Investing, Inflation, Tariffs and the Search Fund Model with Adam Patinkin, of David Capital Partners LLC 4-3-25
In this episode, Scott Becker speaks with Adam J. Patinkin, CFA, Managing Partner of David Capital Partners. Adam shares insights into his firm’s investment strategies, the power of search funds, his journey into the finance world, and his perspectives on inflation, tariffs, and macroeconomic trends shaping the markets.
RH, Lululemon & Corporate Speak 4-3-25
In this episode, Scott Becker breaks down the corporate misdirection in earnings reports from RH and Lululemon.
Is Larry Fink Slippery? Part Two 4-3-25
In this episode, Scott Becker continues his discussion on BlackRock CEO Larry Fink’s push for a new asset allocation model, shifting from the traditional 60/40 split to a 50/30/20 mix with increased alternative assets.
Summer is Coming, the Markets Are Crashing & I Better Win Some Money on the Golf Course 4-3-25
In this lighthearted episode, Scott Becker discusses the latest market downturn and shares his excitement for summer golf.
9 Stories We Are Following Today 4-3-25
In this episode, Scott Becker breaks down nine key stories, including a sharp market drop triggered by new tariffs, shifting investment strategies from BlackRock’s Larry Fink, and major retail and tech stock declines.
10 More Mantras, Concepts & Thoughts 4-2-25
In this episode, Scott Becker shares ten powerful mantras on wealth preservation, asset allocation, discipline, communication, and leadership.
Slippery Larry Fink 4-2-25
In this episode, Scott Becker discusses Larry Fink’s recent push for a 50/30/20 investment strategy and the potential self-interest behind BlackRock’s growing focus on alternative assets.
3 Stories We Are Following Today 4-2-25
In this episode, Scott Becker covers three key stories, including Tesla’s delivery miss, market reactions, and the EV sector struggles.
Leading Across Generations: Insights from Amber Walsh of McGuireWoods LLP 4-1-25
In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares insights on working across generations in the modern workplace. She discusses the challenges and opportunities of leading multigenerational teams, fostering collaboration, and leveraging diverse perspectives to drive innovation and success.
Tesla & More 4-1-25
In this episode, Scott Becker discusses the latest market trends, including Tesla’s rough year, NVIDIA’s downturn, and Apple’s resilience as one of Warren Buffett’s top holdings.