Jobs, Unemployment, & Oil 4-5-25
In this episode, Scott Becker discusses key economic indicators—rising unemployment, strong job creation, and falling oil prices.
Affirm, Wayfair, & SoundHound 4-5-25
In this episode, Scott Becker highlights a brutal week in the markets, spotlighting steep declines in stocks like Affirm, Wayfair, and SoundHound.
Restoration Hardware – Part Three 4-4-25
In this episode, Scott Becker shares a deeply personal and candid take on Restoration Hardware’s dramatic stock plunge and its questionable financial moves.
Should You Buy the Dip? 4-4-25
In this episode, Scott Becker breaks down the common question of whether to buy the dip, emphasizing that market timing is uncertain and that investors should instead focus on building a personalized, balanced allocation strategy that fits their risk tolerance and long-term goals.
Will the Markets Rebound Next Week? 4-4-25
In this episode, Scott Becker shares insights from a 2,500-vote Twitter poll.
3 Notes on Tariffs 4-4-25
In this episode, Scott Becker shares three quick insights on tariffs.
Investing, Inflation, Tariffs and the Search Fund Model with Adam Patinkin, of David Capital Partners LLC 4-3-25
In this episode, Scott Becker speaks with Adam J. Patinkin, CFA, Managing Partner of David Capital Partners. Adam shares insights into his firm’s investment strategies, the power of search funds, his journey into the finance world, and his perspectives on inflation, tariffs, and macroeconomic trends shaping the markets.
RH, Lululemon & Corporate Speak 4-3-25
In this episode, Scott Becker breaks down the corporate misdirection in earnings reports from RH and Lululemon.
Is Larry Fink Slippery? Part Two 4-3-25
In this episode, Scott Becker continues his discussion on BlackRock CEO Larry Fink’s push for a new asset allocation model, shifting from the traditional 60/40 split to a 50/30/20 mix with increased alternative assets.
Summer is Coming, the Markets Are Crashing & I Better Win Some Money on the Golf Course 4-3-25
In this lighthearted episode, Scott Becker discusses the latest market downturn and shares his excitement for summer golf.