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One big reason graduating residents and fellows can’t find private practice jobs? Dutch Rojas drops the truth on The Doctor’s Lounge Podcast Sadly, Boomer docs sold out younger generation of docs by selling their practices to private equity Anthony DiGiorgio, DO, MHA Anish Koka, MD Sanat Dixit MD FACS

Dan Choi, MD, FAAOS

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17,580 просмотров • 10 месяцев назад •via X (Twitter)

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They don’t want you to speak. They want you compliant. This week on The Doctor’s Lounge: • Medicaid grift • Income shaming • AMA capture • The quiet silencing of physicians 👥 Tag a doc along with reformers who still believes in speaking up. #MedTwitter #PhysicianVoices Anish Koka, MD Anthony DiGiorgio, DO, MHA Dan Choi, MD, FAAOS Sanat Dixit MD FACS

They don’t want you to speak. They want you compliant. This week on The Doctor’s Lounge: • Medicaid grift • Income shaming • AMA capture • The quiet silencing of physicians 👥 Tag a doc along with reformers who still believes in speaking up. #MedTwitter #PhysicianVoices Anish Koka, MD Anthony DiGiorgio, DO, MHA Dan Choi, MD, FAAOS Sanat Dixit MD FACS

Dutch Rojas

29,542 просмотров • 1 год назад

A group of physicians built a hospital in South Texas anyway, and now it’s a 520-bed system with a Level 1 trauma center. Of course, everyone said it couldn’t be done. Dr. Carlos Cárdenas joins The Doctor's Lounge to explain how they did it and why doctors must lead again. PHA DHR Health Anthony DiGiorgio, DO, MHA Sanat Dixit MD FACS Anish Koka, MD The Doctor’s Lounge Podcast

A group of physicians built a hospital in South Texas anyway, and now it’s a 520-bed system with a Level 1 trauma center. Of course, everyone said it couldn’t be done. Dr. Carlos Cárdenas joins The Doctor's Lounge to explain how they did it and why doctors must lead again. PHA DHR Health Anthony DiGiorgio, DO, MHA Sanat Dixit MD FACS Anish Koka, MD The Doctor’s Lounge Podcast

Dutch Rojas

26,738 просмотров • 9 месяцев назад

What would happen if policymakers simply let physicians build? Dr. Anthony DiGiorgio says it best: “Give us our economic freedom. Get rid of Certificate of Need laws. End the moratorium on physician-owned hospitals. Just let doctors build.” The truth is, physicians don’t need another committee or task force. They need permission to create solutions that work. That’s how you rebuild healthcare from the ground up. Anthony DiGiorgio, DO, MHA Anish Koka, MD @drdanchoi Sanat Dixit MD FACS PHA Listen Here:

What would happen if policymakers simply let physicians build? Dr. Anthony DiGiorgio says it best: “Give us our economic freedom. Get rid of Certificate of Need laws. End the moratorium on physician-owned hospitals. Just let doctors build.” The truth is, physicians don’t need another committee or task force. They need permission to create solutions that work. That’s how you rebuild healthcare from the ground up. Anthony DiGiorgio, DO, MHA Anish Koka, MD @drdanchoi Sanat Dixit MD FACS PHA Listen Here:

The Doctor’s Lounge Podcast

16,137 просмотров • 10 месяцев назад

We keep talking about “fixing healthcare,” but here are the facts: America doesn’t have a talent problem. It has a permission problem. If you give people agency, real agency, everything changes. Patients choose based on values. Physicians practice without gatekeepers. And builders start building. In this clip, Dutch explain why unleashing the market would unlock 10,000 new companies, bespoke insurance products, smarter lab marketplaces, oncology-specific coverage tools… all of it. Not because government commanded it. Because Americans built it. Let the market work, and prices fall. Let ingenuity work, and America wins globally. Clip below. Dutch Rojas Dan Choi, MD, FAAOS Sanat Dixit MD FACS Anish Koka, MD Anthony DiGiorgio, DO, MHA

We keep talking about “fixing healthcare,” but here are the facts: America doesn’t have a talent problem. It has a permission problem. If you give people agency, real agency, everything changes. Patients choose based on values. Physicians practice without gatekeepers. And builders start building. In this clip, Dutch explain why unleashing the market would unlock 10,000 new companies, bespoke insurance products, smarter lab marketplaces, oncology-specific coverage tools… all of it. Not because government commanded it. Because Americans built it. Let the market work, and prices fall. Let ingenuity work, and America wins globally. Clip below. Dutch Rojas Dan Choi, MD, FAAOS Sanat Dixit MD FACS Anish Koka, MD Anthony DiGiorgio, DO, MHA

