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.
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.
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.
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 […]
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 […]