Becker Group: Recent Episodes
Becker Group
In this episode, Srinivas Velamoor, Chief Executive Officer of NextGen Healthcare, discusses why healthcare organizations must pair AI adoption with disciplined execution, the importance of customer-focused transformation, and how enterprise software companies can build lasting competitive advantages through trust, domain expertise, and operational excellence.
In this episode, Scott Becker explores why every new venture requires learning, humility, and the right team, even for experienced leaders.
In this episode, Paula Avenaim, Broker & Real Estate Expert at Baird & Warner, discusses the housing trends shaping Chicago and Florida, from new construction and luxury demand to shifting buyer preferences and inventory challenges.
In this episode recoded during The Virtual CEO Summit, Tom Mallon, CEO, Perpetuate Capital, Mark R. Williams, CEO, Magna Legal Services, and Michellene Davis, CEO, National Medical Fellowships, share their perspectives on building lasting organizations through strong culture, disciplined leadership, technology, and talent.
In this episode, Andrea Marin, Chief Financial Officer, Logicalis, shares how the CFO role is evolving beyond finance, why data modernization is essential for AI success, and how building strong teams and cross-functional leadership drives long-term business growth.
In this episode, David Pivnick, Partner at McGuireWoods LLP, discusses Kevin O’Leary, public controversy, and the balance between engaging audiences and differing opinions.
In this episode, Scott Becker highlights the strong stock performance of Starbucks and Victoria’s Secret.
In this episode, Scott Becker discusses how perseverance, resilience, and maximizing your strengths often matter more than natural talent.
In this episode, Scott Becker discusses Apple’s sharp market cap decline following concerns about future growth.
In this episode, Scott Becker breaks down the market rally, Amazon’s strong AWS-driven gains, and the continued challenges facing Rivian, Tesla, and other electric vehicle makers.
In this episode, Scott Becker reflects on the challenge of balancing the joy of simply participating in sports with the drive to win, especially as we age. Sharing a recent experience, he explores the internal struggle between appreciating the moment and the competitive urge to avoid losing, even to less skilled players.
Holly Buckley, Chair of Healthcare at McGuireWoods, joins the podcast to discuss her top five predictions for dealmaking trends in the wake of the new administration. From antitrust shifts to deregulation and inflation concerns, Holly offers an expert perspective on the opportunities and challenges ahead for the private equity and healthcare sectors.
In this episode, Scott Becker discusses the recent struggles of Spirit Airlines, analyzing the fallout from the FTC’s decision to block its merger with JetBlue. He discusses the broader implications for the airline industry, from market consolidation to rising ticket prices, and questions the approach of FTC Chair Lina Khan in shaping these market dynamics.
In today’s episode, Scott Becker covers 11 of the top stories impacting markets and business, including the latest on treasury yields, Spotify’s revenue growth, and President Trump’s potential government efficiency advisors. Tune in to hear updates on Spirit Airlines’ merger status, Green Thumb Industries’ performance, and Rivian’s EV advancements, plus some insights from the Becker’s Healthcare annual CEO roundtable.
In this episode, Scott Becker explores the current landscape for mergers and acquisitions, focusing on the potential impact of a pro-business administration, evolving FTC policies, and high-interest rates tied to the federal deficit. Scott shares insights on how these factors could shape private equity investments and the challenges ahead for sustaining growth amid persistent economic constraints.
In this episode, Scott Becker shares three impactful reflections on life and business: the importance of cherishing loved ones, learning from his journey with The Entrepreneur’s Edge book project, and the value of surrounding yourself with positive, driven people.
In this episode, Scott Becker covers eight significant updates in the financial world, including Bitcoin’s impressive rally, Intel’s stock struggles, and the highest U.S. equity exposure in over a decade. He also shares highlights from The Entrepreneur’s Edge audiobook, now available on Apple.
In this episode, Scott Becker covers the impressive year-to-date performance of the “Magnificent Seven” stocks driving the market, with highlights on NVIDIA’s nearly 200% surge, Meta’s surprising 70% rise, and gains across Amazon, Tesla, Google, Apple, and Microsoft. Tune in for a quick breakdown of these market leaders’ impact.
In this episode, Scott Becker dives into six core concepts for effective due diligence, including aligning leadership, understanding key business drivers, prioritizing critical risks, and mastering industry insights. These strategies aim to guide investors toward smarter, more informed deals in the private equity space.
In this episode, Scott Becker discusses seven major stories shaping the business and private equity landscape today, from the surge of the “Magnificent Seven” stocks and Bitcoin’s new high, to top diligence strategies for successful deals. Tune in for insights on market trends, inflation, and effective investment tactics.
On today’s episode, Scott Becker explores how Tesla’s recent success may be linked to favorable political connections, with the EV giant up 20% year-to-date while rivals Rivian and Lucid struggle. He also shares insights on big market moves from Pinterest, Expedia, and Peloton.
In this episode, Scott Becker dives into 10 major market stories for the day, including NVIDIA’s leap past Apple in market cap, the latest Fed rate cut, and impressive jumps from brands like Hanes, Ralph Lauren, and Under Armour. Listen in for insights on market shifts, luxury brand trends, and unexpected rebounds in the business world.
In this episode, Scott Becker interviews Matt Wolf, Senior Analyst and National Healthcare Business Valuation Leader at RSM, to discuss the state of private equity deal activity, the impact of regulatory changes, and insights into the current fundraising environment. Matt shares his perspective on trends in operational efficiency and the evolving preferences of institutional investors.
In this episode, Scott Becker discusses the lukewarm sales of Apple’s iPhone 16, exploring how consumer buying habits have shifted from high excitement to practical upgrades. Despite softer iPhone sales, Apple remains a tech giant with a $3.5 trillion market cap.
In today’s episode, Scott Becker covers key business stories including Costco’s revenue miss, lukewarm iPhone 16 sales, and companies’ frustrations with Gen Z workers. He also discusses China’s economic efforts, Dell’s office return mandate, and notable stock movements for Walgreens Boots Alliance and Trump Media.
In this episode, Matt Wolf, Health Care Senior Analyst and National Business Valuation Leader at RSM, discusses the impact of productivity trends on economic growth and the potential of generative AI to revolutionize healthcare. He explores how these technologies could free up clinical time and drive enterprise value in the coming years.
This episode covers HP’s impressive market performance, Costco’s continued success, and the challenges Ford and GM face due to trade tariffs. We also touch on the broader economic effects of political actions and their unexpected consequences.
In this episode, we explore the factors driving market growth, Fed Chairman Powell’s balanced approach to interest rates, and financial risks facing retirees. We also cover Costco’s stock performance and concerns around capping credit card interest rates.
In this episode, Scott Becker discusses NVIDIA’s impressive 144% year-to-date rise, Disney’s challenges with its park business, and KKR’s strong performance amid fundraising difficulties. He also touches on Visa’s antitrust lawsuit and Tempest AI’s ongoing success in the oncology field.
In this episode, Scott Becker covers six crucial business stories, including the contrasting economic realities between stockholders and lower-income consumers, the rise of billionaires like Musk, Zuckerberg, and Bezos, and the remarkable year-to-date performance of NVIDIA. He also discusses Visa’s antitrust lawsuit and the rise of Tempest AI, highlighting key market shifts.
In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares her expertise on consumerism in healthcare and how private equity is navigating this evolving landscape. She highlights trends in patient expectations, technology’s role in improving the patient experience, and how healthcare providers are responding to the shift towards more consumer-driven care.
In this episode, Scott Becker discusses the contrasting realities of today’s economy—soaring stock market wealth for investors, while lower-income consumers face growing financial challenges, as highlighted by Dollar Tree and Dollar General’s reports and declining consumer confidence.
In this episode, Scott Becker discusses the recent slowdown in Disney’s parks business, which makes up over a third of the company’s revenue. He examines the impact on Disney’s stock performance and whether the company can sustain growth as the demand for its parks softens.
In this episode, Scott Becker discusses KKR’s impressive performance, including a 60% stock rise and the successful raising of a $4.6 billion Ascended Fund, aimed at mid-market deals. Despite a challenging fundraising environment, KKR continues to excel with six deals already lined up for the new fund.
In this episode, Scott Becker speaks with Richard Kes, Partner at RSM, about the latest trends in private equity following recent interest rate cuts. They discuss growing activity among mid-market funds, the outlook for deal flow in 2025, and Richard’s optimism around investments in value-based care and healthcare for seniors.
In this episode, Rick Kes, Health Care Partner, RSM US LLP discusses the current state of the private equity deal market, the impact of high interest rates, and the challenges faced by investors due to fewer exits in 2022 and 2023. Rick shares insights on the factors influencing deal activity and the importance of interest rate sensitivity in today’s economic environment.
In this episode, Scott delves into the challenges pension funds face with their private equity investments.
In this episode, Liz Hutson, Principal Consultant and Owner at EGH, LLC, shares valuable advice for business leaders, emphasizing the importance of progress over perfection.
In this episode, Alyssa Rapp, CEO of Empower Aesthetics, shares insights into her background and organization, discusses key trends in the medspa industry, and talks about her book, “Leadership & Life Hacks: Insights From A Mom, Wife, Entrepreneur & Executive.” Tune in for a comprehensive look at her journey and more.
In this episode, Scott explores NVIDIA’s historic milestone of surpassing Apple for the first time.
In this episode, Matt Wolf, Senior Health Care Analyst and National Health Care Business Valuation Leader at RSM, delves into the recent US court decision that struck down the SEC’s Hedge Fund Fee Disclosure Rule.
In this episode, Scott discusses the inverse relationship between jobs and the stock market.
In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM discusses current trends surrounding the private credit landscape.
In this episode, Scott highlights Bill Walton and the impressive career and life he forged.
In this episode, Scott highlights Bill Walton and the impressive career and life he forged.
In this episode, Scott shares what he thinks is the worst thing a founder can say to their investors.
In this episode, Scott discusses the inverse relationship between airline stocks and fuel costs.
In this episode, Kristin Ornstein, Corporate Finance Senior Attorney, Dykema joins Scott Becker in a discussion that provides insight into her background, what she is currently focusing on & excited about going into the last half of 2024, what advice she has for other emerging professionals, and more.
In this episode, Scott Becker has a discussion with Royce DuBiner, Partner, McGuireWoods LLP on the regulatory environment surrounding psychedelics & cannabis.
In this episode, Lon Mapes, President, LDM Commercial shares insights into his background, the challenges & trends surrounding healthcare real estate today, the importance for professionals to build many strong relationships, and more.
In this episode, regular guest Liz Hutson, Principal Consultant, Owner at EGH, LLC joins Scott Becker to discuss the concept of continuous improvement.
In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM shares an update on the current deal environment.
In this episode, Scott shares thoughts on the similarities between two giants in different industries filing for bankruptcy.
In this episode, Nancy Temple, Partner, Katten & Temple LLP interviews Scott Becker on the concept of constantly staying motivated in business & in life.
In this episode, Scott has a discussion with David Pivnick, Partner at McGuireWoods LLP on the concept of transformative long-term leadership.
In this episode, we are joined by two leaders from nimble solutions, Kelley Blair, the Chief Executive Officer & Tim Fuchs, the Chief Sales Officer. Kelley & Tim share insights into their background & nimble solutions today, ASC & revenue cycle trends they are keeping an eye on, what they are most excited about going forward in 2024, and more.
In this episode, Bob Wise, Managing Partner, Lyn Wise Group shares insights into starting a firm with his wife, new real estate regulations, the importance of staying focused on the client, and more!
In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM shares insights into current trends he is watching in commercial real estate.
In this episode, Ankit Jain, Founder & Company Lead at Infinitus Systems, Inc. joins Scott in a discussion about the purpose and mission behind Infinitus Systems, his entrepreneurial journey, technology trends he is currently keeping an eye on, and more.
In this episode, Amy Hall, Senior Vice President- Leasing and Portfolio Strategy at Healthpeak Properties shares insights into her role & organization, what the world of healthcare real estate looks like today, advice for emerging leaders, and more.
This episode features Rich Whitney, Founder, Chairman & CEO of Radiology Partners. Here, he shares insights into his background, how Radiology Partners is unique compared to others in this space, the growth model of his organization, advice for founders, and much more!
In this episode Jason Greis, Partner, Bensch Healthcare+ discusses the focus of his law practice, the biggest issues he is following in cardiology, dialysis, & radiology currently, key lessons he’s learned in his career, and more
In this episode, David Schull, President, Russo Partners LLC shares insights into Russo Partners, his excitement surrounding the current biotech boom, his advice for emerging professionals looking to have fulfilling careers, and more.
In this episode, Jack Rahaim, Founder, Jack Rahaim Consulting discusses current ventures, his advice for leading a fulfilling life, the importance of having a daily routine, his podcast “From Zero To 80”, and more.
In this episode, Scott shouts out a close friend and the grace he has exuded while dealing with a terminal illness.
In this episode, Scott has a conversation about current economic trends with regular guest, Rick Kes of RSM.
In this episode, John Katzman, Founder and CEO, Noodle shares insight into his background, what he is most focused on and excited about currently, the diverse challenges for young professionals going into the job market today, his thoughts on standardized testing, and more.
In this episode, Scott emphasizes the importance of avoiding debt & having a reliable source of income.
In this episode, Scott shares his thoughts on Chairman Powell, deficit spending, & jobs.
In this episode, Tim Fry, Partner at McGuireWoods, shares key insights into the FTC’s non-compete ban.
In this episode, weekly guest, Rick Kes of RSM shares insights on current economic trends he is keeping an eye on.
In this episode, David Pivnick, Partner at McGuireWoods LLP shares key insights into the FTC’s non-compete ban.
In this episode, Michael Mufson, CEO and Partner, Mufson Howe Hunter shares insights into his background & organization, trends he is keeping an eye on in Investment Banking, advice for emerging leaders, and more.
In this episode, Scott discusses Donald Trump and his current ventures and predicaments.
This podcast explores the surge of private equity acquisitions in physician practices. We discuss the current transaction environment, key trends, and the impact on healthcare professionals. We’ll also delve into recent regulatory developments and their potential effect on private equity activity in the future.
This episode is sponsored by VMG Health.
In this episode, Scott shares some thoughts on the looming provider shortages across the country.
In this episode, Scott highlights top business & healthcare news stories we are keeping an eye on today.
In this episode, Scott highlights top business & market news stories we are following today.
In this episode, Scott emphasizes the importance of authenticity in sports and in business.
In this episode, Scott shares some thoughts on prioritizing different types of choices over others.
In this episode, Rick Kes, Partner at RSM shares an update on economic trends he is keeping an eye on today.
In this episode, Scott has a conversation about GDP Day with Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM.
In this episode, Scott highlights 7 healthcare real estate trends we are keeping an eye on.
In this episode, Amanda Roenius, Associate, McGuireWoods LLP shares insights into her background & current role, trends she is seeing in the medspa landscape, what investors are looking for in this space, and more.
