HP’s Success, Costco’s Growth, and the Impact of Trade Tariffs 9-26-24
This episode covers HP’s impressive market performance, Costco’s continued success, and the challenges Ford and GM face due to trade tariffs. We also touch on the broader economic effects of political actions and their unexpected consequences.
5 Stories to Watch: Market Momentum, Powell’s Leadership, and Financial Challenges for Retirees 9-26-24
In this episode, we explore the factors driving market growth, Fed Chairman Powell’s balanced approach to interest rates, and financial risks facing retirees. We also cover Costco’s stock performance and concerns around capping credit card interest rates.
NVIDIA’s Surge, Disney’s Struggles, and KKR’s Resilience: Key Market Updates 9-25-24
In this episode, Scott Becker discusses NVIDIA’s impressive 144% year-to-date rise, Disney’s challenges with its park business, and KKR’s strong performance amid fundraising difficulties. He also touches on Visa’s antitrust lawsuit and Tempest AI’s ongoing success in the oncology field.
Economic Divide, Billionaire Club, and Stock Market Surge: 6 Key Business Stories 9-25-24
In this episode, Scott Becker covers six crucial business stories, including the contrasting economic realities between stockholders and lower-income consumers, the rise of billionaires like Musk, Zuckerberg, and Bezos, and the remarkable year-to-date performance of NVIDIA. He also discusses Visa’s antitrust lawsuit and the rise of Tempest AI, highlighting key market shifts.
Consumerism in Healthcare and Private Equity Insights with Amber Walsh, Partner at McGuireWoods LLP 9-24-24
In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares her expertise on consumerism in healthcare and how private equity is navigating this evolving landscape. She highlights trends in patient expectations, technology’s role in improving the patient experience, and how healthcare providers are responding to the shift towards more consumer-driven care.
The Economy: A Tale of Two Cities 9-24-24
In this episode, Scott Becker discusses the contrasting realities of today’s economy—soaring stock market wealth for investors, while lower-income consumers face growing financial challenges, as highlighted by Dollar Tree and Dollar General’s reports and declining consumer confidence.
Disney Faces Slowdown in Parks Amid Rising Costs and Soft Demand 9-24-24
In this episode, Scott Becker discusses the recent slowdown in Disney’s parks business, which makes up over a third of the company’s revenue. He examines the impact on Disney’s stock performance and whether the company can sustain growth as the demand for its parks softens.
KKR’s Remarkable Year: $4.6 Billion Fund Raised Amid Tough Market Conditions 9-24-24
In this episode, Scott Becker discusses KKR’s impressive performance, including a 60% stock rise and the successful raising of a $4.6 billion Ascended Fund, aimed at mid-market deals. Despite a challenging fundraising environment, KKR continues to excel with six deals already lined up for the new fund.
Private Equity Trends and Healthcare Investment Insights with Richard Kes, Partner at RSM 9-23-24
In this episode, Scott Becker speaks with Richard Kes, Partner at RSM, about the latest trends in private equity following recent interest rate cuts. They discuss growing activity among mid-market funds, the outlook for deal flow in 2025, and Richard’s optimism around investments in value-based care and healthcare for seniors.
The Crucial Balance Between Boards and CEOs 9-23-24
In this episode, Scott Becker explores the complex dynamics between boards and CEOs, particularly in mid-size and smaller companies. He discusses the potential pitfalls of overactive boards and the importance of empowering leadership to manage day-to-day operations, using examples like Disney’s Bob Iger to highlight the challenges and solutions in striking the right balance of […]