Structural Shifts, Policy Changes, and Market Innovations - With Emily Evans
Tue Dec 02 2025
In this episode of the Healthcare Nation Podcast, the focus is on the major shifts in U.S. healthcare, touching on policy, payers, and the delivery system. Joined by Emily Evans, Managing Director of Healthcare Policy at Hedgeye Risk Management, LLC, the discussion spans a wide array of topics including the pivotal role of direct-to-consumer pharmaceutical channels, structural changes within the healthcare system, and the financial implications for established health systems. Emily offers her insights on the influence of regulatory environments, demographic changes, the rise of digital health, and emerging trends in biotech and medical technology. Tune in to explore how these factors may shape the future of healthcare.
00:00 Introduction to Healthcare Nation Podcast
00:31 Meet Emily Evans: Healthcare Policy Expert
01:57 Macro-Level Shifts in US Healthcare
02:33 Direct-to-Consumer Pharmaceutical Trends
06:20 The Wellness Movement and Longevity
11:09 System-Level Effects of GLP-1 Drugs
14:44 Challenges for the Established Healthcare System
17:53 Public Health and Market Dynamics
23:30 The Role of Government in Healthcare Innovation
27:13 Memory Loss and Primary Care Challenges
28:03 Hormone Replacement Therapy Controversy
29:41 Statins and Medicare Quality Measures
31:17 Affordable Care Act Subsidies
34:40 Healthcare Policy and Market Dynamics
37:42 Innovation and Investment in Healthcare
42:16 Hospital Price Transparency
49:15 Looking Ahead to 2026
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In this episode of the Healthcare Nation Podcast, the focus is on the major shifts in U.S. healthcare, touching on policy, payers, and the delivery system. Joined by Emily Evans, Managing Director of Healthcare Policy at Hedgeye Risk Management, LLC, the discussion spans a wide array of topics including the pivotal role of direct-to-consumer pharmaceutical channels, structural changes within the healthcare system, and the financial implications for established health systems. Emily offers her insights on the influence of regulatory environments, demographic changes, the rise of digital health, and emerging trends in biotech and medical technology. Tune in to explore how these factors may shape the future of healthcare. 00:00 Introduction to Healthcare Nation Podcast 00:31 Meet Emily Evans: Healthcare Policy Expert 01:57 Macro-Level Shifts in US Healthcare 02:33 Direct-to-Consumer Pharmaceutical Trends 06:20 The Wellness Movement and Longevity 11:09 System-Level Effects of GLP-1 Drugs 14:44 Challenges for the Established Healthcare System 17:53 Public Health and Market Dynamics 23:30 The Role of Government in Healthcare Innovation 27:13 Memory Loss and Primary Care Challenges 28:03 Hormone Replacement Therapy Controversy 29:41 Statins and Medicare Quality Measures 31:17 Affordable Care Act Subsidies 34:40 Healthcare Policy and Market Dynamics 37:42 Innovation and Investment in Healthcare 42:16 Hospital Price Transparency 49:15 Looking Ahead to 2026