Becker Women's Leadership Podcast
Bank of America Warns That The Fed Will Put Us in a Spot with Real Pain 3-2-23
In this episode Scott Becker discusses the Bank of America warning that the Fed will put consumers and businesses in a position where they feal real economic pain.
To Teach is To Learn 3-2-23
In this episode Scott Becker discusses how the best way to fully learn something is to teach it.
Sticking to Your Core 3-2-23
In this episode Scott Becker discusses the importance of a business knowing its core business and doubling down on it.
3 Stocks that are Moving Today 3-2-23
In this episode Scott Becker discusses the following stocks:
Salesforce Tesla SilvergatePutting People in the Right Place to Succeed 3-1-23
In this episode Scott Becker discusses the importance of putting employees in the right position or job to succeed.
Customer Communication 3-1-23
In this episode Scott Becker discusses the importance of constant customer communication and responsiveness.
‘What to Ask’ with Andrea Belk Olson, CEO, Applied Behavioral Scientist, Pragmadik 3-1-23
This episode features Andrea Belk Olson, CEO, Applied Behavioral Scientist, Pragmadik, & Host, “The Customer Mission Podcast”. Here, she discusses her book, What to Ask – “a concise approach for spotting unspoken customer needs and converting them into real innovations”, advice for young evolving female professionals, her passion for mentoring, and more.
Sales VS Execution 3-1-23
In this episode Scott Becker discusses the concept of Sales vs Execution. He dives into the importance of a company being great at both sales and delivering on promises offered to their clients during the sales process.
Top Stories We Are Following Today 3-1-23
In this episode Scott Becker discusses:
Futures point up this AM for the first time in what seems like a while. Markets fell yesterday with the Dow down .70%, the Nasdaq down .10%, and the S&P 500 down .30%. The 10 year yield is right around 3.91% and the 1 year is around 5.03%. GM announced it is cutting jobs to try and become more profitable. Rivian reported that it lost $4.3 billion last year. President Biden says he intends to raise taxes in his next budget proposal. The student loan relief effort is in front of the Supreme Court. Goldman was down nearly 4% yesterday. HP...Seven Key Points from Berkshire Hathaway’s Recently Released Reports 2-27-23
In this episode, Scott discusses seven key points about Berkshire Hathaway’s recently released reports.
Key Points from the Annual Private Equity Bane Reports 2-27-23
In this episode, Scott shares key points from the annual Bane Reports that were released today.
10 Stories We Are Following Today 2-27-23
Markets had their worst week of the year this past week. The Dow and S&P 500 were down around 1% Friday and the Nasdaq 1.69% This capped off a bad week in the markets. The futures point up this AM. The S&P 500 remains up 3.82% YTD and the Nasdaq 9.7%. The Dow is now down nearly 1% year to date. For people that make more than $250,000 a year, 60% plus drive Toyotas, Honda and Fords rather than luxury cars. WSJ reports that PE activity could rebound in the 2nd half of 2023. Twitter is cutting more jobs to try to get to profitability. New reports show...
The 7 Largest Companies by Market Cap 2-24-23
In this episode Scott Becker discusses the 7 largest companies by market cap:
Apple Microsoft Google/Alphabet Amazon Berkshire Hathaway Tesla NvidiaIndividual Stocks VS Index Funds or Mutual Funds 2-24-23
In this episode Scott Becker discusses the pros and cons of investing in individual stocks as compared to index funds or mutual funds 2-24-23
Top Stories We are Following Today 2-24-23
In this episode Scott Becker discusses:
There is a lot of volatility in individual stocks. Domino’s Pizza fell 12% yesterday on lowering demand for pizza delivery. Wayfair dropped 23% as they reported a huge loss of customers. Nvidia rose 14% yesterday. Beyond Meats rose 13%. Warner Bros, Discovery dropped 5% on the reporting of a large revenue loss. Stock indexes are falling sharply today after a core inflation report came in higher than expected. GDP was revised down slightly for the 4th quarter. See Fed rate policy is shaking up world of debt” – WSJ. The consequences of higher interest policy are starting to be...Stocks Getting Hammered on Higher than Expected Inflation News 2-24-23
In this episode Scott Becker discusses how stocks are getting hammered on higher than expected inflation news and how the Fed will respond.
Big Investors Increasingly Say to Expect Hard Landing in the Economy 2-23-23
In this episode Scott Becker discusses how more and more big investors are saying to expect a hard landing with the economy.
Shoutout of the Day: Greg Falberg and Mark Abramson 2-23-23
In this episode, Scott discusses how fascinating it is to see a perennial later round pick grow into a person where people now trade up for him and say “I need and want him on my team”. Listen to the emerging story of Greg Falberg. A story of growth and perseverance. A special shout out to Mark Abramson who also deserves the same shout out for his commitment to lifelong learning.
Top Stories We Are Following Today 2-23-23
In this episode Scott Becker discusses:
Futures point up today after an awful last week in the markets. Yesterday, the Dow and S&P 500 were down but the Nasdaq registered a small gain. Nvidia reported good results for the first quarter even though the rest of the chip industry seemed to report awful results. Read “Bond king Jeff Gundlach- Here comes the hard economic landing” – Brian Sozzi at Yahoo Finance. The Fed faces a daunting task in fighting inflation and using rate hikes to fight them. The borrowing costs can be crushing, and the Fed is fighting the US gov...Five Leading Indicators That the Economy is Moving in the Wrong Direction 2-22-23
In this episode, Scott discusses five indications that the economy is in trouble, including some signs from major retail chains and large investing firms.
