Breaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26

In this episode of "The Real Eisman Playbook," Steve Eisman interviews Michael Ha, a Managed Care Analyst at Baird, to delve into the challenges facing UnitedHealth Group. They discuss the initial negative PR following a tragic event, the subsequent fundamental cracks appearing in OptumHealth, and the impact of changes in the U.S. government's Medicare pricing methodology. Ha argues that UnitedHealth's aggressive coding practices have made it particularly vulnerable to these changes, potentially impairing OptumHealth's structure. They also explore UnitedHealth's business divisions, its shift towards Optum, and the implications of value-based care, along with concerns about the company's disclosure practices and financial reporting.