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Replay: AMN | Labor Trends Continue to Go Their Way Healthcare & Health Policy Subscribers: CLICK HERE for video & audio replays. http://app.hedgeye.com/feed_items/78004 Contact Sales@Hedgeye.com for more information. |
Timestamps
Speaker - Tom Tobin
Introduction: 0:00 to 0:30
Disclaimer: 0:31 to 1:16
Utilization and Quad 4 Trends: 1:17 to 3:51
Background: 3:52 to 6:40
Insured Medical Consumer Model and ADP Employment Data: 6:41 to 8:32
Health Care Labor Demand: 8:33 to 11:02
Current Population Survey Indicators: 11:03 to 13:30
NCLEX Pass Rate Implications: 13:31 to 14:05
Registered Nurses by Age: 14:06 to 14:42
Tracker Data v AMN Reported FTE: 14:43 to 15:30
Multiple Analysis: 15:31 to 18:15
Fundamental Analysis: 18:16 to 18:50
Incremental Margins Fueled by Quad Outlook: 18:51 to 20:19
Factor Analysis: 20:20 to 22:50
Speaker - Emily Evans
Work Stoppages: 22:51 to 26:09
SEIU - UHW Management of Outsourcing: 26:10 to 27:45
Working Conditions: 27:46 to 30:15
Speaker - All
Q & A: 30:16 to 40:46
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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