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JPMorgan, the IRS and Smoke & Mirrors 2-21-25

In this episode, Scott Becker discusses three key stories: JP Morgan taking a hit despite strong leadership, the IRS facing job cuts amid concerns over government inefficiency, and the increasing trend of companies using “smoke and mirrors” to explain weak earnings.

Walmart, UnitedHealthCare & Facebook 2-21-25

In this episode, Scott Becker breaks down the latest market movements, including Walmart’s slowdown warning, UnitedHealthcare’s sharp drop amid a DOJ investigation, and Meta’s continued stock surge.

Walmart & the Markets 2-20-25

In this episode of the Becker Private Equity and Business Podcast, Scott Becker breaks down Walmart’s cautious growth outlook and its impact on the market