Eight Stories We Are Following Today 7-16-25
Today, Scott shares eight stories worth following, including the producer price index coming in flat after an elevated June consumer price index and Morgan Stanley, Goldman Sachs, Bank of America all reporting increased earnings today.
Celebrating Young Entrepreneurs Carson Neely and Brittany Korman 7-16-25
In this episode, Scott Becker highlights the drive and talent of two rising entrepreneurs, Carson Neely and Brittany Korman, praising their decision to build businesses rooted in professional excellence and entrepreneurial spirit.
Private Equity & Physician Practices: The Good , the Bad, & the Ugly 7-16-25
In this episode, Scott Becker breaks down the good, the bad, and the ugly of private equity involvement in physician practices, highlighting how margins, debt levels, and compensation structures determine outcomes.
A Special Shout-Out to 4 Great Founders, Investors, and Leaders 7-16-25
In this episode, Scott shouts out Manav Sevak, Venkat Mocherla, Dr. Andrew Gostine, & Dr. Stephen Klasko.
Inflation 7-15-25
This episode explores the recent rise in inflation to 2.7 percent in June and the impact it may have on interest rate cuts.
Hims & Hers, Palantir, & Bitcoin: I have FOMO 7-15-25
In this episode, Scott Becker shares personal reflections on investment wins and misses.
Starbucks Tells its Staff “Get Back to the Office” 7-15-25
In this episode, Scott Becker discusses Starbucks CEO Laxman Narasimhan’s call for corporate staff to return to the office at least four days a week as the company works to revive declining same-store sales and rebuild institutional culture.
Blackberry Mountain: The Good, the Bad, & the Ugly 7-15-25
In this episode, Scott Becker shares a candid review of Blackberry Mountain, praising its stunning setting and exceptional food while highlighting the steep costs and unexpected service charges that made for a mixed luxury resort experience.
The Era of Primary Care by Physicians is Coming to an End 7-14-25
In this episode, Scott Becker explores the growing strain on the primary care system, arguing that the traditional model led by physicians is being replaced by a triaged approach centered on nurse practitioners and PAs due to workforce shortages and overwhelming patient demand.
Oscar Health, United & Centene: The Good, the Bad, & the Ugly 7-14-25
In this episode, Scott Becker analyzes the performance of key managed care companies, highlighting Oscar Health’s resilience, UnitedHealthcare’s challenges, and Centene’s steep decline as rising patient acuity strains the industry.