Becker Private Equity & Business Podcast
Discussions about private equity and business with Scott Becker
4 AI Stocks + Netflix 9-12-25
In this episode, Scott Becker discusses the stock performance of Tempus AI, Circle Internet Group, Palantir, SoundHound, and Netflix.
High Unemployment & High Deficit 9-11-25
In this episode, Scott Becker discusses the troubling combination of increasing unemployment and soaring deficits.
Political Assassination Has No Place Here 9-11-25
In this episode, Scott Becker shares his thoughts on the devastating shooting of conservative commentator Charlie Kirk.
Jobless Claims, Tesla, & Oracle Surge 9-11-25
In this episode, Scott Becker discusses the latest economic and market trends, including a sharp rise in jobless claims, Tesla’s push into robotics and robotaxis, and Oracle’s massive gains fueled by AI infrastructure growth.
KKR Doesn’t Disappoint 9-11-25
In this episode, Scott Becker reviews KKR’s performance, noting its five-year growth of more than 300% despite trailing some peers this year.
Apple & Google Provide Some Excitement 9-10-25
In this episode, Scott Becker discusses Apple’s debut of the ultra-thin iPhone Air and rising excitement around the iPhone 17, while also highlighting Google’s strong year-to-date gains and investor confidence.
3 Keys to Building a Business 9-10-25
In this episode, Scott Becker shares core strategies for business growth.
5 Stories We Are Following Today 9-10-25
In this episode, Scott Becker covers market gains, Oracle’s AI cloud surge, Wall Street’s outlook, Novo Nordisk job cuts, and Amazon’s AI edge.
5 Healthcare Stocks Getting Crushed Right Now 9-10-25
In this episode, Scott Becker reviews five healthcare companies down 50% or more over the past year.
Trends and Tensions in Business Deals with Michael Weis and Michael Burney 9-9-25
In this episode, Michael Weis and Michael Burney, Partners at Weis & Burney Law Firm, share their perspective on market trends, deal structures, and the dynamics shaping today’s mergers and acquisitions.
Why Do the Chicago Bears Still Suck? 9-9-25
In this episode, Scott Becker reflects on the Chicago Bears’ ongoing disappointments despite new leadership and talent.
The 4 Largest Publicly Traded Payers & Their YTD Stock Market Returns 9-10-25
In this episode, Scott Becker reviews year-to-date stock performance for major payers.
Bike Trips & Bad Decisions 9-9-25
In this episode, Scott Becker shares his humorous takeaways from a wine country biking trip, reflecting on why sometimes it’s best to stick with the hobbies you truly love rather than forcing new ones.
Private Equity Feels Like a Dumpster Fire Right Now 9-9-25
In this episode, Scott Becker breaks down three major challenges facing private equity today, including stalled exits, declining assets under management, and underperformance compared to public markets.
Bill Ackman, Pershing Square Doubles Down on Amazon & Uber 9-8-25
In this episode, Scott Becker discusses Bill Ackman’s latest portfolio moves as Pershing Square doubles down on Amazon and Uber.
Tesla, Microsoft, & Private Equity 9-8-25
In this episode, Scott Becker explores Tesla’s declining US market share, Microsoft’s rapid cloud growth, and the challenges private equity firms face.
The Difference Between a Recession and a Depression 9-8-25
In this episode, Scott Becker breaks down the difference between a recession and a depression, highlighting both the technical definitions and the personal impacts of job loss, unemployment, and slowing job creation in the current economic climate.
9 Stories We Are Following Today 9-8-25
In this episode, Scott Becker reviews nine key stories including weak job growth, market movement on rate cut hopes, Tesla’s shrinking market share, Microsoft’s cloud and AI surge, and more.
Elon Musk: It’s Good to Be King 9-6-25
In this episode, Scott Becker explores reports of Tesla’s board considering a massive trillion-dollar pay deal for Elon Musk.
Lululemon Gets Crushed 9-6-25
In this episode, Scott Becker discusses Lululemon’s steep stock drop following weak second quarter results and poor forecasts.
