Thoughts on Healthcare Markets & Technology Podcast
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Ranking history · United States
Latest episodes
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Part II: Private Equity and Venture Capital Opportunities in Rural Health Transformation: What State Funding Commitments Reveal About Software, Services, Acquisitions, and Sustainable Revenue
October 21, 2026 · 13 minCMS published the first Rural Health Transformation obligation report. Ten billion in state awards. Only about four billion reported as obligated through July 2026. Florida: under 1% obligated. Georgia: 100%. The geographic spread is real…
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Part I: Private Equity and Venture Capital Opportunities in Rural Health Transformation: What State Funding Commitments Reveal About Software, Services, Acquisitions, and Sustainable Revenue
October 21, 2026 · 7 minCMS published the first Rural Health Transformation obligation report. Ten billion in state awards. Only about four billion reported as obligated through July 2026. Florida: under 1% obligated. Georgia: 100%. The geographic spread is real…
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Part 2: Building the Medicaid work requirement exemption and reinstatement business as Fortuna's clinical layer instead of its competitor, from Nebraska to 2028
October 21, 2026 · 14 minCMS’s September guidance split the medically frail Medicaid exemption into three tiers. Only tier three requires a licensed clinician. That tier is still unserved. Nebraska went live May 1. Montana launched July 1. North Carolina and Utah…
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Part 1: Building the Medicaid work requirement exemption and reinstatement business as Fortuna's clinical layer instead of its competitor, from Nebraska to 2028
October 21, 2026 · 10 minCMS’s September guidance split the medically frail Medicaid exemption into three tiers. Only tier three requires a licensed clinician. That tier is still unserved. Nebraska went live May 1. Montana launched July 1. North Carolina and Utah…
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Part II: Ohio's CHOICE Push and the ICHRA Business Opportunity: Where Entrepreneurs Can Build in Employer Benefits, Insurance Payments, Drug Coverage, Provider Networks, and Broker Distribution
October 19, 2026 · 10 minOhio just hosted a federal event pushing CHOICE arrangements (individual coverage health reimbursement arrangements). The press conference is the least interesting part of the story. The market: 20,000+ employers offering some version of…
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Part I: Ohio's CHOICE Push and the ICHRA Business Opportunity: Where Entrepreneurs Can Build in Employer Benefits, Insurance Payments, Drug Coverage, Provider Networks, and Broker Distribution
October 19, 2026 · 8 minOhio just hosted a federal event pushing CHOICE arrangements (individual coverage health reimbursement arrangements). The press conference is the least interesting part of the story. The market: 20,000+ employers offering some version of…
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Part II: Ten Businesses Worth Building on CMS-4214-P: Medicare Advantage Provider Directory Letter Grades, Part D PBM Delinking and Cost Plus Service Fees, and the $0 Dual Generic Copay in 2028
October 18, 2026 · 8 minCMS filed a 265-page rule in October 2026 that ends spread-based pharmacy benefit manager pay in Medicare and grades every Medicare Advantage plan’s provider directory. Both take effect in 2028. Neither gives the industry two years. Part D…
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Part I: Ten Businesses Worth Building on CMS-4214-P: Medicare Advantage Provider Directory Letter Grades, Part D PBM Delinking and Cost Plus Service Fees, and the $0 Dual Generic Copay in 2028
October 18, 2026 · 11 minCMS filed a 265-page rule in October 2026 that ends spread-based pharmacy benefit manager pay in Medicare and grades every Medicare Advantage plan’s provider directory. Both take effect in 2028. Neither gives the industry two years. Part D…
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Part II: A Business Plan for Buying a Veteran-Owned Federal Healthcare Services Contractor at $2M to $3M of EBITDA and Growing It Into the $50B Rural Health Transformation Program Before It Sunsets
October 17, 2026 · 11 minVeteran-owned federal healthcare contractors trade at 4-6x earnings. Similar firms without the certification trade at 9-11x. That gap exists because the buyer pool is legally restricted to service-disabled veterans with capital. Sell a…
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Part I: A Business Plan for Buying a Veteran-Owned Federal Healthcare Services Contractor at $2M to $3M of EBITDA and Growing It Into the $50B Rural Health Transformation Program Before It Sunsets
October 17, 2026 · 9 minVeteran-owned federal healthcare contractors trade at 4-6x earnings. Similar firms without the certification trade at 9-11x. That gap exists because the buyer pool is legally restricted to service-disabled veterans with capital. Sell a…
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Part I: The report card theory of giant companies: how every school subject and survival need gets its LLM moment, who gets paid when it does, and what the order means for healthcare through 2046
October 1, 2026 · 15 minThe inventor of the transistor didn’t collect most of the value it created. The inventor of the transformer didn’t either. The money went to whoever owned the scarce thing next door once the primitive got cheap. This is the report card…
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Part I: Warren's Stop Corporate Takeovers of Physicians Act, the friendly PC loophole, and why a federal corporate practice of medicine ban would hit Optum harder than it hits mid-market PE
September 21, 2026 · 10 minWarren’s physician bill says it targets Wall Street. The operative language hits any non-licensee controlling a medical practice. Those are not the same list. The friendly physician corporation structure is dumber than you think. One…

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