In this episode, Mark Krasnow, CEO, BullsEye Resources joins Scott Becker in a discussion about his background & “why” behind founding BullsEye Resources – a service that turns event insights into shareable content, the importance for entrepreneurs to be able to adapt, and more. b
In this episode, Scott shares 10 key rules on investing. Allocation of your assets is everything. At least to financial sanity. We love the Vanguard tools for understanding allocations. You must understand what you are investing in. Develop a core investment plan and define your core investments. Assess whether to use an outside investor. Understand […]
In this episode, Scott shares 10 rules on investing, gold vs business and 5 more stories.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM joins the podcast to share an economic & private equity update.
In this episode, Scott discusses some of the top business & market news stories we are following today.
This episode features David Pivnick, Partner at McGuireWoods LLP. Here, he discusses how the government is looking at fraud & abuse cases with private equity funds, and ongoing opioid and Covid-related investigations.
In this episode, regular guest Rick Kes, Partner at RSM shares a private equity deal flow update.
In this episode, regular guest Rick Kes, Partner at RSM shares a private equity deal flow update.
In this episode Scott Becker discusses the 4 biggest payors in the US and their stock performance YTD.
In this episode Scott Becker discusses 20 trends and issues we are following in healthcare.
In this episode Scott Becker shares a few core thoughts around building a professional practice.
In this episode, Scott emphasizes the importance of taking measured risks in life & in business.
In this episode, Scott shares stories of where he’s found inspiration from 3 different people in the past week.
In this episode, regular guest Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM shares an update on economic & private equity trends he is keeping an eye on.
This episode features Stephen Coats, Founder and Managing Partner, Petra Funds Group. Here, he discusses his experience starting his fund, his top priorities going into the last part of the year, advice for founders, and more.
In this episode, Scott shouts out Warren Buffet, Lou Shapiro, Holly Buckley, & Dr. Omar Lateef.
In this episode, regular guest Richard Kes, Partner at RSM joins the podcast to share a private equity deal flow update.
In this episode, Scott shouts out 3 families doing incredible things for their communities.
In this episode, regular guest Amber Walsh, Partner at McGuireWoods LLP discusses 6 trends she is watching in the healthcare M&A diligence space and what is driving these trends.
This episode features Justin Breen, Founder at BrEpic Communications. Here, he shares advice for how to have clarity of goals.
In this episode, Scott lists & discusses the 10 largest copmanies in the country by revenues.
In this episode, Scott discusses 14 news and business stories we are following this morning.
In this episode, Scott shares 2 business and market news stories we are following today.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM joins the podcast to share a private equity deal flow update.
In this episode, David Pivnick, Partner at McGuireWoods LLP shares an update on trends he is watching in the healthcare litigation landscape.
In this episode, Scott shares some stats on major retailers & the challenges they’re facing.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, joins the podcast to help clear up some confusion about what is going on with the economy.
In this lighthearted episode, Amber Walsh, Partner at McGuireWoods LLP and Scott Becker go through a hypothetical scenario in a building legal team.
In this episode, Scott shares some thoughts on the Yahoo Finance article – “A troubling share of Americans aren’t paying their credit cards in full”.
In this episode, Scott discusses 12 business and market news stories we are following today.
In this episode Scott Becker discusses the importance of hiring and retaining great people.
In this episode, Scott discusses the importance of building teams of people with great potential to cultivate their leadership skills.
In this episode, Scott walks through the three phases of entrepreneurship, from start to success.
In this episode, Scott walks through the five stages of building a successful business or product.
In this episode, Scott discusses the importance of having unique ideas and executing them well.
In this episode, Scott discusses how Walmart keeps holding its own and thriving in today’s market.
In this episode, Scott discusses two key concepts to building a software or software services business from his new book on building a business, out this fall.
In this episode, Scott discusses a concept from a chapter of his new book on building a business, called “it’s not about what you want, it’s about what the customer needs”.
In this episode, Scott discusses a concept from a chapter of his new book on building a business, called “The Riches Are in Niches”.
This episode features Sarah Dusek, Co-Founder, Entrepreneur, and Venture Capitalist of Enygma Ventures. Here, she discusses Enygma Ventures – “Venture Capital managed by successful entrepreneurs focused on female founders in Southern Africa”, advice for emerging female leaders, and more.
This episode features Mark Peysakhovich, Managing Partner of MBM Advantage. Here, he shares good news & bad news in the cannabis space.
In this episode, Scot emphasizes the importance of entrepreneurs knowing who their core consumers are.
In this episode, we are joined by Eric Schaefer, Partner at Columbus Capital Partners to discuss the different business ventures he’s been involved in, what he’s focusing on today, different ways to leverage technology in the healthcare industry, advice for emerging leaders, and more.
This episode features regular guest & Partner at McGuireWoods LLP, Amber Walsh. Here, she discusses the white paper, McGuireWoods Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas. To read the paper in its entirety click here – https://www.mcguirewoods.com/client-resources/Alerts/2023/8/private-equity-in-healthcare
In this episode, Scott Becker has a conversation with Adam Kaat, Author of “Life on the Grocery Line: A Frontline Experience in a Global Pandemic” and “The Patron Saints of Grocery: A Novel”.
In this episode, Scott emphasizes the importance of being people centric, customer centric and niche centric.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she shares some thoughts on the concept of the difference between leaders & innovators.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on private equity deal flow, interest rates, inflation & more.
JD Zasa, Student at The University of Alabama Studying News Media, and “College Football Expert”, has a conversation with Scott about the current state of college football.
In this episode Scott Becker discusses how we are getting mixed signals from The Fed around raising rates.
In this episode Scott Becker discusses the importance of working a regular job before trying to start a business.
In this episode, Scott emphasizes the importance of embracing discouragement from others and using it as fuel for success.
In this episode, Scott discusses the inverse relationship between new jobs created & the stock market.
In this episode, Scott discusses Apple seeing iPhone sales drop more than expected and revenue fall for its 3rd quarter in a row.
In this episode, Scott shares some thoughts on Amazon being up nearly 9% after reporting a great quarter and positive guidance.
In this episode, we are joined by Dan Michelson, Founder & CEO of InCommon. Here, he discusses his book “HOLY SHIFT! Moving Your Company Forward to the Future of Work”, InCommon, what makes a leader great, and more.
In this episode, regular guest Amber Walsh, Partner at McGuireWoods LLP shares 3 pieces of advice for leaders.
In this episode David Pivnick, Partner at McGuireWoods LLP and Scott Becker have a conversation about the Chicago Cubs and culture.
In this episode, regular guest Rick Kes, Partner at RSM shares an update on interest rates, The Fed, & deal flow.
This episode features regular guest Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses the phenomenon of impatience as LPs, bankers, dealmakers are chomping at the bit, impatient to get deal flow back to 2022 levels, and starting to act on that impatience.
In this episode, Scott discusses the 4 payors in the top 20 of all US companies by revenues. 1. UnitedHealthGroup 2. CVS Health 3. Cigna down 11% YTD 4. Elevance. formerly Anthem Blue Cross. Down 8% YTD
In this episode, Scott discusses the 6 largest companies in the U.S. according to their stock market results. 1. Walmart up 12.74% YTD 2. Amazon up 60% YTD 3. Apple up 51% YTD 4. Exxon Mobil down 2.77% YTD 5. UnitedHealth Group down 4.5% YTD 6. CVS Health down 20% YTD
In this episode, Scott discusses market, business, & investing news stories we are following today.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on what is going on in the interest rate environment.
In this episode, Richard Kes, Partner at RSM discusses the recent boom in ESG investing.
In this episode, Scott shares some thoughts on the upcoming 2024 presidential election.
In this episode, Scott discusses 12 business & market news stories we are following today.
In this episode Scott Becker discusses the importance of providing the children the tools they need to succeed in a remote world.
In this episode Scott Becker discusses the importance of having supportive people in your life.
In this episode Scott Becker discusses the importance of starting to put money away for your child’s college education as early as possible.
In this episode Scott Becker discusses Bud Light losing its top spot as the most popular beer in America to Modelo.
In this episode, Scott discusses 8 market & business news stories we are following today.
In this episode, Scott discusses 10 business & market news stories we are following today.
In this episode, Scott shares notes on Spotify, Amazon, Walmart and more business & market news stories we are following today.
In this episode Scott discusses 4 business & market news stories we are following today.
This episode features Danny Parks, Founder & Head Developer at oneParks. Here, he discusses what led him to found oneParks, his software development & consulting business oneParks that offers a range of web-based softwares and services centered around enabling scalability and growth through technology, and more.
In this episode, Scott Becker speaks on 15 surgery center trends we are watching today.
In this episode, Scott shares an experience he had with a young professional and the importance of having passion in whatever you do.
In this episode, Scott discusses 8 market & business news stories we are following today.
This episode features Roman Sandler, CTO & Co-founder of iCardio.ai. Here, he discusses his background, how iCardio.ai is reducing the time clinicians spend on echocardiograms by 50% while reducing misdiagnoses, healthcare machine learning trends he’s keeping his eye on, and more!
This episode features John Kleinheinz, Chairman of the Board of Overseers for The Hoover Institution. Here, he discusses his background as a former hedge fund manager, the book he co-wrote The Siberia Job that dives into his experiences as an investor in Russia following the collapse of the Soviet Union, his perspective on the current […]
This episode features David McIlwaine, Founding Partner & Managing Principal, MAC Assets. Here, he discusses what led him to found MAC Assets, his podcast Break Your Golden Handcuffs Podcast, what he’s most focused on currently, and more.
Learn how Laura Di Franco, CEO of Brave Healer Productions helps Holistic Health and Wellness Professionals go beyond the book launch to building a better community. Learn more about her upcoming writer’s retreat here.
In this episode, Scott discusses 12 business & market news stories we are following today.
In this episode, regular guest Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, discusses what banks are saying about their perspective on future m&a activity, middle market private equity deal flow, interest rates, and more.
In this episode Scott Becker discusses the importance of goals, plans, and determinations.
In this episode, Scott emphasizes the importance of leaning into and doubling down on your passion.
In this episode, regular guest Richard Kes, Partner at RSM discusses current trends he is watching in the private equity middle market & interest rates going forward in the second half of 2023.
In this episode, Scott discusses 14 business & market news stories we are following today.
In this episode Scott Becker discusses how big banks are performing vs big trading firms.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here he discusses the consumer price index and what it means for inflation & the federal reserve rate path.
In this episode Scott Becker provides a quick update on Apple, Microsoft, Google, and Amazon.
In this episode Scott Becker discusses whether or not Bob Iger is going to help Disney go back in the right direction.
This episode features Dr. Claudia Cotca, Aesthetic Restorative, Lasers, TMD, OSA, Oral Systemic & Life Performance Dentistry & CEO, Washington Institute For Dentistry & Laser Surgery. Here she discusses her background, her work in venture capital & commercial real estate, how AI can address comorbidities, and more.
In today’s episode regular guest Liz Hutson, Principal Consultant, Owner at EGH, LLC dives into the subject of “respectful pushback” and the importance of having a culture that is open for healthy debate.
In this episode, Scott discusses JPMorgan Chase & Co. profits jumping to $14.5 billion in the second quarter.
In this episode, Scott has a light hearted discussion comparing his doubles partner to the way Silicon Valley Bank manages their interest rate risk.
In this episode, Scott emphasizes the importance of not underestimating UnitedHealth Group, CVS Health, Cigna Healthcare & Elevance Health.
This episode features Richard Kes, Partner at RSM. Here, he discusses what he is currently seeing with inflation, interest rates, & jobs.
This episode features regular guest David Pivnick, Partner at McGuireWoods LLP. Here, he discusses the trends he is keeping his eye on in the healthcare litigation space.
In this episode, monthly guest Mark Peysakhovich, Managing Partner of MBM Advantage discusses current trends he is watching in the cannabis space.
In this episode, Scott discusses the success of Salesforce & the importance of not betting against major CEOs like Marc Benioff, Mark Zuckerberg, & Elon Musk.
In this episode, Scott discusses Intuitive making itself the total leader in the robotic surgery world over a long period of time.
In this episode, Scott shares some advice for investors. 1. Start early. 2. Don’t try and time the market 3. Understand your allocation and learn to love your allocation 4. Know what you are investing in 5. Have a core holding/staples concept 6. Don’t borrow to invest
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on what he is seeing with interest rates & consumer spending.
In this episode Scott Becker discusses Microsoft getting approval to close the Activision Blizzard deal.
In this episode Scott Becker discusses advice from Charlie Munger, Vice Chairman of Berkshire Hathaway’s advice on the importance of getting your first $100,000.
In this episode, Scott discusses two surprising stories: the lower than expected jobs report and the surging Rivian Automotive stock.
Richard Kes, Partner at RSM joins the podcast to share an update on what he is seeing with deal volume, interest rates, business trends currently.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the trends he’s currently watching, the deal market atmosphere, and more.
In this episode Scott Becker discusses how the increasing popularity of pickleball is making orthopedic surgeons rich.
Nader Samii, CEO of nimble solutions, joins the podcast to share 3 key thoughts on building a business.
Geoff Cockrell, Partner at McGuireWoods joins the podcast to share core leadership advice.
This episode features Holly Buckley, Chair of Healthcare at McGuireWoods. Here, she discusses whether or not organizations should double down on their core strengths in tough economic times or spend more time, energy & money on innovation.
Nader Samii, CEO, nimble solutions, joins the podcast to share 3 key thoughts on building a business.
In this episodes Scott Becker discusses how the markets are rising based on a lower inflation reading.
In this episode Scott Becker discusses the importance of cultivating multiple leaders when you are building a team.
In this episode, Scott shares 12 business, market, & economic stories in the news today.
In this episode, Scott shares some thoughts on retail & payer disruptors struggling to the healthcare
In this episode, Scott discusses 7 business, economic, & market news stories we are following today.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on what he’s seeing on the intersection of private equity & healthcare today.
In this episode, regular guest Holly Buckley, Chair of Healthcare at McGuireWoods shares 3 thoughts on leadership.
In this episode Scott Becker discusses how investor Ron Baron says stocks are going back up.
In this episode Scott Becker discusses how in geopolitics it is important to be careful what you want.
This episode features Heather Moyse, Founder of The Possibility Playground & 2x Olympic Gold Medalist. Here, she discusses her unique background, what it takes to become great at something in a short amount of time, the importance of keeping things in perspective, her life coaching business, and much more!
This episode features regular guest Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she shares some thoughts on the importance of being a life-long learner.
In this episode, Scott discusses a few quick points about Walmart’s moves in the healthcare space.
In this episode, Scott discusses some updates about how Walmart, Amazon, and Apple are currently doing.
In this episode, Scott shares 3 key points on the 5 biggest payers and their current performance YTD.
In this episode, Scott discusses Bitcoin’s value surging at the same time as the stock market falling.
In this episode, Scott discusses 9 business & market news stories we are following today.
In this episode Scott Becker discusses the student loan payment pause ending soon and what it means for the economy.
In this episode Scott Becker discusses the concept of following your passion vs finding your passion.
In this episode, Scott discusses the inverse relationship between jobless claims and the stock market.
In this episode, Scott emphasizes the importance of prioritizing your mental & physical health.
In this episode, Scott shares his thoughts on whether or not it is worth it to go to college today.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses 5 things to know about the current surgery center environment & private equity’s involvement in the space.
