You will always learn someting new when Hedgeye's leading political junkies, JT Taylor, Chief Political Strategist and Daryl Jones, Director of Research get together. This week, they were nice enough to spend time with me on health policy and what the implications are for a Biden or Trump victory next week. Take a break from earnings and start thinking about health care in the next term (and keep your eye on Medicare Advantage!).
CLICK HERE for event details (includes video/audio and materials link)
1:21 - 5:45 SCOTUS Confirmation Hearings: Is Health Care Past Peak as an Issue?
5:45 - 11:29 Update on the Race w/JT
11:30 - 14:20 Daryl's Perspective on the Race & Betting Markets
14:21 - 18:00 The Changing Nature of Electorate and Money as the Mother's Milk of Politics
18:01 - 19:43 Implications of Left Flank's Influence in Election and a Biden Administration
19:43 - 26:43 Biden's Centrist Health Policy and Left-leaning in House v Moderate Senate
26:43 - 29:14 Trump Health Policy Post-election and His "Plan"
29:14 - 33:57 Other Health Policies Including Drug Prices and Surprise Billing as Release Valve for Left's Agitation
33:57 - 35:38 Most Favored Nation Rule as Leverage and Set-up for Negotiations with Pharma
35:39 - 40:11 Return of Budget Hawks and Pressure on Medicare
40:11 - 42:19 - Future of Medicare Advantage in a Left-leaning world
42:19 - 46:57 FDA's Regulation of CBD and Future of Senate Support if Sen. Corey Gardner's Departure
46:58 - 53:48 Q & A
Call with questions.