Becker Private Equity & Business Podcast
Discussions about private equity and business with Scott Becker
Sports Talk with David Pivnick of McGuireWoods LLP 12-18-25
In this episode, David Pivnick, Partner at McGuireWoods LLP, joins Scott Becker for a wide ranging conversation on MLB free agency, NBA roster building, NFL trade risks, and comeback stories.
Unemployment Surges 12-18-25
In this episode, Scott Becker discusses the rise in unemployment to its highest level in more than 4 years.
Is Oracle the Canary in the AI Coal Mine? 12-18-25
In this episode, Scott Becker examines Oracle’s recent stock decline and what it may signal about AI investment, data center spending, and broader market risk.
Ford’s EV Program Crashes 12-17-25
In this episode, Scott Becker breaks down Ford’s nearly $19.5 billion writedown on its electric vehicle program and why the market has largely shrugged it off.
Jeff Freedman on CEO Leadership, Culture, and Long Term Success 12-17-25
In this episode, Jeff Freedman discusses building strong teams, balancing strategy with daily execution, and the habits that drive long term success for CEOs and senior leaders.
Elon Musk Hits $600 Billion 12-17-25
In this episode, Scott Becker examines Elon Musk’s personal valuation crossing $600 billion, driven largely by SpaceX’s rising private market value and expectations for a future IPO.
Healthcare Private Equity, and Setting the Agenda for the Year Ahead with Holly Buckley of McGuireWoods LLP 12-16-25
In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares insights on the J.P. Morgan Healthcare Conference, goal setting in a changing market, and what she is watching across healthcare and private equity. She also previews the upcoming McGuireWoods Healthcare Private Equity Conference and discusses priorities shaping dealmaking in the year ahead.
Consulting Services: The Good, the Bad, & the Ugly 12-16-25
In this episode, Scott Becker breaks down the realities of consulting services, outlining when they truly add value, when they fall short as packaged products, and when they become costly and ineffective.
Is NVIDIA Undervalued? 12-16-25
In this episode, Scott Becker examines whether Nvidia may still be undervalued despite being the world’s highest market cap company, strong free cash flow, and rapid revenue growth.
Alphabet Keeps Winning 12-15-25
In this episode, Scott Becker breaks down Alphabet’s standout performance and also highlights their lesser known SpaceX investment.
Roomba Goes Broke 12-15-25
In this episode, Scott Becker explores Roomba’s sudden bankruptcy filing.
Robinhood Gives Back Some of Its Gains 12-14-25
In this episode, Scott Becker breaks down Robinhood’s sharp slowdown in November, with equity and crypto trading volumes dropping significantly despite the stock being up over 200% year to date.
Carvana is in First Gear 12-13-25
In this episode, Scott Becker explores Carvana’s rapid rebound from its near bankruptcy in 2022.
Private Equity in Healthcare: Current Trends & Issues 12-13-25
In this episode, Scott Becker breaks down the current trends, risks, and opportunities in private equity investing in healthcare.
U.S. Jobs Claims Jump 12-13-25
In this episode, Scott Becker reviews the Fed’s recent 25 basis point rate move.
Lululemon: Ding Dong the Witch is Dead 12-12-25
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.
Evaluating Talent and Building Strong Team with David Pivnick, Partner at McGuireWoods LLP 12-12-25
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.
Oracle Gets Crushed 12-12-25
In this episode, Scott Becker breaks down Oracle’s sharp stock drop after a year of soaring AI driven gains.
The State of Private Equity in Healthcare with Amber Walsh of McGuireWoods LLP 12-11-25
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.
SpaceX Shoots for the Moon 12-11-25
In this episode, Scott Becker discusses SpaceX’s potential trillion and a half dollar IPO and why its massive valuation is capturing market attention.
Startups & Fire Starters 12-10-25
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.
The 5 Big Stories of the Week 12-10-25
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.
Medline Goes Public 12-9-25
In this episode, Scott Becker reviews Medline’s move to go public on the NASDAQ.
CEO of the Month: Stacy DiStefano of Consulting for Human Services 12-9-25
In this episode, Stacy DiStefano, CEO of Consulting for Human Services, shares insights on scaling mission driven organizations, the rising sophistication of nonprofit M&A, and the leadership practices that help teams navigate rapid change with clarity and resilience.
