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On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare and Medicaid landscape, they explore why a once “safe” sector is now under pressure.

00:00 - Intro

02:16 - The State of the Healthcare Industry: United Healthcare & Where We Are Now

21:46 - United's Fourth Quarter

27:15 - What Molina Does & Changes with Medicaid

34:34 - Alignment Health

40:14 - Why Hasn't It Worked For This Industry?

45:19 - PDMs & Why Drug Prices Are So High

51:53 - A Summary of the Sector & Predictions For the Future

54:14 - Outro

Watch our interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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