Episodes

In this episode Scott Becker discusses the following stories: The markets jumped yesterday on hopes that today’s inflation report would show slower increases in inflation. The Nasdaq was up 1.5% yesterday, the S&P 500 up 1.2%, and the Dow up 1.1%. Stocks fell last week as the Fed indicated there is more work to do to cut inflation. Futures are slightly up this AM. Ford announced it is cutting 3,800 jobs in Europe. Twilio announces it is cutting 17% of its work force. Amazon is searching f...

In this episode Scott Becker shares 4 quick points on inflation after the CPI report came out higher than expected.

This episode features Phil Burton, Managing Partner, at DHR Global & Founder of InHuevation. Here, he talks about InHUEvation – a social enterprise designed to break down barriers for people of color in healthcare, innovation, technology, and venture capital.

This webinar will discuss the outlook for VC in Healthcare for 2023 and will focus on the following key topics: Trends in venture capital investing last year and this year. What areas the panelists are excited about and see the most interest in. What areas the panelists are not interested in or see little interest in. What is most interesting to the panelists currently. Panelists include: Robert Groves, Executive Vice President & Chief Medical Officer at Banner|Aetna Dave Davies, Principa...

In this episode Scott Becker discusses how the most fun spot in business, in sports, in coaching, or mentoring others is when prodding through things and then starting to see pathways to clearer success. See great talent and back up the trucks to support that talent. A lot of shout outs to be made here. When you find exceptional people, finding ways to support the heck out of them and doubling down on them. The same in business and other activities.

In this episode Scott Becker discusses the importance of knowing when it is time to hang it up. This podcast is instigated by a horrendous sports beating and metaphorically applies to business too. Whether Tom Brady, Bob Iger, Howard Schultz, or so many others, one of the great questions is when to step back from a specific role or job. These people play this out on a national or world stage. All of us play it out in different roles and situations.

In this episode, Scott Becker discusses how valuations are a mix of two key things. Earnings and multiples. Right now, earnings are coming in a little lower as companies still are dealing with head counts and overall inflationary costs. Further multiples tend to overall move down as interest rates go up. A stronger market rebound will likely occur as earnings stabilize and as multiples stop falling (i.e. as rates stop going up).

In this episode Scott Becker provides a quick market update. The markets fell again yesterday. The Nasdaq down 1.02%, the S&P 500 down .88%, and the Dow down .73%. The markets point down again today. Oil up to nearly $80 a barrel, Bitcoin down below $22,000, and the 1 year treasury right around 4.89%.

In this episode, Scott discusses what happens when activist, and possibly hostile investors come to your company looking to invest.

In this episode, Scott gives 10 notes about the market for February 9th, 2023.

In this episode, recurring guest Rick Kes, a Partner at RSM, discusses updates on the 2023 private equity deal environment.

In this episode, we are joined by regular guest Holly Buckley, Chair of Healthcare at McGuireWoods, to share an update on private equity deal activity in 2023, her thoughts on talent management in tough economic times, and advice for leaders.

In this episode Scott Becker discusses the importance of setting new goals, finding new challenges, and finding new passions.

In this episode Scott Becker shares 4 quick notes on Chipotle. Chipotle reported great overall results but missed estimates and the stock fell 6% pre-market. Income up 68% YOY in 4th quarter to $223.7 million. Revenues up 11%, earnings per share missed estimates. Chipotle Mexican Grill Higher prices, same store sales up 5.6% and higher labor costs.

In this episode Scott Becker shares 6 key thoughts on Zoom. Zoom to lay off 1,300, 15% of workforce. Zoom Overall a very profitable company. It’s next earnings call is Feb 27th. Stock jumped nearly 10% on news of cutting head count. It’s stock is down nearly 40% over the last year. And more!

In this episode Scott Becker shares some thoughts around the importance of recovery and rest in order to truly reach peak performance.

In this epiosde Scott Becker discusses: Markets climbed yesterday after remarks from Fed Chair Jerome Powell. Futures point down this AM. eBay laying off 500. Zoom to lay off 1,300, 15% of workforce. Chipotle reported great overall results but missed estimates and the stock fell 6% pre-market Biden takes aim at share buybacks, an economic policy that makes little economic sense. One theme of today’s podcast is recovery, rest and sharpening the saw and its need whether in business, sports,...

In this episode, Scott discusses CVS nearing a $10.5 billion acquisition of Oak Street Health.

In this episode, Scott discusses 12 quick market updates we are following today. - 1. Nasdaq and S&P 500 futures point slightly up this am. Dow futures point slightly down. - 2. The markets fell again yesterday.

This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the macroeconomic interest rate cycle and how private equity would be affected if a recession were to happen.

In todays shoutout of the day Scott Becker spotlights Elon Musk

In this episode Scott Becker shares 4 quick notes on Apple: Sales declined 5% in the 1st quarter of 2023 to $117 billion from $124 billion. Profits fell to $30 billion from $34.6 billion. The biggest categories of revenues are iPhone – 56.1%, Services – 17.7% and Wearables – 11.59%. iPads are next. Apple stock rose Friday on a solid profits picture. The stock is down nearly 11% over the last year.

In this episode Scott shares 4 quick notes on Amazon. Net loss 2022 of $2.7 billion compared to profit of $33.4 billion in 2021. Cut 67,000 jobs in 2022. Stock fell 49% in 2022 and 8.43% Friday. Net sales grew 9% and AWS sales grew nearly 20%.

In this episode Scott Becker discusses: The markets point down today after a tough day Friday. The markets are falling based on a mix of good news. Amazon- 4 Quick Notes. Apple – 4 Quick Notes. Elon Musk says he has essentially saved Twitter from bankruptcy. Tesla is up nearly 75% YTD. Webinar Feb 8th at 1pm CST – “The Venture Capital Outlook For Health Care 2023”.