In this episode, Scott discusses the current trend in corporate America to cut costs & cut staff.
In this episode, Scott discusses the four biggest financial mistakes he’s made in the span of his career, and how you can learn from and avoid these situations.
In this episode, Scott gives and end of the day market update on bitcoin, oil, and cannabis.
In this episode Scott Becker discusses the recent success of Mark Zuckerberg, Elon Musk, and Marc Benioff.
This episode features Dr. Stan Kachnowski, Director of the Digital Health Program at Columbia Business School, Columbia University. Here, he discusses the work he does with HITLAB, other initiatives he’s working on, the upcoming HITLAB Innovators Summit happening on June 27th-29th, and more.
In this episode, Scott shares some advice for young people looking to buy a house or condo today.
In this episode, Scott discusses the 1 & 10 year treasury yields, jobless claims, and the stock market.
In this episode, Scott discusses the increasing number of jobless claims and how that is tied to the stock market.
This episode features Dale Miller, Business Development & Personal Branding Coach. Here, she discusses her focus on the rise of AI & how it will impact careers, what she is excited about going into the rest of 2023, the importance of leveraging data in a responsible way, and more.
This episode features David Pivnick, Partner at McGuireWoods LLP. Here, he discusses the importance of mental toughness in the business realm & in life.
In this episode, Scott emphasizes the importance of leaders doubling down on what they do best.
In this episode, Scott shares his thoughts on 10 business and market stories we are following today.
In this episode, Scott discusses Bitcoin dropping 7% over the last two days as well as an SEC lawsuit against Binance and Coinbase.
In this episode Scott Becker discusses the Nasdaq, S&P, Bitcoin, and how they are performing this year.
In this episode Scott Becker discusses the CBO projecting a 1.5 trillion dollar deficit for 2023.
In this episode Scott Becker discusses how if a business ran at a deficit like the government, they would fail.
In this episode Scott Becker discusses whether leaders are born or made and what makes a great leader.
In this episode Scott Becker discusses Walmart, Amazon, and Apple and their growth YTD.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on what he’s seeing with private equity deal flow today.
In this episode, we are joined by regular guest David Pivnick, Partner at McGuireWoods LLP. Here, he shares some sound leadership advice for young professionals looking to have a fulfilling and rewarding career.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he shares an update on what he’s seeing with private equity deal flow today.
This episode features Chris Meroff, Author and Creator, DCX Community. Here, he discusses his background & transition from entrepreneurship to venture capital, what he looks for when deciding who to invest in, what he’s currently focusing on, and more.
In this episode Scott Becker discusses the three stages of business growth – franchise, revenue, and profit.
In this episode Scott Becker discusses how the one secret to great management is having great people to manage.
In this episode Scott Becker discusses the importance of leaders managing themselves, their own mental and physical heath, goals, before one manages others.
In this episode, Scott gives an overview of the six largest companies in the United States by market cap.
In this episode, Scott breaks down the parameters of the possible debt ceiling deal reached by Democrats and Republicans.
In this episode, Scott shars eight stories he’s following, including a possible deal between Democrats and Republicans on the debt ceiling and current oil and cannabis prices.
In this episode Scott Becker discusses how he thinks healthcare payment reform is missing the real problem.
In this episode Scott Becker discusses the concept of “only the paranoid survive” as a metaphor for always working to improve or risk falling behind competitors.
In this episode Scott Becker shares a quick update on the markets and top business news stories of the day.
In this episode Scott Becker discusses how leaders with humility attract great talent and how being humble is a key to success.
In this episode Scott Becker discusses how if the leader of an organization is arrogant, that attitude can trickle down through the organization and negatively impact it.
In this episode, Scott highlights the difficulty for retail brick and mortar stores to stay in business today.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the recent NVIDIA surge & what is currently going on in the interest rate environment.
In this episode, Scott shares notes on bitcoin, oil, and cannabis all having a good day.
In this episode, Scott discusses the relationship between jobless claims, the stock market, and The Fed.
In this episode, Scott discusses Apple’s Q2 earnings beating expectations on better than anticipated iPhone sales.
In this episode, Scott discusses the difference between the customer service with Apple and Peloton and how that is reflected in their earnings.
This episode features regular guest Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses how the recent banking crisis may or may not affect private equity deal flow.
In this episode, Scott discusses the difficulty for streaming services to survive with rising costs and big competition.
In this episode, Scott shares thoughts on 15 business stories we are following this AM, including topics on The Fed, Paramount, oil prices, bitcoin, cannabis, and more.
In this episode, we are joined again by regular guest, Richard Kes, Partner at RSM, to discuss how macroeconomic factors and the possibility of a recession are affecting private equity investing.
In this episode, Scott shares notes on Shell, Carvana, Meta/Facebook, Telsa, Amazon, Hanes, Google, Apple, and Bed Bath & Beyond.
In this episode Scott Becker discusses consumer savings and the potential impact on a looming recession.
In this episode Scott Becker gives an update on Meta / Facebook and how they jumped 14% overnight on good revenues and earnings.
In this episode, regular guest Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, discusses how wages, debt service, and price elasticity are effecting private equity investing.
In this episode, regular guest, Justin Breen, Founder at BrEpic Communications, talks about setting and achieving goals in the new year.
In this episode Scott Becker discusses how ExxonMobil, the 4th largest company in the USA by revenues, had record profits last year of $55.7 billion.
In this episode Scott Becker discusses:
- AMD profits were down 98% this quarter.
- The markets were up yesterday but are slightly down this am.
- Oil at $80, Bitcoin at $23,111, the 10 year treasury yield is at 3.47%, and the 1 year at 4.678%.
- Snapchat warns of problems, stock drops 12%.
- GM knocks it out of the park.
In this episode Scott Becker discusses how Jerome Powell and The Fed are making progress in fighting inflation, but still have more work to do.
In this episode Scott Becker discusses the importance of celebrating success in your business.
This episode features regular guest, Richard Kes, Partner at RSM. Here, he shares some thoughts on what great leadership needs to be in order to stay successful in a challenging economy.
This episode features Salvatore Buscemi, CEO and Co-Founding Partner at HRN, LLC & CEO & CIO of Dandrew Partners Capital Management. Here, he discusses his background & what led him to his current positions, how he feels the temperature of risk in investing is today, his top priorities going into 2023, and more.
In todays shoutout of the day Scott Becker spotlights Dr. Richard Wohns, Founder & President of NeoSpine
In this episode Scott Becker discusses:
- Markets look to fall this am after a great start to the year and after markets rose Friday.
- BuzzFeed rose 85% Friday and is up 460% YTD.
- Oil is steady at $80 a barrel.
- Bitcoin is up 40% over the last month.
- The Nasdaq is up nearly 12% YTD.
- The markets largely expect the Fed to raise rates by 25 basis points at their coming meeting.
- Tesla is up 44.42% YTD.
- Microsoft is up 3.48% YTD.
- Amazon and Meta are each up nearly 22% YTD.
- And more!
In this episode Scott Becker discusses takeaways from a panel at the WEF that discussed how as the job scarcity starts to go away, Gen Z will need to be more competitive when it comes to the job market.
This episode features Robbie Allen, CEO of One GI. Here, he discusses the future of physician employment in the midst of dwindling numbers of independent physician groups, different generational perspectives on work, as well as evolving aspects of healthcare as a whole.
In this episode Scott discusses the importance of having super clarity of mission when it comes to your business.
In this episode Scott Becker discusses how AI is becoming the new superpower in business.
In this episode Scott Becker discusses BuzzFeed moving towards AI generated content, how it has impacted their stock price, and what it means for content generation.
In this episode Scott Becker discusses:
- Futures point down today after an outstanding day in the markets yesterday.
- Tesla’s stock rose 10 percent yesterday.
- Intel’s stock fell 5 percent after missing estimates.
- GDP rose 2.9% in the fourth quarter. A welcome sign that the Fed can fight inflation without killing growth.
- Buzzfeed rose 150% on news that it would move some of its writing and content to AI driven writing.
- Listen to our podcast today on how key great partners and team mates are to business. And how bad colleagues can be a cancer to organizations.
- Excited to see the Becker’s Healthcare podcast reach nine million downloads this month. God bless Jessica Cole every day.
- Seeking part time sales help for our non business line Becker Business Minute Podcast & Becker Private Equity PodcastListen today to four business minute podcasts on subjects such as
- Things are heating up already between Salesforce and Elliot Management. This may be the least surprising headline this am.
- We are planning a webinar on key thoughts on investing 2023. Can’t wait. It will be a chapter from our latest book.
In this episode Scott Becker discusses the importance of having great teammates and how to manage difficult colleagues.
In this episode Scott Becker discusses the 10 largest US firms by market cap & 6 larget by revenues.
In this episode Scott discuss 5 quick points on Tesla:
- Tesla had a Record Q4.
- Tesla had $24.3 billion in revenue.
- Tesla recorded $3.7 billion in profit.
- Overall, the stock jumped roughly 5% overnight.
- Panic over stock seems to be subsiding.
In this episode Scott Becker discusses:
- Tesla reported record profit in Q4.
- IBM announced that it is cutting nearly 4,000 jobs.
- SAP also announced significant layoffs.
- Meta/Facebook which has seen less excitement and growth in their platform, reinstated President Trump’s Facebook accounts.
- Further in the Elon Musk watch, it’s being reported that he is raising equity to pay down some of the debt taken on to finance the Twitter acquisition.
- Microsoft is both investing heavily in ChatGPT and is reporting huge growth in its cyber security business which has grown to a $20 billion a year business.
- One good rule of thumb is don’t underestimate the engine that is Microsoft, or for that matter Apple.
- The 10 largest US firms by market cap
- The top 6 by revenues
- The markets finished flat yesterday after being down much of the day.
- Futures point up this morning.
- The 10 year treasury yield fell to 3.46%.
- Bitcoin rose to close to $23,000.
- Oil remains right around $81 a barrel.
- The 1 year treasury yield remains right at 4.67%.
In this episode, Scott discusses how important it is for individuals to always come back to your core goals for long term success in business & in life.
In this episode, Scott gives a shoutout to exemplary leader, Howard Kern, Recently Retired President & CEO of Sentara Healthcare.
This episode features regular guest, Richard Kes, Partner at RSM. Here, he discusses how macroeconomic factors are currently impacting the private equity deal flow environment.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she shares her thoughts on when it is appropriate to abandon either a product or business idea that isn’t working.
In this episode Scott Becker discusses 4 quick thoughts on Microsoft and their earnings release.
In this episode Scott Becker discusses The Biden Administration targeting Google, non-competes, and other aspects of big business. There is a lot of of uncertainty currently regarding the FTC non-compete proposal.
In this episode Scott Becker discusses:
- Futures point down this AM on increased concerns of recession and softening corporate earnings.
- The Biden Administration targets Google, non-competes, and other aspects of big business. Lots of uncertainty currently regarding the FTC non-compete proposal.
- Microsoft met its earnings forecast but barely missed its revenue forecast.
- Great call yesterday with the Becker’s Healthcare CEO advisory board.
- Incredible to visit with Salvatore Buscemi on the investment choices and perspectives of the super wealthy on the Becker Business Minute Podcast & Becker Private Equity Podcast.
- “Tesla poised for record earnings, amid Wall Street unease” – WSJ.
- While the job markets remain solid, there are signs of layoffs creeping into non tech areas.
- Excited to see real estate mogul and investor Marc Blum in top form this week in multiple endeavors.
- Thrilled to double down on growth in the Becker Business Minute Podcast & Becker Private Equity Podcast.
- The Becker business shout out of the day today goes to Satya Nadella the CEO of Microsoft who does an incredible job of leading Microsoft through thick and thin and in complicated times. Amazing to watch.
And more!
This episode features Andrea Lee Linna, Partner at McGuireWoods, LLP. Here, she discusses the FTC moving forward in banning non-competes & what that will mean for health systems & private equity firms.
In this episode, Scott discusses 10-12 quick market notes for Tuesday, January 24th 2023.
In this episode Scott Becker discusses 5 big takeaways from the news coming out of the WEF conference in Davos.
In this episode Scott Becker discusses the success of the film “Avatar” and how it shows you must be great at something.
In today’s shoutout of the day Scott Becker spotlights Marc Benioff, Chairman and CEO of Salesforce.
In this episode, Scott discusses reasons for the market going up, including inflation slowing and the Fed steadying out interest rate hikes.
In this episode Scott Becker discusses Elliott Management taking a big stake in Salesforce.
In this episode Scott Becker discusses the concept the importance of choosing if something is a hobby or something you truly wish to excel in.
In this episode Scott Becker discusses:
- The markets jumped Friday on news that it looks like the Fed will slow the pace of interest rate hikes.
- Year to date the Nasdaq is up 7.25% and the S&P 500 is up nearly 4%. The Dow is up 72%.
- Futures are flat this AM.
- The 1 year treasury is close to 4.67%, the 2 year has fallen to close 4.17%, and the 10 year opens around 3,48%.
- Tesla is up nearly 24% so far this year.
- Elliot Management has taken a multi-billion-dollar stake in Salesforce.
- Bitcoin has jumped to near $23,000 up nearly 35% year to date.
- New Avatar film hits near record box office haul.
And more!
In this episode Scott discusses the importance of surrounding yourself with people that see the best in you.
In this episode, Scott discusses the ramifications of Wayfair laying off 10% of their workforce, and how they got to this point.
In this episode, Scott discusses how independent studies are not always truly independent.
In this episode Scott Becker discusses Google announcing job cuts of 12,000 people and the current state of the advertisement industry.
In this episode Scott Becker discusses the current strife in the government around whether to raise the debt ceiling or not.
Here, Scott discusses progressive lawmakers in blue states are pushing in a coordinated way to raise taxes on the wealthy.
In this episode, Scott discusses: New jobless claims came in low at 190000. This signals the labor market remains tight and will give the Fed the ability to keep raising rates albeit at a slower pace.
In this episode Scott Becker Discusses:
- CEO of Google announces job cuts of 12,000 people, 6% of its workforce.
- Reid Hastings the noted founder of Netflix is moving to the role of Executive Chairman from Co-Ceo.
- Jamie Dimon the well-regarded CEO of JP Morgan made $34 million last year.
In this episoe Scott Becker discusses:
- The markets fell again yesterday.
- Futures are flat this AM.
- New jobless claims came in low at 190,000.
- Google announced job cuts of 12,000 people, 6% of its workforce.
- Progressive lawmakers in blue states are pushing in a coordinated way to raises taxes on the wealthy.
- Jamie Dimon the well-regarded CEO of JP Morgan made $34 million last year.
- Reid Hastings the noted founder of Netflix is moving to the role of Executive Chairman from Co-Ceo.
- Crypto lender Genesis files for bankruptcy.
- Bank profits were largely up year over year this past quarter, but investment bank profits were way down.
And more!
In this episode Scott Becker discusses how if a business has too much debt, it makes them fragile.
In this episode Scott Becker discusses why it is important for companies to have their customers have a reason to need them.
In this episode Scott Becker discusses how Microsoft is the latest mega firm posed to announce layoffs.
