Subscribe to our Private Equity & Business Newsletter

What to Do When Your Market Winners Turn into Losers 8-21-25

In this episode, Scott Becker explores what to do when once-strong stocks like Palantir and Astera Labs take a downturn. He shares lessons on holding steady, avoiding panic selling, and the importance of conviction in long-term investing.

RH Sinks Again 8-20-25

In this episode, Scott Becker discusses RH’s continued downturn, with shares down 7% on Wednesday and 44% year-to-date.

10 Quick Notes 8-20-25

In this episode, Scott Becker shares 10 quick notes including market movement, challenges for Peloton and Palantir, positive momentum for Premier and Intel, and more.

The Deficit Is Going to Grow by $20+ Trillion 8-20-25

In this episode, Scott Becker discusses the CBO’s latest report projecting the federal deficit will grow by more than 22 trillion dollars over the next decade, adding to existing debt concerns and raising questions about long-term fiscal stability.

8 Stories We Are Following This Morning 8-20-25

In this episode, Scott Becker covers eight key business stories including tech stock declines, Target’s leadership changes, the growing US deficit, Warren Buffett’s latest investments, and more.

Palantir Starts to Sink 8-19-25

In this episode, Scott Becker shares four quick insights on Palantir’s recent downturn, including its five-day losing streak, year-to-date performance, and the impact of short-seller Andrew Left’s position against the company.