2 Lessons from Lululemon 3-31-25
In this episode, Scott Becker discusses two key lessons from Lululemon’s recent struggles: the challenge of maintaining market leadership and the contrasting styles of corporate leadership.
Big Swings vs. Incremental Changes 3-29-25
In this episode, Scott Becker explores the concept of making big, “left of the decimal point” changes versus small, “right of the decimal point” improvements.
Japanese Toilets & European Vacation 3-29-25
In this humorous episode, Scott Becker shares a funny travel mishap involving a Japanese toilet remote control during a European vacation.
Jobless Claims, Market Reactions, and Economic Stability 3-28-25
In this episode, Scott Becker breaks down the latest jobless claims data, its impact on the stock market, and what it signals for the broader economy.
The More Things Change, the More They Stay the Same 3-28-25
In this episode, Scott Becker reflects on the balance between change and consistency in business and life.
Avis, the Unpredictability of Stocks & Index Investing 3-27-25
In this episode, Scott Becker discusses the unpredictability of individual stocks, using Avis Budget Group’s unexpected 20% surge as an example.
KKR, Blackstone & Intuitive 3-27-25
In this episode, Scott Becker discusses KKR and Blackstone’s struggles amid market downturns and Intuitive’s success with its Da Vinci surgical robots.
6 Stories We Are Following Today 3-27-25
In this episode, Scott Becker breaks down six stories shaping the business and private equity landscape, including new auto tariffs, stock market declines, major corporate layoffs, and the latest trends in high-performing and struggling stocks.
Tesla, Lucid & Rivian 3-26-25
In this episode, Scott Becker discusses the performance of Tesla, Lucid, and Rivian in 2025.
Focus & Passion 3-26-25
In this episode, Scott Becker discusses the importance of defining clear priorities and bringing passion to them.