3 of My Direct Holdings Are Getting Crushed 3-6-25
In this episode, Scott Becker reflects on a rough market day as three of his direct holdings—Astera Labs, Palantir, and Amazon—take hits, reinforcing the value of index investing.
KKR 3-6-25
In this episode, Scott Becker discusses KKR’s 19% year-to-date decline, the challenges facing large private equity funds, and the impact of slower distributions and rising capital calls on limited partners.
Grindr, Astera Labs & Stellantis Jeep 3-6-25
In this episode, Scott Becker discusses the recent downturn of Grindr, Astera Labs, and Stellantis, highlighting key challenges, market confidence issues, and personal investment lessons.
8 Stories We Are Following Today 3-6-25
In this episode, Scott Becker discusses jobless claims data shaking investor confidence, major declines in tech stocks like NVIDIA and Marvell, and private equity trends with KKR and capital calls.
Semaglutide, Healthcare Transaction Laws, and Walgreens’ Take-Private Deal with Holly Buckley of McGuireWoods LLP 3-5-25
In this episode, Scott Becker welcomes back Holly Buckley, Chair of Healthcare at McGuireWoods LLP, to discuss key trends shaping healthcare and private equity.
5 Stocks That Got Hammered Yesterday 3-5-25
In this episode, Scott Becker breaks down five major stocks that took a hit on Tuesday—Best Buy, Wayfair, KKR, Affirm, and Whirlpool.
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.