Becker Group: Recent Episodes
Becker Group
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.
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 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 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 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 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.
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 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 […]
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!
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. 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, 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 […]
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 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 […]
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 […]
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 […]
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: 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.
This episode features Justin Breen, Founder at BrEpic Communications. Here, he discusses his experience going 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 […]
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 […]
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. […]
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.
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.
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 […]
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.
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 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 […]
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 […]
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 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 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.
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 […]
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 […]
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. Peleton 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 […]
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 […]
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 […]
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.
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.
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 […]
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.
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 […]
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 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.
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. […]
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. […]
In this episode Scott Becker discusses The White House changing the definition of a recession.
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.
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 […]
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 […]
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.
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.
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.
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.
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.
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 […]
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
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.
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.
In this episode Scott Becker discusses the current situation around Elon Musk and Twitter.
In this episode Scott discusses the 10 year treasury Yield hitting its largest mark since 2018.
In this episode Scott Becker discusses: Markets Update. Amazon drops 7.6%. 10 Year treasury yield hits its highest mark since 2018. Twitter to Elon Musk for $54.20 a share. Boeing Abandons Chicago.
In this episode Scott discusses the debate around whether to forgive student debt or not.
In this episode Scott Becker discusses: Mary Barra of GM says that the chip shortage is easing somewhat in 2022 but that it won’t get substantially better until 2023. The 30 year mortgage rate is above 5% and likely to climb to 6% shortly. A great pleasure to visit with remarkable CEO of Intuitive Gary […]
In this episode Scott Becker discusses: Markets update. The economy contracted in the first quarter by 1.4%. As mortgage rates edge back to close to 6%, we expect the housing market to soften some. Futures point slightly up this AM. Oil has fallen to right around $101 a barrel. Bitcoin is right around $38,800. Amazon […]
In this episode Scott Becker discusses: The markets rebounded yesterday. Futures point down today. The Nasdaq is down 9.5% in April. Private equity reports that fundraising is becoming a little more challenging. Intel CEO says chip shortages will last until 2024 Robinhood reported a 43% decline in Q1 revenues from 2021 Q1.
In this episode Scott discusses the interesting phenomenon of the markets being up due to economic contraction.
In this episode Scott Becker discusses: Futures point up this AM. Markets were largely flat yesterday. The Nasdaq is down 20% year to date. The S&P 500 is down 12% year to date. Netflix is down 68% year to date. The 10 year treasury yield opens at close to 2.81%. Private Equity vs the S&P […]
In this episode Scott Becker discusses: Markets have plunged the last few. Bitcoin has fallen nearly 20% over the last week. Tesla fell 12.18%. Microsoft’s cloud business continues to beat expectations.
This episode features Stephanie Sirota, Partner at RTW Investments. Here, she discusses the biotech innovation market. full-cycle investing, and more.
In this episode Scott shares 9 thoughts around using Index Funds as the core of one’s portfolio.
In this episode Scott Becker discusses: S&P is down. PE ratios of stocks that we follow.
In this episode Scott discusses how the economy is doing ok and that’s why stocks are falling.
In this episode Scott Becker discusses: Markets fell significantly yesterday based on Fed’s comments on expeditiously raising rates. Futures are mixed this AM. Amazon dropped 3.70% yesterday. Gap stock is down 56% over the last year. Amex posted great revenue growth in the first quarter.
In this episode Scott Becker discusses: Markets update Netflix lost $54.3 billion in market value in one day. US median home prices reached a record price of $375,000. Tesla posts record profits in Q1. United Airlines lost $1.38 billion the 1st quarter. Carvana saw sales fall in the first quarter. The price of a barrel […]
In this episode Scott Becker discusses: Markets and treasuries update. Netflix loses 26% overnight. KKR makes $14.8 billion dollar bid for health system operator Ramsay Health.
In this episode Scott Becker discusses “The 4 Percent Rule” and how much is safe to spend during retirement.
In this episode Scott Becker discusses: Markets and treasuries update. The 4 Percent Rule. Apollo may join Musk in bid for Twitter Blackstone to buy American Campus Communities for $12.8 billion. Crypto markets down 19% year to date. Brent Crude at $112 a barrel.
In this episode Scott discusses inflation and if the numbers we are getting from the government are accurate or not.
In this episode Scott discusses what defines a recession, what the difference is between a recession and depression, and are we potentially going to enter a recession.
In this episode Scott shares up update on how the bond rout promises pain for investors.
In this episode Scott discusses car prices and what we can expect for car prices in the future.
In this episode Scott Becker discusses: Bond rout promises more pain for investors. The markets fell Thursday, were closed Friday and are expected to open lower this AM. The 10 year treasury bond opens at 2.82%. The stock and bond markets are anticipating harsher and quicker raising of rates and a quicker tightening of the […]
In this episode Scott Becker discusses the importance of setting key priorities in life and business.
This episode features Bob Woolsey, President at Jones Bros. Jewelers. Here, he discusses what it takes to lead a successful family business, what inspires him, how important gratitude is, and more.
In this episode Scott Becker discusses the current state of the commercial real estate industry.
In this episode Scott Becker discusses: Markets and investing update. Commercial real estate update. Airline and aviation industry update. Nvidia and Intel update.
In this episode Scott Becker discusses: Microsoft drops on projected lower personal computer and Office365 sales. ATT rose nearly 8 percent yesterday. The markets fell yesterday significantly on constant concerns regarding inflation and the Fed. Futures point up this AM.
This episode features Kate Hardey, Partner at McGuireWoods. Here, she discusses recent movement in the cannabis legislation space pertaining to banking, taxes, & scheduling, comparisons between cannabis transactions & private equity, and more.
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he rejoins Scott to talk about how the labor market and interest rate environment are affecting the deal market in private equity.
In this episode Scott Becker discusses: Elon Musk decides not to join Twitter Board. Stocks, Treasury Yields, Oil, and Futures point down this AM. The profitability of private equity.
This episode features Julie Yoo, General Partner at Andreessen Horowitz (a16z). Here, she discusses the past and future of a16z, a venture capital firm that backs entrepreneurs in the technology ecosystem, their long-term goals, and much more.
In this episode Scott Becker discusses: Stocks got hammered yesterday as the Fed released its last meeting minutes. Yields are rising on bonds as demand softens. Futures point slightly up this AM. Bitcoin has fallen over the last couple sessions to back below $44,000. Mortgage rates are back to close to 5%. Walmart rose 2.3 […]
In this episode Scott Becker discusses: Elon Musk discloses ownership in Twitter. Market indexes rose yesterday with the Nasdaq up 1.9% and the S&P 500 up .8%. Futures are largely down this AM. Netflix gained nearly 5% yesterday. Meta/Facebook was up 4% Oil closed near $108.
In this episode Scott Becker discusses: Elon Musk discloses ownership in Twitter. Market indexes rose yesterday with the Nasdaq up 1.9% and the S&P 500 up .8%. Futures are largely down this AM. Netflix gained nearly 5% yesterday. Meta/Facebook was up 4% Oil closed near $108.
In this episode Scott Becker discusses: The markets moved slightly up Friday. Futures point slightly up this am. Howard Schultz who returns to CEO of Starbucks this week. Treasury bond values suffered their worst quarter in 50 years. The economy added 431,000 jobs last month and employment fell to 3.6 percent. Mortgage rates jumped to […]
In this episode Scott discusses the Fed Board Member saying to expect 7 25 basis points raises this year in the Fed Funds overnight interest rate.
This episode features Mike Ryan, Managing Director at Hamilton Lane. In this conversation, he talks about how interest rates are affecting investing, what he is seeing in the private asset class compared to public, and much more.
In this episode Scott Becker discusses: United Optum to buy huge home health firm. The major indexes closed up yesterday with the Nasdaq up 1.84, the S&P500 up 1.23 and the Dow up .97. Futures point down today. Bank of America warns that this surge in the market is not likely to last. Treasury yields […]
In this episode Scott Becker discusses: The Nasdaq is down nearly 9% this year. The markets rose yesterday with the Nasdaq up 1.31% and the S&P 500 up .71%. Futures point up this AM. Tesla was up 8% yesterday. Apple was up for its 10th day in a row. Will Smith apologized yesterday to Chris […]
In this episode Scott Becker discusses: Interest rates surge. Mortgage rates jump to a 3 year high. Pending home sales fall as inventories remain extremely low. Futures are flat to slightly up this am. Tesla splitting its shares on a 5 to 1 basis. Joe Biden to propose new minimum tax on wealthiest Americans. Bitcoin […]
In this episode Scott discusses the Russian invasion, the hawkish policy of the Fed, and its impact on the markets.
In this episode, Scott Becker discusses: The markets rose again yesterday. Futures point up this am. Investors are hearing one bit more of a temperate tone from the Fed. 30-year mortgage rate back to 4.42%. Instacart which includes Andreeson and Sequoia as investors cut its valuation from $24 billion to $29 billion. Chipmakers Nvidia and […]
In this episode Scott shares thoughts from some of the business books he has recently been reading.
