Episodios

  • Is Peloton Spinning Towards Its Grave? 2-5-26

    Is Peloton Spinning Towards Its Grave? 2-5-26
    Feb 5 2026
    In this episode, Scott Becker break down Peloton’s disappointing earnings report with revenue falling short of expectations and weak future guidance, continuing a sharp multiyear decline in sales and stock performance.
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    2 m
  • Lululemon, Lucid Motors, Bitcoin, & Oracle 2-5-26

    Lululemon, Lucid Motors, Bitcoin, & Oracle 2-5-26
    Feb 5 2026
    In this episode, Scott Becker shares quick takes on Oracle, Bitcoin, Lululemon, and Lucid Motors, breaking down steep year to date and one year declines and what is driving the pullback in each.
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    3 m
  • 5 Stocks We Love to Follow & Their Best to Worst YTD Results 2-5-26

    5 Stocks We Love to Follow & Their Best to Worst YTD Results 2-5-26
    Feb 5 2026
    In this episode, Scott Becker walks through the year to date performance of several closely followed stocks including Intel, Coca-Cola, Bank of America, UnitedHealth Group, and Palantir.
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    3 m
  • 5 Signs the Apocalypse is Upon Us 2-4-26

    5 Signs the Apocalypse is Upon Us 2-4-26
    Feb 4 2026
    In this episode, Scott Becker outlines 5 troubling signals in the economy, including sharply lower job creation, major media layoffs, and more.
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    3 m
  • 5 Private Equity Questions with Holly Buckley of McGuireWoods LLP 2-4-26

    5 Private Equity Questions with Holly Buckley of McGuireWoods LLP 2-4-26
    Feb 4 2026
    In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares how private equity investing in healthcare is evolving, from increased selectivity and creative deal structures to operational value creation and execution risk.
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    10 m
  • Private Equity Funds & the Dog Who Caught the Car 2-3-26

    Private Equity Funds & the Dog Who Caught the Car 2-3-26
    Feb 3 2026
    In this episode, Scott Becker reflects on his personal experience investing in private equity and venture capital, comparing expectations with reality and exploring the idea of being the dog who caught the car.
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    3 m
  • The Mega PE Fund Stocks & Their YTD Results 2-3-26

    The Mega PE Fund Stocks & Their YTD Results 2-3-26
    Feb 3 2026
    In this episode, Scott Becker reviews the YTD performance of the largest private equity and alternative asset managers, ranking Carlyle, Apollo, Blackstone, TPG, and KKR from best to worst.
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    2 m
  • Building the Leadership Layer that Drives Execution and Enterprise Value with Chris Lacy of Priority Search Management 2-3-26

    Building the Leadership Layer that Drives Execution and Enterprise Value with Chris Lacy of Priority Search Management 2-3-26
    Feb 3 2026
    In this episode, Chris Lacy, President at Priority Search Management, joins Scott Becker to share practical insights on hiring, onboarding, and why companies often overlook the critical “missing middle” below the executive level.
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    21 m