In this episode Scott Becker discusses United Airlines and American expecting great profits in 2023.
In this episode Scott Becker discusses:
- The markets were mixed yesterday with the Nasdaq slightly up and the S&P 500 and Dow slightly down.
- Futures point up early this AM.
- Bitcoin continues to rise as its back at $21,000.
- Oil is rising again and is up to $82 a barrel.
- Cannabis is recovering from an awful fourth quarter and last year.
- The 10 year opens flat at 3.53%.
- The 1 year treasury has dipped to 4.67%.
- Goldman Sachs stock dropped nearly 7% yesterday as it missed Q4 earnings forecasts.
- Party City files for bankruptcy.
And more!
In this episode, Scott highlights the exemplary leadership of Michellene Davis, President & CEO, National Medical Fellowships, Inc.
In this episode, Scott discusses the importance of partnerships in business, sports, and in life.
In this episode Scott Becker compares government debt to poorly managed individual credit card debt.
In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid building block for portfolios.
In this episode Scott Becker discusses:
- The markets are closed today in honor of legendary civil rights leader and advocate Martin Luther King and MLK day. In healthcare today’s shout out of the day goes to the remarkable Michellene Davis, Esq., who leads National Medical Fellowships and who is a fierce advocate for health equity.
- The markets had a great day Friday and for the week last week.
- Increasingly different perspectives on the national debt debt in DC. Janet Yellen says raise the debt ceiling. Kevin McCarthy says cap government spending. Barron’s writes “Too much government debt could become a big problem for the stock market”. And the nation.
- “Electric Vehicles Made Up 10% of All New Cars Sold Last Year” – WSJ.
- BlackRock vs Goldman spar over the 60/40 portfolio.
- As a segue from 5, 3 core types of portfolios
- Growth- 70 to 100% Equities. 0 to 30 percent bonds.
- 70 to 100% bonds. 0 to 30% equities.
- 30 to 70% equities. 70 to 30% bonds.
And more!
This webinar, recorded on 1-12-23 discussed the outlook for the private equity deal market in 2023. More or less deals, multiples and more.
The webinar featured:
Rick Kes, Health Care Partner at RSM US LLP
Hector M. Torres, Managing Director, Healthcare Investment Banking at DC Advisory
Moderated by Scott Becker, Partner at McGuireWoods, Publisher at Beckers Healthcare, Board Member, Author
BlackRock saw profits and revenues drop in the 4th quarter. But their all-important AUM, or assets under management, grew back to $8.6 trillion. That’s the most important leading indicator for an asset management firm.
In this episode Scott Becker discusses customer or product fit based on conversations with Sanjeev Agrawal. Sanjeev essentially asks “do customers need this to solve a problem?” vs “do they want it?” or “is it nice to have?”.
In this episode Scott discusses Porsche going in the right direction vs VW going in the wrong direction.
In this episode Scott Becker discuisses when is the right time to abandon a project, goal, or company. Based on his recent conversation with Elizabeth Hutson, the four key choices are:
- Stay the course
- Make changes
- Double down
- Abandon
In this episode Scott Becker discusses:
- Futures point down today after several great days in the market.
- Porsche had a record year.
- The CPI was down to 6.5% and provided a boost to the market. Core inflation down further.
- Oil at nearly $80. Bitcoin near $19,000. The ten year near 3.44. Cannabis stocks still struggling overall.
And more!
In this episode Scott Becker discusses:
- Inflation still at 6.5 percent but not red hot as it was.
- Bob Iger under fire already from activist investors at Disney.
- Tesla is up 446 percent over the last 5 years and down 65 percent over the last 52 weeks
- Thrilled to have Mark Cuban Martha Stewart Larry Bird and Magic Johnson speaking at the Becker’s Healthcare Annual Meeting in April.
- So thankful to see the Becker’s Healthcare podcast in the top 15 to 20 business news podcasts.
- The car shortage is being alleviated as chipmakers catch up to cars.
- Home sales are way down.
- Thrilled to see explosive growth in the newly launched Becker Business Minute and Becker Private Equity & Business Podcast.
In this episode, Scott shouts out Jerome Powell, Chair of the Federal Reserve of the United States.
In this episode, Scott shouts out Nelson Peltz, American Billionaire, Businessman, and Investor.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she discusses goal attainment going into the new year.
In this episode Scott Becker discusses the current situation with Elon Musk, Twitter, and Tesla. Tesla is up 446 percent over the last 5 years and down 65 percent over the last 52 weeks. As Elon Musk stops selling shares and settles in at Twitter etc, will the stock continue to upswing as it has this year?
In this episode Scott Becker discusses CPI, core inflation rate, The Fed raising rates, and the current state of inflation in the US.
This episode features Mark Peysakhovich, Managing Partner of MBM Advantage. Here, he shares what he is focusing on going into the new year.
In this short episode, Kristen McDermott Woodrum, Partner at McGuireWoods LLP, discusses the proposed rule by the FTC to broadly ban noncompete clauses between employers and workers nationwide, what this means for businesses, & the possible legal challenges it will come with.
In this episode, regular guest, Rick Kes, Partner at RSM, joins Scott to share his thoughts on what we should expect to see in 2023 for private equity deal flow, fundraising, valuations & multiples.
In this episode, Scott shares 12 notes & headlines on what is currently happening in the venture capital space of healthcare.
- A huge explosion in HC VC in 2020 and 2021. Both fundraising and investing.
- A significant slowdown in 2022 particularly the 2nd half of 2022.
- There are lots of funds that do a huge number of smaller investments. Funds like Rock Health, Arch Venture Partners, New Enterprise, 7Wire Ventures, Martin Ventures, Flare Capital, Costonoa and Khosla for example.
- There are also mega funds that tend to make much larger investments per deal. For example, funds like Sequoia, A16Z (Andreessen Horowitz) General Catalyst, Tiger Global, Kleiner Perkins, Norwest and more. Remiss to not mention rock star investment firms Frist Cressey and Thoma Bravo. Amazing what Bill Frist has accomplished. Bill Frist, M.D.
- There are an increasing number of partnerships between VC funds and health systems and payors. General Catalyst has really made great advances here. See also “Venture Capital firms are partnering with healthcare organizations to improve digital health” Forbes Sai Balasubramanian, M.D., J.D.
- There are also an increasing number of systems that have funded and self manage or outsource their only venture efforts. For example, Advocate Aurora Enterprises led by Scott Powder
Providence Ventures formerly led by Aaron Martin and a ton more. Kaiser Ventures et Al.
- Earlier Series A rounds (and seed rounds) tend to be much smaller than larger rounds.
- VC investing generally is more binary than PE investing. Pre Ebitda vs Post Ebitda investing. VC studies show that an overwhelming majority of profits come from 10 to 20% of investing and more than 50% of investments barely return the invested capital. Generally the earlier stage the higher risk.
- Healthcare venture can include several different sectors- digital health, provider health, biotech, pharma, diagnostics and devices.
- See Modern Healthcare opinion piece by Eric Epstein and Douglas French “Healthcare Venture Capital Potentially Peaked-Now What”.
- See also WSJ ” Digital Health Venture Funding Pulls Back From Last year”.
- Also see Kaiser Health News “Mission and money clash in non profit hospitals’ venture capital ambitions.” Kaiser Health News.
In this episode Scott Becker answers the question “Will government regulation help or hurt the crypto industry?”
In this episode Scott discusses:
- The markets were fairly flat yesterday.
- Futures point down this AM.
- Tesla for the first time in a while rose nearly 6% yesterday.
- Lululemon dropped 9+ percent yesterday.
- Taiwan Semiconductor is expecting to post large Q4 profits defying the rest of the chip industry.
- CVS is rumored to be buying Oak Street Health.
- Banks are expecting solid but lower year over year profits.
- Bed Bath stock jumped 24% as it approaches bankruptcy filing.
and more!
In this episode Scott Becker discusses the college transfer portal and its lessons for business.
In this episode Scott Becker discusses how CVS Health and UnitedHealth Group have grown and how they view Walgreens as competition.
In this episode, Mark Peysakhovich, Managing Partner of MBM Advantage, shares an update on what is going on in the cannabis investing space.
In today’s shoutout of the day Scott Becker spotlights Michael Dowling, CEO of Northwell Health.
In this episode Scott Becker discusses Kevin McCarthy becoming Speaker of the House and what it means for America.
In this episode Scott Becker discusses how Salesforce aims to cut $3 Billion to $5 Billion in costs.
In this episode Scott Becker discusses how Lululemon is seeing their margins become slimmer despite raising prices very aggressively.
In this episode Scott Becker Discusses the Following:
- The markets surged Friday.
- Futures point up this AM.
- The 10 year treasury yield has dropped nearly 30 basis points since the start of the year. It opens near 3.56%.
- The 1 year treasury is fairly flat at around 4.72%.
- Bitcoin has risen above $17,250.
- Oil is steady at around $76 a barrel. It’s expected to rise on the prospect of a rebound in demand from China.
- Lululemon is seeing their margins become slimmer despite raising prices very aggressively. It’s stock is down more than 10% in pre-market pricing. They have been so arrogant in how they discuss price increases that some will welcome them facing some challenges.
- Rolls-Royce hit sales records in 2022. See Reuters. The average price is $534,000. It sold 6,021 cars in 2022. Around 2,100 cars were sold in the United States.
- And more!
In this episode, Scott shouts out Dr. Howard Chrisman, the new CEO of Northwestern Memorial HealthCare.
In this episode, Scott discusses Bed Bath & Beyond’s position from a top home goods retailer to the cusp of bankruptcy.
In this episode, Scott discusses Walgreens’ recent loss last quarter, their huge opioid settlement last year, and how that will play into their direction going forward.
In this episode, Scott discusses the difficulty the Republican Party has had selecting a new Speaker of the House.
In this episode, Scott gives a jobs report for January 6, 2023 and analyzes the effects of jobs being a little high than expected.
In this episode, Scott discusses the reasons behind Amazon cutting 18,000 jobs and how corporate virtue signaling plays into the decision.
This episode features Heather Markel – Heather Begins – Full Time Travel Coach. Here, she discusses her past experience as a business coach and how it has led to her work in helping professionals live their lives as full-time travelers.
This episode features Pete Witte, Global Private Equity Lead Analyst at Ernst & Young (EY). Here, he discusses his background, the work he is doing with EY, what private equity investing will look like in 2023, and much more about how private equity is putting money to work.
The 5 most listened to episodes on the Becker Private Equity & Business Podcast and Becker Business Minute Podcast.
- Using your time correctly
- How much debt to hold
- Musk and Inflation
- Asset allocation for amateurs
- Allocating your investments
In today’s shoutout of the day Scott Becker spotlights J.P. Gallagher, President and CEO of NorthShore University HealthSystem.
In today’s shoutout of the day Scott Becker spotlights Warren Buffett, Chairman and CEO of Berkshire Hathaway.
In this episode Scott Beckers how actors and celebraties should not be paid to promote investing in stocks or crypto or other things they know nothing about.
In this episode Scott Becker discusses how 2022 is a great teminder that it is OK to be a cautious investor.
In today’s shoutout of the day Scott Becker spotlights Mudit Garg, Founder & CEO of Qventus.
In today’s shoutout of the day Scott Becker spotlights Johnese Spisso, President of UCLA Health & CEO of UCLA Hospital System.
This episode features Robbie Allen, CEO of One GI. Here, he discusses what is currently going on in the GI space, how AI & provider shortages are changing the GI industry, his perspective on private equity in respect to GI, and more.
This episode features Richard Kes, Partner at RSM. Here, he discusses how current housing starts, inflation, interest rates, and labor are all affecting private equity investing.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she shares some advice and thoughts on building a niche business.
In today’s shoutout of the day Scott Becker spotlights Amber Walsh, Partner at McGuireWoods LLP.
In today’s shoutout of the day Scott Becker spotlights Nancy Agee, President & CEO at Carillion Clinic.
In today’s shoutout of the day Scott Becker spotlights Lou Shapiro, President & CEO at HSS.
In this episode Scott addresses the question “Do we have workforce structural problems?”
In this episode Scott discusses the current situation with the microchip surplus after such a long shortage and how it is impacting the economy.
In this episode Scott Becker discusses how self-improvement is one of the keys to life.
In this episode Scott Becker discusses the importance of great partnerships when it comes to business success.
In today’s shoutout of the day Scott Becker spotlights Craig Richardville, Chief Digital and Information Officer at Intermountain Healthcare.
In this episode Scott Becker discusses how passion is the secret ingredient to success and true greatness.
In today’s shoutout of the day Scott Becker spotlights Terry Shaw, President & CEO at AdventHealth.
In today’s shoutout of the day Scott Becker spotlights Jim Woldenberg, President of Heathrow Scientific.
In this episode Scott Becker discusses the concept of recommitting from the book “The Second Mountain” by David Brooks.
In this episode Scott Becker discusses the concept of de-risking or riding the wave when it comes to investing.
In today’s shoutout of the day Scott Becker spotlights the team at National Medical Billing.
In this episode Scott discusses the important of knowing your own allocation and risk tolerance when it comes to investing.
In this episode Scott Becker discusses Jeff Seifman’s amazing perseverance in both sports and business.
This is a recording of the 12-15-22 webinar in which Scott Becker discusses 15 keys to building a business.
In today’s shoutout of the day Scott Becker spotlights Howard Sutker, Founder & Managing Partner at Sutker Moran.
In today’s shoutout of the day Scott Becker spotlights Naya Kehayes, Partner at ECG Management Consultants.
In today’s shoutout of the day Scott Becker spotlights Chris Van Gorder, President & CEO at Scripps Health.
In this episode Scott Becker discusses Morgan Stanley’s Wilson saying corporate profit drop could rival 2008.
Here, Scott discusses private equity having $1.2 trillion in dry powder, financing becoming more and more challenging, and the movement towards small or midsize deals.
Here, Scott Becker shares his thoughts on what was a kind of a tough week for Musk.
- Tesla down 60%
- Space X doing well.
- Twitter a debacle.
- Political comments raising eyebrows on both sides of the fence.
In this short episode, Scott discusses Goldman Sachs planning on laying off as many as 4,000 employees.
Here, Scott discusses the stock market taking despite things looking more positive earlier this week.
In this episode Scott Becker discusses The Fed’s focus on jobless claims and unemployment rates when they raise interest rates.
In this episode Scott Becker discusses if the lower advertising revenue, lower than expected Christmas season retail sales, and a hawkish Fed are all signs of a coming recession.
In todays shoutout of the day Scott Becker spotlights Eugene Woods, President & CEO of Atrium Health.
In this episode Scott Becker discusses the 3sStocks of the largest 10 that are down the most this year.
In todays shoutout of the day Scott Becker spotlights Gregg Koonsman, Founder & CEO of VMG Health and Jen Johnson Chief Commercial Officer at VMG Health.
In this episode Scott Becker discusses 1) Bitcoin rebounding 2) Cannabis stocks getting hammered 3) Oil prices stabilizing.
In this episode Scott discusses the 80 – 20 Rule which says business should focus 80% of their effort on the core business and keeping customers happy & 20% on new ideas and innovations.