In this episode Scott shares some of the PE ratios of some of the stocks that we follow.
In this episode Scott Becker discusses the chip manufacturing rivalry between Nvidia and Intel.
In this episode, Scott Becker discusses: The markets continued to rally yesterday. Bitcoin rose another 3.57% to $42,586. Treasury yields kept climbing. PE ratios of some of the stocks we follow. Nvidia keeps growing.
In this episode Scott Becker shares 6 thoughts on navigating a corporate Job or professional job for young professionals.
In this episode, Scott Becker discusses: Markets update. Oil rose to $116. Futures slightly up this AM. Nike-5 Notes. Amazon doubling down on healthcare at Amazon Web Services. Bitcoin has risen to nearly $43,000.
In this episode, Scott Becker discusses the too business and private equity news of the day.
In this episode, Scott Becker discusses: Markets and investing update. US Home sales fall dramatically in Feb. Shanghai Disney closed due to Omicron surge. Berkshire buying Allegheny for $11.6 billion. Thoma Bravo buying business modeling software for $10.3 billion. Healthcare fraud is alive and well.
This episode features Dr. Justin Norden, Partner at GSR Ventures. Today, he expands on the evolution of his career, how tech enabled services have changed since the pandemic, what can be done with medical residency programs to attract more people and prevent early burnout, plus much more.
In this episode Scott discusses the mortgage rate increase and its impact on the housing market
In this episode Scott Becker shares some thoughts on advice on controlling and managing anxiety.
In this episode, Scott Becker discusses: Markets update. Oil closed at nearly $107 a barrel. Mortgage rates rise above 4% for the first time since 2019. Amazon closes on MGM $6.5 billion deal. FedEx revenues and profits rose in the latest quarter. Netflix cracks down on password sharing. Delta raising wages 4 percent and American […]
In this episode, Scott discusses the alleged hacking the viral Twitter account Anonymous has waged against Russia, and its possible consequences.
In this episode Scott shares a few points on Howard Schultz returning as Interim CEO of Starbucks
In this episode, Scott Becker discusses: Berkshire hits record share price above $500k. Howard Schultz returns as interim CEO of Starbucks. The markets jumped yesterday. The Fed raised its short-term lending rate by 25 basis points. Oil shot back up to $100 plus a barrel.
In this episode, Scott Becker discusses: Markets and investing update Tesla raising prices 3 to 5 percent. Airlines jump in fuels fall and people flying more. Walmart hiring 5,000 into Global Tech.
In this episode, Scott Becker discusses: Markets update. Apple down 2.7 percent, Amazon 2.5 percent and Google down 3 percent,. Discovery CEO David Zaslav paid $246 million in 2021. Wells Fargo CEO pay climbed to $24.6 million. Amazon waiting on antitrust approval rumored to be close to closing its $8.5 billion deal for MGM Studios. […]
In this episode Scott shares 20 thoughts on investing from the book “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life” by William Green.
In this episode, Scott Becker discusses: Market indexes dropped Friday. Futures mixed this am. Rumors of progress in the Russia Ukraine negotiations. The 10 year treasury should open close to 2.08. A large Chinese city, Shenzhen, with heavy manufacturing went into Covid lockdown. Oil is right about $104.
In this episode Scott discusses the possibility that the US is heading towards a recession.
In this episode, Scott Becker discusses: Markets and investing update. Russia at risk on billions of bonds. The US may be moving closer to a recession. Hedge funds taking in on the chin. Bitcoin opens today just above $40000.
In this episode, Scott Becker discusses: Markets surged yesterday but are set to give back some of their gains this AM. Interest rates are rising again. The market remains choppy with uncertainty from the war and the unexpected consequences of the war and impacts on supply chain, inflation and interest rates. Oil dropped back to […]
In this episode, Scott Becker discusses: Bitcoin jumps 8.5 percent overnight. The stock market points up this am after several down days. The market indexes closed down again yesterday with the S&P 500 down .7% and the Nasdaq down .3%. The Dow was down .6%. The 10 year treasury yield jumped back 1.87 and the […]
In this episode, Scott Becker discusses: Between the Russian Ukraine situation and the fear of inflation and rising interest rates. The Nasdaq is down more than 20% from its high. The S&P is down more than 15%. Futures are slightly positive today. Amazon fell nearly 6% yesterday and Microsoft nearly 4%. B of A fell […]
In this episode Scott Becker shares 7 thoughts on starting a business from Peter Thiel’s book “Zero to One: Notes on Startups, or How to Build the Future”.
In this episode Scott Becker shares 20 points from the book “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life” by William Green.
In this episode Scott Becker shares 5 notes on the Russia & Ukraine war and its impact on economic forecasting.
In this episod Scott discusses Best Buy recent stock jump in spite of declining revenues.
In this episode, Scott Becker discusses: The major market indexes all closed down with the S&P 500 down .5 percent and the Dow and Nasdaq down .3 and 1.6 percent respectively. Futures are down about .5 to .66 percent to start today. The 10 year treasury yield fell to 1.843 percent. Oil opens at around […]
In this episode, Scott Becker discusses: The stock markets bounced back yesterday. The ten year treasury yield rose yesterday to close at 1.865. Futures point down to start today. Oil opens at close to $113 a barrel, it’s highest level in 10 plus years. Amazon is shutting its retail stores. Nordstrom’s stock jumps 37.8 percent.
In this episode Scott discusses the impact of the collapse of the ruble on Bitcoin as more people look to an international currency for safety.
In this episode Scott discusses: Treasury yield drops 15 percent plus on wartime investment mentality. Market indexes ended nearly flat after being way down earlier in the day. Futures point slightly up this AM. CPI came in at 5.8 percent. Oil prices surged to $111 a barrel. AMC saw a massive recovery in its actual […]
In this episode Scott discusses the crisis in Ukraine and its impact on the global economy.
In this episode, Scott Becker discusses: Futures point down this am after the markets recovered strongly Thursday and Friday. The Nasdaq down 12 percent this year. The S&P 500 down 8 percent and down 8.6 percent from its high. The 2 year treasury fell nearly 10 basis points to open today near 1.5 percent. The […]
In this episode Scott shares his thoughts on “Organize Tomorrow Today: 8 Ways to Retrain Your Mind to Optimize Performance at Work and in Life” by Jason Selk & Tom Bartow.
In this episode 6 concepts from “Zero to One: Notes on Startups, or How to Build the Future” by Peter Thiel.
In this episode Scott Becker shares 5 thoughts from Fred Reichheld’s “Winning on Purpose: The Unbeatable Strategy of Loving Customers”.
In this episode Scott shares insights from 3 excellent business books he has recently read.
In this episode, Scott Becker discusses: As Russia invades Ukraine, the market quickly reacts negatively to this conflict. Oil rose to close right around $100 a barrel. The Russian stock index has fallen 45 percent. The 2 year treasury yield dropped 11 basis points as investors flee to safety.
In this episode, Scott Becker discusses: The S&P 500 enters correction territory and market indexes lose ground. The 10 year bond yield is at 1.948. Oil prices closed relatively flat at $91 a barrel. Home Depot shares fell 8.85 percent yesterday. Average home prices in the US rose 18.8 percent in the last 12 months. […]
In this episode, Scott Becker discusses: Ukrainian Crisis and the stock market. The $64,000 question. Stock Wisdom. 5 more concepts from Peter Thiel on start ups
In this episode, Scott Becker discusses: Stocks dropped yesterday due to concerns with the Russia Ukraine situation. Facebook is now down 46 percent from its peak early last fall. Nvidia’s stock dropped 7.6 percent yesterday. Roku set to drop 30 percent over 2 days.
In this episode Scott shares his key takeaways from the McGuireWoods Healthcare Private Equity Conference.
In this episode, Scott Becker discusses: Walmart earnings beat expectations. Daniel Loeb sees $1 trillion in untapped value at Amazon. Markets and Treasuries update. PE ratios of 10 stocks. Covid deaths now averaging 2,300 a day. Mega PE funds busy making big investments.
In this episode Scott discusses the concept of process goals vs results goals from the work of Dr. Jason Selk.
In this episode Scott discusses his key takeaways from Peter Thiel’s book “Zero to One”.
In this episode, Scott Becker discusses: Markets and investing update. Inflation update. Marriott and AirBNB both reported great profits and revenues. Peter Thiel’s book “Zero to One- Notes on Start ups and How to Build the Future” is full of great wisdom.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode, Scott Becker discusses: The markets fell yesterday. Futures point up today. The 10 year treasury is right at 1.999. COVID-19 deaths averaging 2,400 a day. Oil prices close at $97 a barrel. Elon Musk donated $5.7 billion of Tesla shares. Intel is buying an Israeli chip maker for $6 billion. Bitcoin rose […]
In this episode Scott discusses how Putin & Russia seem to be acting more and more like a PE sponsored company.
