Becker Private Equity & Business Podcast
10 Stories We Are Following this AM 1-27-23
In this episode Scott Becker discusses:
Futures point down today after an outstanding day in the markets yesterday. Tesla’s stock rose 10 percent yesterday. Intel’s stock fell 5 percent after missing estimates. GDP rose 2.9% in the fourth quarter. A welcome sign that the Fed can fight inflation without killing growth. Buzzfeed rose 150% on news that it would move some of its writing and content to AI driven writing. Listen to our podcast today on how key great partners and team mates are to business. And how bad colleagues can be a cancer to organizations. Excited to see the Beck...Managing Difficult People 1-27-23
In this episode Scott Becker discusses the importance of having great teammates and how to manage difficult colleagues.
15 Stories We are Following this AM 1-26-23
In this episode Scott Becker discusses:
Tesla reported record profit in Q4. IBM announced that it is cutting nearly 4,000 jobs. SAP also announced significant layoffs. Meta/Facebook which has seen less excitement and growth in their platform, reinstated President Trump’s Facebook accounts. Further in the Elon Musk watch, it’s being reported that he is raising equity to pay down some of the debt taken on to finance the Twitter acquisition. Microsoft is both investing heavily in ChatGPT and is reporting huge growth in its cyber security business which has grown to a $20 billion a year business. One...Clarity of Goals – 2023
In this episode, Scott discusses how important it is for individuals to always come back to your core goals for long term success in business & in life.
Microsoft and 4 Quick Thoughts on Their Earnings Release 1-25-23
In this episode Scott Becker discusses 4 quick thoughts on Microsoft and their earnings release.
The FTC Proposal on FTC Non-Competes 1-25-23
In this episode Scott Becker discusses The Biden Administration targeting Google, non-competes, and other aspects of big business. There is a lot of of uncertainty currently regarding the FTC non-compete proposal.
11 Quick Notes this AM 1-25-23
In this episode Scott Becker discusses:
Futures point down this AM on increased concerns of recession and softening corporate earnings. The Biden Administration targets Google, non-competes, and other aspects of big business. Lots of uncertainty currently regarding the FTC non-compete proposal. Microsoft met its earnings forecast but barely missed its revenue forecast. Great call yesterday with the Becker’s Healthcare CEO advisory board. Incredible to visit with Salvatore Buscemi on the investment choices and perspectives of the super wealthy on the Becker Business Minute Podcast & Becker Private Equity Podcast. “Tesla poised for record earnings, amid Wall Street unease” – WSJ. Whi...Andrea Lee Linna, Partner at McGuireWoods, LLP on the FTC Moving Forward in Banning Non-Competes 1-25-23
This episode features Andrea Lee Linna, Partner at McGuireWoods, LLP. Here, she discusses the FTC moving forward in banning non-competes & what that will mean for health systems & private equity firms.
10 Quick Market Notes for January 24th 2023
In this episode, Scott discusses 10-12 quick market notes for Tuesday, January 24th 2023.
The Buzz from Davos – 5 Big Themes for 2023 1-23-23
In this episode Scott Becker discusses 5 big takeaways from the news coming out of the WEF conference in Davos.
“Avatar” and You Better Be Great at Something 1-23-23
In this episode Scott Becker discusses the success of the film “Avatar” and how it shows you must be great at something.
Shoutout of the Day: Marc Benioff, Chairman and CEO of Salesforce 1-23-23
In today’s shoutout of the day Scott Becker spotlights Marc Benioff, Chairman and CEO of Salesforce.
Why the Markets are Going Up 1-23-22
In this episode, Scott discusses reasons for the market going up, including inflation slowing and the Fed steadying out interest rate hikes.
Salesforce 1-23-23
In this episode Scott Becker discusses Elliott Management taking a big stake in Salesforce.
Is it a Hobby or are You in It to Win It? 1-23-23
In this episode Scott Becker discusses the concept the importance of choosing if something is a hobby or something you truly wish to excel in.
10 Stories We are Following this AM 1-23-23
In this episode Scott Becker discusses:
The markets jumped Friday on news that it looks like the Fed will slow the pace of interest rate hikes. Year to date the Nasdaq is up 7.25% and the S&P 500 is up nearly 4%. The Dow is up 72%. Futures are flat this AM. The 1 year treasury is close to 4.67%, the 2 year has fallen to close 4.17%, and the 10 year opens around 3,48%. Tesla is up nearly 24% so far this year. Elliot Management has taken a multi-billion-dollar stake in Salesforce. Bitcoin has jumped to near $23,000 up nearly 35% year to date. New Avatar film hits near...Surround Yourself with People That See the Best in You 1-23-23
In this episode Scott discusses the importance of surrounding yourself with people that see the best in you.
Wayfair is Laying Off 10% of its Workforce
In this episode, Scott discusses the ramifications of Wayfair laying off 10% of their workforce, and how they got to this point.
The Often Falseness of the Independent Study 1-20-23
In this episode, Scott discusses how independent studies are not always truly independent.
Google / Alphabet Update P 1-20-23
In this episode Scott Becker discusses Google announcing job cuts of 12,000 people and the current state of the advertisement industry.
