Becker Group: Recent Episodes
Becker Group
In this episode, Scott discusses three interesting points in the cryptocurrency space, including the millions missing from FTX.
In this episode, Scott gives a shout-out to the CEO and Founder of Levy Strategies, Scott Levy, and CEO and Chief Investment Officer of Parkside Investments, Alan Cole.
This episode features recurring guest Richard Kes, Partner at RSM. Here, he shares a private equity deal activity update & his focus on operational management.
In this episode, Scott emphasizes the importance of having structure & a regular routine.
This episode features Andrea Belk Olson, CEO, Applied Behavioral Scientist, Pragmadik, & Host, “The Customer Mission Podcast”. Here, she discusses her book, What to Ask – “a concise approach for spotting unspoken customer needs and converting them into real innovations”, advice for young evolving female professionals, her passion for mentoring, and more.
This episode features Jay Goldman, Co-Founder and CEO, Sensei Labs. Here, he discusses his work with Sensei Labs – a software platform that ‘enables innovative organizations and their services partners to unlock their full potential through work orchestration’.
In this episode Scott Becker discusses:
- Futures point up this AM for the first time in what seems like a while.
- Markets fell yesterday with the Dow down .70%, the Nasdaq down .10%, and the S&P 500 down .30%.
- The 10 year yield is right around 3.91% and the 1 year is around 5.03%.
- GM announced it is cutting jobs to try and become more profitable.
- Rivian reported that it lost $4.3 billion last year.
- President Biden says he intends to raise taxes in his next budget proposal.
- The student loan relief effort is in front of the Supreme Court.
- Goldman was down nearly 4% yesterday.
- HP saw sales drop nearly 19% in the last quarter.
- And more!
In this episode, Scott discusses seven key points about Berkshire Hathaway’s recently released reports.
In this episode, Scott shares key points from the annual Bane Reports that were released today.
- Markets had their worst week of the year this past week. The Dow and S&P 500 were down around 1% Friday and the Nasdaq 1.69% This capped off a bad week in the markets.
- The futures point up this AM.
- The S&P 500 remains up 3.82% YTD and the Nasdaq 9.7%. The Dow is now down nearly 1% year to date.
- For people that make more than $250,000 a year, 60% plus drive Toyotas, Honda and Fords rather than luxury cars.
- WSJ reports that PE activity could rebound in the 2nd half of 2023.
- Twitter is cutting more jobs to try to get to profitability.
- New reports show what both conspiracy and non-conspiracy theorists pretty much knew or suspected. Covid likely came from a lab leak.
- And more!
In this episode Scott Becker discusses the 7 largest companies by market cap:
- Apple
- Microsoft
- Google/Alphabet
- Amazon
- Berkshire Hathaway
- Tesla
- Nvidia
In this episode Scott Becker discusses:
- There is a lot of volatility in individual stocks.
- Domino’s Pizza fell 12% yesterday on lowering demand for pizza delivery.
- Wayfair dropped 23% as they reported a huge loss of customers.
- Nvidia rose 14% yesterday.
- Beyond Meats rose 13%.
- Warner Bros, Discovery dropped 5% on the reporting of a large revenue loss.
- Stock indexes are falling sharply today after a core inflation report came in higher than expected.
- GDP was revised down slightly for the 4th quarter.
- See Fed rate policy is shaking up world of debt” – WSJ.
- The consequences of higher interest policy are starting to be seen throughout the economy. The Fed can’t reduce inflation alone unless it drastically raises rates. This is a sub optimal solution.
- And more!
In this episode Scott Becker discusses how more and more big investors are saying to expect a hard landing with the economy.
In this episode, Scott discusses how fascinating it is to see a perennial later round pick grow into a person where people now trade up for him and say “I need and want him on my team”. Listen to the emerging story of Greg Falberg. A story of growth and perseverance. A special shout out to Mark Abramson who also deserves the same shout out for his commitment to lifelong learning.
In this episode, we are joined by recurring guest, Mark Peysakhovich, Managing Partner of MBM Advantage. Here, he shares some good and bad news in the cannabis sector.
In this episode, Scott discusses five indications that the economy is in trouble, including some signs from major retail chains and large investing firms.
In this episode, Scott discusses communication Black Rock has sent to its investors that may be cause for concern.
In this episode, Scott discusses nine notable stories he’s following today, including new economic predictions.
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.
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.
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 […]
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 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.
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.
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.
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 emphasizes the importance of always showing up & staying engaged.
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 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 Becker provides an update on the Chinese economy and how it could impact the American economy.
In this episode Scott Becker shares his thoughts on the near record earnings by Goldman Sachs.
In this episode Scott discusses: After a stock market surge Thursday and Friday, futures point down this am, but not dramatically. The ten year treasury yield has recovered 5 basis points plus to open today close to 1.57 or so. Oil prices move past $85 a barrel. China’s growth rate dropped to 4.9 percent in […]
This episode features Justin Breen, Founder of BrEpic and a Bestselling Author. Here, he discusses groups that he works with that help him with his success in business.
In this episode Scott discusses the following: Doc Martens may go public, Ford cuts 5,000 jobs, Carnival Cruise Lines loses $2.2 billion in Q4, 5 Covid-19 Stats, and more.