The Doctor’s Lounge Podcast

14,636 просмотров • 9 месяцев назад

38% of U.S. physicians could disappear in the next 60 months, and it’s not because they “burned out.” In Episode 7 of The Doctor’s Lounge, we are joined by Heath Veuleman and together they expose the real drivers of the physician exodus: Insurer retaliation, federal laws protecting hospital monopolies, and the ways doctors unknowingly sabotage their own independence. This isn’t polite policy talk. It’s the raw, unfiltered truth you’ll never hear in an AHA boardroom, a US Senator's office, a non profit health system board meeting, or anyone else who cosplays affordable and accessible healthcare delivery. This is a conversation that could decide the future of medicine. We covered: • How insurers crush doctors who speak out • Why physician-owned hospitals are shackled despite outperforming on cost & quality • The “self-sabotage” problem inside medicine • Direct contracting as the only viable escape from the middlemen Sanat Dixit MD FACS Anish Koka, MD Anthony DiGiorgio, DO, MHA Dan Choi, MD, FAAOS Heath Veuleman

38% of U.S. physicians could disappear in the next 60 months, and it’s not because they “burned out.” In Episode 7 of The Doctor’s Lounge, we are joined by Heath Veuleman and together they expose the real drivers of the physician exodus: Insurer retaliation, federal laws protecting hospital monopolies, and the ways doctors unknowingly sabotage their own independence. This isn’t polite policy talk. It’s the raw, unfiltered truth you’ll never hear in an AHA boardroom, a US Senator's office, a non profit health system board meeting, or anyone else who cosplays affordable and accessible healthcare delivery. This is a conversation that could decide the future of medicine. We covered: • How insurers crush doctors who speak out • Why physician-owned hospitals are shackled despite outperforming on cost & quality • The “self-sabotage” problem inside medicine • Direct contracting as the only viable escape from the middlemen Sanat Dixit MD FACS Anish Koka, MD Anthony DiGiorgio, DO, MHA Dan Choi, MD, FAAOS Heath Veuleman

Dutch Rojas

15,758 просмотров • 1 год назад

Every neurosurgeon in America must know what Section 6001 is. Almost none do. Hidden deep within the Affordable Care Act, this one section quietly banned physicians from owning new health systems, cutting off one of the last pathways for independent medicine to compete with billion-dollar hospital monopolies. In this week’s episode of The Doctor’s Lounge, recorded live at PHA Santa Fe, Dr. Lou Tumialan, Chair of the Council of State Neurosurgical Societies, explains how Section 6001 erased physician ownership, created the conditions for mass consolidation, and pushed young doctors into permanent employment. We talk about what independence really means, why the law exists, and how the next generation can take it back. Because the ban wasn’t just legislative... PHA Anthony DiGiorgio, DO, MHA Dutch Rojas Sanat Dixit MD FACS Dan Choi, MD, FAAOS CSNS

Every neurosurgeon in America must know what Section 6001 is. Almost none do. Hidden deep within the Affordable Care Act, this one section quietly banned physicians from owning new health systems, cutting off one of the last pathways for independent medicine to compete with billion-dollar hospital monopolies. In this week’s episode of The Doctor’s Lounge, recorded live at PHA Santa Fe, Dr. Lou Tumialan, Chair of the Council of State Neurosurgical Societies, explains how Section 6001 erased physician ownership, created the conditions for mass consolidation, and pushed young doctors into permanent employment. We talk about what independence really means, why the law exists, and how the next generation can take it back. Because the ban wasn’t just legislative... PHA Anthony DiGiorgio, DO, MHA Dutch Rojas Sanat Dixit MD FACS Dan Choi, MD, FAAOS CSNS

