Episodios

  • The Markets, Microsoft, Amazon, & NVIDIA 3-16-26
    Mar 16 2026
    In this episode, Scott Becker reviews a modest market rebound after a difficult week, highlights year to date declines in the S&P and Nasdaq, and discusses outlooks for Microsoft, Amazon, and NVIDIA as investors assess opportunities among the Magnificent Seven.
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    3 m
  • Leadership, Client Trust, and the Future of Legal Practice with Bart Walker & Kevin McGinnis of McGuireWoods LLP 3-16-26
    Mar 16 2026
    In this episode, Bart Walker and Kevin McGinnis, partners at McGuireWoods LLP, discuss the leadership traits that set great law firm leaders apart, including emotional intelligence, visibility, and recognition of team success. They also share insights on how AI, remote work, and evolving client expectations are shaping the future of legal practice.
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    36 m
  • NVIDIA & Why it Keeps Winning 3-14-26
    Mar 14 2026
    In this episode, Scott Becker discusses how NVIDIA continues to outperform many peers in the Magnificent Seven by supplying the critical chips and infrastructure powering the global artificial intelligence boom.
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    3 m
  • Is Private Credit in Trouble? 3 Quick Points 3-13-26
    Mar 13 2026
    In this episode, Scott Becker discusses growing cracks in the private credit market, highlighting rising default rates, redemption and liquidity pressures, and increasing concerns about underwriting standards after years of rapid growth.
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    3 m
  • The Markets & Private Credit Are Tanking: 10 Stories We Are Following Today 3-12-26
    Mar 12 2026
    In this episode, Scott Becker reviews 10 key market stories including falling indexes amid Middle East tensions, rising oil prices, private credit concerns, and more.
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    3 m
  • 4 Thoughts & Concepts for the Week 3-11-26
    Mar 11 2026
    In this episode, Scott Becker shares 4 concepts for the week focused on making small changes for big impact, striving to do your best work daily, committing to deep high-quality work, and staying focused on the core priorities that drive meaningful results.
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    3 m
  • The 10 Largest Berkshire Hathaway Holdings 3-10-26
    Mar 10 2026
    In this episode, Scott Becker reviews the top 10 holdings in Berkshire Hathaway’s portfolio.
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    3 m
  • The Markets Point Down, PE Funds Are Tanking: 5 Stories We Are Following Today 3-9-26
    Mar 9 2026
    In this episode, Scott Becker reviews five key market stories including stocks trending down amid oil price spikes and Fed uncertainty, while major private equity firms like Blackstone, KKR, and Apollo face steep year to date losses.
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    2 m