The Markets Are Crashing & We’re Going to Get Tired of Winning 3-10-25
In this episode, Scott Becker discusses the sharp market downturn, the impact of government spending cuts, and the ongoing trade war, highlighting how uncertainty fuels market instability.
Is there a Right Way to Calculate GDP + 3 More Stories 3-10-25
In this episode, Scott Becker discusses GDP measurement, a golf match victory, the benefits of “addition by subtraction,” and a quick tip to beat procrastination.
The 5 Largest Companies By Market Cap 3-10-25
In this episode, Scott Becker discusses the market caps of the five largest companies—Apple, Microsoft, NVIDIA, Alphabet (Google), and Amazon—amid recent NASDAQ declines.
4 Quick Stories for Today 3-10-25
In this episode, Scott Becker discusses key market trends, including a sharp decline in the S&P and NASDAQ, concerns over reduced government spending potentially leading to a recession, and the political dynamics influencing economic policy.
Private Equity Funds, Exits & Multiples 3-8-25
In this episode, Scott Becker discusses the impact of rising financing costs on private equity exits and valuations.
Why Money Managers Are Pushing Private Equity 3-8-25
In this episode, Scott Becker explores why money managers are increasingly steering investors toward private equity.
Healthcare Private Equity Carveouts: Trends and Insights with Amber Walsh of McGuireWoods LLP 3-7-25
In this episode, Amber Walsh, Partner at McGuireWoods LLP, joins Scott Becker to discuss the growing trend of healthcare private equity carveouts.
7 Stocks Taking it on the Chin 3-7-25
In this episode, Scott Becker breaks down seven stocks that faced major losses this week, including Carvana, Marvell Technology, Palantir, and Netflix.
Does the Economy Suck Enough for the Fed to Cut Rates? 3-7-25
In this episode, Scott Becker breaks down the current economic landscape, where job growth is slowing, but not enough to prompt the Federal Reserve to cut interest rates.
3 Reader Questions + 3 Stories We Are Following Today 3-7-25
In this episode, Scott Becker answers reader questions on investment strategy amid tariffs, private equity exits and multiples, and the biggest players in private credit.