Does the Economy Suck Enough for the Fed to Cut Rates? 3-7-25
In this episode, Scott Becker breaks down the current economic landscape, where job growth is slowing, but not enough to prompt the Federal Reserve to cut interest rates.
3 Reader Questions + 3 Stories We Are Following Today 3-7-25
In this episode, Scott Becker answers reader questions on investment strategy amid tariffs, private equity exits and multiples, and the biggest players in private credit.
The Good and Bad of Tariffs 3-7-25
In this episode, Scott Becker explores the role of tariffs in balancing trade, protecting American jobs, and encouraging domestic manufacturing.
Understanding the Generative AI Landscape & How to Use AI to Improve Decision Making & Operations Now 3-6-25
In this webinar turned podcast, Dr. Darryl Williams, CEO of Partsol, joins Scott Becker to discuss the evolution of AI from national security to global supply chains, how true AI removes error for 100% accuracy, and the industries that demand precision.
3 of My Direct Holdings Are Getting Crushed 3-6-25
In this episode, Scott Becker reflects on a rough market day as three of his direct holdings—Astera Labs, Palantir, and Amazon—take hits, reinforcing the value of index investing.
KKR 3-6-25
In this episode, Scott Becker discusses KKR’s 19% year-to-date decline, the challenges facing large private equity funds, and the impact of slower distributions and rising capital calls on limited partners.
Grindr, Astera Labs & Stellantis Jeep 3-6-25
In this episode, Scott Becker discusses the recent downturn of Grindr, Astera Labs, and Stellantis, highlighting key challenges, market confidence issues, and personal investment lessons.
8 Stories We Are Following Today 3-6-25
In this episode, Scott Becker discusses jobless claims data shaking investor confidence, major declines in tech stocks like NVIDIA and Marvell, and private equity trends with KKR and capital calls.
Semaglutide, Healthcare Transaction Laws, and Walgreens’ Take-Private Deal with Holly Buckley of McGuireWoods LLP 3-5-25
In this episode, Scott Becker welcomes back Holly Buckley, Chair of Healthcare at McGuireWoods LLP, to discuss key trends shaping healthcare and private equity.
5 Stocks That Got Hammered Yesterday 3-5-25
In this episode, Scott Becker breaks down five major stocks that took a hit on Tuesday—Best Buy, Wayfair, KKR, Affirm, and Whirlpool.