Becker Women's Leadership Podcast: Recent Episodes
Scott Becker
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, 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.
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%.
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.
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, 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 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.
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 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
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 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 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.
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 […]
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 […]
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 […]
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!
10 stories we are following this am. 1. 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. 2. “More Americans tap home equity for financial safety net”. […]
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 […]
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 […]
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 […]
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 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 […]
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 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 […]
In this episode, we are rejoined by Liz Hutson, Principal Consultant, Owner at EGH, LLC, to discuss 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 […]
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 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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: 1. Markets down 1% today – far better than earlier this morning’s 2.5%-3%. 2. The markets are down because the inflation reading is at 8.4%. 3. Oil back up to $88/barrel. 4. 10-year treasury flat at ~4%. 5. 1-year treasury back up to ~4.3%. […]
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.
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 […]
In this episode Scott discusses the focus on automation and automating everything that it is possible to automate.
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
In this episode Scott discusses how some of the bad economic news is actually good news.
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 […]
In this episode Scott Becker discusses Biogen needing to pay $900 million to settle false claims- kickback claims.
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.
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 […]
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.
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 […]
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 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 […]
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 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 […]
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” – […]
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 […]
In this episode, Scott discusses how economies across the world will be affected by the passing of Queen Elizabeth I .
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 […]
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.
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 […]
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.
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 […]
In this episode Scott Becker discusses 13 of the hottest topics in healthcare and healthcare private equity.
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.
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 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 […]
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 […]
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 […]
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.
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.
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 […]
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.
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 […]
In this episode, Scott discusses the problems with inauthentic origin stories & mission speak.
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 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.
Here, Scott Becker shares a few thoughts on some of this morning’s top business headlines.
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 […]
In this episode, Scott discusses today’s top headlines related to business, the market, private equity, investing, and more.
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
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.
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 […]
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. […]
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. […]
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 […]
In this episode Scott discusses some news items that could impact the current world economic situation.
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 […]
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 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 […]
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”.
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 […]
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 […]
In this episode Scott Becker discusses the importance of remembering how your team contributes to your success.
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.
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.
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.
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. 1. Conservative 5 to 20% S&P 500 80 to 95% treasury bonds 2. 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 […]
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: 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.
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.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses the continued robust PE deal activity in spite of deal volume being down in Q1-2022 compared to Q1-2021.
In this episode Scott discusses: Futures are now flat this AM. The market indexes dropped heavily yesterday. The S&P 500 was down 2.4%. The Nasdaq was down 2.7%. The Dow was down 1.9%. The ECB (Europe’s Central Bank) has started to tighten rates to also try and fight inflation. Tesla shares are down 32% YTD.
This episode features Liz Hutson, Principal Consultant, Owner at EGH, LLC. Here, she rejoins the podcast to discuss the advantages of constructive feedback, building a culture that thrives on productive criticism, being timely & specific when giving feedback, and more.
In this episode Scott discusses: The S&P 500 fell 1.1% yesterday. It’s now down 14% YTD. The Nasdaq fell .7%. It’s now down nearly 24% YTD. The Dow fell .8%. Futures point up this AM. The Fed looks to raise the Fed funds rates again next week at its June 14-15 meetings. New US mortgage […]
In this episode Scott discusses: PE turned to direct lenders (as leveraged loans dry up. PE in healthcare update. Blackstone the largest PE fund firm now has $881 billion in assets under management.
In this episode Scott discusses: Concerns that oil and fuel costs will drive the US into a recession. Foster Farms to be bought by PE firm Atlas Holdings. Target Inventory warning portends retail blood bath WSJ Target dropped 2.3% on its warning. Treasury Secretary Janet Yellen says we are in for prolonged inflation. Buzzfeed dropped […]
In this episode Scott discusses: Job openings creeped down slightly to 11.4 million jobs. Gas prices on average hit a record of $4.62 a gallon in the US. Home prices jumped 20.6% year over year in March. Nadal beat Djokovic in 4 sets at the French Open. Salesforce sales jumped 24% in the last quarter.
