6 Quick Notes: Treasury Yields, Nike’s Rebound, and the Leadership Balancing Act 9-23-24
In today’s episode, Scott Becker covers six key stories, including the convergence of treasury yields, Nike’s recent surge, and the business impact of WNBA star Caitlin Clark. He also touches on the U.S. debt crisis, the upcoming presidential race, and the importance of finding the right balance between boards and executive leadership.
8 Business Stories to Watch: Market Surge, Intel’s Future, and Retail Giants 9-23-24
In this episode, Scott Becker shares key updates from the business world, including market trends, Intel’s struggles, and the strong performance of retail leaders Costco and Walmart. He also discusses the impact of Apollo Global Management and highlights notable CEOs driving success in their companies.
Despair is the Failure of Imagination 9-21-24
In this episode, Scott Becker explores the powerful concept that “despair is the failure of imagination.” He delves into personal experiences of feeling down and offers insights on using creativity and thoughtful connections to overcome tough moments, inspired by thinkers like Dan Sullivan.
Tesla, Rivian, and Lucid Motors: The Good, the Bad, and the Ugly 9-21-24
In this episode, Scott Becker explores the year-to-date performance of leading electric vehicle makers. Tesla is down 8%, but remains the world’s most valuable car manufacturer, while Rivian faces a 40% drop, and Lucid Motors struggles with a 13.5% decline. Despite these challenges, Tesla’s dominance in the EV market remains remarkable.
Navigating Post-Rate Cut Deal Activity: Insights from Matt Wolf of RSM 9-20-24
In this episode, Scott Becker speaks with Matt Wolf, Senior Analyst and National Health Care Business Valuation Leader at RSM, about the impact of recent interest rate cuts on deal activity. They discuss the rise in deal interest, the complexity of purchase structures, and the critical role of management teams in future transactions.
Market Leaders: Apple, Microsoft, Walmart, and Amazon’s Year-to-Date Performance 9-20-24
In this episode, Scott Becker highlights the year-to-date performance of some of the biggest companies, including Apple, Microsoft, Walmart, and Amazon. With Walmart up 50% and Amazon up 23%, Scott examines the key drivers behind these retail giants’ success, as well as the continued strong performance of tech titans Apple and Microsoft.
Insights on Co-Investment: Opportunities and Risks 9-20-24
In this episode, Scott Becker explores the nuances of co-investment, featuring key insights from the leader of the CalPERS Investment Fund. Learn about the benefits, potential risks, and why the quality of the management team or fund is crucial when considering co-investment opportunities.
Addressing the Physician Shortage: Insights from Amber Walsh, Partner at McGuireWoods LLP 9-19-24
In this episode, Scott Becker sits down with Amber Walsh, Partner at McGuireWoods LLP, to discuss the pressing issue of physician shortages, particularly in rural areas. They explore innovative programs aimed at alleviating this crisis and the potential role of private equity in addressing healthcare challenges.
Private Equity Giants and Big Payers: Year-to-Date Stock Performance 9-19-24
In this episode, Scott Becker highlights the year-to-date stock performance of major private equity firms like Blackstone, KKR, and Apollo Global, alongside health insurers UnitedHealth, Cigna, and CVS. Tune in for insights on which companies are thriving and which are facing challenges.
The Fed Cuts Rates and Market Reactions: Top 6 Stories to Watch 9-19-24
In this episode, Scott Becker covers the Fed’s unexpected 50 basis point rate cut and its impact on the markets, NASDAQ’s rally, struggling home sales, Mark Cuban’s defense of billionaires, and the latest on Trump Media. Tune in for a quick take on key economic developments.