Episodios

  • Circle Internet Surges 2-27-25

    Circle Internet Surges 2-27-25
    Feb 27 2026
    In this episode, Scott Becker highlights a sharp surge in Circle Internet Group driven by strong crypto earnings.
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    2 m
  • Is the Era of Private Equity Over? 2-26-26

    Is the Era of Private Equity Over? 2-26-26
    Feb 26 2026
    In this episode, Scott Becker examines how firms like Blackstone, KKR, and Apollo Global Management are under pressure from high interest rates, stalled exits, and too many funds chasing too few deals
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    2 m
  • Healthcare Private Equity Trends and Innovation with Amber Walsh of McGuireWoods LLP 2-26-26

    Healthcare Private Equity Trends and Innovation with Amber Walsh of McGuireWoods LLP 2-26-26
    Feb 26 2026
    In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares how this year’s Healthcare Private Equity Conference is organized around life sciences, traditional provider services, innovation, and operational excellence.
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    14 m
  • Berkshire Hathaway & Their Big Holdings 2-26-26

    Berkshire Hathaway & Their Big Holdings 2-26-26
    Feb 26 2026
    In this episode, Scott Becker reviews how Warren Buffett’s Berkshire is trimming stakes in Apple and Bank of America, with American Express emerging as a potential top holding as the firm rebalances away from former growth giants.
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    2 m
  • Strategy vs Execution & Defining Your Ideal Customer 2-25-26

    Strategy vs Execution & Defining Your Ideal Customer 2-25-26
    Feb 25 2026
    In this episode, Scott Becker emphasizes that success comes from focusing on a few clear priorities, executing relentlessly, and clearly defining your ideal customer profile rather than chasing too many competing strategies.
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    1 m
  • Amazon vs Walmart 2-25-26

    Amazon vs Walmart 2-25-26
    Feb 25 2026
    In this episode, Scott Becker weighs Amazon overtaking Walmart in revenue while lagging in stock performance, as heavy AI and technology spending raises fresh questions about Amazon’s cash flow and profitability.
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    2 m
  • The Good, the Bad, & the Ugly 2-24-26

    The Good, the Bad, & the Ugly 2-24-26
    Feb 24 2026
    In this episode, Scott Becker contrasts strong luxury demand with troubling data showing minimal retirement savings for most Americans and rising worker anxiety about the job market.
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    2 m
  • Inside Healthcare Private Equity and Policy with Dr. David Klein and Joseph Mercer of Marwood Group

    Inside Healthcare Private Equity and Policy with Dr. David Klein and Joseph Mercer of Marwood Group
    Feb 24 2026
    In this episode, David Klein, MD, MBA, Senior Advisor at Marwood Group and Board Member of Northwest Healthcare REIT & Joseph Mercer, Managing Director at Marwood Group join Scott Becker to examine regulatory volatility, state budget pressures, compliance scrutiny, and emerging opportunities shaping healthcare investing and private equity strategy.
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    27 m