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Business Leader of the Month: Joseph Calvanico of J2C Valuation 11-5-25

In this episode, Joseph James Calvanico, MAI, FRICS, President of J2C Valuation, discusses valuation trends, shifting market dynamics, and the balance between data and judgment in determining value. He also shares insights into the impact of AI, trade relations, and emerging sectors like healthcare and cannabis on the valuation landscape.

Zohran Mamdani and BIg City Politics 11-5-25

In this episode, Scott Becker discusses the election of Zoran Mamdani as New York City’s new mayor and examines how major U.S. cities are increasingly led by progressive mayors, exploring the political and economic effects of this trend.

3 Quick Notes 11-5-25

In this episode, Scott Becker discusses strong rebounds from CVS Health and Cigna, Michael Burry’s shorts on Palantir and Nvidia, and his own lighthearted rule of thumb for spotting market highs.

7 Stories We Are Following Today 11-5-25

In this episode, Scott Becker discusses the surprising New York mayoral election results, major stock moves from companies like Pinterest, Palantir, and Tesla, and more.

Cars Not Boats 11-5-25

In this episode, Scott Becker discusses strong market gains for Hertz alongside steep declines for major cruise lines.

Founder of the Month: Ahmad Popalyar of Succession Executive Search 11-4-25

In this episode, Ahmad Popalyar, Founder and CEO of Succession Executive Search, shares insights into how his firm is transforming the executive recruiting landscape with a market-driven, performance-focused approach. He discusses key hiring trends, the impact of AI on compensation data, and what truly separates great leaders from good ones.