The Doctor’s Lounge Podcast

47,696 просмотров • 9 месяцев назад

Private Equity Firms have found a new target in America, Hospitals 460+ American hospitals are now owned by private equity firms Just in the last few years, they’ve already managed to load an estimated 50 hospitals up with debt, forcing their bankruptcies and closures One private equity firm bought a hospital in Pennsylvania, “ Just two years after buying Crozier Health, Prospect took out a $1.1 billion loan and then sent nearly half of it straight to their investors while Crozier continued to suffer. It's fundamentally extractive, even among private equity industry folks. It's a controversial way to generate a return on an investment because it adds absolutely no value to the company in question” Private equity firms often use leveraged buyouts, loading acquired hospitals with debt to finance purchases. This debt, combined with strategies like sale-leaseback deals (selling hospital real estate and leasing it back to the hospital at high rents), can strain hospital finances Here’s another example of that: Steward Health Care, previously owned by Cerberus Capital Management, sold its real estate to Medical Properties Trust (MPT), incurring $350–400 million in annual rent, contributing to its 2024 bankruptcy - The hospitals own the land - Private equity buys the land and sells it to their own company - They then leases the land back to the hospital at hundreds of millions of dollars per month - They take out massive loans and pay their private equity executives hundreds of millions of dollars each The hospital goes bankrupt and closes Last month, a woman arrived at a Pennsylvania hospital with her barely breathing baby, only to discover the hospital had closed. Why? The hospital’s owner diverted millions to private equity investors instead of investing in healthcare. Now, patients and workers are paying the price.

Private Equity Firms have found a new target in America, Hospitals 460+ American hospitals are now owned by private equity firms Just in the last few years, they’ve already managed to load an estimated 50 hospitals up with debt, forcing their bankruptcies and closures One private equity firm bought a hospital in Pennsylvania, “ Just two years after buying Crozier Health, Prospect took out a $1.1 billion loan and then sent nearly half of it straight to their investors while Crozier continued to suffer. It's fundamentally extractive, even among private equity industry folks. It's a controversial way to generate a return on an investment because it adds absolutely no value to the company in question” Private equity firms often use leveraged buyouts, loading acquired hospitals with debt to finance purchases. This debt, combined with strategies like sale-leaseback deals (selling hospital real estate and leasing it back to the hospital at high rents), can strain hospital finances Here’s another example of that: Steward Health Care, previously owned by Cerberus Capital Management, sold its real estate to Medical Properties Trust (MPT), incurring $350–400 million in annual rent, contributing to its 2024 bankruptcy - The hospitals own the land - Private equity buys the land and sells it to their own company - They then leases the land back to the hospital at hundreds of millions of dollars per month - They take out massive loans and pay their private equity executives hundreds of millions of dollars each The hospital goes bankrupt and closes Last month, a woman arrived at a Pennsylvania hospital with her barely breathing baby, only to discover the hospital had closed. Why? The hospital’s owner diverted millions to private equity investors instead of investing in healthcare. Now, patients and workers are paying the price.

Wall Street Apes

247,836 просмотров • 1 год назад

If you’ve been to Buffalo Wild Wings lately you know how horrible the quality has dropped This American wanted to find out why He researched and found it’s been acquired by a Private Equity Firm and they changed to a cheaper supplier and drastically cut quality for profits “I looked it up and sure enough, they had been acquired by private equity. Rourke Capital acquired Buffalo Wild Wings in 2017 — The 3 ways that they impacted the brand. The first is cost control. By focusing on tightening labor and supplier margins, they were able to increase their profit. One of my friends who worked for a competitor explained that they changed suppliers to a cheaper chicken supplier without led to lower quality wings.” He explains the other changes they’ve made Private equity has never made a single businesses better

Wall Street Apes

255,091 просмотров • 6 месяцев назад

If you are going to read one thing today, make it this one "What the fuck is going on private credit?" Private credit is getting sassy People are lining up to get their money back Big changes came out around lev-fin after the GFC The new guidelines meant banks could not lend to LBO above 6.0x Private credit stepped in to fill the gap Pre-GFC, deals were small, and docs were tight Private credit has outgrown levered loans Why? Fees Private credits make ~6-7x fees vs levered loans The race is off, if you don't own a private credit business, you own it How do you deploy so much capital? Focus on large deals Which sectors? Software, business service = AI exposed sectors Those billions deals look like levered loans, much worse docs Many new deals were done lending against revenue, not against cash flow. Private credit guys were so confident because multiples kept expanding Then ChatGPT shows up AI Exposed companies are down 50% And to make things worse, the covid LBOs are maturing now Private credit is saying LTM figures are fine, but public credit recoveries are down, especially in tech Sponsors have misaligned interests, if they think the company will be disrupted, they pay themselves dividends People now want to get out

If you are going to read one thing today, make it this one "What the fuck is going on private credit?" Private credit is getting sassy People are lining up to get their money back Big changes came out around lev-fin after the GFC The new guidelines meant banks could not lend to LBO above 6.0x Private credit stepped in to fill the gap Pre-GFC, deals were small, and docs were tight Private credit has outgrown levered loans Why? Fees Private credits make ~6-7x fees vs levered loans The race is off, if you don't own a private credit business, you own it How do you deploy so much capital? Focus on large deals Which sectors? Software, business service = AI exposed sectors Those billions deals look like levered loans, much worse docs Many new deals were done lending against revenue, not against cash flow. Private credit guys were so confident because multiples kept expanding Then ChatGPT shows up AI Exposed companies are down 50% And to make things worse, the covid LBOs are maturing now Private credit is saying LTM figures are fine, but public credit recoveries are down, especially in tech Sponsors have misaligned interests, if they think the company will be disrupted, they pay themselves dividends People now want to get out

