Tesla, Rivian, and Lucid Motors: The Good, the Bad, and the Ugly 9-21-24
In this episode, Scott Becker explores the year-to-date performance of leading electric vehicle makers. Tesla is down 8%, but remains the world’s most valuable car manufacturer, while Rivian faces a 40% drop, and Lucid Motors struggles with a 13.5% decline. Despite these challenges, Tesla’s dominance in the EV market remains remarkable.
Navigating Post-Rate Cut Deal Activity: Insights from Matt Wolf of RSM 9-20-24
In this episode, Scott Becker speaks with Matt Wolf, Senior Analyst and National Health Care Business Valuation Leader at RSM, about the impact of recent interest rate cuts on deal activity. They discuss the rise in deal interest, the complexity of purchase structures, and the critical role of management teams in future transactions.
Market Leaders: Apple, Microsoft, Walmart, and Amazon’s Year-to-Date Performance 9-20-24
In this episode, Scott Becker highlights the year-to-date performance of some of the biggest companies, including Apple, Microsoft, Walmart, and Amazon. With Walmart up 50% and Amazon up 23%, Scott examines the key drivers behind these retail giants’ success, as well as the continued strong performance of tech titans Apple and Microsoft.
Insights on Co-Investment: Opportunities and Risks 9-20-24
In this episode, Scott Becker explores the nuances of co-investment, featuring key insights from the leader of the CalPERS Investment Fund. Learn about the benefits, potential risks, and why the quality of the management team or fund is crucial when considering co-investment opportunities.
Addressing the Physician Shortage: Insights from Amber Walsh, Partner at McGuireWoods LLP 9-19-24
In this episode, Scott Becker sits down with Amber Walsh, Partner at McGuireWoods LLP, to discuss the pressing issue of physician shortages, particularly in rural areas. They explore innovative programs aimed at alleviating this crisis and the potential role of private equity in addressing healthcare challenges.
Private Equity Giants and Big Payers: Year-to-Date Stock Performance 9-19-24
In this episode, Scott Becker highlights the year-to-date stock performance of major private equity firms like Blackstone, KKR, and Apollo Global, alongside health insurers UnitedHealth, Cigna, and CVS. Tune in for insights on which companies are thriving and which are facing challenges.
The Fed Cuts Rates and Market Reactions: Top 6 Stories to Watch 9-19-24
In this episode, Scott Becker covers the Fed’s unexpected 50 basis point rate cut and its impact on the markets, NASDAQ’s rally, struggling home sales, Mark Cuban’s defense of billionaires, and the latest on Trump Media. Tune in for a quick take on key economic developments.
Key Trends in Healthcare Private Equity with Holly Buckley, Chair of Healthcare at McGuireWoods 9-18-24
In this episode, Scott Becker is joined by Holly Buckley, Chair of Healthcare at McGuireWoods, to discuss major trends in healthcare private equity. Holly shares insights on interest rate caps, deal volume, regulatory headwinds, and the impact of California’s AB 3129 bill on healthcare transactions.
14 Rules of Thumb for the Developing Investor 9-28-24
In this episode, Scott Becker shares 14 essential investment principles, covering topics such as saving strategies, maximizing employer-sponsored funds, core portfolio allocations, and the importance of long-term market involvement. These tips are designed to help both new and experienced investors build a solid investment foundation.
5 Stories to Watch: Fed Rate Cuts, Elon Musk’s Potential Trillionaire Status, and Top Stock Moves 9-18-24
In this episode, Scott Becker highlights five key stories, including the Fed’s anticipated rate cuts, Elon Musk’s potential to become the world’s first trillionaire, Berkshire Hathaway’s top stock holdings, the performance of Tempus AI, and Tenet Healthcare’s impressive transformation.