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Two and a Half More Stories We Are Following Today 2-6-25

In this episode, Scott Becker covers two and a half stories today, including his talk on innovation at University Hospitals, the rise of Peloton and Philip Morris, and Fortune’s latest rankings of underrated and overrated CEOs.

8 Stories We Are Following Today 2-6-25

In this episode, Scott Becker discusses eight key stories, covering top investment picks like Tempus AI and Eli Lilly, market trends with Peloton and Philip Morris, and leadership rankings with Fortune’s most underrated CEOs.

3 Companies Cutting Jobs 2-5-25

In this episode, Scott Becker examines recent job cuts at Estee Lauder, Workday, and Julius Baer, analyzing whether these moves signal a broader trend or isolated adjustments.

13 Stories We Are Following Today 2-5-25

In this episode, Scott Becker breaks down the latest market trends, including tech sector struggles, major job cuts at top companies, and key movements in private equity.

KKR and the Regression of Private Equity 2-5-25

In this episode, Scott Becker examines KKR’s recent struggles, with its stock down 7.5%. He discusses the broader trend in private equity, where firms rely more on fee income rather than profitable deal-making, signaling potential challenges for the industry’s traditional investment model.