In todays shoutout of the day Scott Becker spotlights Larry Ellison, Chairman of Oracle & David Feinberg, Chairman of Oracle Health
In this episode Scott Becker talks about the evolution of a company’s founder as the company grows and the importance of the founder controlling their ego.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP. Here, he shares some thoughts on what is going on with inflation and the labor market in healthcare.
In this episode Scott discusses the importance of the cloud to Microsoft, Amazon, Oracle, and others to their growth and bottom line.
In this episode Scott Becker discusses Tesla’s first ever negative consumer survey and the impact of Elon Musk’s getting involved in the political realm and Twitter.
In this episode Scott Becker highlights Dr. Steve Klasko, Former President & CEO of Jefferson Health and Executive in Residence at General Catalyst
This episode features Brad Bonde, Shareholder at LBMC. Here, he discusses trends he is currently watching in the market right now, what he is focusing on going into the end of the year, and more.
In this episode Scott Becker highlights Jeremy Corr, The Founder and CEO of Executive Podcast Solutions.
In this episode Scott Becker does a shoutout to leaders that handle themselves with grace under pressure especially Jimmy Harris AKA Jimmy61.
In this episode Scott discusses how it is important to judge leaders by how many leaders they develop.
In this episode Scott Becker discusses the situation around jobless claims, producer price index, and the Fed.
In this episode Scott discusses the COO of Theranos, Sunny Balwani being sentenced to almost 13 years in prison.
In this episode Scott discusses 5 health systems with $1 billion dollar plus losses this year.
In this episode Scott Becker discusses Carvana’s stock price dropping 43% yesterday and their recent issues.
In this episode Scott Becker discusses how Blackrock assets under management are down nearly $200 billion this year.
In this episode Scott discusses Salesforce and Tesla both having significant drops yesterday.
In this episode Scott Becker discusses Pepsi starting to lay off some of its employees.
In this episode Scott Becker discusses how the Coinbase CEO is doing everything he can on the speaking tour to try and distance Coinbase from FTX.
In this episode, we are joined again by Kristen McDermott Woodrum, Partner at McGuireWoods LLP. Here, she shares an overview on some big developments in the area of substance use disorder.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the increased specialty financing of deals.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses the swinging back to deals being done by strategic buyers & not just private equity funds.
Here, Scott discusses Chairman Powell saying that it is time to stop the acceleration of rate hikes.
In this episode, Scott speaks on how important it is to "mind the business" and spend 80% of efforts on the core of the business and only 20% on other initiatives & new ideas.
Here, Scott discusses some news coming out of the Fed.
New jobs in private payrolls much slower in November than expected Eurozone inflation showed signs of easing. This is a key and welcome sign. It may help lead the US and ECB to slow their raising of rates.
Richard Kes, Partner at RSM, rejoins the podcast to share an update on trends in the private equity investing space going into the last month of the year.
This episode features John Svolos, Managing Director & Head of Cryptocurrency Research at SkyBridge Capital. Here, he shares an overview of what cryptocurrency is, how the FTX scandal has affected crypto confidence, how he looks at crypto longer term, and much more.
In this episode, Scott emphasizes the importance of getting and keeping great people around you if you want to build something successful.
In this episode, Scott shares a market update-
Markets relatively flat this yesterday. The S&P 500 was down .16% and the Nasdaq .59% yesterday. The Dow was flat. Crude rose back to $80. Bitcoin is holding its own at $16500 as the exchanges blow up around it. Fascinating to watch for the long run. The 1 year treasury yield jumped to 4.85%. It's right near its 52 week high. The 10 year remains at 3.749%. The jump in the 1 year may be pricing in the next raise in the Fed Funds rate. The Fed meets Dec 13-14.
This episode features Holly Buckley, Chair of Healthcare at McGuireWoods. Here, she shares an update on trends in the private equity investing space.
In this episode, we are joined again by Liz Hutson, Principal Consultant, Owner at EGH, LLC, to discuss the importance of having a good work-life balance.
In this episode, Scott shares 15 key thoughts on building and developing a successful business.
In this episode Scott discusses the 6 largest companies by revenues their stock price performance YTD.
In this episode Scott discusses:
The markets ended essentially flat on Friday. Futures point down this morning. The major indexes are down YTD. Bitcoin is down 64.5% YTD. Excited to launch the Becker Business Minute podcast this week- concise business and market updates. 6 largest companies by revenues their stock price performance YTD. Disney, Netflix and Target Stock Price YTD.
And more!
In this episode, Scott discusses the changes cannabis and bitcoin investing has seen over the past year.
In this episode, Scott discusses how obsession and exact focus is often necessary to be successful in the long run.
In this episode, Scott talks to Rick Kes, a Partner at RSM. Here, he discusses this week's private equity trends.
In this episode Scott discusses:
Market indexes fell yesterday with the Nasdaq down 1.09%, the S&P 500 down .39% and the Dow down .13%. Market futures are turning upward this morning. The 10 year treasury rose yesterday by a few basis points and will open this am around 3.825%. The 1 year treasury moved slightly higher and opens today around 4.79%. Bitcoin has dropped further to open at close to $15,800. Oil remains near $81 a barrel as China remains slower due to Covid.
And more!
In this episode Scott discusses the PE ratios of the 10 largest companies by market value.
In this episode Scott discusses the PE ratios of the 10 largest companies by revenues .
In this episode, Scott talks to Justin Breen, bestselling author and Founder of BrEpic. Here, they discuss gratefulness and what Justin is most thankful for this year ahead of Thanksgiving.
In this episode Scott discusses the PE ratio of the S&P 500 VS the PE ratio of a 1 year treasury.
In this episode Scott discusses:
Market Update. The overall PE ratio of the S&P 500 is approximately at 20.62. The PE ratios of the 10 largest companies by revenues. Bob Iger returns as CEO of Disney President Biden turns 80. Former President Trump returns to Twitter.
And more!
In this episode, we are joined again by Richard Kes, Partner at RSM, to discuss how the midterms, interest rates, recession probability, & labor challenges are all affecting private equity investing.
This episode features Justin Breen, Founder at BrEpic Communications. Here, he shares advice & thoughts on setting goals going into the end of the year.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses consumer sentiment going into the holiday season, & shares an update on private equity investing.
10 stories we are following this am.
-
The markets fell yesterday and look poised to fall today. The S&P 500 dropped .8%, the Nasdaq 1.5% and the Dow .1%. Futures point down today. See "US futures slip as Fedspeak dashes rate pause hope". Bloomberg.
-
"More Americans tap home equity for financial safety net". See WSJ. Adding more debt may be the opposite of adding to financial safety.
-
Target dropped nearly 14% on weak sales and margins. Walmart in contrast reported upbeat earnings.
-
Great to visit with former Cleveland Clinic President of International operating on the Becker's Healthcare podcast. The brilliant Rakesh M. Suri, MD, DPhil now serves as President and Chief Medical Officer of Fountain Life. Fountain Life is founded by Peter H. Diamandis Tony Robbins and others. Thank you David Schull for the introduction.
-
The 1 year treasury opens at 4.630%. It's 52 week range is .376 to 4.878%.
-
Oil opens close to $85 a barrel.
-
The Republicans officially have won a majority of the House of Representatives.
-
The 10 year treasury bond yield has fallen to 3.69% on longer term views that a recession will be coming. It's 52 week range is 1.34 to 4.33%.
-
Great to publish a podcast yesterday with the remarkable CEO of Waystar Matthew Hawkins.
-
Bitcoin has dropped to $16500.
In this episode, Scott shares advice for business owners, including -
Know what makes you profitable Know your customer base Know who your key leaders are
In this episode, Scott discusses if Trump running in 2024 is good or bad for the Republican Party, and the implications it may have.
In this episode, Scott discusses the 60-40 Rule and how you can ensure you don’t over-indulge in equities.
In this episode, Scott discusses the implications of financing lifestyle debt, and how you can be smart about your debt.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she shares advice & thoughts on goal setting going into the end of the year.
In this episode Scott answers the question “Are layoffs by Amazon and FedEx before the holidays a major cause for concern?”
In this episode, Scott discusses the recent major layoffs at Amazon and what that means for profitability.
In this episode, Scott discusses whether the recent rally in the market will persist, or if it will dip again.
In this episode Scott Becker discusses the current situation with FTX and Sam Bankman-Fried.
In this episode Scott discusses:
Futures point down on the major indexes to start the week after a great rally last Thursday and Friday. Bitcoin opens right around $16,800 after a frightening week in the world of crypto currencies. The entire value of FTX, the crypto exchange has essentially been wiped out. The Nasdaq is down 27.62% YTD while the S&P is down 16.22% and the Dow down 7.13%. Meta is now a $300 billion dollar company after having been a trillion-dollar company. The top 10 companies by revenues. Latest midterm election expectations.
And more!
In this episode Scott discusses the importance of having your allocations right and keeping your money in the market.
In this episode Scott discusses:
Thrilled to see the markets surge higher yesterday. The markets responded to inflation coming in less than expected. Treasury yields fell. The markets open reletively flat this AM. Bitcoin is tanking this AM. Oil is close to $90 a barrel.
And more!
In this episode Scott Becker discusses the importance of not selling on the dip and keeping money in the market long term.
In this episode Scott Becker discusses the trend of employers wanting their employees to return to the office instead of working remote and the pushback from employees.
In this episode Scott discusses:
Bitcoin continues to crash. The markets tanked yesterday. The long term treasury yield dropped some on longer term recessionary fears. The Dems will win the senate or get 50 seats. It ultimately comes down to a runoff and Georgia and the outcome in AZ and NV. Futures point slightly up this am. Oil has dropped to around $85.50 a barrel. CPI is being released today. Beyond Meat dropped 9 plus percent yesterday.
And more!
In this episode Scott talks about the importance of having a margin of safety when it comes to debt and major purchases. He also discusses the importance of becoming debt free as soon as possible.
In this episode Scott Becker discusses the importance of learning to love the safety of treasuries even though they have a low return.
In this episode Scott discusses:
It's likely the Republicans barely took control of the House and Dems retain control and/or picked up a seat in the Senate. Markets rose yesterday with the Nasdaq up .49, the Dow up 1% and the S&P 500 up .56%. The futures are slightly down this AM. Bitcoin has dropped nearly 17% in the last 2 days and is back down to $17,000 plus. Lyft fell yesterday by nearly 23%. Meta announces it will cut more than 11,000 jobs.
And more!
In this episode Scott discusses how engagement is the secret ingredient of a successful leader.
In this episode Scott discusses:
Inflation update. Inflation report. This comes out Thursday. The major indexes rose yesterday. Market futures point slightly up this AM. Bitcoin dropped back below $20,000. Oil opens right around $91 a barrel. Facebook jumped 6.53% on news of layoffs and cutting costs.
And more!
In this episode Scott Becker discusses the 3 fastest growing companies of the top 10 in the US.
In this episode Scott Becker discusses how 3 of the largest US companies are oil companies.
In this episode, Scott emphasizes the importance of always showing up & staying engaged.
In this episode Scott Becker discusses the importance of needing to fully commit to something in order to excel at it.
In this episode Scott discusses the concept of having the mentality of “I get to do this” VS “I have to do this”
In this episode, we are rejoined by Amber Walsh, Partner at McGuireWoods LLP, to share some key takeaways she got from moderating the 2022 McGuireWoods Independent Sponsor Conference.
In this episode, Scott talks about payers cashing in on record breaking profits & the situation between those payers & Walgreens Boots Alliance.
In this episode Scott Becker discusses how 4 of the largest Payers in the country have become 4 of the top 20 companies in the US by revenues.
In this episode Scott Becker discusses the importance of being able to pivot as a business to maximize success.
In this episode Scott discusses:
Carvana, the hot used car dealer over the last few years, is down 95% year to date and dropped nearly 40% Friday. The 10 year treasury yield jumped Friday to 4.15%, Bitcoin fell overnight to $20,700 or so and oil has jumped to almost $93 a barrel. Facebook, which is down 73% YTD, announced is expected to start mass layoffs. Apple said it is shipping fewer premium iPhones than expected. The October CPI inflation index will be released Thursday and may impact the Feds next steps and trajectory.
And more!
In this episode Scott Becker discusses the importance of always having enough cash on hand.
In this episode Scott Becker discusses the importance of knowing your investment temperament.
In this episode, we are joined again by Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, to provide an update on how the interest rate environment is affecting deal flow in private equity investing.
In this episode Scott discusses the Fed raising the rates again and the Fed is impacting the markets.
In this episode Scott discusses how Facebook and Peloton used to be stock darlings but are now struggling.
In this episode Scott discusses:
The markets essentially tanked yesterday. The key driver of the markets yesterday was Chairman Powell and the Fed saying they are not easing up on the inflation fight. Slower deal making driving layoffs. Peloton stock drops 18% in premarket trading as it reports a huge drop in quarter sales but reduced losses some due to cutting staff etc. Facebook stock is down $800 billion in the last year.
And more!
In this episode, we are rejoined by Richard Kes, Partner at RSM, to share an update on trends he is watching in the private equity space.
In this episode, we are rejoined by Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she discusses the concept of imposter syndrome.
In this episode, Scott discusses how the big insurance companies equate to the big casinos.
In this episode Scott discusses:
The major indexes finished down yesterday. Fed Expected to again raise rates by 75 basis points. CVS Health beats estimates. Airbnb reports record profits. Midterms update.
In this episode Scott discusses a few deals that prove that the mergers & acquisitions market is not dead.
In this episode Scott discusses:
The Fed meets today and tomorrow and is widely expected to raise the Fed funds rate by 75 basis points. More importantly will be the Fed's discussion of how they will approach interest rate raises going forward and how hawkish they intend to be. The market indexes fell Monday with the Nasdaq down 1.03%, the S&P 500 down .75, and the Dow down .39%. Futures point up this AM. Meta/Facebook is down nearly 71% YTD. Bitcoin opens around $20,600 and is down nearly 56% YTD. Oil opens near $88 and the 10 year opens around 4.07%.
And more!
In this episode Scott Becker discusses 4 companies that drove 2.5 Trillion in market loss.
In this episode Scott discusses:
Meta/Facebook shares fell 20% overnight. Google's stock fell 9% yesterday. Amazon fell 4.1% yesterday. The Nasdaq dropped 2.04% yesterday and the S&P500 fell .74%. Futures are largely flat this am with the Nasdaq trending downward.
And more!
In this episode Scott discusses:
The Markets - 5 notes. Google revenues and sales missed estimates and the stock fell 6% in overnight trading. Microsoft saw a slowdown in cloud growth but overall beat estimates. Elon Musk closing in on closing Twitter deal. Kanye West out at Adidas.
And more!
In this episode, we are joined by JoAnna Abrams, Founder and CEO, MindClick, Inc. Here, she expands on MindClick, a service that uses data analytics to partner global brands with their supply chains to deliver on sustainability commitments, what led her to create this service, what she’s currently most focused on, and more.
In this episode, we are rejoined by Holly Buckley, Chair of Healthcare at McGuireWoods, LLP, to discuss the importance of leadership remaining flexible, humble, & open to new perspectives.
