ACA subsidies will be extended by 1–2 yrs: Healthcare strategist

ACA subsidies will be extended by 1–2 yrs: Healthcare strategist

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Sun, November 30, 2025 at 8:00 AM EST

In this video:

Mizuho Americas healthcare equity strategist, Jared Holz, joins Market Catalysts host Julie Hyman to discuss the future of Affordable Care Act (ACA) subsidies and why he believes they're not likely to be eliminated anytime soon.

To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Video Transcript

00:00

Speaker A

What do you think the prospects are for an extension of the ACA subsidies, you know, either by the end of the year or or at all?

00:09

Speaker B

It seems like it's sort of, um, self-fulfilling. I I just can't see politicians wiping out the subsidies in, you know, with the with the mid-terms coming up and how important it is to so much of the um electorate. I mean, when when we talk about this group, a lot of it has always hinged on what is the senior population going to do. In this case, they're they're younger patients, um stripping away insurance and having them go go get it on their own.

00:44

Speaker B

At this point, um, you know, with a bigger out of pocket component seems unlikely. I know that the administration has talked about maybe curtailing the subsidies and instead, you know, giving some of these, um giving some of the population, you know, some sort of payment in the form of a a check or otherwise that basically bridges the gap between what they would have gotten and the the subsidies going away.

01:07

Speaker B

But I think too many politicians have their careers on the line. I would I would doubt that the subsidies get uh derailed completely. So I think we're looking at at least a year, maybe two of an extension.

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