Today’s Startup Podcast 9-6-25
In this episode, Scott Becker shares insights on why startups should move quickly from research to real-world selling.
Building ONWARD with Travis Guerra 9-5-25
In this episode, Travis Guerra, Founder of ONWARD Headhunting, joins the podcast to discuss his journey building a boutique healthcare-focused retained search firm, the trends shaping executive hiring in private equity-backed healthcare, and his advice for both emerging leaders and founders navigating today’s market.
The Rich Can Live Paycheck to Paycheck As Well 9-5-25
In this episode, Scott Becker reflects on a tweet highlighting how even high earners can struggle financially if they overspend.
Carlyle Group Crushing Its Peers 9-5-25
In this episode, Scott Becker examines how Carlyle Group is outperforming competitors like Blackstone, KKR, and Apollo.
American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25
In this episode, Scott Becker breaks down the sharp contrast between American Eagle’s surprising 38% surge after a strong second quarter and Lululemon’s 20% drop as it struggles with merchandising and market positioning.
6 Stories We Are Following Today 9-5-25
In this episode, Scott Becker reviews six key business updates, including Lululemon’s sharp decline, Carlyle Group’s strong outperformance, and more.
The U.S. Job Market Gets Crushed 9-5-25
In this episode, Scott Becker discusses the troubling state of the US job market, highlighting weak job creation in August, rising unemployment, and the impact of deficit spending.
Building Successful Integration Programs with Amber Walsh and Erin Ryan of McGuireWoods LLP 9-4-25
In this episode, McGuireWoods leaders Amber Walsh and Erin Ryan share how their innovative partner integration program strengthens retention, fosters belonging, and drives long-term success.
The Top Players in the U.S. Open + Scott Becker 9-4-25
In this episdoe, Scott Becker discusses the U.S. Open and his own successes on the golf course.
PE Funds Getting Hammered 9-4-25
In this episode, Scott Becker highlights the sharp year-to-date declines for Blackstone, KKR, and Apollo.
NVIDIA’s Surge, AI Stock Performance, and Private Equity Struggles 9-4-25
In this episode, Scott Becker reviews NVIDIA’s strong gains, the mixed performance of key AI stocks, and the ongoing challenges facing private equity firms.
5 Stories We Are Following Today 9-4-25
In this episode, Scott Becker shares five key business updates, including signs of a weakening job market, Alphabet’s boost from an antitrust ruling, and more.
Market Trends and Investor Opportunities in Healthcare with Holly Buckley of McGuireWoods LLP 9-3-25
In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods, shares insights on private equity trends shaping healthcare, from onshoring in manufacturing to regulatory shifts and the evolving deal market.
The Job Market Gets Scarier 9-3-25
In this episode, Scott Becker discusses the sharp decline in U.S. job openings, raising concerns about the impact of AI on entry-level work.
The Problem with Billionaires 9-3-25
In this episode, Scott Becker explores why billionaires themselves aren’t the issue but how constant comparison to extreme wealth can make us feel inadequate.
Google & Macy’s Soar, Starbucks & Lucid Group Struggle 9-3-25
In this episode, Scott Becker reviews Google’s surge after an antitrust ruling, Macy’s strong rebound, Starbucks’ ongoing struggles, and Lucid’s steep decline in the EV market.
Rivalries, Legends, and Olivarisms with Oliver McGrath 9-2-25
In this episode, Scott Becker sits down with Oliver McGrath, an avid young athlete and sports fan, to talk about his favorite teams, players, and sports from around the world.
Never Going to Win a Best Dressed Contest – Who Cares 9-2-25
In this episode, Scott Becker reflects on the pressures of appearance.
Filters, Floors + 4 More Business Thoughts 9-2-25
In this episode, Scott Becker shares insights on hiring and customer selection, setting pricing floors, and simplifying decision-making.
The Trump Family Gets Rich On Crypto 9-2-25
In this episode, Scott Becker discusses a Wall Street Journal report that the Trump family has amassed about five billion dollars through a crypto venture and shares his concern over presidents profiting while in office.