Latest Podcast Episodes
Building Claims Theory: Lindsay Gross on Leadership, Vision, and the Future of RCM 5-30-25
In this episode, Lindsay Gross, Founder & CEO of Claims Theory, shares her journey from 20+ years in revenue cycle leadership to launching a fast-growing consulting firm. She dives into the challenges of RCM staffing, scaling smart, and the leadership lessons that fuel sustainable growth.
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Winners & Losers: The Good, the Bad & the Ugly 5-30-25
In this episode, Scott Becker highlights standout performers like Palantir and Costco, while calling out underperformers such as Astera Labs, GAP, and Best Buy.
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Shout-Out of the Day: Julie Radner 5-30-25
In this episode, Scott Becker shouts out to Julie Radner, highlighting her rare combination of vision and execution, along with her inspiring leadership and family support.
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GAP Drops 20 Percent as CEOs Run for Cover 5-30-25
In this episode, Scott Becker discusses GAP’s steep stock decline and examines whether tariffs are the real issue or just an excuse for deeper management and product struggles.
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7 Stories We Are Following Today 5-30-25
In this episode, Scott Becker breaks down seven key business stories, including market movement, rising U.S.-China tensions, how top companies are navigating tariffs, and more.
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Podcast Feedback Incentive
- We will send a $25 gift certificate to the first 5 people who send a podcast topic suggestion or criticism of the newsletter to 7737665322.
Upcoming Webinar
- Our next live webinar at Becker Private Equity and Business webinar is set for June 17. Niches, Customers and Teams — 10 Thoughts on Building Businesses. Please register here: https://lnkd.in/gYqjedKM
Dietary Struggles
- My dietary efforts were a D – yesterday and everything went off the rails.
Macroeconomics & Policy
- US futures point up today as the US Court of International Trade blocked some of the President’s tariff efforts. He isn’t going to like that and we are going to hear a lot about it. The Court didn’t wholly block the tariffs but blocked some of them and the ruling may not have that big an impact on trade negotiations.
- “Trump tariffs live updates: Goldman says court setback may not derail Trump’s tariff plans”. Yahoo Finance.
Best Buy Faces Tariff Pressure
- Best Buy points down this morning after disappointing earnings and projects challenges due to tariffs on imports. Its stock is down 16.66% year to date. Best Buy was facing headwind prior to the trade wars.
Tesla Remains Resilient
- Tesla and Elon Musk remain tremendously resilient. The stock is down 11% year to date.
Tempus AI: Setback but Still Strong YTD
- Tempus AI founded by geniuses Eric Lefkofsky and Brad Keywell took it on the chin yesterday. The stock remains one of the best performing companies year to date and has become a staple in health systems assessing cancer treatments. It’s remarkable what they have accomplished.
- The stock dropped 19% yesterday but is up 57% year to date. It has a market cap of $9.2 billion and points up today.
Salesforce Exceeds Expectations
- Salesforce reported better earnings and revenues than expected. It also raised its full year outlook. God bless the resilience of Marc Benioff. Remarkable.
- “The company said its data cloud and AI businesses are hauling in annual recurring revenue of more than $1 billion, up 120% year over year. It added that it has closed over 8,000 deals for its new Agentforce technology, of which half are paid.” Yahoo Finance.
- It also projects continued growth in top line revenues.
- “The company said its data cloud and AI businesses are hauling in annual recurring revenue of more than $1 billion, up 120% year over year. It added that it has closed over 8,000 deals for its new Agentforce technology, of which half are paid.” Yahoo Finance.
NVIDIA Surges Toward Top Market Cap
- NVIDIA, despite some restrictions on sales to China, reported great earnings and is likely to bolt past Microsoft today as the top market cap company. Both are currently leaving prior top firm Apple in the dust.
- Nvidia is up nearly 6% pre market. It starts the day at $3.29 trillion market cap. Microsoft starts at $3.4 trillion. Apple is right at $3 trillion in market cap.
Tempus AI: 5 Key Points 5-29-25
In this episode, Scott Becker discusses Tempus AI’s rapid growth, recent market moves, and its impact on oncology care.
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