Join us on Healthcare Nation podcast as we sit down with Emily Evans from Hedgeye Research to delve into Trump's healthcare agenda. From Medicare and Medicaid to MedTech and commercial insurance, Emily provides expert insights on the expected policy shifts under a potential second Trump term. We explore the influence of key figures like Vivek Ramaswamy and Robert F. Kennedy Jr., the potential deregulation push, and what it means for everyday individuals. Don't miss this comprehensive discussion on the future of healthcare policy!

00:00 Introduction to the Guest and Topic

02:34 Trump's Healthcare Agenda: Key Differences from First Term

04:03 Deregulation and Its Impact on Healthcare

06:35 Medicare and Medicaid: Changes and Challenges

11:59 Medicare Advantage and Prescription Drug Plans

16:36 Medicaid Fraud, Waste, and Abuse

20:37 Potential Repeal and Replace of the Affordable Care Act

24:33 Balancing Premium Subsidies

25:56 Political and Economic Impacts on Healthcare

27:56 AI and Healthcare Productivity

33:02 Technological Advancements and Resistance

36:02 Bipartisan Opportunities and Challenges

42:17 Positives and Negatives in the Health Sector

45:54 Conclusion and Future Outlook