In this episode, we are rejoined by Justin Breen, Founder at BrEpic Communications, to discuss balancing connecting professionals while taking care of his family.
In this episode, we are joined by John Rubinetti, Partner, Private Markets - Heidrick & Struggles, to discuss Heidrick’s work in private equity, what is currently going on with hiring & compensation, and much more.
In this episode Scott discusses is the difference between the Dow, NASDAQ, and the S&P 500
In this episode Scott discusses:
Apple is cutting production of the iPhone 14 plus. Apple is also raising prices of Apple TV and Apple Music subscriptions. The Fed is almost certain to raise the Fed funds rate to 450 to 475 basis points. The markets were up yesterday with the Nasdaq up .86% and the S&P 500 up 1.19%. Futures point down this AM. Crude oil has dropped to around $83.50 providing some relief at the pump.
And more!
Rick Kes, Partner at RSM shares an update on how election season affects consumer sentiment and how that impacts private equity investing.
In this episode Scott Becker discusses the 12 most listened to guests on the Becker Private Equity and Business Podcast.
In this episode Scott discusses:
Market Update. Futures point slightly up this AM but have been wavering. The positivity in the markets largely comes from Fed leadership softening their talk regarding raising rates. Rates are still expected to go up by 75 basis points in Nov and 50 to 75 in December. The Chinese economy grew nearly 4% in the last quarter, but we are seeing: 1) how hard it is to greatly raise the standard of living for a nation with 1 billion plus people and 2) concerns re transparency of the numbers. Oil opens around $84 a barrel, the 10 year treasury yield around 4.21%, and Bitcoin holding strong around $19,400 or so.
And more!
Mark Peysakhovich, Managing Partner of MBM Advantage rejoined the podcast to share an update on cannabis investing after a small uptick in stocks due to President Biden’s recent marajuana reform.
In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods, LLP shares an update on what is going on with private equity deal activity.
In this episode Scott discusses:
The markets fell yesterday and are expected to fall again today. Bitcoin opens at $18,800, Oil near $85 a barrel and Cannabis stocks rose yesterday. Twitter shares tumble as US Government may slow the deal. Snapchat shares dropped 27% in overnight trading. Airlines forecast strong demand. Fed governor says expect us to keep raising rates.
And more!
In this episode Scott discusses the chances that The Fed raises rates too aggressively.
In this episode, Scott talks to Matt Wolf, a senior leader at RSM. Here, they discuss current trends in private equity deal activity.
In this episode, Scott talks to Amber Walsh about changes in the power balance between GP's and their LP's, changes in the types of deals being made, risks in the debt market and more.
In this episode Scott discusses:
Tesla posts almost $3.3 billion in Q3 profit. The markets fell yesterday with the S&P 500 down .7% and the Nasdaq down .9%. Futures are now relatively flat this AM. Big and small companies are facing margin pressures. Treasury yields surged yesterday on inflation news from the UK, Canada and generally. Crude oil prices jumped yesterday to $87. Ally Financial fell nearly 8% as its earnings fell.
And more!
In this episode Scott discusses:
Intuitive revenue and profits grew significantly in the 3rd quarter. United Airlines saw great Q3 revenue and profit jumps. Goldman profits fell 43% in the 3rd quarter as deal making slowed. Mortgage rates hit a 20 year high. Netflix stock jumped overnight on great growth in its subscriber base. The Estate tax exemption rises to close to $13 million. Markets were up yesterday. The IRS standard deduction is rising by around 7%. This will be a small tax break. Oil is at around $84. Bitcoin is near $19,100.
And more!
In this episode Scott discusses:
The markets had a terrific day yesterday. Bank of America reported very solid earnings. The 4 largest banks in the US are in order JP Morgan Chase, Bank of America, Citigroup, and Wells Fargo. Microsoft is laying off 1000 employees. Futures points slightly up this am. Oil opens around $85 a barrel today, Bitcoin opens around $19,500, and cannabis stocks have had a slight recovery this past week or two.
And more.
Liz Hutson, Principal Consultant, Owner at EGH, LLC rejoined the podcast to share some advice on how to make ideas come to fruition.
The 7 largest US companies by revenues are:
Walmart Amazon Apple CVS Health United Health. Exxon Mobil Berkshire Hathaway
The 7 largest US companies by market cap are:
Apple Microsoft Google Amazon Tesla Berkshire Hathaway UnitedHealth
In this episode Scott discusses:
The markets gave up all their gains from Thursday on Friday as the market indexes retreated on Friday. Futures point up this AM. Let's hope that holds throughout the day. The S&P 500 is down nearly 25% YTD. The Nasdaq is down 34% YTD. The 10 year treasury yield opens around 4%. The 1 year treasury yield closed Friday around 4.5%. Bitcoin opens around $19,400 this AM, down nearly 60% YTD. Oil opens around $86 a barrel. Note great concerns re winter gas shortages and prices. Meta/Facebook opens around $127.
And more!
Richard Kes, Partner at RSM, rejoined the podcast to discuss the continued concerns surrounding interest rates, recession, & the labor market.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoined the podcast to discuss how current economic conditions are affecting private equity.
Here, Scott shares some thoughts on the markets urging the Fed to take a break on hiking up rates.
In this episode, Scott shares 5 thoughts on BlackRock: Investment Management & Financial Services.
Amber Walsh, Partner at McGuireWoods LLP, rejoined the podcast to share an update on how inflation & interest rates are affecting PE investing, the current deal climate, and more.
Here, Scott shares a market update & 7 key points including:
-
Markets down 1% today - far better than earlier this morning's 2.5%-3%.
-
The markets are down because the inflation reading is at 8.4%.
-
Oil back up to $88/barrel.
-
10-year treasury flat at ~4%.
-
1-year treasury back up to ~4.3%.
-
Bitcoin is at about $18,400.
-
Mortgage rates up to ~7%.
Here, Scott shares an update on the interplay between inflation, The Fed, & the stock market.
-
Markets are down again today & had tanked based on a high inflation reading of 8.4%. This reading reinforced the fed desire to keep raising rates to fight inflation.
-
The fed has raised rates nearly 300 basis points this year and likely has another 100 basis points coming. Yet inflation has not budged.
In this episode, Scott shares if you should be cautious of future possible interest rate hikes.
In this episode, Scott discusses how your returns may often be different than what is considered "average" and why that may be.
In this episode Scott discusses The Fed’s goal to bring us into a soft landing and prevent a depression.
This episode features Justin Breen, Founder at BrEpic Communications. Here, he discusses his experience on a modern day book tour promoting his newest book “Epic Life” and how book tours have evolved in the last few decades.
In this episode Scott answers the listener question “Will we see a great recession or great depression?”
In this episode Scott discusses:
Stock futures point slightly down this AM. The major market indexes dropped between 2.5 to 3 percent on Friday based on a fairly positive jobs report. The positive jobs report is perceived to provide the Fed confidence to keep raising rates to fight inflation. Cannabis stocks rallied this week on Federal government news that they would overturn Federal convictions for cannabis possession. Oil has jumped up again past $90 a barrel. Bitcoin has dropped back to $19,300. The 10 year treasury opens today around 3.9%. The 1 year opens around 4.274%.
And more!
In this episode Scott discusses the focus on automation and automating everything that it is possible to automate.
Mark Peysakhovich, Managing Partner of MBM Advantage rejoined the podcast to provide an update on what is going on in the cannabis investing space.
In this episode Scott discusses how the stock market, interest rates, and jobs report correlate and why.
Here, Scott shares some thoughts on leadership discussed on a panel at the Becker’s 7th Annual Health IT + RCM Conference.
In this episode Scott Becker shares 16 stories we are following this morning including:
The markets were slightly down yesterday with the S&P 500 down .20%. Markets point down again today but not horribly. The 52 week range for the S&P 500 is 3584 to 4818. It's at around 3800 currently. The housing and stock market and perhaps the auto market are starting to get hammered by rising interest rates. Oil is up around 10% this week to near $88 a barrel. See " US gasoline prices climb again and may get worse". WSJ. The 10 year treasury yield is at 3.78%. Peloton is cutting 500 more jobs. Bitcoin is right around $20000.
Here, Scott emphasizes the importance for leaders & founders to set their company up, then get out of the way.
In this episode, Scott discusses:
Stocks set to drop some today after two great days of gains. Musk likely to close Twitter deal. Amazon to slow corporate hiring. Job openings drop to around 10 million. Student loan forgiveness likely to add to Federal deficit. WSJ. Listen to anti fragility at Becker Private Equity on how nations companies and families ought be careful on debt.
Liz Hutson, Principal Consultant, Owner at EGH, LLC, rejoined the podcast to discuss counteracting the current chaos in healthcare through simplification, focusing on building a strong foundation, and opening up space to think about the future.
In this episode, Scott shares more bad news for big tech stocks.
Tesla dropped nearly 9% yesterday on slowing deliveries and supply chain issues. Apple consumers cutting back on spending. A # of big tech stocks taking it on the chin.
Here, Scott shares some thoughts on an article from Yahoo Finance "Apple consumers are cutting back on spending: analyst". Here the analyst says that even though Apple had a great 3rd quarter, Apple faces 2 or 3 big headwinds.
Slowing sales in the App store. Slower movement of the iPhone 14 series. Slowing interest in consumer electronics after the holiday season.
Here, Scott discusses 5 Big Tech reductions in stock price-- YTD
Apple down 20% Microsoft 28% Amazon 30% Meta/Facebook 58% Alphabet Google 31%
Here, Scott shares 7 thoughts on the market this morning 10-4-22.
1. Market indexes point up today after a great day in the markets yesterday.
2. The S&P 500 was up 2.6% yesterday and the Dow was up 2.7%. The Nasdaq was up 2.3%. Futures point up plus 1% today.
3. The overall economy saw some cooling in September. Here this leads to positive movement for the equity markets because it leads people to believe that the Fed will start to soften its tone on interest rates.
4. The market may also be reacting to UN and other calls to slow the rise in interest rates. Perhaps one can argue that Chairman Powell and the Fed have done a pretty good job of ratcheting up rates to soften growth and might take a month or two to see the impact before moving further.
5. Treasury yields dropped yesterday.
6. Oil rose to $84 plus based on news of OPEC looking to reduce supply.
7. Bitcoin rose nearly 4% to close in on $20000 & Cannabis stocks recovered in line with the major indexes.
In this episode Scott discusses the issues Credit Suisse is facing and what it means for the economy.
As one looks at so many financial potholes and geopolitical challenges, families and governments and companies should be reminded that rational to low debt levels are things to applaud not things to scoff at.
In this episode Scott discusses:
The Nasdaq is down nearly 33.5%year to date. The S&P 500 is down nearly 25% and the Dow is down close to 22%. Futures are pointing up this AM. The fall in equities has been partially caused by aggressive raising of rates by the Fed. At some point the hope is that the Fed will find the equilibrium between interest rates, inflation, and the markets. The S&P index is right around 3,600. Oil is right around $80 a barrel Bitcoin remains strong at around $19,000. Cannabis stocks getting hammered still. Increased rumors that Credit Suisse is in deep financial trouble.
In this episode Scott Becker discusses how the government is trying to figure out what to do about student debt.
In this episode Scott Becker shares 15 stories we are following this morning including:
Apple's stock fell nearly 5% yesterday, erasing nearly $120 billion in market capitalization. Nike has fallen nearly 17% over two days with increased inventory and slightly lower profit margins. The 10 year and the 1 year treasury yield softened some yesterday. The Nasdaq dropped 2.9% yesterday. The S&P 500 fell more than 2% and is down 8% this month. Low jobless claims in the US keep the Fed hawkish. Oil is right around $81 a barrel.
Richard Kes, Partner at RSM rejoined Scott to discuss how the stock market crater, inflation, & rising interest rates are affecting the private equity deal market.
In this episode Scott discusses how some of the bad economic news is actually good news.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, rejoined the podcast to discuss current trends surrounding the workforce & labor.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she discusses the importance of being a life-long learner in order to be an effective leader.
Private debt funds increasingly win deals against the big banks. See WSJ "Banks could get nudged out of leveraged lending". The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming more aggressive.
In this episode Scott Becker discusses Biogen needing to pay $900 million to settle false claims- kickback claims.
Mark Peysakhovich, Managing Partner of MBM Advantage rejoins the podcast to give an update on what is going on in the cannabis investment space.
Justin Breen, Founder at BrEpic Communications LLC rejoined the podcast to discuss his recently published book, “Epic Life”.
The 5 Largest Companies by Revenue in the US :
Walmart Amazon Apple CVS UnitedHealth Group
In this episode Scott Becker shares the following 4 thoughts for Monday:
Don't take on too much debt. I.e. easy on own borrowing. Cash is king. Allocation is everything. Take money off the table when things are going well. I.e. when you can.
In this episode Scott discusses:
The major market indexes had a tough Friday. The 5 largest companies by revenue in the US. 4 quick thoughts for this year Massive companies committing to massive cost cuts. Oil opens below $80. Bitcoin is hanging tough at around $19,000.
In this episode, Scott discusses that debt is not, in fact, cheap, and can be crippling to your finances now that interest rates are so much higher than they used to be.
In this episode, Scott discusses a Bloomberg article discussing why cash is still king.
In this episode, Scott discusses how Facebook/Meta and FedEx are looking to cut costs in a major way, and how that may affect their businesses and the overall economy.
In this episode, Scott discusses what we're seeing in the market today and the current challenges.
In this lighthearted off-subject episode, Scott shares a couple reasons why he’s “an idiot” in his golf game.
In this episode Scott Becker discusses 3 reasons why people are selling their businesses.
In this episode Scott discusses:
Market Update. The Rush to Sell. Coffee and Coffee Wars.
In this episode Scott Becker discusses the importance of allocation and understanding your mindset when it comes to investing and saving.
In this episode Scott discusses the trend of the rush many entrepreneurs are in to sell their businesses.
Ric Keller, Partner at Hill, Rugh, Keller & Main, P.L. joined the podcast to discuss his time spent in congress, his upcoming book “Chase the Bears: Little Things to Achieve Big Dreams”, the importance of not taking yourself too seriously, and more.
In this episode, Scott discusses his favorite coffee drinks and coffee shops to visit in the Chicago area.
In this episode Scott discusses:
Ford shares dropped 12% on increased costs. Market indexes fell around 1% yesterday with the S&P 500 down 1.1% and the Nasdaq down .95%. The S&P 500 is at 3855. Not long ago analysts were projecting a year end close of 4400 to 4800. The Dow opens around 30813 still quite high by historical standards but down from a 52 week high of 36832. Gap is laying off 500 corporate employees. United Healthcare has been cleared to acquire Change Healthcare.
This episode features John Pope, President of Pope Corporation. Here, he discusses what led him to found the Pope Corporation, a full-scale corporate real estate consulting firm, how private equity firms look at real estate, what it takes to start a firm, and more.
David Pivnick, Partner at McGuireWoods LLP rejoined the podcast to discuss whether or not there is an uptick in litigation & the general temperature of what’s going on with disputes in the healthcare & private equity space.
