Is the Bloom Off the Rose at NVIDIA? 12-17-24
In this episode, Scott Becker discusses NVIDIA’s rise and recent plateau, examining its challenges in the competitive AI chip market.
What’s Wrong With the Dow? Is it a Bellwether for Bigger Things? 12-17-24
In this episode, Scott Becker explores the Dow’s nine-day decline, analyzing whether it signals broader economic challenges.
President Trump Takes Aim at the Healthcare Insurance Industry 12-17-24
In this episode, Scott Becker discusses President Trump’s critique of insurance companies as healthcare middlemen, examining the shifting role of insurers, the impact on Medicare and Medicaid, and broader implications for the U.S. healthcare system.
China and the U.S. Keep Using Deficits to Spur Growth 12-17-24
In this episode, Scott Becker discusses the parallels between China’s and the U.S.’s use of deficits to stimulate economic growth, comparing strategies, outcomes, and challenges.
2025 Economic Outlook: Trends and Optimism in Private Equity with Richard Kes of RSM 12-16-24
In this episode, Richard Kes, Partner at RSM, shares insights into economic trends shaping the close of 2024 and the outlook for 2025.
Apple Retakes the Throne 12-16-24
In this brief episode, Scott Becker highlights Apple’s resurgence as the world’s most valuable company, surpassing $4 trillion in market capitalization.
15 Stories We Are Following Today 12-16-24
In this episode, Scott Becker discusses the top 15 stories shaping the business and investment world, from Apple’s near $4 trillion valuation and Palantir’s meteoric rise to challenges in the Chinese economy and Bitcoin’s ongoing surge.
Leadership Matters – The Chipotle Mexican Grill Story 12-14-24
In this episode, Scott discusses the leadership transition at Chipotle following the departure of CEO Brian Niccol to Starbucks.
Crazy Founders Don’t Age Well: The Under Armour Story 12-14-24
In this episode, Scott discusses rise and challenges of Under Armour.
3 Chip Makers That Keep Rocking & Rolling 12-14-24
In this episode, Scott discusses TSMC, Marvell & Astera Labs