Episodes

In this episode Scott Becker discusses commercial office defaults and what it means for the state of the economy.

In this episode Scott Becker discusses: The markets point down today after the S&P and the Nasdaq were also down Friday. The markets remain up year to date. The Nasdaq is up nearly 13.5%, the Dow a little more than 2% and the S&P 500 6.67%.

This episode features Robbie Allen, CEO of One GI. Here, he talks about private equity trends he is watching in the healthcare sector, what those trends mean for hospitals & health systems, and more.

In this episode, Scott emphasizes the importance of having clear goals in life and in business.

In this episode Scott Becker discusses: The economy is hotter than expected and could lead the Fed to more aggressive action. Late auto payments expose consumer credit issues.

In this episode Scott Becker discusses: 2 stories point to a hotter economy than expected and concerns that this will drive the Fed towards more aggressive action. Venture funding hits its lowest point in 9 years. The 4th quarter saw $20.6 billion in VC fundraising. VC is generally considered higher risk higher return than PE. Late auto payments expose consumer credit issues. The WSJ notes the worst numbers in nearly 15 years. And more!

In this episode Scott Becker discusses Walgreens intent to go all in on physician partnerships and acquisitions. It reflects a return to the concept that the firm who controls the doctors can control healthcare or win in healthcare. There is a growing and massive shortage of doctors. The goal to control doctors or own doctors started two to three decades ago with hospitals and practice management companies. The core concept of control has accelerated on all fronts the last decade. Most noti...

This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he talks about trends he is watching in private equity investing, what those trends mean for hospitals & health systems, and more.

In this episode Scott Becker discusses the “No Landing” scenario in which the Fed manages the money tightening in a way that avoids recession in spite of high interest rates and whether or not it is possible.

In this episode Scott Becker discusses how credit card debt is hitting nearly 1 trillion dollars and what it means for the economy.

In this episode Scott Becker discusses: The big news yesterday was the markets dropping significantly on signs of continued inflation and in turn the perception the Fed will stay aggressive in raising rates. The Nasdaq dropped 1.8%, the Dow 1.3%, and the S&P 500 1.4%. The labor market remains tight. Thank goodness given the extent of debt consumers are taking on. Consumer spending remains strong but it’s being propelled by consumer debt. Futures point down today. DocuSign announces layoffs...

In this episode Scott Becker discusses government debt being at 31 trillion dollars.

In this light-hearted episode, Scott discusses the difficulties in finding the right equipment for adult sports.

In this episode Scott Becker discusses how old media has evolved into new media that is distributed on multiple websites by buying distribution.

In this episode Scott Becker discusses the one year treasury rising above 5% and what it means.

In this episode Scott Becker shares a quick market update: The major indexes closed slightly higher yesterday. The Dow rose .1%, the S&P 500 .3%, and the Nasdaq up .9%. Futures point slightly down to mixed early this AM. Treasury yields have jumped the last few days. The 1 year is above 5%, the 10 year rose to 3.81% and 2 year rose to 4.59%. Airbnb jumped 13% yesterday. Chip maker TSMC fell 5% on news that Berkshire/Buffett sold a good deal of shares in the firm. Oil is close to $79 a barr...

In this episode Scott Becker discusses the Largest US Companies by Revenues. Walmart – $600 billion Amazon – $513 billion ExxonMobil – $398 billion Apple – $387 billion UnitedHealth Group – $322 billion CVS Health – $315 billion Alphabet Inc. Google – $282 billion

This episode features Dr. Travis Parry, Speaker, Coach, Podcaster, & Author at the Make Time Institute. Here, he talks about Make Time Institute – a consulting service that helps financial advisors to make time for important priorities outside of work.

In this episode Scott Becker discusses the Largest US Companies by Market Cap. Apple – $2,43 trillion Microsoft – $2 trillion Google – $1.21 trillion Amazon – $1 trillion Berkshire Hathaway – $693 billion Tesla – $615 billion NVIDIA – $542 billion

In this episode Scott Becker discusses the importance of learning to live with your asset allocation.

In this episode, recurring guest, Liz Hutson, Principal Consultant, Owner at EGH, LLC. shares her thoughts on why it is important for professionals to find joy in the workplace.

In this episode Scott Becker discusses the importance of being likable and being a good teammate.

In this episode Scott Becker discusses where to invest when inflation is on the rise.

In this episode Scott Becker shares 5 quick notes on Amazon. Amazon is searching for direction. While on one hand it has been cutting brick and mortar stores the last 2 plus years, it’s CEO says it still plans to “go big” on grocery stores. Another analyst advises it should more fully aggressively focus on its strengths: Ecommerce, AWS, and, I assume, streaming along with prime. Amazon is down 35% over the last year, but up 18% YTD. Its PE ratio is currently 99.54. Amazon is the 4th largest...