This episode features Kayla McCann Marty, Attorney at McGuireWoods LLP. Here, she discusses the growth of women’s health & fertility businesses, the private equity investing environment in healthcare, the continued trend of the integration among major health systems, and more.
JD Zasa, Student at The University of Alabama Studying News Media, and “College Football Expert”, has a conversation with Scott about this season of college football.
Justin Breen, Founder at BrEpic Communications LLC rejoined the podcast to discuss the process of writing a best-selling book, the inspiration for his newly published book, “Epic Life”, and more.
In this episode scott discusses the 5 largest US companies by revenue. They are: Walmart, Amazon, Apple, CVS and United Healthcare. Each Amazon CVS and United are in the process of completing big acquisitions in healthcare.
In this episode Scott discusses:
The major indexes fell Friday with the Nasdaq down .90%, the S&P down .72% and the Dow down .45%. The markets are overall having an awful year with the Dow down 15.18% YTD, the Nasdaq 26.82% and the S&P 500 down 18.73%. Futures point down again this AM with the three major indexes hovering close to down 1%. The Fed meets this week and will likely raise rates 75 or 100 basis points. The 10 year treasury yield is at 3.44%, up nearly 200 basis points YTD. The 1 year opens around 4%. Oil has slipped to $84 a barrel. Bitcoin slipped 7% overnight and opens below $19,000. The Cannabis ETF Amplify Growth is trading right near its 52 week low at 6.74 down from a 52 week high of 20.44. FedEx dropped 21% Friday. Facebook Meta is down nearly 56% YTD. The World Bank is starting to warn of a serious global recession.
Amber Walsh, Partner at McGuireWoods LLP, rejoined the podcast to discuss ESG regulation & the “anti-ESG movement”.
FedEx is down 19% overnight as it warns about slowing volumes and sales. The markets fell yesterday and our set to fall again today. Treasury yields are at their highest level in years and set to go higher. The one year broke the 4% barrier. The 10 year is close to 3.5%.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the importance of monitoring the macro & micro economies in private equity investing.
This episode features Amber Walsh, Partner at McGuireWoods LLP. In this conversation, she discusses the hiring of first year associates coming out of law school.
In this episode Scott discusses:
The markets were slightly up yesterday after their worst day in years Tuesday. Oil is right around $88 a barrel. Bitcoin has fallen back again to around $20,000. The 10 year yield is at 3.41. It's 52 week range is 1.29 to 3.48%. Futures point slightly down today and poised to give back yesterday's gains. It is like looking at the scale after a few bad days of eating, I can't quite bring myself to open up the accounts on the websites and look at the results from Tuesday just yet. McDonalds CEO raises crime concerns for business in Chicago. US mortgage rates top 6% and housing affordability becomes a debacle.
In this episode, Scott Becker shares two top market updates.
Inflation came in higher than expected. CPI at 8.3%. Markets were anticipating closer to 8.1% Yesterday, the markets seen their worst day since June 2020.
This episode features Mark Cherney, Executive Chairman at U.S. Urology Partners & Chairman & Co-Founder at Prologics Healthcare. Here, he discusses how to adjust strategy in a recession, how to operate as a CEO when things are more challenging, what qualities a great CEO needs to have, and more.
This episode features Kathleen Adams, Co-founder at Second 50 Financial. Here, she discusses what led her to start Second 50, how to set yourself up for financial success after retirement, her upcoming book “Second 50”, and more.
In this episode, Scott shares 4 thoughts on how to run a business successfully during a recession.
Watch headcount & be careful not to over hire. Take care of your customers. Go easy on debt. Invest carefully & in areas with the highest probability of success.
In this episode Scott discusses the importance of not looking for love and emotional support from your private equity investors.
In this episode Scott discusses:
Markets finished higher yesterday extending a 4-day win streak. The Nasdaq gained 1.27%, the S&P 500 1.06% and the Dow .71%. Futures point up today. Bitcoin has risen nearly 17% over the last few days. Oil is back to close to $90 a barrel. B of A survey shows investors fleeing equities en Masse on fear of recession. Peloton co-founder John Foley resigns from the board. Goldman is laying off hundreds of people.
In this episode, Scott discusses allocation of equities versus debt, which is important to both long term returns and mental health. While long-term outcomes are important, Scott stresses the equal importance of managing your mental health when investing.
In this episode, Scott outlines five thoughts he has this morning related to the markets.
In this episode Scott discusses:
The markets had a terrific day and week last week. The Dow was up 1.19%, the Nasdaq 2.11%, and the S&P 500 1.53% on Friday. Futures point up this AM on preliminary predictions that inflation maybe tempering just one bit. See "Inflation Showed Some Signs of Easing in August" - WSJ. Year to date the major indexes recovered some this week with the Nasdaq now down 22.58% year to date and the S&P 500 now down 14.66% year to date. Oil heats up this AM and has risen to nearly $88 a barrel. But, Oil prices are down nearly $30 plus dollars over the last 3 months. Bitcoin has also risen to nearly $22,000. Treasury yields after hitting 12-month highs, seems to be softening one bit this AM. The Feds next meeting is Sept 20-21 and people largely expect the Fed to raise the Fed funds rate by 75 basis points. Analysts largely predict company earnings to soften for the latter half of the year. See "Sliding Earnings Pose Next Test for the Markets" - WSJ.
In this episode Scott discusses:
The markets have strung together two great days and they are poised to add to their gains this AM. The 1-year treasury yield closed yesterday at 3.63%. Mortgage rates hit a 15 year high and reach nearly 6%. New jobless claims came in low giving more runway for Chairman Powell to aggressively attack inflation. Oil rose back to $85 a barrel. Bitcoin jumped almost 10% to close above $21,000.
In this episode, Scott discusses how economies across the world will be affected by the passing of Queen Elizabeth I .
Richard Kes, Partner at RSM, rejoined the podcast to share an update on the deal & debt market in private equity investing.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoined the podcast to discuss the Fed doubling down on price stability, what that might mean for the unemployment rate, and how that will affect the overall deal environment.
In this episode Scott discusses:
Markets moved in the right direction yesterday. Market futures are relatively flat this AM. Oil is down to close to $82 a barrel. Bitcoin is back right above $19,000. Goldman and others predict drastic hits to home prices in many markets. Apple released new phones and it's stock rose slightly on the news. Apple Netflix and Amazon all digging into the ad business.
Here, Scott Becker shares a few thoughts on some of this morning’s top business headlines.
In this episode Scott discusses:
The Fed appears set to raise rates by 75 more basis points this month. Kim Kardashian forming a new Private Equity firm. Market Update. Android still outshines Apple in total phone sales, but Apple is gaining ground.
This episode features Joshua Waite, Founder and Principal at Waite Financial Group. Here, he discusses “living life intentionally”, how he uses that mantra in his professional & personal life, what led him to start his practice, and more.
This episode features Rick Watson, CEO & Founder RMW Commerce Consulting. Here, he discusses what led him to start RMW Commerce Consulting, a company that helps private equity grow digital revenue streams, what he’s currently most focused on, and more.
In this episode Scott Becker discusses the challenges facing the electric vehicle industry.
In this episode Scott discusses:
Futures point up this AM for the first time in what seems like 2 weeks. Market indexes were down 1 to 1.5% Friday. It’s been a brutal 10 days in the market. Oil opens right around $90 a barrel. Bitcoin down nearly 60% this year and opens below $20,000 this am. The push to electric vehicles is running into challenges. Porsche set for an IPO. New iPhone set to release this week.
Here, Scott Becker discusses the importance of doubling down on what you do well in uncertain economic times.
Here, Scott shares a message for PE companies doing well while everyone around them is doing poorly.
In this episode, Scott discusses four thoughts for CEOs and private equity or venture capital funded companies.
This episode features Harry Massey, Chairman & Founder of NES Health, CEO of Energy4Life, & Chairman of Exponential Health Innovations. Here, he discusses his bout of chronic fatigue syndrome that led him to bioenergetics, the ways he & his companies are creating technology to help with their overall health, and more.
Here, Scott Becker shares a few thoughts on some of this morning’s top business headlines.
In this episode Scott shares 7 rules from the book “The Richest Man In Babylon” by George S Clason.
In this episode Scott discusses:
The markets turned down Friday. The markets are down close to 1% today. The market indexes fell by 3 plus percent Friday. Treasury yields have risen substantially based on Powell's comments Friday. Bitcoin is right around $20,300. Apple Alphabet Inc. and other big tech stocks poised for further losses. Ryan Cohen's Bed Bath Stock Sales Highlight Gray Area in Disclosure.
In this episode Scott Becker discusses 13 of the hottest topics in healthcare and healthcare private equity.
This episode features Dr. Navin Goyal, Chief Executive Officer at LOUD Capital & Author of "Physician Underdog". Here, he discusses his past experience as an anesthesiologist, what led him to start LOUD Capital, the power of humility, and more.
This episode features Richard Hanus, Immigration Attorney at Law Offices of Richard Hanus. Here, he discusses an immigration case he took on that was turned into a play & film called “The Courtroom”, navigating the politicization of immigration, how to offset workforce shortages through practical changes in immigration policies, and more.
This episode features Holly Buckley, Chair of Healthcare at McGuireWoods. Here, she discusses how deal flow is looking heading into the latter part of the year, the difficulty for PE funded companies to find strong CFOs, and more.
Rick Kes, Partner at RSM rejoined the podcast to discuss whether or not increasing interest rates will affect deal flow in private equity.
In this episode, Scott discusses the impact of the rising interest rates on the market.
In this episode Scott discusses:
Markets update. Update on The Fed. Peloton update. Nvidia update.
In this episode Scott discusses Washington DC, hard or soft landing, and the job of Jerome Powell.
In this episode Scott Becker shares two pieces of advice in a challenging economy:
- If you are a company be careful in adding excess debt.
- If you are an individual the same plus be aggressive in performing great at your job.
In this episode Scott discusses:
The markets were slightly down yesterday. Futures point slightly down this AM. Oil has jumped back to close to $95 a barrel. The 10 year treasury yield opens up at 3.054. Inflation Reduction Act will have no measurable impact on inflation. JP Morgan expects serious upside in S&P 500 by end of year. Bitcoin opens near $21,400. Macy's and Nordstrom lower their forecasts. Zoom fell 16.54% yesterday.
This episode features Jim Feinstein, CEO, ENT Partners, LLC. Here, he shares advice for CEOs of private equity funded companies by elaborating on timing and balancing acquisitions, building of teams, cost effectiveness, and more.
Justin Breen, Founder at BrEpic Communications LLC rejoined the podcast to discuss the importance of ignoring the news and focusing on your own priorities.
In this episode Scott discusses the Yahoo Finance article “There's no simple story to tell about the current market moment”.
In this episode Scott discusses:
The markets fell yesterday. Futures point slightly up this AM. Treasury yields jumped again yesterday. Oil rose to nearly $92 a barrel. Bitcoin fell to nearly $21,000 but opens this am around $21,500. IPOs face their slowest year in decades. Netflix dropped more than 6% yesterday. Analysts says inflation reduction act may power growth in Tesla stock.
This episode features Dr. Trishul Kapoor, Senior Clinical Anesthesiology Resident & CSTAR Fellow. Here, he discusses his experience as a physician & entrepreneur, his innovative healthcare patents, advice for emerging founders, and more.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoined the podcast to discuss the labor market and how it is affecting PE investing.
Here, Scott Becker shares 5 thoughts on coming financial challenges for PE funded companies.
Liz Hutson, Principal Consultant, Owner at EGH, LLC, rejoined the podcast to share advice for leaders transitioning roles or going through mergers and acquisitions.
In this episode Scott discusses:
The markets were down Friday, and futures point significantly down this AM. The indexes were down Friday. Year to date the Nasdaq is down 18.79% and the S&P 500 is down 11.28%. Oil opens up at around $91 a barrel. Bitcoin opens down at close to $21, 250. JP Morgan strategists see Fed's last big rate hike in Sept. Starbucks has a labor problem. Amazon joins bidding for Signify Health.
In this episode Scott discusses labor, supply, inflation reduction act, and authenticity.
In this episode, Scott Becker discusses companies continuing layoffs and provides more market updates.
This episode features Mark Cherney, Executive Chairman at U.S. Urology Partners & Chairman & Co-Founder at Prologics Healthcare. Here, he discusses his work in private equity, robotics, urology, entrepreneur ventures, and more.
Here, Scott Becker discusses how important it is for company leaders to build market dominance in whatever they do.
Here, Scott Becker discusses the significance of sticking with the allocations that work best for you & ignoring the news when it comes to investing.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses the cautionary investor interest in digital health.
Here, Scott Becker discusses the importance of knowing and doubling down on your core competencies as a leader of a company.
Kristen McDermott Woodrum, Partner at McGuireWoods LLP rejoined the podcast to share advice for maneuvering through challenges as a board member in the healthcare space.
In this episode Scott discusses Inflation around the world and how it is dominating the news cycle.
In this episode Scott discusses the news around inflation as well as a few other stories.
In this episode Scott discusses 4 concepts and terms to think about when running a business.
In this episode Scott discusses the concept “Can You Win In It and Is It Worth Winning?”
In this episode Scott discusses:
The markets rose yesterday and overall had a great day. Futures point slightly down this AM. Treasury yields dropped yesterday. Oil was relatively flat at around $89 a barrel. Bitcoin dropped slightly to $24,000. Home Depot beats sales estimates.
This episode features Justin Breen, Founder at BrEpic. Here, he discusses his new book “Epic Life” that launches August 23rd, the importance of taking action, and more.
Scott Becker Shares his thoughts on frugality, paranoia, and striving to stay wealthy from the book “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness” by Morgan Housel.
In this episode Scott Becker Shares 10 Key Thoughts for the CEOs of Private Equity and Venture Capital Funded Companies.
In this episode Scott discusses:
Futures point down this AM. Oil has dropped to less than $88 a barrel. Bitcoin is back up to $24,300. The 1 year treasury yield jumped overnight to 3.276%. Year to date, the 3 major indexes have performed as follows: Nasdaq down 16.60%, S&P 500 down 10.20%, and the Dow down 7.09%.
This episode features Lara Jones, Founder & CEO at Be a Legend, Inc. Here, she discusses Be a Legend, Inc. a digital marketing transformation company, the importance of owning mistakes, her top priorities going into the latter part of the year, and more.
In this episode Scott discusses:
The market indexes were fairly flat yesterday. Futures point up this AM. Treasury yields are pointing slightly down. Oil is at $94. Bitcoin is at $24,000. Disney earnings have a path to profitability due to Ads. China's bursting housing bubble compounds its economic woes.
Amber Walsh, Partner at McGuireWoods LLP rejoins the podcast to discuss feeling optimistic despite the temporary slowing of deal activity, fundraising becoming increasingly competitive, and more.
In this episode, Scott emphasizes the importance of doing your technology diligence in whatever you're acquiring or investing in.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoined the podcast to discuss “investments in the exit”, advice for CEOs of PE funded firms, and more.
