Episodios

  • Lululemon: Ding Dong the Witch is Dead 12-12-25

    Lululemon: Ding Dong the Witch is Dead 12-12-25
    Dec 12 2025
    In this episode, Scott Becker breaks down Lululemon’s sharp decline in performance, the exit of CEO Calvin McDonald, and ongoing struggles with U.S. sales and merchandising.
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    2 m
  • Evaluating Talent and Building Strong Team with David Pivnick, Partner at McGuireWoods LLP 12-12-25

    Evaluating Talent and Building Strong Team with David Pivnick, Partner at McGuireWoods LLP 12-12-25
    Dec 12 2025
    In this episode, David Pivnick, Partner at McGuireWoods LLP, discusses how he assesses talent, the importance of work ethic and leadership, and how to coach high performers while managing team dynamics.
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    15 m
  • Oracle Gets Crushed 12-12-25

    Oracle Gets Crushed 12-12-25
    Dec 12 2025
    In this episode, Scott Becker breaks down Oracle’s sharp stock drop after a year of soaring AI driven gains.
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    2 m
  • The State of Private Equity in Healthcare with Amber Walsh of McGuireWoods LLP 12-11-25

    The State of Private Equity in Healthcare with Amber Walsh of McGuireWoods LLP 12-11-25
    Dec 11 2025
    In this episode, Amber Walsh of McGuireWoods, breaks down the current healthcare private equity landscape, including deal activity, value creation strategies, clinician alignment, and more.
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    19 m
  • SpaceX Shoots for the Moon 12-11-25

    SpaceX Shoots for the Moon 12-11-25
    Dec 11 2025
    In this episode, Scott Becker discusses SpaceX’s potential trillion and a half dollar IPO and why its massive valuation is capturing market attention.
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    4 m
  • Startups & Fire Starters 12-10-25

    Startups & Fire Starters 12-10-25
    Dec 10 2025
    In this episode, Scott Becker highlights the importance of fire starters, the high-drive innovators whose energy and focus push new ideas and companies off the ground.
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    3 m
  • The 5 Big Stories of the Week 12-10-25

    The 5 Big Stories of the Week 12-10-25
    Dec 10 2025
    In this episode, Scott Becker breaks down the week’s top stories, including the bidding battle for Warner Brothers Discovery, IBM’s Confluent acquisition, expected Fed rate cuts, Medline’s $55 billion IPO, and Magnum’s $9 billion valuation as it spins out from Unilever.
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    4 m
  • Medline Goes Public 12-9-25

    Medline Goes Public 12-9-25
    Dec 9 2025
    In this episode, Scott Becker reviews Medline’s move to go public on the NASDAQ.
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    3 m