In this episode, Scott Becker discusses: The markets fell Thursday and Friday. The 10 year treasury yield fell to open today near 1.955 percent. Vladimir Putin and Russia seem to act more and more like a PE sponsored company. Blackstone buying Australian casino chain for $6.3 billion. Affirm falls nearly 20 percent 2 days in […]
This episode features Dr. Justin Norden, Partner at GSR Ventures. Today, he expands on the evolution of his career, how tech enabled services have changed since the pandemic, what can be done with medical residency programs to attract more people and prevent early burnout, plus much more.
This episode features Robbie Allen, CEO at One GI. Here, he discusses how impactful private equity can be, the positives and negatives of being a CEO, the importance of never underestimating the value of being kind, and more.
This episode features Justin Breen, Founder at BrEpic. In this conversation, he discusses the writing process for the book he is currently working on called Epic Life, when to expect to see it published, how it can help entrepreneurs, and more.
This episode features Richard Kes, Partner at RSM. Here, he discusses the implications of inflation for the overall economy and the issues that surround where private equity firms should allocate dry powder with limited resources. Scott and Richard will dive deeper on these issues at the upcoming McGuireWoods Private Equity and Healthcare conference coming up […]
This episode features Grace Lynn Keller, Vice President at Executive Podcast Solutions. In this conversation, she discusses the importance of empathy in leaders, and more.
In this episode, Scott Becker discusses: Markets, inflation and treasuries – 5 notes PE ratios of key stocks Bitcoin at 43,348
In this episode Scott Becker discusses: The 10 year treasury yield has risen to 1.93. Futures are slightly down today. The Nasdaq recovered 1.58 Friday and the S&P .52 percent. Bank of America rose nearly 4 percent Friday. The Bitcoin ETF I invested in is now down 41.81 percent. COVID-19 hospitalizations have fallen 35,000 in […]
In this episode Scott Becker discusses advice for small businesses during this period of heavy inflation.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: The 10 year treasury yield has risen to 1.93. Futures are slightly down today. The Nasdaq recovered 1.58 Friday and the S&P .52 percent. Bank of America rose nearly 4 percent Friday. The Bitcoin ETF I invested in is now down 41.81 percent. COVID-19 hospitalizations have fallen 35,000 in […]
In this episode Scott discusses the current geopolitical issues and their impact on the market.
In this episode Scott Becker discusses: Markets tank on Meta/Facebook earnings The Nasdaq is down 12 percent this year and the S&P 500 is down 7 percent Spotify fell 17 percent yesterday T-Mobile stock jumped nearly 10 percent Oil jumped to close to $92 a barrel Jobless claims fell to 238,000 US economy adds 467,000 […]
In this episode Scott Becker discusses: Facebook stock drops 22 percent Markets update The Bank of England rose its key benchmark lending rate up .25 today to .5 COVID-19 update Spotify shares fell more than 12 percent Oil trading at nearly $89 a barrel PayPal stock falls nearly 25 percent Jeff Zucker, the CNN President, […]
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses hiring proven commodities vs unproven talent. He uses the Minnesota Vikings potential hiring Jim Harbaugh as an example.
In this episode Scott Becker discusses: COVID-19 Update Open Jobs Near Record Numbers Treasury Rates are Relatively Flat. US Manufacturing Fell to a 14 Month Low. UPS Profits Surged 4 notes.
In this episode, Scott discusses ways the federal government can help mitigate the current inflation influx and supply chain issues by raising rates, and more.
In this episode, Scott touches on 3 different subjects: Differences between private equity and venture capital Current Covid numbers The mortgage market and the federal government
In this episode Scott Becker discusses: Markets and Treasuries Update. The WSJ Best to Worst Airline Rankings. COVID-19 Update. Goldman Sachs – Compensation and CEO Compensation. Elliot Management and Vista Equity Look to Buy Citrix in $13 Billion Deal Bitcoin and Cannabis for Dummies.
In this episode Scott Becker discusses: Apple hits record profits GDP grew 6.9 percent in Q4 Stocks fell yesterday Tesla’s stock fell 12 percent yesterday Blackstone profits jump to $1.4 billion Robinhood reported a loss of $423 million for Q4 COVID-19 update
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: Markets Update Tesla Surges 5 Notes on Intel UBS Buying Wealthfront for $1.4 Billion Samsung has Record 4th Quarter COVID-19 Update
In this episode Scott Becker discusses 5 of the great venture capital funds investing in digital health.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: Markets and treasuries update COVID-19 deaths and hospitalizations Microsoft revenues and profits surge GE reports $3.9 billion loss Digital health notes
In this episode Scott discusses if now is a good time to buy a home or if it is better to wait.
In this episode Scott Becker discusses: Volatile Markets Big 2022 Losers Apollo Co-Founders at War COVID-19 Update Cannabis Stocks Trade Near 52 Week Lows
This episode features Morag Barrett, CEO & Founder at SkyeTeam. Here she discusses the importance of developing leadership talent, advice for emerging leaders, and more.
This episode features Rick Kes, Health Care Partner at RSM US LLP. Here, he discusses his predictions for private equity in 2022, his thoughts on the Minnesota Vikings head coach search, and more.
In this episode Scott Becker discusses: Markets Update Treasuries Update Bitcoin Continues to Crash Peloton CEO Under Fire COVID-19 Update Top Private Equity Funds
In this episode, Scott discusses the stocks that were the darlings of the pandemic but are now struggling.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: Markets and investing update. Netflix Stock Chills. Peloton stops in its tracks. Starbucks removed its vaccine requirement. Covid deaths and hospitalizations update. The Surprise Billing Act.
In this episode Scott Becker discusses Microsoft’s doubling down on the cloud and on gaming.
In this episode Scott Becker discusses: Markets and treasuries update. Oil is back up to $87 a gallon. Microsoft Doubles Down on the Cloud and Gaming. B of A Bounces Back. United HealthCare Thrives. Covid deaths hit 3,370 yesterday. PE Market Caps and more.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: Markets and investing update. Goldman Sachs – 4 Notes. COVID019 – 4 Notes. Blackstone Private Equity- 5 notes.
In this episode Scott Becker discusses healthcare companies that are under fire by the DOJ and how it impacts private equity.
In this episode Scott Becker shares some stats and information on the private equity firm KKR.
In this episode Scott Becker discusses: Markets and treasuries Update. COVID-19 stats update. Information on KKR Becker Private Equity & Business Podcast reaches 1 million downloads. UAE oil facilities hit by Iran backed Houthi group drives oil prices to 9 year high.
This episode features Dan Shapiro, Author of “The Thin Ledge: A Husband’s Memoir of Love, Trauma, and Unexpected Circumstances”. Here, he discusses what inspired him to write the book, the difficult experiences he went through with his wife’s illness, and more.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses: The markets closed mixed on Friday after a sell off Thursday. The 10 year treasury yield was up to 1.77 and the 2 year rose to .969. Jamie Dimon CEO of JP Morgan says there could be 6 or 7 rate hikes this year. Buffett/Berkshire- 3 Key Stocks- P&G, […]
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker shares 3 quick notes on what is going on in private equity right now.
In this episode Scott Becker discusses: 4 Notes on Blackstone Group Blackrock passes $10 trillion in AUM up from 8.6 trillion Wells Fargo profits rose in the 4th quarter JP Morgan had a great quarter The markets fell yesterday
In this episode, Scott discusses how to strengthen your existing business while also adding new products and service lines for consumers, and how the pandemic has affected this process.
In this episode Scott Becker discusses: The major indexes up slightly yesterday. Futures are flat this am. The 10 year treasury yield opens lower at 1.72. COVID-19 test positivity rates are at 35 plus percent. Hospitalizations rose to a record of 147,000. Deaths rose yesterday to 2,730. Buffett loves Amex, Coke and Apple. See Moneywise. […]
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- COVID-19 Update.
- Update on the markets.
- Boeing outsold but under delivered its rival Airbus in 2021.
- Citadel and Ken Griffin selling a minority stake to Sequoia and Paradigm.
In this episode Scott discusses the increased allocation by pension and retirement funds in private equity.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- The core market indexes ended largely flat yesterday.
- COVID-19 hospitalizations are right around 142000 a new peak.
- The ten year treasury yield closed at its highest make since January 2020 at 1.779.
- Jamie Dimon, the brilliant leader of JP Morgan, said what many are concerned about. “if we are lucky, the Fed can engineer a soft landing.”
- Berkshire/Buffetts biggest holdings are Apple, B of A and Amex.
- Take Two Interactive buying Zynga for $11 billion.
- Natural gas prices were up nearly 5 percent yesterday on soaring demand due to cold weather.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- The markets closed slightly lower Friday after a big set of losses last Thursday.