Here, Scott discusses: Biden says no short-term fix to high energy prices, grocery prices. Record gas prices hit Americans” start to summer travel season. Elon Musk tells employees to return to the office. Delta lifts revenue guidance on higher demand, prices. 5. Individual investors snap up treasuries.
In this episode Scott discusses the commitment required to build a great career or business and his key thoughts from William Green’s book “Richer Wiser Happier”
In this episode Scott discusses 3 articles form the Wall Street Journal: “Young Traders Suffer First Market Swoon”. “China’s Slowdown Tests credibility of Economic Data”. “While Electric Vehicles Proliferate, Charging Stations Lag Behind”.
In this episode Scott discusses: Futures are mixed to flat this The 2 year treasury yield rose to 2.59% and 10 year opens around 2.74%. Crude oil jumps to nearly $120 a barrel. The Fed starts to trim their $8.9 trillion balance sheet this week.
In this episode Scott discusses: The 5 largest US companies by revenue. The markets rose yesterday. The 10 year treasury yield fell to 2.75. Costco margins fell. Volatility in markets can be seen in the big price movements. Microsoft slows hiring.
In this episode Scott discusses: Markets and investing update. Great to moderate a panel yesterday at ACG Chicago “Atomic Habits” by James Clear
In this episode Scott discusses the importance of doubling down on what drives your success in both personal life and business.
In this episode Scott discusses changing one’s perspective from “I have to” to “I get to”.
In this episode Scott discusses recruiting and retaining employees and automating processes.
In this episode Scott discusses: Stock futures point mildly up this AM. Bitcoin rises to $30,442. 10 year treasury yields have softened. Oil rises to $111.50. An interesting story evolving on Jeff Bezos becoming more political. The Nasdaq is now down 27% year to date. The S&P 500 is down 18% year to date. Musk […]
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses private equity interest in value-based care models.
In this episode Scott Becker discusses: Markets Update. Target’s stock dropped 25%. Gabe Plotkin, Melvin Capital Returning cash to investors and closing funds.
In this episode Scott discusses Elon Musk and the current situation with his companies and bid to buy Twitter
In this episode Scott Becker discusses: Tesla stock jumps premarket on perception Musk may not move forward with Twitter deal. Stock futures point up this AM. The 10 year treasury fell to 2.883% Abbott is set to resume production of baby formula at one of its plants in 2 weeks
This episode features Lindsey Paige Markus, Estate Planning & Asset Protection Attorney at Chuhak & Tecson, P.C. Here she discusses her book “A Gift For The Future: Conversations About Estate Planning”, what motivated her to write it, little known facts about estate planning, and more.
In this episode Scott Becker discusses: Futures point slightly down this AM. Crude oil is back to near $110 a barrel. Treasuries yields moved slightly higher. McDonald’s plans to exit Russia and take a nearly $1.2 to 1.4 billion loss. Renault sells its stake in Russian operations for 1 Ruble. 10 stocks helping Warren Buffet […]
In this episode Scott discusses Apple, SoftBank, and the world of private equity investing.
In this episode Scott Becker discusses the Biden administration canceling oil drilling sales in Alaska and Gulf of Mexico.
This episode features Amber Walsh, Partner at McGuireWoods LLP. Here, she discusses ESG investing & ESG framework; what they are, how they pertain to private equity, their social impact, and more.
In this episode Scott discusses the power of groups and surrounding yourself with people who can help you achieve your goals.
In this episode Scott Becker discusses: Moderna, PayPal, Netflix and Bed Bath and Beyond are all down more than 70% from their highs. The Wealth Effect and the Loss of Trillions. Boeing fell 10.5% yesterday. Bitcoin fell nearly 10% yesterday. The Nasdaq fell 4.29% yesterday and the S&P 500 dropped 3.2%. Futures point up this […]
In this episode Scott discusses whether or not it is a good idea to buy when the market dips.
In this episode Scott Becker discusses defensive assets people move to during downturns in the market.