Episodios

  • Microsoft, Costco, & the Race to $5 Trillion 1-1-26

    Microsoft, Costco, & the Race to $5 Trillion 1-1-26
    Jan 1 2026
    In this episode, Scott Becker takes a quick look at why Microsoft and Costco stand out as long term holdings and which tech giants could be first to reach a $5 trillion market cap.
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    4 m
  • 2026 Whatever it Takes 12-31-25

    2026 Whatever it Takes 12-31-25
    Dec 31 2025
    In this episode, Scott Becker discusses setting personal goals for 2026.
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    3 m
  • Clarity & Simplicity in Goal Setting 12-23-25

    Clarity & Simplicity in Goal Setting 12-23-25
    Dec 23 2025
    In this episode, Scott Becker discusses the power of setting a small number of clear, simple goals, especially at the start of the year, and explains why narrowing your focus can lead to better execution and stronger results.
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    3 m
  • 6 Big Losers for 2025 12-23-25

    6 Big Losers for 2025 12-23-25
    Dec 23 2025
    In this episode, Scott Becker examines what went wrong for names like Lucid, CarMax, Restoration Hardware, and MicroStrategy as they head into 2025.
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    4 m
  • The Economy: The Good, the Bad, & the Ugly 12-22-25

    The Economy: The Good, the Bad, & the Ugly 12-22-25
    Dec 22 2025
    In this episode, Scott Becker breaks down the current economic landscape, highlighting strong stock market performance alongside rising unemployment, persistent inflation concerns, and the growing risks tied to record federal debt levels.
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    3 m
  • Larry Ellison Can’t Say No 12-22-25

    Larry Ellison Can’t Say No 12-22-25
    Dec 22 2025
    In this episode, Scott Becker examines Larry Ellison’s aggressive push to back a potential Warner Bros. Discovery acquisition.
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    5 m
  • AI in Action: Reducing Burnout and Driving Value in Behavioral & Community Health with Mike Harris & Erik Lyon 12-22-25

    AI in Action: Reducing Burnout and Driving Value in Behavioral & Community Health with Mike Harris & Erik Lyon 12-22-25
    Dec 22 2025
    In this episode, Mike Harris, Chief Information Officer, and Erik Lyon, CEO of Feather River Tribal Health Center, discuss how their organization leverages AI and automation to streamline workflows, reduce provider burnout, and improve patient outcomes. They share lessons learned, early challenges, and the critical role of provider buy-in as they adopt tools that enhance […]
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    14 m
  • Healthcare Investing, AI Enablement, and Scaling Category Leaders with Saurabh Bhansali of Health Velocity Capital 12-20-25

    Healthcare Investing, AI Enablement, and Scaling Category Leaders with Saurabh Bhansali of Health Velocity Capital 12-20-25
    Dec 20 2025
    In this episode, Saurabh Bhansali, Partner at Health Velocity Capital shares how his firm identifies and scales market leading healthcare companies, highlights emerging investment themes like AI enabled services and revenue cycle management, and explains what he looks for in founders who thrive through disruption.
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    9 m