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Jonathan Palisoc, health economist and Medicaid expert, on provider taxes and state directed payments

Nov 7, 2025

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3 min read

Jonathan Palisoc, health economist and Medicaid expert, on provider taxes and state directed payments

Provider taxes and state directed payments will pull over $40 billion a year out of Medicaid spending once they're fully implemented which will send ripples through the health care economy.

Martin Cech
Martin Cech
Earnings Notes: Privia Health Q3 2025

Nov 6, 2025

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10 min read

Earnings Notes: Privia Health Q3 2025

Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO

Kevin O'Leary
Kevin O'Leary
A discussion with Stacy Edgar, CEO of Venteur

Nov 6, 2025

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2 min read

A discussion with Stacy Edgar, CEO of Venteur

Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment

Kevin O'Leary
Martin Cech
Kevin O'Leary, Martin Cech
Weekly Health Policy Briefing 11/06/2025

Nov 6, 2025

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14 min read

Weekly Health Policy Briefing 11/06/2025

tough choices for fragile state budgets, squeezing the Medicare balloon, and MA plans report earnings during a tricky year

Martin Cech
Martin Cech
Earnings Notes: Clover Health Q3 2025

Nov 5, 2025

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7 min read

Earnings Notes: Clover Health Q3 2025

Clover Health beats expectations on revenue but missed on adjusted EBITDA for the quarter. 2025 guidance was revised, lowering adjusted EBITDA and raising expected Benefit Expense Ratio.

Martin Cech
Martin Cech
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