In this episode Scott discusses:
The markets surged yesterday, and futures point slightly up this AM. The S&P 500 rose 2.13%, the Nasdaq rose 2.89% and the Dow rose 1.63%. Treasury yields dipped slightly yesterday. Inflation came in at 8.5%, a little lower than expected. Disney has now outpaced Netflix on streaming subscriber growth and total subscribers. Gas prices have fallen some. Oil is back to almost $94 a barrel. Bitcoin has jumped to $24,500.
This episode features David Pivnick, Partner at McGuireWoods LLP. Here, he discusses how he handles problems & complaints from PE investors & board members.
In this episode, Scott discusses the problems with inauthentic origin stories & mission speak.
Mark Peysakhovich, Managing Partner of MBM Advantage joins the podcast to talk about what a CEO of a cannabis company should currently be paying attention to.
This episode features Holly Buckley, Chair of Healthcare at McGuireWoods. Here, she discuss what the current situation with the PE deal market is, advice for CEOs of PE funded companies, and more.
In this episode, Scott Becker discusses the difference between starting a business & growing a business.
In this episode Scott answers the question “Do you have to go “all in” when starting a new business?
Here, Scott discusses the importance of understanding how fast or slow you want to grow your business.
This episode features Richard Kes, Partner at RSM. Here, he discusses how the carried interest change from capital gain would affect private equity investing.
Here, Scott Becker shares a few thoughts on some of this morning’s top business headlines.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoins the podcast to talk about integration issues & growth.
In this episode, Scott Becker offers key advice for board members of a private equity backed firm.
In this episode Scott discusses:
Futures point slightly down this AM. The Nasdaq and S&P 500 fell slightly yesterday. Oil is back above $91 a barrel. Softbank lost $23 billion last quarter. Berkshire Hathaway lost $43.7 billion in the 2nd quarter. Treasury yields slipped slightly yesterday but point up this AM on inflation concerns. Bitcoin opens right around $23,400 this AM.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he gives an update on what he’s watching in the private equity deal market.
Richard Kes, Partner at RSM rejoined the podcast to talk about how labor, interest rates, & inflation are affecting deal flow.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
Justin Breen, Founder at BrEpic rejoins the podcast to share advice for CEOs running a firm or company.
Liz Hutson, Principal Consultant, Owner at EGH, LLC joined the podcast to share advice for entrepreneurs founding a new business or firm.
In this episode Scott discusses the 5 most important things to do when starting a business.
In this episode Scott answers the question “when is the right time to transition leadership?”.
In this episode Scott Becker discusses 4 core concepts on starting and running a business.
In this episode Scott Becker discusses personal asset allocation for Founders & CEOs of private equity backed companies.
In this episode, Scott answers the question “Why are public companies shunned when they miss earnings but do not get a pop when they meet them?’
In this episode Scott discusses 4 concepts for the CEO of a private equity funded company.
Scott Becker shares some tips for staying young.
Maintain a health weight Stay physically active Keep relatively busy Stay focused on your mental health Stay positive Stay connected with others
This episode features John Livesay, Sales Keynote Speaker and Author of “The Sale is in the Tale” & “Better Selling Through Storytelling”. Here, he discusses the importance of telling authentic stories in life, business, & interviews.
In this episode Scott shares some of his key takeaways from The Everyday Hero Manifesto: Activate Your Positivity, Maximize Your Productivity, Serve The World” by Robin Sharma.
Justin Breen, Founder at BrEpic rejoins the podcast to discuss having the right mindset to be successful in life & business.
In this episode Scott shares some of his key takeaways from “The Art of Impossible" by Stephen Kotler.
In this episode Scott discusses:
The market indexes fell yesterday. Markets are set to fall further this AM. Long term treasuries fell with the 10 year falling to a yield below 2.6% for the first time in a while. Oil dropped below $94 a barrel. Bitcoin dropped to $23,000.
In this episode Scott discusses:
Even with the markets up significantly in July, the market indexes for the year remain down. Futures point slightly down this AM. Amazon shrinks staff by 100,000, joining Netflix and Google in hiring slowdown.
In this episode Scott discusses:
The markets surged Friday. The 10 year treasury yield has fallen to 2.65%. The 1 year is close to 3%. Bitcoin is up to almost $24. Supply chains still have challenges, or we just eat too much chocolate. Hershey says it can't meet consumer demand. Intel says it thinks it has hit bottom. Apple has a great quarter. Amazon stock soars as Wall Street sees faster growth ahead.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
In this episode Scott discusses:
The market indexes fell yesterday with the S&P 500 down 1.15%. Futures point up this AM on the hope that the Fed will start to slow their rate hikes. Treasury yields were fairly flat yesterday. Oil is at $95.50. Bitcoin is back at $21,300. Amazon dropped more than 5% yesterday. Microsoft earnings fell short of estimates. Walmart’s stock fell nearly 8%. McDonald's earnings beat estimates. Coca Cola lifted its earnings estimates for the year.
Justin Breen, Founder at BrEpic rejoins the podcast to discuss the right type of investment in family and time.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
In this episode Scott discusses:
Walmart train wreck profit warning sends stock down 10%. Disney stock has seen the wheels come off, but things may change soon. Why Bed Bath & Beyond is in a world of hurt, according to a former retail CEO. Weber replaces CEO, warns of layoffs an inflation bites into business. The Dow and S&P were slightly up yesterday. The treasury yields are fairly soft this morning with yields inverted, meaning longer term yields are lower than shorter term yields. Oil has risen back to near $100 a barrel.
In this episode Scott Becker discusses The White House changing the definition of a recession.
Liz Hutson, Principal Consultant, Owner at EGH, LLC rejoins the podcast to give advice on how to approach product expansion and growth.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
In this episode Scott discusses:
The futures point up this am with the Dow, Nasdaq and S&P 500 are all around .37% to .48%. The markets are all waiting anxiously for the Fed meeting starting tomorrow. The Feds next interest rate hike might be the biggest in decades. Oil opens around $96 a barrel this am. Bitcoin has fallen back below $22,000. Apple, Google, Meta-- all of the big tech companies hitting the brakes on hiring. The U.S. housing market has gone cold.
In this episode Scott discusses some news items that could impact the current world economic situation.
Scott Becker shares some key points on leadership from recent discussions with Michelle Cooper, Anita Jenkins, & Sanjeev Agrawal.
In this episode Scott discusses:
The markets rose again yesterday with the S&P 500 up .99% and the Nasdaq up 1.36&. Futures point down this AM. Tesla's stock jumped almost 10% yesterday. Amazon agreed to buy OneMedical for nearly $3.5 billion plus. New jobless claims rose to an 8 month high. Fascinating to watch the markets react well to companies like Netflix who show greatly slowing growth.
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoins the podcast to talk about a recent Bloomberg report stating big endowments are bracing for losses because of revaluations in PE funds.
In this episode Scott answers the question “Is now a good time to invest in the market?”.
Holly Buckley, Chair of Healthcare at McGuireWoods rejoins the podcast to discuss a report from McKinsey about the future of U.S. healthcare.
In this episode, Scott discusses Netflix's recent dip and how they may startegize to recover.
This episode features Sterling Hawkins Co-CEO & Co-Founder at Center for Advancing Retail & Technology (CART). Here, he discusses his book “Hunting Discomfort: How to Get Breakthrough Results in Life and Business No Matter What”.
In this episode Scott dives into if there is anything positive happening in the economy.
Here, Scott Becker shares some thoughts on working on leadership teams & understanding where you fit in.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
In this episode Scott discusses:
The major indexes fell yesterday with the S&P 500 down .8% and the Nasdaq down .8% and the Dow down .7%. Futures point slightly up this AM. IBM beats revenue estimates, warns of $3.5 billion forex hit Nancy Pelosi's husband buys millions worth of Nvidia stock ahead of chip manufacturing vote. Netflix for the first time reported that it had lost subscribers, nearly 2 million. Bitcoin fell back to $21843 Oil jumped back above $100 a barrel and is at $102 currently.
Here, Scott Becker shares some thoughts on a Wall Street Journal article "Buyout Firms Seek $1 Trillion of New Funding Even as Markets Drop and Deal-Making Dries Up".
Justin Breen, Founder at BrEpic rejoins the podcast to talk about the importance of making time for family.
In this episode, Scott Becker discusses a couple of common entrepreneurial myths and why they are wrong.
In this episode, Scott discusses today's top headlines related to business, the market, private equity, investing, and more.
In this episode Scott discusses:
The market indexes all rose Friday with increases in the 1 to 2 percent range. Futures also point up this AM. The 10 year treasury yield is at 2.96%, the 3 year is at 3.16% and the 1 year looks to be opening close to 3.10% Oil is back to near $100 a barrel and Bitcoin has risen to nearly $22,500 again. The major indexes for the year are down Nasdaq 26.8% the S&P 18.92% and the Dow 13.9%.
In this episode, Scott discusses some top headlines related to business, the market, private equity, investing, and more.
In this episode Scott Discusses:
The markets ended up relatively flat yesterday. Futures point mildly up today. China posts slowest growth in years. Fintech giant Stripe cuts its valuation by 28%. Ie from $95 billion to $74 billion. Home buyers are cancelling purchase agreements at the highest rate in a few years. Bank of America slashes stock market forecast, calls for mild recession this year. JP Morgan suspends stock buybacks. Oil has dropped to $96 a barrel.
In this episode Scott Becker discusses the importance of remembering how your team contributes to your success.
Mark Peysakhovich, Managing Partner of MBM Advantage rejoins the podcast to share an update on what is going on in the cannabis investing space.
This episode features Adam Elsesser, CEO at Penumbra Inc. Here, he discusses how Penumbra uses innovative technologies including virtual reality in healthcare, clinical trials they are currently working on, and more.
This episode features Richard Kes, Partner at RSM. Here, he rejoins the podcast to talk about the June jobs report showing higher employment numbers and how it is affecting interest rates.
This episode features Francois Mallette, Managing Director, Leader of Private Equity Practice and Co-Leader Automotive & Mobility Practice at L.E.K. Consulting, joins the podcast to talk about what trends he’s watching in private equity.
Scott Becker shares some thoughts on headlines from Meta/Facebook on talent & talent management.
Holly Buckley, Chair of Healthcare at McGuireWoods rejoins the podcast to discuss the legal implications of the Dobbs v Jackson decision.
This episode features Elizabeth Hutson, Principle Consultant and Owner at EGH. Here, she discusses what she's most focused on and excited about currently.
In this episode, Scott discusses his thoughts on two books he's recently read - Zen and the Art of Motorcycle Maintenance by Robert M. Pirsig and From Strength to Strength by Arthur C. Brooks.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. He rejoins the podcast today to talk about jobless claims rising causing the market to go up, and what that means for private equity.
In this episode, Scott answers a listener's question, "Do you have to go to college to get rich?"
Here, Scott Becker shares 6 things to know about what is going on with Bed, Bath, & Beyond.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she shares advice on building a niche practice.
This episode features Richard Kes, Partner at RSM. In this conversation, he gives an update on what trends he is watching in the private market.
Michael Berke, Founder of Tempo Capital Group, LLC joins the podcast to discuss PE funds partnering with property management firms & builders of rental properties.
In this episode, Scott discusses some top headlines related to business, the market, private equity, investing, and more.
Markets rose approximately 1 percent Friday. The 10 year, the 3 year and the 2 year treasury yield are each at about 2.9 percent this AM. The Nasdaq is down 28.87 percent YTD. Bitcoin at $20,124 is down 56.54 percent so far this year. Oil is hovering at around $109 a barrel.
In this episode, Scott discusses some top headlines related to the market, private equity, investing, and more.
In this episode, Pam D'Apuzzo and Jack Wolf discuss quality of revenue within healthcare transactions.
In this episode Scott shares 5 thoughts on leadership he has accumulated by speaking to professionals developing a curriculum for leadership.
This episode features Andrew Kadar, Managing Director, Private Equity and Healthcare Services at L.E.K. Consulting. Here, he discusses his optimism in an uncertain market, PE funds selling to other PE funds, L.E.K.’s spectrum of deals, and more.
Mark Peysakhovich, Managing Partner of MBM Advantage rejoins the podcast to give an update on the cannabis industry market.
Krista Morgan, General Partner at Stage, joins the podcast to talk about her career, Stage, “a majority female-owned PE fund acquiring controlling interest in companies undergoing change", current trends in venture capital, and more.
Today, Scott Becker shares some thoughts on how to correctly transition leadership in way that sets your successor up with the right tools & resources in order to grow & be successful.
In this episode, Scott Becker expands on 3 different types of portfolios.
-
Conservative 5 to 20% S&P 500 80 to 95% treasury bonds
-
Balanced Portfolio. Here think 40 to 60% in the S&P 500 index and the balance in US Treasuries. More room for growth than portfolio 1 but also more room for losses.
3. Growth Portfolio. Here think 80 to 90% S&P 500 index and the balance in treasury bonds. Here you need the stomach to withstand short term ups and downs but the longer term upside should be much more than portfolio 1 or 2.
In this episode Scott discusses:
The markets jumped across the board nearly 3 to 4% Friday. Futures point mildly up this AM. Oil is right around $108 a barrel. The 10 year treasury is right around 3.12%. The Nasdaq YTD is down nearly 26%.
In this episode, Scott discusses a key thought from the book "From Strength to Strength" by Arthur Brooks.
In this episode, Scott discusses the importance of focusing your products and services to your niche to be successful.
Here, we are joined by Greg Koonsman, Founder & CEO at VMG Health to talk about trends in healthcare transactions.
John Meindl, Director at VMG Health, joins the podcast to discuss macro trends in healthcare private equity.
This episode features Justin Breen, Founder at BrEpic. Here, he discusses the importance of being mindful of both your business success and your personal success.
In this episode Scott discusses:
It's been a debacle in the markets year to date. The price of oil has softened one bit to $110 a barrel from nearly $121 last week. Treasury yields update. Bitcoin is now below $20,000. The Fed wishes it could get real time data on inflation.
Here, Scott Becker shares some thoughts on what a recession is, whether or not we’ll go into one, & the uncertainty of how bad it would it could get if we did.
This episode features Justin Breen, Founder at BrEpic. Here, he discusses the importance of reaching consensus & having alignment with both personal and professional relationships.
Today Mark Peysakhovich, Managing Partner of MBM Advantage rejoins the podcast to give an update on the cannabis industry & cannabis investing.
Here, Scott Becker shares 11 thoughts on how to make a pathway for a job to be a success for right now & the future.
Today Holly Buckley, Chair of Healthcare at McGuireWoods rejoins the podcast to talk about deal activity picking up, the DOJ’s increased interest in PE transactions, and more.
Here, Scott Becker shares thoughts on the top headlines from the Wall Street Journal & Yahoo Finance.
In this episode, Scott Becker adds a follow-up to the previous episode “Designing the Job of Today & Tomorrow”.
Today, Scott Becker shares some thoughts on how to make a pathway for a job to be a success for right now & the future.
In this episode, Scott Becker shares his Takeaway’s from “Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment” by David F. Swensen.
In this episode Scott Becker discusses the headlines from the Wall Street Journal and Yahoo Finance.