Larry Fink, BlackRock & the Great Game of Business 3-5-25
In this episode, Scott Becker examines how Larry Fink, CEO of BlackRock, navigates shifting political landscapes to maintain influence.
Never Complain: A Mantra for Life 3-5-25
In this episode, Scott Becker discusses the philosophy of never complaining, inspired by a tweet from Sahil Bloom.
Tariffs, Best Buy & Walgreens 3-5-25
In this episode, Scott Becker discusses the impact of newly imposed U.S. tariffs on China, Mexico, and Canada, the market downturn hitting Best Buy, and Walgreens’ potential $10 billion deal to go private with Sycamore.
Private Equity Trends: Exits, Capital Calls, and Market Uncertainty with Rick Kes of RSM 3-4-25
In this episode, Richard Kes, Partner at RSM, discusses the rise of internal fund-to-fund exits, the return of capital calls, and how market conditions—particularly interest rates and tariffs—are shaping investment strategies.
5 Stories We Are Following Today 3-4-25
In this episode, Scott Becker breaks down five major stories shaping the markets today.
Tariffs: Part Two 3-4-25
In this episode, Scott Becker analyzes President Trump’s newly announced tariffs on Canada, Mexico, and China.
Fake Cars & Fake Food Get Slammed in the Markets 3-4-25
In this episode, Scott Becker humorously breaks down the rough market performance of “fake cars” (Tesla and Lucid) and “fake foods” (Beyond Meat and Oatly).
NVIDIA vs. Microsoft 3-4-25
In this episode, Scott Becker examines the latest market cap movements of NVIDIA, Microsoft, and Apple.
Should You Check Your Weight or Portfolio Every Day? 3-3-25
In this episode, Scott Becker explores the parallels between tracking weight and monitoring investment portfolios.
Walgreens & Sycamore is Like Trump & Zelensky 3-3-25
In this episode, Scott Becker discusses the stalled negotiations between Walgreens and Sycamore, comparing their inability to finalize a deal to the diplomatic struggles between Trump and Zelensky.