toward smarter care delivery. They also address challenges in defining "smart hospitals," the practical application of AI, and the balance between automation and human empathy in caregiving. Additionally, the guests highlight the importance of collaboration across clinical, financial, and operational domains to achieve long-term improvements in care quality, staff satisfaction, and cost efficiency.Episode resources:https://www.prnewswire.com/news-releases/independent-alliance-formed-to-drive-smart-hospital-advancement-302297596.html?tc=eml_cleartimehttps://smarthospital.ai/Connect with Bruce Brandes: https://www.linkedin.com/in/bruce-brandes-ba91184Connect with Steve Lieber:https://www.linkedin.com/in/h-stephen-lieber-6b5683HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

2:18 - Inflation Stays Firm, but Not Enough to Derail December Fed Cut WSJ7:28 - Summa Health and General Catalyst’s HATCo sign Definitive Agreement to advance vision for future of healthcare delivery Summa Health10:55 - Fort Health Secures $5.5M to Expand Access to Integrated Pediatric Mental Health Care MedCity News12:02 - Stepful raises $31.5M to address healthcare staffing shortage with AI-powered training13:56 - Primary care player Forward shutters after raising $400M, rolling out CarePods16:55 - Inside Forward's failed attempt to revolutionize the doctor's office17:34 - Private Equity Gears Up for Deals to Take Off20:11 - As Trump Readies a Reset of Antitrust Policy, Look to These Sectors for Deals25:56 - Trump to select Robert F. Kennedy Jr. to lead HHS29:01 - Australia plans social media ban for under-16s30:54 - Congress eyes 'site-neutral' pay bills for lame-duck session33:53 - Republicans Choose John Thune as New Senate Leader for Second Trump Era35:30 - Republicans Clinch House Majority but Face Narrow Margin38:39 - Why UnitedHealth, Amedisys are standing behind their deal39:20 - Major payers saw mixed results in Q3. Here's a look at how each fared41:33 - Oracle, Meharry Medical College collaborate on innovation hub, wellness center in Nashville42:37 - Kaiser Permanente looks to slash costs as 'industry headwinds' bring $608M operating loss in Q343:46 - Amazon One Medical rolls out telehealth treatment services in competition with Ro, Hims & Hers45:38 - Cardinal Health inks two deals worth $3.9B to expand diabetes, gastroenterology businesses47:18 - Novo Nordisk’s Blockbuster Wegovy Drug Sales Beat Expectations49:20 - China Has Detained a Senior AstraZeneca Executive51:35 - OpenNotes partners with Abridge to study how AI-generated notes can benefit patients53:30 - MGB, Emory to test AI models from Amazon, OpenAI55:21 - Behavioral health provider Rogers to deploy AI chatbot from Limbic to speed up patient intake57:02 - Presbyterian Healthcare Services taps RhythmX AI to roll out gen AI copilots for primary care58:08 - OpenAI, Google and Anthropic Are Struggling to Build More Advanced AIHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

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