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
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