- The 10 year treasury yield closed at 1.77 Friday.
- The Fed may raise short term rates as early as March.
- COVID-19 hospitalizations have surged to 123,000.
- COVID-19 deaths are averaging nearly 1,700 a day.
- Comedian Bob Saget Passed away.
- Bank of America and bank stocks continue to fare well with the prospect of higher rates coming.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses the fascinating situation of the top duopolies of the day.
In this episode Scott Becker discusses:
- COVID-19 hospitalizations surge to 108,000.
- The markets were relatively flat yesterday and futures point slightly up today.
- Tesla fell 2 percent yesterday.
- The 10 year treasury yield hit 1.73 percent.
- Mortgage rates for the 30 year are at a nearly 2 year high of 3.2 percent.
- Mortgage borrowing last year hit a record of $1.61 trillion.
- Samsung is expecting 4th quarter profits of nearly $11.4 billion.
- Walgreens is reporting a great quarter with $33.9 billion in revenues and $3.6 billion in net income.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- The 2 year treasury yield rose to .86.
- The Nasdaq fell 3.34, the S&P fell 1.92 and the Dow fell 1.1 percent.
- COVID-19 hospitalizations reach 103,000, deaths surpass 2,100 and ICUs have 20,000 patients in them currently.
- Salesforce dropped 8.3 percent, Bed Bath 11 percent, Nvidia 5.8 and Alphabet dropped 4.6 percent.
- Watching my Bitcoin investment is like watching a train wreck or car crash in slow motion.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- COVID-19 hospitalizations skyrocket.
- Toyota outsells GM for the first time in the US. 2.3 million to 2.2 million.
- The Dow was up, the S&P was flat and the Nasdaq was down.
- The 10 year treasury yield is back up to 1.67 or so to start today.
- Bank of America rose 4 percent yesterday.
In this episode Scott Becker discusses:
- The major indexes all finished up yesterday.
- The futures point up this morning.
- The 10 year treasury yield rose almost 12 or so basis points to 1.628.
- COVID-19 hospitalizations rose to 90,000.
- Apple briefly hit a market cap of $3 trillion yesterday.
- Tesla saw deliveries surge in 2021.
- TPG, the famous PE fund founded in 1992, is seeking to go public.
- CES starts live in Las Vegas this week.
In this episode Scott Becker discusses three thoughts on great management and coaching.
In this episode Scott Becker discusses:
- Stocks ended 2021 with a great surge over the last week.
- Futures point up to start the new year today.
- The 10 year treasury yield opens at 1.51.
- Some portion of 2021 deal activity was driven by expectations of tax increases.
- Covid hospitalizations are rising quickly and reported at close to 85,000.
- Apple has become the top phone seller in China.
- Ikea indicates that it is raising prices.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- COVID-19 cases skyrocket, deaths move up, hospitalizations creep up.
- Stocks rallied the last two days and recovered most of their losses from last week and from Monday.
- Fascinating to see different perspectives on Joe Manchin play out this AM and this week.
- Consumer confidence rises as does US GDP.
- Elon Musk has announced he is largely done with his tax selling.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- COVID-19 & Omicron variant update
- Stocks rebounded yesterday
- AWS outage update
- SoftBank borrows from Apollo
- Houses continue to sell like crazy
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- The markets fell again Monday after a tough day last Friday.
- COVID-19 cases skyrocket.
- Oracle is buying Cerner
- Nike saw sales rise 1 percent this past quarter to $11.4 billion.
In this episode Scott Becker discusses:
- Senator Manchin says he won’t vote for Build Back Better.
- The markets fell Friday and are set for a deeper fall today.
- Tiger and his son Charlie competed in the PNC tournament.
- COVID-19 hospitalizations are rising but not as fast as the rise in cases.
- The 10 year treasury yield has fallen to 1.40 as investors seek safety.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- Market indexes surged higher yesterday with the Nasdaq up 2.1%, the S&P up 1.6% and the Dow up 1.1%.
- Futures point up this am.
- The ten year treasury yield opens around 1.46.
- The Fed announced it will quicken it’s reduction in bond buying to all but finish it entirely by March.
- The Fed also said it expects three interest rate increases in 2022.
- The Bank of England already initiated a rate increase.
- The interest rate increases will impact stock and real estate prices.
- Covid is surging.
In this episode Scott Becker discusses:
- The markets fell nearly 1% yesterday.
- Covid deaths were at 1,780 yesterday, new cases were at 116,000, and hospitalized were at 61,000.
- Three types of centric for most businesses. Niche centric, customer centric, and team centric.
In this episode Scott Becker discusses the recent deal frenzy. The last few days has seen the following announcements:
- Hard Rock to buy Mirage for $1.9 billion
- Parthenon to buy Kroll Bond Rating Agency for $900 million
- Pfizer to acquire Arena Pharma for $6.7 billion
- Vox Media is seeking to merge with Group Nine
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses:
- COVID-19 Deaths average 1,270 a day over the last 7 days.
- The market indexes fell yesterday with the Dow and S&P down .9% and the Nasdaq down 1.4%.
- The market futures are slightly down to start this AM.
- Moderna and Pfizer both rose 5.8 and 4.6 percent respectively on news of need for more vaccines.
- The 10 year treasury yield dropped to 1.42%.
- Bitcoin dropped 6.2% yesterday.
- Ares raised an $8 billion private credit fund.
- The Deal frenzy continues.
This episode features Jackie Shropshire, Senior Vice President of Jones Lang LaSalle. Here, he discusses the importance of putting yourself out there as a professional, showing up positive every single day, and a lot more.
In this episode Scott Becker discusses:
- The markets fell yesterday with the Nasdaq down 1.7 percent and the S&P 500 down .7 percent and the Dow largely flat.
- Futures point up this am.
- The 10 year treasury yield finished largely flat yesterday and opens at 1.487 this am.
- American Airlines indicated it will be shedding some flights from its schedule.
- McDonalds continues to perform well.
- United Health both the nation’s largest payor and one of the largest firms in the nation by revenues continues to essentially print money.
- Jobless claims fell to 184,000.
- Costco continues to perform great with sales rising 9.8 percent for same store sales.
- Tyson spending $1.9 billion on robots to help automate.
In this episode Scott discusses the concept of at what point does one give up on a late meeting participant.
In this episode Scott Becker shares leadership advice from a recent podcast recording with Diana Jones, Author of “Leadership Levers”.
In this episode Scott discusses:
- China Evergrande declared in default
- Toyota, despite some stoppages, is still on track to make nine million vehicles this year.
- Worker shortages making inflation worse.
- Angela Merkel has stepped down after 16 years as Chancellor of Germany.
- Markets up yesterday, future down today, treasury yields continue recovery.
- Apple hits record high yesterday.
In this episode Scott discusses:
- The markets had a terrific day yesterday.
- The 10 year treasury yield has gained 15 basis points in 2 days.
- The recovery in equities and the Treasury yields is largely based on lowering concerns that Omicron will cause tremendous disruptions.
- Travel stocks softened late in the afternoon yesterday as COVID-19 concerns remain material to travel.
- Bank stocks did well as they tend to rise with interest rates rising.
- China Evergrande had a payment default Monday.
- Bitcoin rose yesterday.
- Amazon Web Services had a serious outage yesterday impacting numerous firms.
- COVID-19 deaths were up to 1,700 yesterday and the 7 day average is at 1,319. Cases were steady at 113,000 and the 7 day average at 118,000.
In this episode Scott Becker discusses the list by The Balance on the 8 best Private Equity Firms.
In this episode Scott discusses:
- The markets had a wonderful day yesterday with the Nasdaq up .9, the S&P up 1.2 and the Dow up nearly 2 percent.
- Futures are broadly up this am.
- United Health gained 2.4 percent yesterday and Goldman rose 1.72 percent.
- The ten year treasury yield gained nearly 10 basis points to close near 1.44 percent.
- Travel stocks rose on lesser worries re Omicron.
- The NY Times reports 118,000 new cases of COVID-19 a day over the last 7 days and nearly 1,300 deaths a day.
In this episode Scott Becker discusses people moving from riskier investments to safer investments and how it impacts the market.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- The major indexes fell Friday with the S&P 500 falling a little less than 1 percent and the Nasdaq and the Dow also down.
- Futures are mixed this AM.
- Treasury yields have tanked on concerns re slowing growth growth.
- The European markets are slightly up today.
- Softbank the Japanese investment fund is down 9% today and 35% for the year.
- Bitcoin and Ethereum had very tough weekends with each falling greatly.
- DocuSign fell 42 percent Friday on slowing growth.
- Goldman predicts 1st quarter GDP will slow to 3% as opposed to 4.5%.
- The small cap index, the Russell 2000, is down 12 percent from its most recent high.
- COVID-19 Stats and update.