Restructuring__

28,238 просмотров • 3 месяцев назад

Nicole Shanahan: “We can’t put the military-industrial complex and bioweapons testing and Big Pharma in front of the American family anymore.” “We’ve got to move on, and people need to heal.” “It takes the air out of you to think that this is a multi-generation effort.” Dr. Jack Kruse: “It’s 75 years. And just remember, Pfizer did ask for 75 years, just like JFK’s archive is 75 years. Don’t you find that a little interesting?” Shanahan: “I do.” Nicole Shanahan Dr. Jack Kruse Decentralized Medicine Maxi 🔆 Mary Talley Bowden MD

Nicole Shanahan: “We can’t put the military-industrial complex and bioweapons testing and Big Pharma in front of the American family anymore.” “We’ve got to move on, and people need to heal.” “It takes the air out of you to think that this is a multi-generation effort.” Dr. Jack Kruse: “It’s 75 years. And just remember, Pfizer did ask for 75 years, just like JFK’s archive is 75 years. Don’t you find that a little interesting?” Shanahan: “I do.” Nicole Shanahan Dr. Jack Kruse Decentralized Medicine Maxi 🔆 Mary Talley Bowden MD

Holden Culotta

46,491 просмотров • 1 год назад

A couple of Citi analysts framed the whole issue perfectly. What if the retail investors fleeing these funds are selling at the very top, and the BDC holder everyone called dumb money is actually the smartest in the room? Their warning was blunt. The calm is deceptive. The next wave of stress will not be gradual. It will be sudden. Non-linear. That is the point. The surface looks fine. Decent NAVs. Confident managers. Underneath, it is a mess. And the mess is spreading. Now the big one. Switzerland's Partners Group. And this is private equity, not private credit. That is the escalation. The contagion is jumping lanes. And it is not just a US problem. It is global. Partners Group just capped withdrawals at its 8.6 billion dollar private equity fund. Redemption requests hit nearly 10% in a single quarter. The cap is 5%. Same move the credit funds are already making. These evergreen funds were sold as flexible private equity. Own private companies, skip the ten-year lockup, redeem when you want. Except you cannot. The assets are not liquid. So when requests are 10% and the limit is 5%, the message is simple. Everyone wants out at once, and the door is too small. This is not Partners Group collapsing. It is the liquidity illusion jumping from credit to equity. And that changes everything. This was never a few investors misreading Blue Owl. It is a full reassessment of private markets. Illiquid assets. Delayed marks. High rates. Dead deals. Locked gates. Investors are looking at all of it and saying the same thing. I want out.

A couple of Citi analysts framed the whole issue perfectly. What if the retail investors fleeing these funds are selling at the very top, and the BDC holder everyone called dumb money is actually the smartest in the room? Their warning was blunt. The calm is deceptive. The next wave of stress will not be gradual. It will be sudden. Non-linear. That is the point. The surface looks fine. Decent NAVs. Confident managers. Underneath, it is a mess. And the mess is spreading. Now the big one. Switzerland's Partners Group. And this is private equity, not private credit. That is the escalation. The contagion is jumping lanes. And it is not just a US problem. It is global. Partners Group just capped withdrawals at its 8.6 billion dollar private equity fund. Redemption requests hit nearly 10% in a single quarter. The cap is 5%. Same move the credit funds are already making. These evergreen funds were sold as flexible private equity. Own private companies, skip the ten-year lockup, redeem when you want. Except you cannot. The assets are not liquid. So when requests are 10% and the limit is 5%, the message is simple. Everyone wants out at once, and the door is too small. This is not Partners Group collapsing. It is the liquidity illusion jumping from credit to equity. And that changes everything. This was never a few investors misreading Blue Owl. It is a full reassessment of private markets. Illiquid assets. Delayed marks. High rates. Dead deals. Locked gates. Investors are looking at all of it and saying the same thing. I want out.

