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Has Blackstone Lost Its Edge? 8-21-25

In this episode, Scott Becker discusses Blackstone’s recent performance, the broader private equity slowdown, and why the firm remains a dominant force with unmatched recruiting strength despite current market challenges.

6 Stories We Are Following This Morning 8-21-25

In this episode, Scott Becker shares six key business stories, including Walmart’s earnings miss despite revenue growth, market declines, Palantir’s strong year-to-date gains, and more.

What to Do When Your Market Winners Turn into Losers 8-21-25

In this episode, Scott Becker explores what to do when once-strong stocks like Palantir and Astera Labs take a downturn. He shares lessons on holding steady, avoiding panic selling, and the importance of conviction in long-term investing.

RH Sinks Again 8-20-25

In this episode, Scott Becker discusses RH’s continued downturn, with shares down 7% on Wednesday and 44% year-to-date.

10 Quick Notes 8-20-25

In this episode, Scott Becker shares 10 quick notes including market movement, challenges for Peloton and Palantir, positive momentum for Premier and Intel, and more.

The Deficit Is Going to Grow by $20+ Trillion 8-20-25

In this episode, Scott Becker discusses the CBO’s latest report projecting the federal deficit will grow by more than 22 trillion dollars over the next decade, adding to existing debt concerns and raising questions about long-term fiscal stability.

8 Stories We Are Following This Morning 8-20-25

In this episode, Scott Becker covers eight key business stories including tech stock declines, Target’s leadership changes, the growing US deficit, Warren Buffett’s latest investments, and more.