In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers.

Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next.

For more information on Daloopa, please visit www.daloopa.com

For more information on Blue Heron Research Partners, please visit: https://www.blueheronrp.com/

In this episode, Thomas Li and Josh Burwick break down the recent market turmoil sparked by tariff announcements and their far-reaching implications on inflation, trade deficits, and corporate strategies. They dive into the complexities of tariff calculations, the ripple effects on the dollar, and how businesses are adjusting their pricing and guidance in the face of uncertainty. With hedge funds navigating this volatile environment using advanced risk models, they discuss how tariffs are impacting sectors differently and the future of trade relations. Tune in for a candid conversation on how companies and investors are adapting to a rapidly changing global landscape

In this episode, Thomas Li welcomes back investor and portfolio manager Josh Burwick to unpack the renewed focus on tariffs following Trump’s declaration of April 2nd as “Liberation Day.” They explore why tariffs hit companies unevenly—especially those in autos and IT hardware—and how uncertainty around supply chains, manufacturing shifts, and geopolitical exposure is sending shockwaves through the market.

Josh shares first-hand experience navigating tariffs as a former CFO, while Thomas breaks down why traditional models aren’t built to account for geographic revenue or fixed asset exposure—and why that needs to change fast. The conversation covers:

• Why tariffs are more complex than they seem
• How supply chain shifts aren't as simple as “moving the factory”
• The hidden modeling risks for analysts
• Why guidance revisions and multiple compression may just be beginning
• And how Daloopa’s data helps analysts better quantify what’s next

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With market volatility rising and uncertainty reigning, this is a must-listen for anyone trying to model through the noise.