Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
How Late 2025 and Early 2026 Earnings Calls Expose the Medicare Advantage Pullback, the Migration of Margin From Insurance to Services, and the Quiet Redistribution of Healthcare Profit Pools
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How Late 2025 and Early 2026 Earnings Calls Expose the Medicare Advantage Pullback, the Migration of Margin From Insurance to Services, and the Quiet Redistribution of Healthcare Profit Pools

Margins are not disappearing from healthcare — they are moving. This episode maps where.

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