In this episode, Scott discusses 4 quick points on Walgreens Boots Alliance. Walgreens core business remains retail pharmacy and its revenues rose to $27.6 billion in the quarter. It’s same store sales also rose well. Nearly 5.6%.  Walgreens also has completed major doctor driven acquisitions in the last couple years totalling nearly $15 billion to […]

1m

Mar 28

In this episode, Scott shares 4 points on whether or not a recession is coming? Billionaire Bond King Jeff Gundlach tells the Fed it must choose between fighting inflation and rescuing banks– It can’t do both. Fortune. BlackRock in contrast says don’t bet against future rate hikes. Commercial real estate loans are coming due and […]

2m

Mar 28

In this episode, Scott shares an update on Disney. Bob Iger announced that he is starting the 7,000 job cuts previously announced.  He also noted that the company is restructuring into 3 core divisions. 1. Disney Entertainment, 2 ESPN and 3 Disney Parks, Experiences and Products.  Disney is eliminating the metaverse division.  Finally Disney is […]

1m

Mar 28

This episode features regular guest Amber Walsh, Partner at McGuireWoods LLP. Here, she shares some key takeaways from the McGuireWoods 19th Annual Healthcare Private Equity & Finance Conference.

17m

Mar 28

In this episode, Scott shares some thoughts on the Ford CEO saying that the mining and refining of batteries and the battery supply chain is the limiting factor in producing more EVs. The four key minerals are lithium, cobalt, graphite and nickel, most of which is mined overseas. Then most of the refining happens in […]

1m

Mar 27

In this episode, Scott shares 6 quick points on the First Republic Bank. 1. 68% of its deposits were uninsured, i.e. above the $250k FDIC guaranty. 2. It’s paper losses on its loans and investment portfolio are measured at nearly $9.5 billion to as much as $13.4 billion. 3. It has doubled down the last […]

3m

Mar 27

In this episode, Scott discusses 10 stories we are following today. 1.The markets finished up Friday with the S&P 500 finishing up .56%, the Nasdaq up .31% and the Dow up .41%. 2. The S&P 500 index after a solid week last week is now up 3.4% YTD and down 17% from its 2022 high. […]

3m

Mar 27

In this episode Scott Becker discusses if more small and mid-sized regional banks collapse.

2m

Mar 24

In this episodes Scott Becker discusses today’s top business headlines.

2m

Mar 24

In this episodes Scott Becker discusses today’s top business headlines.

2m

Mar 24

In this episode Scott Becker shares a quick market update.

1m

Mar 24

In this episode Scott Becker discusses Accenture Cutting 19,000 jobs.

2m

Mar 24

In this episode, regular guest Richard Kes, Partner at RSM, shares a private equity investing update and discusses how macroeconomic trends are currently affecting deal flow.

4m

Mar 24

In this episode Scott Becker discusses how leverage is coming out of leverage buyouts.

1m

Mar 23

In this episode Scott Becker discusses Ford pivoting to electric vehicles.

1m

Mar 23

In this episode Scott Becker discusses how First Republic Bank is slip sliding away.

1m

Mar 23

In this episode Scott Becker discusses how Treasury Secretary Yellen and Fed Chairman Powell are walking two different tightropes and are struggling to do it well.

2m

Mar 23

In this episode Scott Becker gives a quick market update.

4m

Mar 23

This episode features Justin Breen, Founder at BrEpic Communications. Here, he discusses his work connecting top entrepreneurs in the world and the benefits of being able to do that work in person.

8m

Mar 22

This episode features Yaniv Sneor, Founder, Mid Atlantic Bio Angels, a life science angel investment group. Here, he talks about the stage and size of companies his group invests in, what he is currently most focused on & excited about, and more.

10m

Mar 21

In this episode, Scott discusses the 5 largest companies by market cap. Apple at $2.5 trillion Microsoft at $2 trillion Google at $1.3 trillion Amazon at $1 trillion  Berkshire Hathaway at $660 billion

2m

Mar 21

In this episode, Scott shares some financial advice for business owners and individuals.

1m

Mar 21

In this episode, Scott shares a market update for Tuesday March 21, 2023. Futures point up this am on hopes the Fed will go easy on rate hikes or take a pause.  If the language of the Fed is hawkish, look for markets to react negatively.  The markets rose yesterday with the S&P 500 up […]

1m

Mar 21

In this episode, Scott shares 3 points on Amazon cutting 9,000 jobs. The growth of its cash cow business AWS is slowing. This is the most alarming issue for investors.  The company, although the 2nd largest in the US by sales after Walmart is not showing current profits. It needs to show the markets its […]

2m

Mar 21

In this episode Scott Becker discusses the importance of having a plan b when it comes to business.

2m

Mar 20

In this episode Scott Becker public pensions funds and rethinking private equity funds.

2m

Mar 20

In this episode Scott Becker discusses how Scott Becker Fed Chairman Powell telegraphed to the markets what he was going to do with interest rates but some banks did not handle it properly.

2m

Mar 20

In this episode Scott Becker shares the top 11 business stories we are following today.

3m

Mar 20

In this episode Scott Becker discusses the concept of “climbing the mountain and finding the mountain is made of sand”.

2m

Mar 18

In this episode Scott Becker discusses 10 business stories we are following today.

4m

Mar 18