IBM Tries to Become a Player Again 12-9-25
In this epiosde, Scott Becker explains how IBM is working to reestablish itself as a major tech player by shifting deeper into AI and cloud.
Leadership, Mentorship, and Building Winning Teams with Lori Beth Irvin of LBIngenuity 12-8-25
In this episode, Lori Beth Irvin, Founder and CEO of LBIngenuity, shares lessons from her self-taught leadership journey, offering insights on building strong teams, fostering mentorship, shaping culture with intention, and managing risk while launching her own business.
Mark Zuckerburg: A Story of Grit & Resilience 12-8-25
In this episode, Scott Becker discusses Zuckerberg’s approach to bold pivots and rapid course corrections shows how Meta continues to reinvent itself and drive long term growth.
Leadership Insights for 2026 with David Pivnick of McGuireWoods 12-6-25
In this episode, David Pivnick, Partner at McGuireWoods LLP, shares how leaders can navigate complexity, build trust, and make sound decisions in a highly regulated healthcare landscape.
Netflix Takes a Big Swing at the Plate 12-6-25
In this episode, Scott Becker breaks down Netflix’s ambitious plan to acquire Warner Bros. Discovery, exploring how the deal could reshape its business model, strengthen cash flow, and reduce reliance on hit driven subscriber swings.
Strategic Insights for Healthcare and Private Equity in 2026 with Holly Buckley of McGuireWoods 12-5-25
In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods, discusses margin pressures, deliberate leadership, evolving state regulations, and the growing impact of AI as key forces shaping healthcare and private equity heading into 2026.
6 Notes on the Largest Market Cap Companies 12-5-25
In this episode, Scott Becker shares 6 insights on today’s top market cap leaders, including the rise of Alphabet and Nvidia, Amazon’s challenges, and the companies poised to become the next generation of mega caps.
Ben Johnson, Eliot Moskow, & Tim Donohue 12-4-25
In this episode, Scott Becker reflects on team leadership, shares thoughts on building strong group culture, and closes with a brief stock update on Microsoft and Amazon.
January Founder of the Month: Brian Taylor of Thinkspan 12-4-25
In this episode, Brian Taylor, founder and CEO of Thinkspan, discusses building a groundbreaking platform for personal information management, the deep tech behind private on-device AI, and the leadership lessons that shaped his entrepreneurial journey from Kernel Seasons to Thinkspan.
The 5 Steps to Building a Business 12-4-25
In this episode, Scott Becker breaks down the five essential stages of building a successful business, from idea and product development to revenue, profit, and scale.
Leadership Insights and Growth Strategies with Jim Feinstein of ENT Partners 12-3-25
In this episode, Jim Feinstein, CEO of ENT Partners, shares core leadership principles, lessons from decades in physician practice management, and strategies for balancing investor expectations, physician engagement, and sustainable growth in a rapidly changing healthcare landscape.
5 Observations on the 5 Big Market Cap Companies 12-3-25
In this episode, Scott Becker breaks down the five largest market cap companies and offers five key observations on their recent performance, competitive pressures, and innovation needs.
Bitcoin & Leverage 12-2-25
In this episode, Scott Becker breaks down how high leverage on foreign exchanges turns small Bitcoin price moves into major gains or losses.
Building Value Through ESOPs and Long Term Strategy with Thomas Mallon of Perpetuate Capital 12-2-25
In this episode, Tom Mallon, General Partner at Perpetuate Capital, discusses his journey from founding Regent Surgical to pioneering ESOP based financing models, the long term value they create for employees, and how Perpetuate Capital helps founders transition their companies while preserving culture and strengthening future growth.
Building Great Businesses: 10 Key Concepts 12-2-25
In this episode, Scott Becker breaks down 10 principles for starting and scaling successful companies, from finding product market fit and choosing the right niche to building strong teams and evolving as a founder.
It’s Not Just 10,000 Hours 12-1-25
In this episode, Scott Becker explains why mastery requires more than just logging hours, and emphasizes the importance of deliberate practice, expert feedback, and periodic course correction to truly improve skills and achieve meaningful progress.