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Is Tesla Running Out of Gas? 4-9-26

In this episode, Scott Becker examines Tesla’s declining sales momentum, rising supply-demand imbalance, and growing reliance on autonomous driving and technology innovations to reignite future growth.

Stacking Talent vs Separating Out Talent 4-8-26

In this episode, Scott Becker argues that concentrating top talent in key areas drives stronger performance and growth, while spreading talent too thin leads to mediocrity across teams and business lines.

6 Quick Stories 4-8-26

In this episode, Scott Becker discusses Molina Healthcare and Lucid Motors facing steep declines and more.

The State of Healthcare M&A: Trends, Opportunities and Risks with Lukas Recio & Emily Rizos of VMG Health 4-8-26

In this episode, Lukas Recio, Managing Director, VMG Health, and Emily Rizos, Director, VMG Health, break down key trends shaping healthcare mergers and acquisitions, including valuation alignment, private equity activity, and growing interest in outpatient care. They also explore future opportunities and risks, from evolving deal structures to regulatory pressures and shifting care models.