Redfin Surges as Mortgage Rates Decline: Real Estate Rebound on the Horizon 9-14-24
In this episode, Scott Becker discusses the real estate market’s potential recovery as Redfin sees a 16% surge. Lower mortgage rates signal hope for increased housing affordability and more transactions, providing positive news for the real estate sector.
Chicago’s Growing Deficit, Restoration Hardware’s Surge, and Wayfair’s Comeback 9-14-24
In this episode, Scott Becker discusses Chicago’s looming $1 billion deficit, Restoration Hardware’s unexpected 25% rise in Q2, and Wayfair’s 8% surge. He shares insights on leadership, market trends, and personal experiences with both companies.
Trends in IPOs and Retail Investing: Insights from Matt Wolf of RSM 9-12-24
In this episode, Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, shares his insights on the evolving IPO market, the return of take-private deals, and private equity’s growing interest in retail investors. Wolf also discusses how macroeconomic shifts are influencing capital reallocation and enterprise value creation.
The Complexities of Executive Departures: Do They Take Their Team? 9-13-24
In this episode, Scott Becker explores the impact of an executive’s departure, examining whether they take key team members with them and the varied reactions from companies. Tune in for insights on loyalty, leadership, and the surprising dynamics when leaders leave.
4 Business Insights: Strikes, Stock Surges, and Surprising Success Stories 9-13-24
In this episode, Scott Becker shares four key business stories, including Boeing’s first strike since 2008 and Restoration Hardware’s surprising Q2 success. Tune in for quick insights and a bit of humor on the latest in the business world.
15 Key Healthcare Issues We Are Facing 9-12-24
In this episode, Scott Becker discusses 15 pressing healthcare challenges, ranging from the growing supply-demand problem for physicians and the rise of concierge practices, to the increasing influence of payers and the impact of Medicare Advantage. He also touches on the future of AI, telehealth, and health equity, providing a comprehensive overview of the current […]
Trends in Private Equity and Family-Owned Businesses with Richard Kes, Partner at RSM 9-11-24
In this episode, Richard Kes, Partner at RSM, shares insights on key trends in private equity, including the uptick in sell-side diligence and deal flow. He also explores the evolving landscape for family-owned businesses and the growing influence of ESG and work-life balance considerations in the next generation of business leaders.
Don’t Become the Eurozone + 8 Other Economic Lessons and Market Declines 9-12-24
In this episode, Scott Becker discusses the challenges faced by the Eurozone’s slow economic growth and emphasizes the importance of competitiveness. He also covers significant market downturns for companies like Rivian, Intel, and Dollar Tree, along with a candid reflection on the national debt and its political avoidance.
Be Like Mike – Not Like the Eurozone 9-12-24
In this episode, Scott Becker draws inspiration from Michael Jordan’s competitive spirit, urging the U.S. economy to avoid the slow growth seen in the Eurozone. He emphasizes the importance of staying competitive and strong to prevent economic stagnation, using the analogy of “Be Like Mike” to highlight the need for resilience and growth.
PE in Healthcare: A Deep Dive into Specialty Care 9-12-24
In this episode, we dive deep into the burgeoning trend of private equity investments in healthcare, with a particular focus on specialty care and medical aesthetics. Maureen Waddle, Senior Consultant, and Katrina Whitehair, Consultant, both at VMG Health, discuss the factors driving PE interest in these markets, the strategic considerations for growth through de novo […]