The MedFuel
Podcast
The MedFuel Podcast

Long-form conversations on healthcare capital.

Allocators, operators, and scientists, in unhurried detail — plus live recordings you can join. New episodes regularly.

▶ Apple Podcasts▶ Spotify▶ YouTube🔗 RSS
LIVE

Watch the next recording live.

We record select episodes in front of the community and open the floor for questions. Add your email to get the link and the schedule — or replay the last session on demand.

Get the live linkBrowse episodes
Latest episode

Underwriting emerging managers when capital is expensive

A senior healthcare allocator

How allocators are re-thinking emerging-manager bets as the cost of capital resets — and what actually predicts a manager's outcome.

▶ Play episodeapprox. 48 min
Show notes
00:00Cold open & introductions
04:30Why the cost of capital changes the manager calculus
17:10The signals that actually predict outcomes
31:45Where allocators get fooled
42:05What to ask in a first meeting
All episodes

The back catalogue.

EP 06

Underwriting emerging managers when capital is expensive

— A senior healthcare allocator

How allocators are re-thinking emerging-manager bets as the cost of capital resets — and what actually predicts a manager's outcome.

Play
EP 05

What separates real diligence from theater

— A former buy-side diligence lead

The questions that move the needle, the ones that waste everyone's time, and how to tell which is which.

Play
EP 04

Inside a concentrated healthcare fund of funds

— A fund-of-funds portfolio manager

Construction, pacing, and the case for conviction over diversification in a specialist sector.

Play
EP 03

Reading the regulatory map: devices vs. therapeutics

— A former regulatory reviewer

Where the real risk sits in a clearance path — and how it should change the way you value an asset.

Play
EP 02

Founders & capital in a higher-for-longer market

— A growth-stage healthcare founder

Structures, timing, and the conversations founders wish they'd had before they raised.

Play
EP 01

Primary sources over press releases

— The MedFuel diligence team

A walk through how we grade a claim — verified, reported, estimated, unverified — and why it matters.

Play

Episode topics and guest roles shown are illustrative placeholders for the real show — swap in titles, guests, and audio when ready.

Have a guest in mind?

Pitch a guest, ask to attend a live recording, or partner with the show.

Get in touch