It’s Good to Be Friends with the President: Part Two 11-15-24
In this episode, Scott Becker explores Peter Thiel’s success with Palantir, now up 270% year-to-date, and its connections to market dynamics. He also discusses today’s market dip amidst slowed rate cut expectations and offers guidance on navigating healthcare for serious cancer diagnoses.
The Coming War: Trump, Musk, and Powell 11-16-24
Scott Becker delves into the potential conflicts brewing between Donald Trump, Elon Musk, and Fed Chair Jerome Powell. He explores the implications of government spending, interest rates, and Musk’s approach to efficiency, highlighting how these dynamics could shape the economy and politics in the coming years.
Navigating Market Uncertainty: Matt Wolf of RSM on Deal Flow, Policy Shifts, and Opportunities 11-15-24
In this episode, Scott Becker speaks with Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Matt shares insights into the current deal-making landscape, discussing how inflation, policy uncertainty, and market dynamics are shaping opportunities in private equity.
From Hobby to Business: Key Decisions for Entrepreneurs and Board Engagement 11-15-24
In this episode, Scott Becker explores the critical decision of turning a side business into a full-time venture and shares insights on balancing advisory board commitments. Learn about the risks, rewards, and strategies for entrepreneurs navigating these pivotal choices.
10 Key Market and Business Insights: Inflation, Rate Cuts, and Domino’s Big Move 11-15-24
In this episode, Scott Becker shares 10 quick notes on the economy and business landscape. Topics include stubborn inflation, the Fed’s cautious stance on rate cuts, Domino’s Pizza’s stock boost from Berkshire Hathaway, and insights on leadership from Jamie Dimon.
Two Old Dogs Having a Good Day 11-14-24
In this episode, Scott Becker delves into the recent comebacks of Burberry and Disney. After a challenging year, Burberry’s stock is up as its CEO shifts focus back to core products, while Disney rises on strong streaming profits and optimistic guidance under Bob Iger’s leadership.
Top 10 Business Stories: Household Debt, Disney’s Rebound, Amazon’s Rise & More 11-14-24
In this episode, Scott Becker shares key business updates, covering household debt trends, Disney’s impressive quarter, Amazon’s continued growth, and Spirit Airlines’ financial challenges. He also highlights Klarna’s IPO prospects, the rise of family offices in the investment landscape, and Citigroup’s market rebound under Jane Fraser’s leadership.
Aesthetic Trends & Financial Insights with VMG Health 11-14-24
Join Scott Becker as he interviews Lukas Recio, CPA, Director at VMG Health, to explore the current trends and financial impacts shaping the aesthetics space. Discover insights into M&A activity, the influence of weight loss drugs, and key factors affecting practice group variations.
Finding Balance: Competing vs. Enjoying the Game 11-13-24
In this episode, Scott Becker reflects on the challenge of balancing the joy of simply participating in sports with the drive to win, especially as we age. Sharing a recent experience, he explores the internal struggle between appreciating the moment and the competitive urge to avoid losing, even to less skilled players.
How a New Administration Could Shape Dealmaking in 2024 with Holly Buckley, of McGuireWoods LLP 11-13-24
Holly Buckley, Chair of Healthcare at McGuireWoods, joins the podcast to discuss her top five predictions for dealmaking trends in the wake of the new administration. From antitrust shifts to deregulation and inflation concerns, Holly offers an expert perspective on the opportunities and challenges ahead for the private equity and healthcare sectors.