A Few Quick Notes For Today 2-20-25
In this episode, Scott Becker shares thoughts on a few market insights and his journey with “middle-aged” sports.
Walmart & the Markets 2-20-25
In this episode of the Becker Private Equity and Business Podcast, Scott Becker breaks down Walmart’s cautious growth outlook and its impact on the market
RFK Jr, Pharmaceutical Companies, and “Who Let the Dogs Out” 2-20-25
In this episode, Scott Becker critiques RFK Jr.’s stance on banning pharmaceutical advertising, arguing it undermines free speech.
Private Equity’s New Reality: Delayed Exits, Interest Rates, and Value Creation with Rick Kes of RSM 2-19-25
In this episode, Scott Becker speaks with Rick Kes, Partner at RSM, about the shifting landscape of private equity. They discuss the impact of delayed exits, rising interest rates, and how firms can create value in an environment where traditional growth levers are changing.
Hims & Hers, Grindr, and RFK Jr. 2-19-25
In this episode, Scott Becker discusses the skyrocketing success of Hims & Hers compared to the stagnant performance of Grindr, and also critiques RFK Jr.’s controversial stance on banning pharmaceutical advertising, arguing its implications on free speech.
3 Quick Notes 2-19-25
In this episode, Scott Becker discusses Medtronic’s recent market hit, the importance of returning to fundamentals when facing challenges, and how setting clear decision-making principles can help manage time and energy effectively.
Oscar Health, Intel, Walgreens & More 2-19-25
In this episode, Scott Becker covers key market shifts.
5 Stories We Are Following Today 2-19-25
In this episode, Scott Becker breaks down five key stories shaping the business world today.
Investing in the Future of Small Business: Jon Staenberg on Search Funds & Entrepreneurship 2-18-25
In this episode, Jon Staenberg, Founder & CEO of Agate Hound Fund, discusses his journey in venture capital, the rise of search funds, and how his fund is transforming small business acquisitions.
Last Year’s Losers, Today’s Winners: Intel & Walgreens Rebound 2-18-25
In this episode, Scott Becker discusses the surprising turnaround of Intel and Walgreens.