In this episode Scott Becker discusses Elon Musk selling shares and government spending in the face of increased inflation.
In this episode Scott Becker discusses the connection between the jobs report and the stock market.
In this episode Scott discusses:
- The major indexes all rose Thursday with the S&P 500 rising 1.42 percent.
- Apple is one of the most interesting current stories because almost all of us own Apple in some form or another.
- Futures are slightly up to even this am.
- The 10 year treasury yield opens this am around 1.44.
- Covid hospitalizations, while on the uptick, are at a currently reasonable number of about 50,000.
- Weekly jobless claims came in at 222,000, a fairly low number.
- Elon Musk has now sold more than $10 billion in Tesla shares.
- Tony James, the Executive Vice Chairman of Blackstone will retire after 20 years with the firm.
- Apollo to buy Griffin Capital’s wealth management and asset management business.
In this episode Scott Becker discusses his experience investing in Bitcoin and cannabis.
In this episode Scott Becker discusses the psychology behind the different risk levels people have and how they allocate their investments.
In this episode Scott discusses:
- The markets fell yesterday based on fears of Omicron and uncertainty regarding its impact.
- Apple faces slowing demand for its iPhone.
- Futures point slightly up this am.
- The 10 year treasury yield is down to open at 1.43 percent.
- Disney appointed Susan Arnold as their new Chair of the Board.
In this episode Scott discusses:
- Markets were down yesterday.
- Nasdaq and S&P futures point up nearly 1.5 percent this morning.
- The 10 year treasury yield opens around 1.443.
- Fed Chair Powell voices increased concern re inflation and may expedite the reduction in bond purchases by the Fed.
- COVID-19 update – 1,550 deaths yesterday, 108,000 new cases.
- Salesforce dropped 4 percent yesterday and is down 5 percent in after-hours trading.
- Chris Cuomo indefinitely suspended from CNN.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott Becker discusses what drives the super moguls to sell their shares:
- The CEO of Microsoft Satya Nadella sold half his shares he owns in Microsoft for $285 million. This and the sale by Elon Musk are thought be driven by tax concerns plus diversification efforts plus wanting to take advantage of high market prices.
- In Washington State, Nadella faced new taxes of 7 percent. Federally he possibly faces new taxes of 8 percent. Thus, by selling in 2021, he possibly saves nearly 15 percent in taxes or nearly $42 million plus or so.
- Musk faced the 8 percent in added federal taxes that are in the house bill.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic and the Omicron variant.
In this episode Scott discusses:
- Markets up yesterday in a recovery from Friday.
- Futures point down today as renewed concerns re Omicron.
- Initial reports show the illness from Omicron may be milder but the spread more significant.
- The 10 year treasury yield rose about 5 basis points yesterday.
- The CEO of Microsoft Satya Nadella sold half of the shares he owns in Microsoft for $285 million.
- Jack Dorsey resigns as CEO of Twitter.
- Covid deaths were back up to 1,800 plus yesterday.
- Euro Zone inflation hit a record annualized rate this past month.
- As you look at the potential spread of Omicron or truly any crisis, it should remind households, companies, and governments to try and stay anti fragile and keep debt at rationale levels.
In this episode Scott Becker discusses how everyone is hopeful that the market will rebound today after a very bad Friday.
In this episode Scott discusses:
- Futures point up this AM on hopes of a rebound from Friday.
- Friday was the worst day in the markets all year.
- The 10 year treasury bond will open 14 plus basis points lower than it opened on Friday.
- Investors have substantially increased their margin investments in stocks which can exacerbate any downfall in the markets.
- Travel stocks particularly got battered on Friday.
- Bitcoin is up 4.42 percent today after getting hammered Friday.
- Japan has fully closed its borders to foreigners while it assesses the Omicron variant.
- One strategist Ken Lerner said it best “hard to say how lasting or impactful the latest variant will be”.
- Pre-Omicron, Covid was already heading back up. Average cases for the last 7 days were at 72,000 a day but that is significantly underreported as holiday stats and Sunday stats are always low.
- London and European markets rebounded today.
In this episode Scott discusses:
- Futures point down this morning on all three major indexes.
- New jobless claims came in at a pandemic low of 199,000.
- Bank of America continues to point up on interest rates rising.
- The 10 year treasury yield closed at 1.66 up almost 14 basis points over the last 2 days.
- Best Buy dropped nearly 12 percent on slowing projected growth and slightly shrinking margins.
- Zoom dropped 15 percent yesterday on slightly slowing growth.
- The falling stock of Zoom and Best Buy despite very solid earnings is one sign of how fully priced the stock market is.
- Gap shares dropped nearly 20 percent on reduced annual forecast for sales.
- Nordstrom saw revenues rise 18 percent in the 3rd quarter.
- After a tough two years, holiday travel is fully back to 2019 numbers.
- Per gallon gas prices are up 60 percent from a year ago.
- Insurers like pension funds are increasing their exposure to private equity and illiquid assets.
- Samsung is building a $17 billion chip factory in Texas.
In this episode Scott Becker shares 3 notes on the Biden Admin’s plan to release 50 million barrels of oil From the Strategic Petroleum Reserve.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- President Biden Nominated Fed Chair Powell to a second term as Chair.
- Treasury yields on the 10 year bond rose nearly 10 basis points to close at 1.625.
- Growth and tech stocks faltered yesterday on news of Powell’s pick.
- The equity markets initially jumped on the news of Powell’s reappointment but then the S&P 500 and Nasdaq dropped significantly.
- Samsung is building a huge chip making plant in Texas.
- Comcast which is the owner of NBC Universal’s Peacock NBCUniversal owns Hulu with Disney but has the right to pull Hulu from Disney+ and only have the content on Peacock.
- Goldman points to these 5 stocks as stocks to avoid due to high labor costs to earnings.
- Zoom stock fell nearly 4 percent on news of slowing growth.
- Bank of America rose yesterday on the Fed Chair reappointment as bank stocks tend to do well as interest rates and borrowing costs rise.
- For the first time in months, we are seeing some car commercials.
- Blackstone finished down 1.4 percent yesterday at 144 on the Fed news.
In this episode Scott does a deep dive on the following topics:
- The House passed the $2 trillion bill for spending.
- Pension funds keep raising their private equity exposure.
In this episode Scott discusses:
- Buying crypto is not like buying other stocks.
- Expect extreme periods of volatility.
- Know your risk tolerance when investing.
In this episode Scott discusses:
- The Nasdaq rose Friday while the S&P 500 and Dow fell.
- Futures for each of the indexes point up this morning.
- The 10 year treasury yield fell nearly 10 points between Thursday and Friday to open today near 1.536.
- The House passed the $2 trillion bill for spending.
- New Covid cases are averaging close to 100,000 a day and as expected the new surges are in places not hit as bad this summer.
- Pension funds keep raising their private equity exposure.
- Gas prices reached $6 dollars a gallon this week in CA for the first time.
- The WSJ reports “Global Supply Gridlock Starts to Ease”.
- Consumer confidence plummets even though corporate results are high.
In this episode Scott discusses:
- CVS closing 900 of its 10000 stores.
- Austria introducing general vaccine mandates and lockdowns.
- Macy’s jumped 21.2 percent on great revenues and news of looking at spinning off its e-commerce operations.
- Kohls jumped 10 plus percent on great earnings.
- S&P500 and Nasdaq rose yesterday.
- The 10 year treasury yield fell to 1.586.
- The house passed a nearly 2 trillion dollar spending bill.
- Becker’s Healthcare podcast surpassed 4 million downloads this week.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
This episode features Elise Contarsy, CEO at Ombre. Here she discusses how her firm analyzes the microbiome, what she is most excited about for the future, her top priorities, and more.
In this episode Scott discusses:
- Thoughts on the Fed Chairman situation
- New jobless claims
- Thoughts on Alpha investing
- Investing with private equity funds
In this episode Scott discusses:
- The major indexes fell yesterday with the Dow falling more on a percentage basis than the S&P and Nasdaq.
- The indexes all point up today.
- The ten year treasury yield opens at around 1.6 today.
- Visa shares fell nearly five percent on news that Amazon would not take UK visa.
- Target shares dropped nearly five percent.
- Apollo will make a nearly 70 percent annualized rate of return on its investment in Hertz.
- Thrilled to pass four million downloads of the Becker’s Healthcare podcast this past week.
- The jury is still out in the Rittenhouse trial.
- Overdose deaths including opioid deaths exceeded 100,000 in the last 12 months.
In this episode Scott Becker shares takeaways from his conversation today with President Bill Clinton.
In this episode Scott discusses:
- The major indexes again finished higher yesterday.
- The S&P 500 is up 25 percent year to date.
- The indexes hover around even to start this am.
- Inflation, Covid in Europe, and debt & real estate problems in China are top of mind for investment strategists.