Jeffrey P. Snider

22,209 просмотров • 2 месяцев назад

🚨 THIS MAN EXPOSES HOW PRIVATE EQUITY IS KILLING OUR PETS Two out of three pets euthanized in America aren’t dying because medicine can’t save them - they’re dying because owners can’t afford the care. Here’s what changed: Just 10 years ago, corporations owned about 8% of vet clinics. Today it’s near 50% - and ~75% of emergency pet care. More than $61 BILLION has flooded into buying up “local” vets and rolling them into private-equity networks. They keep the same logo. Same staff. Same friendly waiting room. Behind the scenes? Relentless upselling, higher prices, more procedures most families can’t afford. One real example: A PE-owned clinic quotes $20,000 for a dog’s spine surgery. A family-owned vet does it for $9,000. That’s an $11,000 markup for the same lifesaving care. And it goes deeper: Mars - yes, the candy company - owns ~2,000 veterinary practices. JAB Holding Company owns vet clinics and pet insurance - collecting premiums and charging for care. Pet care costs are up ~60% in a decade. Some services have DOUBLED in just five years. They know pets are family. They know many owners will pay anything. And they know millions won’t be able to - by design. Pets aren’t dying because we don’t love them. They’re dying because heartbreak became a profit center. Ask your vet who owns the clinic. If it’s private equity, walk and find a family-owned practice. How many pets have to be priced out of living before people connect the dots?

HustleBitch

19,748 просмотров • 7 месяцев назад

George Tolis: TAVR, Broken Training, and What's Really Wrong With Cardiac Surgery. Dr. George Tolis, section chief of coronary and general cardiac surgery at Brigham and Women's Hospital, joins Drs. Koka and DiGiorgio for a wide-ranging conversation on the state of cardiac surgery. He makes the case that TAVR — while genuinely transformative for the right patient — is being systematically applied too broadly, driven by industry incentive and the erosion of meaningful surgical consent. He discusses his collaboration with John Ioannidis that found no statistically significant mortality benefit for any new cardiac surgery technique introduced over the past 35 years, the paper's rejection by every major surgical journal, and what he paid out of pocket to make it open access. The conversation moves to the collapse of surgical training — fragmented pathways, work hour restrictions that leave residents unprepared for attending life, an academic promotion system that ignores teaching, and a culture that routes incompetent trainees around rather than out — and closes with a brief on Vasily Kolesov, the Soviet surgeon from Leningrad who performed the world's first documented coronary bypass years before Favaloro, and whose work was buried by the Cold War. Chapter Markers 00:00 Introduction 01:02 Air-cooled VWs, concert piano, and how Dr. Tolis got here 02:40 TAVR: genuine breakthrough or being abused? 08:02 Finding the TAVR threshold — and why informed consent is the real problem 11:46 Collaborating with John Ioannidis: no mortality benefit for 35 years of new techniques 20:02 Why the major surgical journals wouldn't touch the paper 21:52 Minimally invasive surgery: minimal access vs. minimally invasive 26:24 When do CABG survival curves diverge — and what does it mean? 30:05 Surgeons signing off on TAVRs in young patients 33:51 Health system economics and the heart team dynamic 37:50 How to actually pick a good surgeon (ask the scrub nurses) 40:36 Cardiac surgery training: the three pathways problem 44:04 Work hour restrictions and the residency simulation gap 51:16 General surgery is like MTV — they don't operate anymore 53:21 A resident who finished training without ever applying a cross-clamp 56:34 How to evaluate if a program actually trains 59:27 Academic promotion has nothing to do with teaching 01:01:33 Dr. Tolis's resident outcomes database and three papers nobody cared about 01:05:32 The training timeline: finishing at 49, no runway left 01:07:08 One-size-fits-all RRC rules for cardiac surgery and psychiatry 01:09:16 Cardiac surgery as a disposition, not a therapy 01:12:24 When ECMO becomes the final common path 01:13:38 How you become nationally recognized without being a good surgeon 01:17:16 Vasily Kolesov: the Soviet surgeon who did the first bypass Co-Host Handles Anish Koka, MD and Anthony DiGiorgio, DO, MHA Show Handle The Doctor’s Lounge Podcast Subscribe Links Spotify: Apple Podcasts: YouTube:

