Economic and Private Equity Forecast for 2025: Insights from RSM’s Matt Wolf 11-22-24
In this episode, Scott Becker is joined by Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM, to discuss RSM’s 2025 economic forecast. They delve into projections for GDP growth, employment trends, the private equity landscape, and the potential impact of regulatory changes under the incoming administration. Matt also […]
Don’t Overplay Your Hand: Ego, Arrogance, and Lessons in Leadership (Part 2) 11-22-24
In this episode, Scott Becker explores the dangers of overconfidence and arrogance in politics, business, and life. Using recent political events and personal anecdotes, he emphasizes the importance of humility, avoiding self-hype, and staying grounded to achieve lasting success.
NVIDIA’s Continued Dominance: Earnings, Market Impact, and Insights 11-22-24
In this episode, Scott Becker delves into NVIDIA’s impressive earnings and revenue performance, reflecting on its leadership in the tech sector and its remarkable 192% year-to-date stock growth. He discusses market reactions, NVIDIA’s dominance over competitors, and its role as the top market-cap stock in the U.S., while also highlighting a notable collaboration with Hippocratic […]
The Power of Simplicity in Business: Lessons from Scott Becker 11-22-24
In this episode, Scott Becker explores the profound impact of simplifying business operations, inspired by Justin Welch’s quote: “Every time I simplify my business, my revenues go up; every time I complicate it, my happiness goes down.” Scott reflects on his own experiences with outsourced sales teams and shares actionable insights on balancing efficiency, profitability, […]
Leadership, Antitrust, and Sports: Insights from David Pivnick of McGuireWoods LLP 11-21-24
In this episode, Scott Becker talks with David Pivnick, a partner at McGuireWoods LLP, about shifts in leadership, the FTC’s antitrust enforcement under changing administrations, and the challenges facing iconic sports teams like the Chicago Bears and Dallas Cowboys. Insightful and entertaining, this conversation blends legal expertise with lighthearted sports banter.
Hobbies vs. Businesses: Royalty Checks and Lessons Learned 11-21-24
In this episode, Scott Becker explores the difference between advanced hobbies and businesses through personal anecdotes about podcasting, writing, and entrepreneurship. He shares insights on the financial realities of royalties and the challenges of scaling hobbies into full-fledged ventures.
8 Business Stories: NVIDIA, Lululemon, Charitable Giving, and More 11-21-24
In this episode, Scott Becker covers eight key stories, including NVIDIA’s strong earnings, Lululemon’s battle with Vuori, high-interest luxury lending, the motivations behind charitable giving, and Shake Shack’s impressive market performance. Plus, hear reflections on global travels, Amazon royalties, and Becker community milestones.
Vuori vs. Lululemon: Lessons in Competition and Staying Ahead 11-21-24
In this episode, Scott Becker explores the competitive battle between Vuori and Lululemon, drawing parallels to legendary business rivalries. He shares key insights on staying vigilant, adapting to competitors, and maintaining an edge, inspired by principles like “only the paranoid survive” and “never look back.”
Private Equity Trends and Interest Rate Impacts: Insights with Rick Kes of RSM 11-20-24
In this episode, Richard Kes, Partner at RSM, joins Scott Becker to discuss key private equity trends, the impact of post-election certainty, and how interest rates may shape deal flow in the coming years. Kes provides a deep dive into market dynamics, from mega-funds to mid-market activity, and shares an optimistic outlook for 2025.
MicroStrategy: I Should’ve Invested in It 11-20-24
In this episode, Scott Becker delves into MicroStrategy’s astounding 560% year-to-date stock growth and its strategic Bitcoin investments as a hedge against inflation. Learn why this business intelligence firm is becoming a standout in both the tech and cryptocurrency spaces.