- Home Depot sales rose 5.7% on higher sales.
- Thrilled yesterday to visit with President George and Laura Bush at the Becker’s Healthcare CEO + CFO RoundTable.
- Walmart shares fell nearly 3 percent despite rising sales and telling analysts they are well stocked for the holiday season.
- Peloton shares rose 15.5 percent and it announced a new stock offering.
- CalPERS is the nation’s largest pension fund with $495 billion in assets.
- It looks at a 20-year time line on return for its assets and projects it needs a 7 percent annual return to make that work but that it’s current asset mix would produce a 6.2 percent return.
- Thus, it is modifying its asset mix to try and meet its target.
- It is increasing its target for PE to 13 percent from 8 percent.
- It is also adding an allocation of 5 percent of private debt.
- Finally, it is also borrowing $25 billion at what it hopes are low rates to invest for higher returns.
In this episode Scott discusses:
- The major indexes finished lower yesterday.
- The 10 year treasury yield rose and will open at 1.6230.
- Dollar Tree rose nearly 15 percent yesterday.
- Boeing rose 5.5 percent on good news on the orders front.
- Casper Sleep rose 88 percent on takeover news.
- Tyson Foods revenue rose to $12.8 billion for the quarter and profits more than doubled to $1.36 billion.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- Futures point up after the indexes closed higher on Friday.
- The 10 year treasury yield opens at close to 1.58 percent.
- COVID-19 cases are rising in the US with cases back up to around 80,000 a day.
- Brian Sozziwrites “Inflation will be stalking your wallet for some time to come”.
- Airbus is saying deliveries are about three years out for their most popular jets.
- International enrollment at US colleges is expected to be up this year.
- Japan’s economy shrank in the last quarter.
In this episode Scott discusses:
- The stock market is up today
- Job openings still way up.
- More people are quitting the workforce.
- Rick Kes shares 4 trends that he is following.
In this episode Scott Becker discusses business strategy insights from Jack Welch, Jim Collins, Michael Porter, and Peter Drucker.
In this episode Scott discusses:
- Inflation checks in at its highest rate in 30 years.
- Gas prices up 50 percent year over year.
- Fed may be pushed to raise short term rates sooner than expected.
- 10 year treasury yield rose nearly 14 basis points to open today near 1.56.
- Stocks indexes fell on inflation and fed concerns.
- Disney fell on slowing growth of Disney +.
- Beyond Meats fell 20 percent and is down 24 percent this year on lowering revenue estimates.
- Blackstone’s private credit business is growing fast.
- Zillow is trying to off load homes from its home flipping business.
In this episode Scott Becker shares his thoughts on Fed Chairman Powell and how he will judge full employment. He also overs investing advice for new investors.
In this episode Scott discusses:
- The three major indexes fell yesterday. Futures point down today.
- The 10 year treasury yield fell to 1.43 on dovish comments from Fed Chairman Powell on how he will judge full employment.
- The wholesale price index is up 8.6 percent on an annualized basis.
- Tesla shares fell 12 percent.
- PayPal shares fell 10.46 percent.
- Hertz went public and shares fell close to 11 percent.
- GE splitting into GE Power, Healthcare and Aviation, 174000 employees and a market cap of $120 billion.
- Panera goes public.
In this episode Scott discusses:
- The 3 major indexes all hit record highs yesterday.
- The 10 year treasury yield rose to 1.49.
- 81 percent of S&P 500 companies have reported earnings that exceeded estimates this quarter.
- Tesla dropped 4.8 percent yesterday.
- Peloton dropped 43 percent between Friday and Monday.
- Fidelity now holds $11.1 trillion in assets.
- UPS is trying to hire 100,000 employees.
This episode features Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Brett Messing, Partner President and Co-Chief Investment Officer at SkyBridge Capital. Here they discuss their Firm, Anthony’s time in the White House, cryptocurrency, and more.
In this episode Scott becker share his thoughts on the news surrounding Biden’s vaccine mandate.
In this episode Scott discusses:
- State and local pension funds had their best investment returns this year in 30 years.
- Futures are mixed this morning after a great week last week.
- The ten years treasury yield has dropped nearly 15 basis points over the last 2 weeks to open today near 1.453.
- Blackstone makes Life Sciences bet.
- Disney+ is offering special discounts to sign up new subscribers.
- Berkshire saw 3rd quarter earnings of $10.34 billion.
- The 5th Circuit Federal Appeals Court Blocked President Biden’s new vaccine mandate.
- Becker’s Healthcare is thrilled to host its 9th Annual CEO + CFO Roundtable in Chicago Nov 15 to 17.
In this episode Scott Becker discusses the recent movement of different sectors of the economy.
In this episode Scott discusses:
- The S&P and Nasdaq hit another high yesterday and futures are set to open higher today.
- The unemployment rate is down to 4.8 percent in September and is expected to trend lower for October.
- Wage inflation is up nearly 5 percent year over year.
- The 10 year treasury yield fell to 1.524 based on interest rates raising more slowly.
- On the COVID-19 front we are watching approval of vaccines for 5 to 11 year olds, new vaccine mandates, new antiviral pills, and the surge again in cases in parts of Europe.
- Peloton reduced its sales forecast and it’s shares dropped 4.27 percent during the day and nearly 31 percent last night.
- Uber posted record bookings of $23.1 billion and company revenue of $4.85 billion.
- The WSJ reports that Toyota’s profit surged.
- Airbnb had record revenues in the 3rd quarter as people heavily returned to travel.
In this episode Scott discusses:
- The stock indexes hit records yesterday.
- Futures open mixed this am with the tech driven Nasdaq up and the Dow and S&P essentially flat.
- The 10 year treasury yield opens at about 1.57 up from its open yesterday.
- Zillow’s stock dropped 23 percent yesterday and it’s laying off 25 percent of its employees.
- The Fed will start to reduce its bond buying by $15 billion a month.
- Weekly jobless claims are right around 299000 on average for the last month. Pre pandemic they were around 218000 a weekly average a month.
- Lyft rose 14 percent yesterday as its revenues jumped in the 3rd quarter.
- Avis dropped 17 percent after being up 100 percent the day before.
- Marriot reported revenues of $3.95 billion and profits of $220 million.
- The New York Times had a great quarter with profits of $54.7 million on revenues of $509 million. 70 percent of its revenues come from subscriptions.
In this episode Scott Becker discusses 6 pieces of leadership advice from Ruth Krystopolski, Anthony Scaramucci, and Brett Messing.
In this episode Scott discusses:
- All 3 stock indexes hit records yesterday.
- The 10 year treasury yield is set to open at close to 1.5490.
- The Republican nominee Glenn Youngkin won the governor’s race in Virginia.
- Apollo had a record quarter of asset sales with sales of $8.8 billion in exits.
- Avis Rent a Carstock doubled yesterday as they recovered from the pandemic. The stock literally went up $185 in one day to close near $357.
In this episode Scott becker discusses Zillow’s flipping business going sideways, the real estate market, being an owner vs. principal, and more.
In this episode Scott discusses:
- Stock futures are trading at about even after having a terrific day yesterday.
- The ten year treasury yield opens at right about 1.575
- BP printing cash as oil and gas prices rise.
- Walmart hiring supply chain staff at $20 an hour.
- Zillow stock down 22 percent this year as its flipping business goes sideways.
- Nordstrom is hiring 28,000 more workers both regular and seasonal.
In this episode Scott Becker discusses the changing or non-changing ways How Microsoft (cloud services + business software), Amazon (cloud services + retail), Facebook (still search), Google (still search) and Apple (hardware, apps, cloud storage, and more) make their money.
In this episode Scott discusses:
- Stock futures point up and the 10 year treasury yield opens around 1.56.
- American Airlines cancels more than 1,900 flights this weekend based on staffing challenges.
- Coke buying the remaining 70 percent of Body Armor for $5.6 billion.
- Inflation via the CPI rose in September at its fastest rate in 30 years.
- The treasury is set to reduce the amount of debt it is issuing at each auction.
- Disney Shanghai closed for 3 days based on a positive COVID-19 case.
In this episode Scott Becker shares 4 notes on T. Rowe Price buying private debt firm Oak Hill Advisors.
In this episode Scott discusses:
- Amazon misses sales estimates and earnings estimates.
- Futures point down today after the indexes had a very positive day yesterday.
- Apple revenues rise to $83.4 billion for the 3rd quarter.
- GDP grew by 2 percent in the 3rd quarter.
- Rowe Price Buys Private Debt Firm Oak Hill Advisors for $4.2 billion.
- Carlyle’s stock has jumped 80 percent this year and it just reported great 3rd quarter earnings.
In this episode Scott discusses:
- Futures point up today on all three indexes.
- The ten year treasury yield lost ten plus basis points yesterday.
- Traditional auto manufacturers got slammed on profits due to manufacturing slowdowns.