George Tolis: TAVR, Broken Training, and What's Really Wrong With Cardiac Surgery. Dr. George Tolis, section chief of coronary and general cardiac surgery at Brigham and Women's Hospital, joins Drs. Koka and DiGiorgio for a wide-ranging conversation on the state of cardiac surgery. He makes the case that TAVR — while genuinely transformative for the right patient — is being systematically applied too broadly, driven by industry incentive and the erosion of meaningful surgical consent. He discusses his collaboration with John Ioannidis that found no statistically significant mortality benefit for any new cardiac surgery technique introduced over the past 35 years, the paper's rejection by every major surgical journal, and what he paid out of pocket to make it open access. The conversation moves to the collapse of surgical training — fragmented pathways, work hour restrictions that leave residents unprepared for attending life, an academic promotion system that ignores teaching, and a culture that routes incompetent trainees around rather than out — and closes with a brief on Vasily Kolesov, the Soviet surgeon from Leningrad who performed the world's first documented coronary bypass years before Favaloro, and whose work was buried by the Cold War. Chapter Markers 00:00 Introduction 01:02 Air-cooled VWs, concert piano, and how Dr. Tolis got here 02:40 TAVR: genuine breakthrough or being abused? 08:02 Finding the TAVR threshold — and why informed consent is the real problem 11:46 Collaborating with John Ioannidis: no mortality benefit for 35 years of new techniques 20:02 Why the major surgical journals wouldn't touch the paper 21:52 Minimally invasive surgery: minimal access vs. minimally invasive 26:24 When do CABG survival curves diverge — and what does it mean? 30:05 Surgeons signing off on TAVRs in young patients 33:51 Health system economics and the heart team dynamic 37:50 How to actually pick a good surgeon (ask the scrub nurses) 40:36 Cardiac surgery training: the three pathways problem 44:04 Work hour restrictions and the residency simulation gap 51:16 General surgery is like MTV — they don't operate anymore 53:21 A resident who finished training without ever applying a cross-clamp 56:34 How to evaluate if a program actually trains 59:27 Academic promotion has nothing to do with teaching 01:01:33 Dr. Tolis's resident outcomes database and three papers nobody cared about 01:05:32 The training timeline: finishing at 49, no runway left 01:07:08 One-size-fits-all RRC rules for cardiac surgery and psychiatry 01:09:16 Cardiac surgery as a disposition, not a therapy 01:12:24 When ECMO becomes the final common path 01:13:38 How you become nationally recognized without being a good surgeon 01:17:16 Vasily Kolesov: the Soviet surgeon who did the first bypass Co-Host Handles Anish Koka, MD and Anthony DiGiorgio, DO, MHA Show Handle The Doctor’s Lounge Podcast Subscribe Links Spotify: Apple Podcasts: YouTube:

The Doctor’s Lounge Podcast

69,129 просмотров • 3 месяцев назад

Dr. Ken Berry says the American Diabetes Association takes a million a year from Kellogg's and a million from Eli Lilly. Berry, a Tennessee family doctor, says that money shapes everything the organization tells you. Kellogg's sells the cereal that spikes your blood sugar, and Eli Lilly sells the drugs you buy once it does, and both fund the body that's supposed to guide you out of diabetes. "They're getting their reward from Big Pharma and Big Food in millions of dollars of donations." Berry's accusation is blunt: an organization funded by the people who profit from your disease has no reason to end it. He says that's why their own recipes raise your A1C instead of lowering it. The group you trusted to fight diabetes may be funded to keep it. — Dr. Ken Berry (.Ken D Berry MD) on the Dr. Boz podcast

Dr. Ken Berry says the American Diabetes Association takes a million a year from Kellogg's and a million from Eli Lilly. Berry, a Tennessee family doctor, says that money shapes everything the organization tells you. Kellogg's sells the cereal that spikes your blood sugar, and Eli Lilly sells the drugs you buy once it does, and both fund the body that's supposed to guide you out of diabetes. "They're getting their reward from Big Pharma and Big Food in millions of dollars of donations." Berry's accusation is blunt: an organization funded by the people who profit from your disease has no reason to end it. He says that's why their own recipes raise your A1C instead of lowering it. The group you trusted to fight diabetes may be funded to keep it. — Dr. Ken Berry (.Ken D Berry MD) on the Dr. Boz podcast

Goku

145,269 просмотров • 2 месяцев назад

In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our speedrun company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge

In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our speedrun company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge

Troy Kirwin

187,377 просмотров • 8 месяцев назад

Jake Lang speaking at the Frisco City Council meeting on May 19, 2026: • “No one has ever looked across the plains of Texas… the football games and all the amazing cowboy culture and the raw American spirit here and said, ‘let’s replace this with Muslims. Let’s replace it with Hindus.’ Texas should remain for Texans.” • “Have you lost your mind selling your children’s future? It is replacement. It isn’t right. Just because it’s happening to white people does not make it okay.” • “You guys are complicit. This is jellyfish generation — half boomer, half gen x. You don’t care about my children’s children. You are selling out this country to people who do not want to live near you. They wanna build their own separate segregated zones where they practice their religion, their food, the way of dress, their language.” • “They don’t care about white culture. They don’t care about American culture. They don’t like you. They will replace you. What the fuck is wrong with you inviting these people into our country? This is a Christian country.” • “Name one of the signers of the Declaration of Independence that’s Hindu and Muslim.” Jake Lang speaks for all Americans!