The Strife Around the Debt Ceiling 1-20-23
In this episode Scott Becker discusses the current strife in the government around whether to raise the debt ceiling or not.
Blue States Aim to Tax the Rich More – Is This a Good Idea? 1-20-23
Here, Scott discusses progressive lawmakers in blue states are pushing in a coordinated way to raise taxes on the wealthy.
Jobless Claims Come in Low – Good News & Bad News 1-20-23
In this episode, Scott discusses: New jobless claims came in low at 190000. This signals the labor market remains tight and will give the Fed the ability to keep raising rates albeit at a slower pace.
3 CEOs in the News this AM 1-20-23
In this episode Scott Becker Discusses:
CEO of Google announces job cuts of 12,000 people, 6% of its workforce. Reid Hastings the noted founder of Netflix is moving to the role of Executive Chairman from Co-Ceo. Jamie Dimon the well-regarded CEO of JP Morgan made $34 million last year.14 Stories We Are Following This AM 1-20-23
In this episoe Scott Becker discusses:
The markets fell again yesterday. Futures are flat this AM. New jobless claims came in low at 190,000. Google announced job cuts of 12,000 people, 6% of its workforce. Progressive lawmakers in blue states are pushing in a coordinated way to raises taxes on the wealthy. Jamie Dimon the well-regarded CEO of JP Morgan made $34 million last year. Reid Hastings the noted founder of Netflix is moving to the role of Executive Chairman from Co-Ceo. Crypto lender Genesis files for bankruptcy. Bank profits were largely up year over year this past quarter, but investment bank...Fragility and Debt 1-18-23
In this episode Scott Becker discusses how if a business has too much debt, it makes them fragile.
You Must Have a Reason for Being 1-18-23
In this episode Scott Becker discusses why it is important for companies to have their customers have a reason to need them.
Party City 1-18-23
In this episode Scott Becker discusses Party City filing for bankruptcy.
Microsoft Poised to Announce Layoffs 1-18-23
In this episode Scott Becker discusses how Microsoft is the latest mega firm posed to announce layoffs.
Airlines on the Rise 1-18-23
In this episode Scott Becker discusses United Airlines and American expecting great profits in 2023.
9 Stories We Are Following This AM 1-18-23
In this episode Scott Becker discusses:
The markets were mixed yesterday with the Nasdaq slightly up and the S&P 500 and Dow slightly down. Futures point up early this AM. Bitcoin continues to rise as its back at $21,000. Oil is rising again and is up to $82 a barrel. Cannabis is recovering from an awful fourth quarter and last year. The 10 year opens flat at 3.53%. The 1 year treasury has dipped to 4.67%. Goldman Sachs stock dropped nearly 7% yesterday as it missed Q4 earnings forecasts. Party City files for bankruptcy.And more!
Shoutout of the Day: Michellene Davis, President & CEO, National Medical Fellowships, Inc. 1-16-23
In this episode, Scott highlights the exemplary leadership of Michellene Davis, President & CEO, National Medical Fellowships, Inc.
Partnerships are Everything in Business, Life and Sports 1-16-23
In this episode, Scott discusses the importance of partnerships in business, sports, and in life.
How Government Debt Compared to Poorly Managed Individual Credit Card Debt 1-16-23
In this episode Scott Becker compares government debt to poorly managed individual credit card debt.
Portfolio Allocation – BlackRock & Goldman Sachs 1-16-23
In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid building block for portfolios.
3 Different Perspectives on Government Dept 1-16-23
In this episode Scott Becker discusses 3 different perspectives on government debt.
10 Stories We are Following this AM 1-16-23
In this episode Scott Becker discusses:
The markets are closed today in honor of legendary civil rights leader and advocate Martin Luther King and MLK day. In healthcare today’s shout out of the day goes to the remarkable Michellene Davis, Esq., who leads National Medical Fellowships and who is a fierce advocate for health equity. The markets had a great day Friday and for the week last week. Increasingly different perspectives on the national debt debt in DC. Janet Yellen says raise the debt ceiling. Kevin McCarthy says cap government spending. Barron’s writes “Too much government debt c...Recorded Webinar: The Private Equity Deal Outlook for 2023
This webinar, recorded on 1-12-23 discussed the outlook for the private equity deal market in 2023. More or less deals, multiples and more.
The webinar featured:
Rick Kes, Health Care Partner at RSM US LLP
Hector M. Torres, Managing Director, Healthcare Investment Banking at DC Advisory
Moderated by Scott Becker, Partner at McGuireWoods, Publisher at Beckers Healthcare, Board Member, Author
BlackRock Update 1-13-23
BlackRock saw profits and revenues drop in the 4th quarter. But their all-important AUM, or assets under management, grew back to $8.6 trillion. That’s the most important leading indicator for an asset management firm.
Product Fit 1-13-23
In this episode Scott Becker discusses customer or product fit based on conversations with Sanjeev Agrawal. Sanjeev essentially asks “do customers need this to solve a problem?” vs “do they want it?” or “is it nice to have?”.