- Boeing continues to struggle as it has delays in delivering it’s Dreamliner.
- McDonald’s sales surge.
- Spotify grows quickly.
In this episode Scott Becker shares 3 notes on Pitchbook reporting that US private equity deal making has had a record year.
In this episode Scott Becker shares 6 points on the recent Alphabet/Google revenue surge.
In this episode Scott discusses:
- Alphabet/Google Revenues Surge. Google revenues rose 41 percent and the company finished the 3rd quarter with $65 billion in revenues and $21 billion in profits.
- The margins at Microsoft remain incredible.
- The major indexes largely hit records Tuesday but futures point slightly down today.
- The Scott Becker Private Equity & Business Podcast had a record month of downloads this month.
- The Becker’s Healthcare podcast is also on track for a record month of downloads.
- Beckers Healthcare to host the CEO + CFO Roundtable in November and thrilled to launch the Health IT + Digital Health Podcast shortly.
- Pitchbook reports that US PE deal making has had a record year with $787 billion in deals and investments. Exits are at $638 billion and fundraising remains very healthy.
- Apollo had assets under management of $471 billion at the end of the 2nd quarter. It will release 3rd quarter results and numbers next week.
In this episode Scott Becker discusses Blackstone hedge funds. The head of Blackstone hedge funds, John McCormick, is leaving and this will leave Joe Dowling as the sole head of the group. The group is a $50 billion dollar group and has generally underperformed the market. Famously the Blackstone CEO has pulled some of his money from the fund.
In this episode Scott Becker does a deep dive into private equity dividend recapitalizations. They hit a record this year at $58 billion plus. These allow owners of a PE sponsored company to take dollars off the table through a dividend but saddle the company with more debt. Yields on these loans are at historic lows.
In this episode Scott discusses:
- Stock futures point up this morning and have recovered from September losses.
- Tesla reaches $1 trillion in market cap on the heels of Hertz ordering 100,000 cars from Tesla.
- Facebook records revenues of $29 billion and $9.19 billion in profits.
- The ten year treasury yield opens at close to 1.635 today.
- Private equity dividend recaps hit a record this year at $58 billion plus.
- The Blackstone head of hedge funds John McCormick is leaving, and this will leave Joe Dowling as the sole head of the group.
In this episode Scott Becker discusses Goldman Sachs giving its CEO and President $30 million and $20 million in restricted stock grants, the importance of them making this move to retain key leadership, and more.
In this episode Scott discusses:
- Futures point slightly up this AM.
- The 10 year treasury bond opens at 1,65.
- Used car prices have risen 37 percent over the last 12 months.
- Alibaba shares sank $344 billion this past year.
- Burger King and Tim Hortons sales jumped 7.9 percent and 8.9 percent respectively.
- Blackstone records best quarter ever.
- Goldman Sachs Gives CEO and President $30 million and $20 million in restricted stock grants.
This episode features Sara Choi, Partner at Wing Venture Capital. Here, she discusses her work at Wing Venture Capital, needing a team of inspired and passionate people, and more.
In this episode Scott discusses:
- Stock futures are mixed with the S&P up and the Nasdaq slightly down.
- The 10 year treasury yield reaches 1.67 percent.
- New jobless claims came in at 290,000.
- Portillos, a Chicago favorite, went public.
- Intel is down as it tries to reclaim its dominance.
- Chipotle continues to knock it out of the park.
- Snapchat falls.
In this episode Scott discusses:
- Stock futures point slightly down today.
- Tesla reports record profits and revenues.
- IBM revenues rose in the 3rd quarter to $17.62 billion.
- Blackstone buying majority stake in Spanx.
In this episode, Scott discusses:
- Blackstone acquires Spanx for $1.2 billion
- Appolo Global Management aiming to hit $1 Trillion by 2025
- Monroe Capital supports HIG Capital’s recapitalization of Health Network One
- Issues leaders are facing today
and more.
In this episode Scott discusses:
- Stock market surges yesterday.
- 10 year treasury yield keeps gaining.
- United’s loss shrinks.
- Netflix refinds it’s growth while the growth of other streaming services slows.
- Walmart is the largest employer in the US outside of government.
- Tesla projects record earnings this quarter.
In this episode Scott discusses:
- Stock markets up yesterday, futures point up today.
- 10 year treasury yield to open around 1.5840
- Supply chain and labor shortages lead to drop in US industrial production in Sept
- S&P 500 having a surprisingly great earnings season so far.
- Used car prices are up 24 percent year over year.
- Zillow stock down 9.5 percent as it stops its house flipping business.
In this episode Scott Becker discusses the evolution of Zillow, their decision to pause their house flipping business, and how it has impacted their business.
In this episode Scott Becker discusses how Disney went from Bullish to Bearish very quickly based on news of less than expected growth.
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 the 3rd quarter.
- Goldman saw a 60 percent increase in profits and a 20 percent increase in revenues in the 3rd quarter.
- Goldman’s CEO, David Solomon, said he is watching closely developments in Washington DC, inflation, COVID-19, and the US China relationship.
This episode features Mark Selcow, Partner at Costanoa Ventures. Here, he discusses the future of venture investing, learning a new language as an adult, early stage investing, and more.
In this episode Scott discusses:
- The equity markets surged yesterday with the S&P up 1.7 percent and the Nasdaq up 1.7 percent also.
- Walgreens jumped 7.4 percent on both its earnings and announcing it will buy a majority stake in VillageMD.
- Bank of America reported that profits jumped 58 percent.
- United HealthCare reported a significant rise in premiums.
- The ten year treasury yield has fallen nearly 10 basis points over the last few days to close to 1.51 percent.
In this episode Scott Becker discusses how bad he thinks the current economic situation will get and what is currently being done to being fix it.
In this episode Scott Becker discusses when a growing business no longer needs to rely on a single customer. He also talks about how it is a sign of success when a business can turn away problematic customers.
In this episode Scott discusses:
- Jobless claims are down.
- Employers still struggling to find employees.
- Updates on Chain Issues.
In this episode Scott discusses:
- Inflation is up 5.4 percent year over year.
- Social security benefits going up 5.9 percent based on its tie to inflation.
- The Fed hurries its pace to taper bond purchases.
- Wages are up 4.6 percent year over year.
- Energy prices are also rising with the price of gas at its highest level in 7 years.
- The average price of a new car is up $4,900 year over year.
- JP Morgan reports profits are up 24 percent for the 3rd quarter, but revenues were up just 1 percent.
In this episode Scott discusses:
- Southwest Airlines Trying to Get Back on Track.
- COVID-19 Hospitalizations and Deaths Drop.
- Stocks are Pointing Up Slightly.
- Economists Worry We are Heading for Stagflation.
In this episode Scott Becker discusses two core issues that drive business.
- Greatness + growth
- Technology + people
In this episode Scott discusses:
- Dow, Nasdaq, and S&P All Had a Rough Day.
- Ten Year Treasury Yield Closes at 1.61.
- Oil is Up to $80 a Barrell.
- AT&T Drops 3%.
This episode features David Pivnick, Partner at McGuireWoods and C0-Chair of the Healthcare and Life Sciences Industry Team. Here, he discusses the evolution of his career, advice for other leaders, and his current top priorities.
This episode features Qichao Hu, Founder & CEO at SES. Here, he discusses his career, how he got interested in batteries, his thoughts on the future of batteries and electric cars, and more.
In this episode Scott Becker discusses how much is the right amount of debt for a company to hold.
In this episode Scott discusses:
- New Jobless Claims Best Numbers Since Pre-Pandemic.
- Treasury Yields Going Up.
- Stock Market Responding Positively.
This episode features Marc Blum, President & COO at Next Realty. Here, he discusses the kind of properties he focuses on most, the unique challenges he has faced, triple net real estate investment, and more.
In this episode Scott discusses:
- Private Payrolls Up
- Delta and American Airlines Downgraded
- Stock Market Rebounds
- Infrastructure Bill Update
In this episode Scott discusses:
- The Equity Markets Recovered Nicely Yesterday
- The Ten Year Treasury Yield is Set to Open Close to 1.548
- Energy Prices are Rising to Their Highest Levels in Years.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- Markets Take it on the Chin Yesterday.
- Treasury Yield Opens Around 1.5 Percent this AM.
- With Energy Policy Unclear, Oil Hits Highest Price Since 2014 at Nearly 78 Dollars a Barrel.
- Nasdaq Falls 2.1 Percent.
- Facebook Falls 4.9 Percent.
- Google drops 2.1 Percent.
- Amazon drops 2.9 Percent.
- Tesla and Merck Gain.
- Pepsi Records Great Results.
In this episode Scott discusses the importance of physical and mental health and the power of saying no.
In this episode Scott discusses:
- COVID-19 Stats Moving in the Right Direction.
- Stock Futures Drop to Start the Week.
- The 10 Year Treasury Yield Rises this AM to Start at Close to 1.5 Percent.