Jake Lang speaking at the Frisco City Council meeting on May 19, 2026: • “No one has ever looked across the plains of Texas… the football games and all the amazing cowboy culture and the raw American spirit here and said, ‘let’s replace this with Muslims. Let’s replace it with Hindus.’ Texas should remain for Texans.” • “Have you lost your mind selling your children’s future? It is replacement. It isn’t right. Just because it’s happening to white people does not make it okay.” • “You guys are complicit. This is jellyfish generation — half boomer, half gen x. You don’t care about my children’s children. You are selling out this country to people who do not want to live near you. They wanna build their own separate segregated zones where they practice their religion, their food, the way of dress, their language.” • “They don’t care about white culture. They don’t care about American culture. They don’t like you. They will replace you. What the fuck is wrong with you inviting these people into our country? This is a Christian country.” • “Name one of the signers of the Declaration of Independence that’s Hindu and Muslim.” Jake Lang speaks for all Americans!

C-Reason🇺🇸

105,726 просмотров • 3 месяцев назад

🚨BREAKING: VALHALLA'S Nate Cornacchia JUST Had The BIGGEST CRASH-OUT Of 2025 – And It Was COMEDY GOLD 🤣 ValhallaVFTchannel 's "big exposé" on Mitch tonight, turned into an all-time crash-out. Nate spent hours cherry-picking old clips and court docs out of context to smear the whistleblower... only to get absolutely cooked in his own chat by 30K+ viewers calling out the selective editing and bias. Then he lost it completely: He started pointing at the chat, naming viewers one by one: "You're an abuser... and YOU'RE an abuser... and you, Robert, you're an abuser..." It was straight out of that Oprah meme: "You get a car! You get a car!" Except Nate was handing out "abuser" labels to his entire audience just for questioning his hit piece. Pure fed-slop desperation. And the cherry on top? He swore this was his "one and done" episode on Mitch – claimed he turned down big podcasts because he doesn't want notoriety or to "make it about me." Yeah... sure, Nate. We all know what's coming: the podcast tour bashing Candace starts tomorrow. He couldn't resist the spotlight tonight – he definitely won't now. Go watch the full episode for yourself. It's unintentionally the funniest thing you'll see all week – and the most telling. When your own audience turns on you mid-stream... maybe you're the one compromised. The harder they push this smear, the more obvious it becomes who's really scared of the Fort Huachuca truth. Candace Owens stays winning. The truth stays undefeated. You can't make this up. Tag a friend & Share this around before he deletes it. 🔥

🚨BREAKING: VALHALLA'S Nate Cornacchia JUST Had The BIGGEST CRASH-OUT Of 2025 – And It Was COMEDY GOLD 🤣 ValhallaVFTchannel 's "big exposé" on Mitch tonight, turned into an all-time crash-out. Nate spent hours cherry-picking old clips and court docs out of context to smear the whistleblower... only to get absolutely cooked in his own chat by 30K+ viewers calling out the selective editing and bias. Then he lost it completely: He started pointing at the chat, naming viewers one by one: "You're an abuser... and YOU'RE an abuser... and you, Robert, you're an abuser..." It was straight out of that Oprah meme: "You get a car! You get a car!" Except Nate was handing out "abuser" labels to his entire audience just for questioning his hit piece. Pure fed-slop desperation. And the cherry on top? He swore this was his "one and done" episode on Mitch – claimed he turned down big podcasts because he doesn't want notoriety or to "make it about me." Yeah... sure, Nate. We all know what's coming: the podcast tour bashing Candace starts tomorrow. He couldn't resist the spotlight tonight – he definitely won't now. Go watch the full episode for yourself. It's unintentionally the funniest thing you'll see all week – and the most telling. When your own audience turns on you mid-stream... maybe you're the one compromised. The harder they push this smear, the more obvious it becomes who's really scared of the Fort Huachuca truth. Candace Owens stays winning. The truth stays undefeated. You can't make this up. Tag a friend & Share this around before he deletes it. 🔥

