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Latest Podcast Episodes

Don’t Bet Against Microsoft 9-3-26

In this episode, Scott Becker highlights the strength of Microsoft’s Azure cloud business, Bank of America’s bullish outlook, and the stock’s recovery after a more than 20% decline.

NVIDIA: It Gives and it Takes 9-2-26

In this episode, Scott Becker discusses NVIDIA’s rapid market value swings between $5 trillion and $5.5 trillion, the impact of AI optimism, earnings results, and Federal Reserve commentary.

No Good News in the Markets 9-1-26

In this episode, Scott Becker discusses renewed market declines, rising bond yields and oil prices, persistent inflation concerns, and the potential for Federal Reserve rate hikes to weigh on markets.

Building Great Businesses: What CEOs Need to Focus on Now 8-31-26

In this webinar-turned-podcast, Scott Becker is joined by Jason Zins, Ben Lerner & Nancy Temple to discuss building strong businesses, leadership, talent, client service, entrepreneurship and the importance of people, transparency and long-term alignment.

The Myth of Nationalized Healthcare 8-28-26

In this episode, Scott Becker argues that universal coverage does not solve supply shortages and can lead wealthier patients to seek care through private providers.

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