When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?

When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?

From House Calls by Cain Brothers, a division of KeyBanc Capital Markets

November 18, 2025 · 39 min · Episode 69

About this episode

The episode discusses the fiscal pressures on U.S. healthcare and the potential for systemwide transformation.

With new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.

Topics covered

  • healthcare funding
  • Medicare
  • Medicaid
  • commercial insurance
  • healthcare transformation

Keywords

  • fiscal pressures
  • healthcare resources
  • stakeholders
  • paths forward

Mentioned in this episode

Places: U.S.

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