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Intel Gone Wrong 10-28-24

Becker Private Equity and Business Podcast

In today’s episode, Scott Becker explores Intel’s significant year-to-date decline despite massive government aid and high demand for chips, drawing parallels to Boeing’s struggles. He also questions whether it’s better to be in a strong business with poor leadership or a weak one with exceptional leadership.

White Dudes Gone Wrong, Part Two 10-28-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker humorously revisits his “White Dudes Gone Wrong” segment, discussing recent CEO scandals, including Olympus’s Stefan Kaufmann and Abercrombie & Fitch’s Mike Jeffries. Tune in for a lighthearted yet insightful take on these headlines shaping the corporate world.

Lord Won’t You Buy Me A Mercedes Benz 10-25-24

Becker Private Equity and Business Podcast

In today’s episode, Scott Becker delves into key market stories, including Mercedes-Benz’s profit slump, the strong sales surge for Hoka and Uggs, and the success of Centene Corporation. He also spotlights Microsoft CEO Satya Nadella’s significant leadership impact and examines the U.S. deficit’s latest jump.

Insights on “Vice” Stocks and Surprising Market Shifts 10-24-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker delves into the performance of various “vice” stocks, including Hims & Hers, Grindr, Abercrombie & Fitch, and cannabis. He also touches on the surprising rises of Spirit Airlines, Peloton, and Bitcoin, along with Tesla’s continued market dominance.