Episodios

  • Circle Internet + 3 More Stories 1-17-26

    Circle Internet + 3 More Stories 1-17-26
    Jan 17 2026
    In this episode, Scott Becker discusses Circle Internet’s recent drop, reflections on investor inertia, and what it feels like to hold declining assets.
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    3 m
  • Goldman & BlackRock Surge + 5 Other Stories We Are Following 1-16-26

    Goldman & BlackRock Surge + 5 Other Stories We Are Following 1-16-26
    Jan 16 2026
    In this episode, Scott Becker breaks down Goldman Sachs’ strong earnings, BlackRock’s growth to $14 trillion in assets, and recent market moves including Oracle and Robinhood declines.
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    2 m
  • AI Governance and Leadership in Healthcare with Dr. Viv Babber of Lean Six Intelligence Group 1-16-26

    AI Governance and Leadership in Healthcare with Dr. Viv Babber of Lean Six Intelligence Group 1-16-26
    Jan 16 2026
    In this episode, Dr. Viv Babber, CEO of Lean Six Intelligence Group, discusses why AI success depends less on tools and more on governance, leadership fluency, and decision clarity.
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    11 m
  • JPM Healthcare Conference Insights with Amber Walsh of McGuireWoods LLP 1-15-26

    JPM Healthcare Conference Insights with Amber Walsh of McGuireWoods LLP 1-15-26
    Jan 15 2026
    In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares key themes emerging from the JPM Healthcare Conference, including renewed dealmaking momentum, rapid AI adoption, shifts toward outpatient and home based care, and more.
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    13 m
  • The Markets Bounce Back + 8 Other Stories & Thoughts 1-15-26

    The Markets Bounce Back + 8 Other Stories & Thoughts 1-15-26
    Jan 15 2026
    In this episode, Scott Becker shares insights into a market rebound, private equity performance, and more.
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    4 m
  • Investing in Private Equity & Venture Capital Funds vs Index Funds 1-15-26

    Investing in Private Equity & Venture Capital Funds vs Index Funds 1-15-26
    Jan 15 2026
    In this episode, Scott Becker examines how private equity and venture capital investments compare with index funds.
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    5 m
  • The Markets Are Getting Crushed Today + 14 Quick Notes 1-14-26

    The Markets Are Getting Crushed Today + 14 Quick Notes 1-14-26
    Jan 14 2026
    In this episode, Scott Becker shares insights on major stocks, private equity performance, notable earnings moves, and more.
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    4 m
  • Valuation Trends and Building Durable Value Across Real Estate and Business with Joe Calvanico of J2C Valuation 1-14-26

    Valuation Trends and Building Durable Value Across Real Estate and Business with Joe Calvanico of J2C Valuation 1-14-26
    Jan 14 2026
    In this episode, Joseph James Calvanico, MAI, FRICS, President of J2C Valuation, shares insights on real estate and business valuation trends, including office, retail, multifamily, and industrial sectors heading into 2026.
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    18 m
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