"We're going to have a debt crisis in this country," billionaire investor Ray Dalio said during an interview at a recent event in New York organized by the Managed Funds Association.

Henrietta Treyz, director of economic policy research at Veda Partners, is no stranger to deciphering Washington, D.C., for investors. And there is a lot to decipher these days, what with two wars, a massive buildup of government debt, a congressional spending fight, and the nomination of Sen. Steve Scalise (R., La.) to replace ousted House of Representatives Speaker Kevin McCarthy (D., Calif.).

Henrietta Treyz of Veda Partners sees an 80% chance of a partial US government shutdown https://trib.al/N4VWkSs

"Severing the link between fees and drug prices “is probably the most significant thing” Congress could do to change how PBMs operate. Lawmakers are always playing whack-a-mole, and they’re always a little bit behind.” — Spencer Perlman

“I definitely noticed the shift toward the end of last year of an increasing interest in looking at hospital pricing.” “Once that shift happens, it’s hard to put the genie back in the bottle — the issue is here to stay.”  “The question is how long can AHA stave it off? And I think they can for a long period of time.” — Spencer Perlman

Henrietta Treyz, Veda Partners Director of Economic Policy, recommends stacking up on avocados, in the case that the U.S increases tariffs on Mexico

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners discusses Treasury Secretary Yellen's warning to Congress. She spoke with hosts Bryan Curtis and Paul Allen on Bloomberg Radio.

"All she needs is approval from the president to tap into that basket," Henrietta Treyz, director of economic policy research at Veda Partners, said of Ms. Yellen. "There are no other alternatives; there’s no chance of a bill passing Congress." — Henrietta Treyz

By dropping the cost of its Humalog and Humulin insulins, Lilly could sidestep $430 million per year in new Medicaid rebates and make more than $85 million in new annual profit, according to an analysis by Spencer Perlman, the director of healthcare research at Veda Partners. — Spencer Perlman