Novo Nordisk & Excess Profits 7-29-25
In this episode, Scott Becker discusses how Novo Nordisk’s once-explosive profits are being challenged by increased market competition and reduced growth forecasts, leading to a sharp stock decline.
5 Stocks Taking it On the Chin 7-29-25
In this episode, Scott Becker highlights five publicly traded companies experiencing significant downturns, including Novo Nordisk, UnitedHealthcare, Spotify, UPS, and Stellantis.
Don’t Let Your Lifestyle Get Ahead of Your Income 7-29-25
In this episode, Scott Becker explores the dangers of funding a lifestyle with debt and emphasizes the importance of financial discipline.
Slow Golfers & American Heroes 7-28-25
In this lighthearted episode, Scott Becker shares frustrations from a weekend golf tournament.
Capitalism: 2 Quick Points 7-28-25
In this episode, Scott Becker shares two reflections on capitalism.
The Big Private Equity Funds Begin to Bounce Back 7-28-25
In this episode, Scott Becker shares updates on the rebound of major private equity firms after a tough start to the year, with Blackstone and KKR now showing positive gains while Apollo and TPG remain slightly down.
5 Stories We Are Following Today 7-28-25
In this episode, Scott Becker covers five key business stories including a potential EU-US tariff deal, Palantir’s remarkable rise, mounting challenges for health insurers, and more.
4 Choices You Have to Make Everyday, Every Quarter, Every Year 7-26-25
In this episode, Scott Becker explores 4 key decisions leaders and individuals face regularly: when to double down, pivot, stay the course, or abandon.
Stop Giving Oxygen to What Drains You 7-26-25
In this episode, Scott Becker shares a reminder to stop investing time and energy into people or activities that offer nothing in return.
Deckers Outdoor: The Good, the Bad, & the Ugly 7-25-25
In this episode, Scott Becker discusses Deckers Outdoor’s 17% stock jump on strong Ugg and Hoka sales, though long-term challenges remain.