Project Constitution

48,662 просмотров • 8 месяцев назад

ASWATH DAMODARAN: PRIVATE CREDIT IS THE NEXT CRISIS. His framing starts with a question that nobody in the boom is asking. Who exactly are the lenders writing the checks to fund all these AI data centers? Shale oil companies borrowed heavily when oil was at $120 a barrel and got crushed when prices fell to $60. The same pattern is forming today in compute infrastructure, and the people putting up the capital are getting almost no scrutiny. Damodaran does not see private credit as the sophisticated, intelligent alternative the marketing has positioned it as. He sees it as sheep. Every fund is chasing the same deals, the same sectors, and the same yield premiums that allegedly justify the structure. Intelligence in his view has been confused with confidence, and confidence in this corner of finance has compounded into something far more dangerous than the participants realize. His broader point is that hedge funds, private equity, and private credit have all followed the same destructive arc. Each one began as a genuinely good niche business solving a real problem. Hedge funds 30 years ago produced positive alpha, beating passive investing by 3 to 5 percent annually. Today they look like expensive mutual funds, underperforming passive by roughly 1.5 percent. Private equity started as a focused, disciplined strategy for a small set of operators and has grown into a sprawling category that now struggles to deliver the returns that justified its emergence. Private credit had a legitimate original purpose, which was lending to borrowers that banks structurally could not serve. What killed each of these businesses was the same disease. Overreach. A $200 billion niche business gets sold as a $20 trillion opportunity. When that scaling happens, sloppiness follows, bad actors enter the space, and the average quality of every participant deteriorates. The original alpha disappears not because the strategy stopped working, but because too much money chased too few good deals. The danger with private credit is far more severe than the parallel problems in private equity and hedge funds. Equity investors take their losses and move on. Lending businesses, when they overreach, take others down with them. Banks. Pensions. Insurance companies. Sovereign wealth funds. The systemic linkages run far deeper than most participants understand, and the social costs of a real default cycle in private credit would extend well beyond the funds themselves. Damodaran's warning is essentially that the industry is repeating the exact mistake that produced every previous credit crisis. Take a good idea, scale it past its natural capacity, attract bad actors with the promise of easy returns, and wait for the inevitable cycle that exposes how much of the underwriting was never serious in the first place. Aswath Damodaran Fixed + Floating - The Credit Podcast

ASWATH DAMODARAN: PRIVATE CREDIT IS THE NEXT CRISIS. His framing starts with a question that nobody in the boom is asking. Who exactly are the lenders writing the checks to fund all these AI data centers? Shale oil companies borrowed heavily when oil was at $120 a barrel and got crushed when prices fell to $60. The same pattern is forming today in compute infrastructure, and the people putting up the capital are getting almost no scrutiny. Damodaran does not see private credit as the sophisticated, intelligent alternative the marketing has positioned it as. He sees it as sheep. Every fund is chasing the same deals, the same sectors, and the same yield premiums that allegedly justify the structure. Intelligence in his view has been confused with confidence, and confidence in this corner of finance has compounded into something far more dangerous than the participants realize. His broader point is that hedge funds, private equity, and private credit have all followed the same destructive arc. Each one began as a genuinely good niche business solving a real problem. Hedge funds 30 years ago produced positive alpha, beating passive investing by 3 to 5 percent annually. Today they look like expensive mutual funds, underperforming passive by roughly 1.5 percent. Private equity started as a focused, disciplined strategy for a small set of operators and has grown into a sprawling category that now struggles to deliver the returns that justified its emergence. Private credit had a legitimate original purpose, which was lending to borrowers that banks structurally could not serve. What killed each of these businesses was the same disease. Overreach. A $200 billion niche business gets sold as a $20 trillion opportunity. When that scaling happens, sloppiness follows, bad actors enter the space, and the average quality of every participant deteriorates. The original alpha disappears not because the strategy stopped working, but because too much money chased too few good deals. The danger with private credit is far more severe than the parallel problems in private equity and hedge funds. Equity investors take their losses and move on. Lending businesses, when they overreach, take others down with them. Banks. Pensions. Insurance companies. Sovereign wealth funds. The systemic linkages run far deeper than most participants understand, and the social costs of a real default cycle in private credit would extend well beyond the funds themselves. Damodaran's warning is essentially that the industry is repeating the exact mistake that produced every previous credit crisis. Take a good idea, scale it past its natural capacity, attract bad actors with the promise of easy returns, and wait for the inevitable cycle that exposes how much of the underwriting was never serious in the first place. Aswath Damodaran Fixed + Floating - The Credit Podcast

Lumida Wealth Management

109,472 просмотров • 2 месяцев назад