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3 Market & Private Equity Stories We Are Following Today 8-14-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker discusses the market’s reaction to soft CPI and Producer Price Index data, Nike’s potential CEO shake-up, and significant private equity developments, including Blackstone’s event business sale and Baxter’s $3.8 billion deal with Carlyle Group.

Large Private Equity Funds Double Down on Healthcare 8-13-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker discusses the major moves in healthcare by large private equity funds, including the Carlyle Group’s bid for Baxter’s kidney care unit and Bain Capital’s significant investment in India. He also highlights the importance of leadership transitions with insights on the Chipotle CEO’s shift to Starbucks.

Leadership Matters – The Chipotle to Starbucks Story 8-13-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker discusses the significant market reactions to the Chipotle CEO’s move to Starbucks, illustrating the profound impact leadership can have on company value. He explores the debate over CEO compensation and shares personal insights on effective leadership transitions.

5 Business News Stories We Are Following This AM 8-13-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker discusses five key stories, including the impact of leadership changes at Chipotle and Starbucks, the latest PPI data, investor behavior, and the economic challenges as Americans face dwindling disposable cash.

Private Equity’s Next Moves: Insights from Matt Wolf of RSM 8-12-24

Becker Private Equity and Business Podcast

In this episode, Matt Wolf of RSM discusses the current private equity landscape, highlighting the impact of interest rates, economic indicators, and the resurgence of deal activity. With a focus on the outlook for 2024 and beyond, Matt shares valuable perspectives on what investors can expect in the evolving market.

Grindr & Bumble – A Tale of Two Cities 8-12-24

Becker Private Equity and Business Podcast

In this lighthearted episode, Scott Becker explores the stark contrast between the stock performances of dating apps Grindr, up 32%, and Bumble, down 60%, highlighting the divergent outcomes in today’s market.

18 Quick Notes 8-12-24

Becker Private Equity and Business Podcast

In this episode, Scott Becker covers a whirlwind week in the markets, key insights on stock performance, including Amazon and Rivian, and shares lessons learned from recording his new audiobook, “The Entrepreneur’s Edge.”