- Tesla has Record 3rd Quarter for Deliveries with Deliveries Up 73 Percent Year Over Year.
- The Nation is Having a Record Year of Issuance of Junk Bonds. This is never a good sign.
In this episode Scott discusses:
- New Jobless Claims Higher Than Expected
- Update on the Chinese Economy
- Thoughts on the Infrastructure Bill
In this episode Scott discusses:
- Stock Futures Point Down Today.
- Yesterday Equities Fell Generally 1 Plus Percent.
- The 10 Year Treasury Yield Falls Below 1.5 Again to Start the Day.
- Bed Bath and Beyond Dropped 22 Percent Yesterday on Sales Which Dropped 26 Percent in the Quarter.
- CarMax Dropped 12.6 Percent Despite Huge Growth in Sales but Lower Profits Per Share.
- Car Chip Shortages May Last for Years.
- COVID-19 Hospitalizations Drop to 72,000 in US.
In this episode Scott discusses:
- The 10 Year Treasury Yield Remains Steady at Around 1.525 Percent to Open Today
- Stock Futures are Up to Start the Day but a Little Less Than They Were in the Middle of the Night.
- The S&P 500 is Up 16 Percent for the Year but Down 4 Percent From its Record. Sept is Shaping Up to be the Worst Month of This Year.
- Mary Barra, the Well-Regarded CEO of General Motors, Will be the First Female Lead of the Business Roundtable.
- The Nasdaq and Technology Stocks More Negatively Impacted by the Rise in Interest Rates.
- Worldwide M and A Activity is at Close to $4 Trillion for the Year, a Record Number.
- COVID-19 Deaths Were at 2,500 Yesterday and Averaging 1984 Over the Last 7 Days.
- New COVID019 Infections Averaged 112,000 Over the Last 7 days, a Great Move in the Right Direction.
In this episode Scott Becker shares his thoughts on time in the market vs timing the market.
In this episode Scott discusses:
- Stock Market Update
- Elizabeth Warren Says She Will Oppose the Reappointment of Jerome Powell.
- COVID-19 deaths were nearly 2,200 yesterday.
- Record Downloads
This episode features Rick Kes, Partner at RSM. Here, he discusses the focus on people, his excitement about in-person meetings, and more.
In this episode Scott discusses:
- Fed Chairman says what we all know, i.e. inflation is not as transitory as he had hoped.
- The ten year treasury yield bounces to 1.54 this am.
- The stock market futures drop on concerns re the Fed becoming more hawkish and less easy money.
- Covid deaths remain steady at 2,052 a day on average.
In this episode Scott discusses:
- The Ten Year Treasury Yield Rises in This Morning’s Trading to Almost 1.5 Percent.
- Futures are Mixed with the Dow Slightly Up and the Nasdaq Slightly Down Today.
- COVID-19 Hospitalizations are Down to 775,00 the Lowest in Some Period of Time.
- Salesforce Reports That it is On Pace for Record Revenues This Year.
- Costco Reports Revenue Growth of 17 Percent.
In this episode Scott Becker shares some thoughts on leadership from recent conversations with other business leaders.
In this episode Scott discusses:
- The Fed says it will end its bond buying by the middle of next year.
- FedEx reports labor costs are causing challenges to profits.
- Nike misses revenues estimates and stock drops 7 to 9 percent.
- Target says it will hire 100,000 workers for the holiday season.
- Costco earnings blow through expectations.
- Covid deaths rise to 3100 yesterday but hospitalizations fall to 81000 and new cases drop to 126000 on average.
This episode features Rick Kes, Health Care Partner at RSM US LLP. Here he shares 3 pieces of advice for leaders.
In this episode Scott discusses:
- The Rise of the Ten Year Treasury Yield.
- Current Status of the Big Bank and Tech Stocks.
- Companies Struggling to Hire People.
This episode features Kerry Rupp, General Partner at True Wealth Ventures. Here, she discusses women having success in senior leadership positions, the types of companies her firm invests in, and more.
This episode features Nevin Raj, Co-Founder and Chief Operating Officer at Grata. Here, he discusses his three big priorities this year, his advice to take time to set the foundation for a business, and more.
In this episode Scott Becker discusses the power and discipline of saying no to new ideas.
In this episode Scott discusses:
- Fed Calms Markets.
- The Markets React Nicely to the Fed Telegraphing its Plan.
- The China Evergrande Story is Turning into One That will Teach Us More About the Chinese Economy and About Concerns with Governments Artificially Pouring Trillions into Their Economies.
- Pfizer Booster Approved for 65 and Older plus Others at Increased Risk.
This episode features Justin Breen, Founder of BrEpic Communications and a Bestselling Author. Here, he discusses the importance of celebrating success and both business and personal life
In this episode Scott discusses:
- Stock Futures Up.
- Treasury Yield Slightly Up.
- COVID-19 News and Stats Update.
- Disney Stock Falling.
- Toast IPO Update.
In this episode Scott Becker shares 3 thoughts on success from a podcast with the brilliant Ari Rastegar.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- Futures Bounce Back to Cut About Half of Yesterday’s Losses.
- The 10 year Treasury Yield Opens Close to 1.33, Shaking Off Drops in the Yield Yesterday.
- Bankers and Commentators are Trying to Understand the Full Impact of the Potential Bankruptcy of China’s Evergrande.
- J&J Reports that a Booster Greatly Helps Effectiveness.
In this episode Scott Becker shares 5 insights as to why he believes the mergers and acquisitions craze will continue from a recent conversation with Matt Bradbury, Managing Director at Business Acquisition & Merger Associates.
This episode features Alec Hudnut, Managing Partner of Vici Partners. Here, he discusses how his education and rugby have influenced his life, focusing on the process and the people rather than the outcomes, and a lot more.
In this episode Scott discusses CVS and other large companies that are hiring huge numbers of employees right now and how it impacts small to mid-sized companies.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott discusses:
- Dow Futures Down 600 Points and Equity Indexes Drop More than 1.5 Percent
- Treasury Yields Drop to 1.31 on Economic Concerns and Concerns About a Slowing Economy
This episode features Rick Kes, Health Care Partner at RSM US LLP. Here, Rick offers some economic and private equity predictions for the rest of the year.
This episode features Liz Hutson, Principal Consultant and Owner at EGH. Here, she discusses turning businesses around, identifying what went wrong and what went right with the Chicago Bears, and more.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
This episode features Sharon Sloane, Leader of WILL Interactive. Here, she discusses her entrepreneurial family, choosing your own journey, interactive movies, and a lot more.
In this episode Scott discusses:
- New Jobless Claims Last Week Were 332,000.
- Retail Sales Rose in August .7 Percent.
- Restaurant Sales Were Flat in August.
- Car Sales Slipped 3.6 Percent in August.
- There Are Some Signs That the Delta Variant is Peaking.
- Citizens to buy JMP Group LLC for $150 Million in Cash.
- The Father of Carvana CEO Pockets a Cool $3.6 Billion Through Carvana Stock Sales.
- Federer Strikes Deal with On Shoes.
This episode features Mike McCaslin, Principal of the Health Care Team at Somerset CPAs. Here, he discusses the trends that he is seeing at the intersection of orthopedics, healthcare, and private equity.
This episode features Devin O’Reilly, Managing Director and Head of North American Healthcare at Bain Capital Private Equity. Here, he discusses the issue of finding the most efficient forms of healthcare payments, their focus on value-based care, investing in great leaders, and a lot more.
In this episode Scott discusses:
- Microsoft to do $60 billion in stock buybacks.
- Goldman buying specialty lender GreenSky for $2.2 billion.
- The equity indexes are set to open lower this am after a good day yesterday.
- The 10 year treasury yield is set to open around 1.31.
- COVID-19 hospitalizations are currently at around 91,000.
This episode features David Knoch, Chief Executive Officer of Docupace. Here, he discusses Docupace’s cloud-based digital operations software for wealth management firms, who their target customers are, and more.
In this episode Scott Becker shares 5 thoughts on business leadership and business success.
In this episode Scott Becker shares the lasted news and stats on the COVID-19 pandemic.
In this episode Scott gives a brief update on some news and stats about the state of the economy.
In this episode Scott discusses:
- Gavin Newsom Handily Defeats Recall Election in CA.
- Apple Debuts New iPhone and Other Products.
- Inflation is Still Running at 5.3 Percent Year Over Year
- The 10 Year Treasury Yield Opens Around 1.29
- The World Health Organization Argues That Boosters Should Not be Used in US and UK Until More of the World is Vaccinated.
This episode features Amber Walsh, Partner & National Healthcare Chair at McGuireWoods. Here, she discusses being recognized as a Woman of Power and Influence in Law, her advice on taking the right opportunities, and more.
In this episode Scott discusses the importance of not being too reliant on one customer, one employee, or one leader.