Black Rock Signals Trouble 2-22-23
In this episode, Scott discusses communication Black Rock has sent to its investors that may be cause for concern.
Nine Stories to Follow Today 2-22-23
In this episode, Scott discusses nine notable stories he’s following today, including new economic predictions.
The Markets are Getting Killed Today 2-21-23
In this episode Scott Becker discusses today’s bad day in the markets.
Staying Motivated with Justin Breen, Founder at BrEpic Communications 2-21-23
Justin Breen, Founder at BrEpic Communications, re-joins the podcast to discuss key thoughts and takeaways from listening to motivational speaker, Earl Nightingale.
Commercial Office Defaults 2-21-23
In this episode Scott Becker discusses commercial office defaults and what it means for the state of the economy.
7 Stories We are Following Today 2-21-23
In this episode Scott Becker discusses:
The markets point down today after the S&P and the Nasdaq were also down Friday. The markets remain up year to date. The Nasdaq is up nearly 13.5%, the Dow a little more than 2% and the S&P 500 6.67%. The 10 year treasury yield is close to 3.9%, its highest in some time. The 1 year is at 5.04%. Bitcoin is up 50% year to date and nearing $25,000. Office buildings start to default on bank loans. Another article in the WSJ points to a newer type of corporate financial virtue signaling. Companies announce layoffs to please the markets...Robbie Allen, CEO of One GI on Private Equity Trends in the Healthcare Sector 2-20-23
This episode features Robbie Allen, CEO of One GI. Here, he talks about private equity trends he is watching in the healthcare sector, what those trends mean for hospitals & health systems, and more.
Self Actualization & Clarity of Goals 2-20-23
In this episode, Scott emphasizes the importance of having clear goals in life and in business.
The Economy is Hotter than Expected and Could Lead the Fed to More Aggressive Action & Late Auto Payments Expose Consumer Credit Issues 2-20-23
In this episode Scott Becker discusses:
The economy is hotter than expected and could lead the Fed to more aggressive action. Late auto payments expose consumer credit issues.5 Stories We are Following this AM 2-20-23
In this episode Scott Becker discusses:
2 stories point to a hotter economy than expected and concerns that this will drive the Fed towards more aggressive action. Venture funding hits its lowest point in 9 years. The 4th quarter saw $20.6 billion in VC fundraising. VC is generally considered higher risk higher return than PE. Late auto payments expose consumer credit issues. The WSJ notes the worst numbers in nearly 15 years. And more!Walgreens CEO Intends to Go All In on Physician Acquisitions and Partnerships 2-20-23
In this episode Scott Becker discusses Walgreens intent to go all in on physician partnerships and acquisitions.
It reflects a return to the concept that the firm who controls the doctors can control healthcare or win in healthcare. There is a growing and massive shortage of doctors. The goal to control doctors or own doctors started two to three decades ago with hospitals and practice management companies. The core concept of control has accelerated on all fronts the last decade. Most noticeably with the huge payors Optum and CVS, and the massive private equity funds trying to gobble...Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP on Trends in Private Equity 2-18-23
This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he talks about trends he is watching in private equity investing, what those trends mean for hospitals & health systems, and more.
The No Landing Scenario 2-17-23
In this episode Scott Becker discusses the “No Landing” scenario in which the Fed manages the money tightening in a way that avoids recession in spite of high interest rates and whether or not it is possible.
Credit Card Debt Hitting Nearly 1 Trillion Dollars 2-17-23
In this episode Scott Becker discusses how credit card debt is hitting nearly 1 trillion dollars and what it means for the economy.
8 Stories We are Following Today 2-17-23
In this episode Scott Becker discusses:
The big news yesterday was the markets dropping significantly on signs of continued inflation and in turn the perception the Fed will stay aggressive in raising rates. The Nasdaq dropped 1.8%, the Dow 1.3%, and the S&P 500 1.4%. The labor market remains tight. Thank goodness given the extent of debt consumers are taking on. Consumer spending remains strong but it’s being propelled by consumer debt. Futures point down today. DocuSign announces layoffs. Lenovo sees sales drop nearly 25% as personal computer sales slow. DoorDash sales rose greatly last year and last quarter as a wh...Government Debt Stands at 31 Trillion Dollars 2-16-12
In this episode Scott Becker discusses government debt being at 31 trillion dollars.
Tennis, Golf, Adult Sports and the Endless and Stupid Search for Equipment to Improve One’s Game 2-16-23
In this light-hearted episode, Scott discusses the difficulties in finding the right equipment for adult sports.
Vice Media and New Media 2-16-23
In this episode Scott Becker discusses how old media has evolved into new media that is distributed on multiple websites by buying distribution.
The One Year Treasury Rising Above 5% – What Does This Mean 2-16-23
In this episode Scott Becker discusses the one year treasury rising above 5% and what it means.
Market Update 2-16-23
In this episode Scott Becker shares a quick market update:
The major indexes closed slightly higher yesterday. The Dow rose .1%, the S&P 500 .3%, and the Nasdaq up .9%. Futures point slightly down to mixed early this AM. Treasury yields have jumped the last few days. The 1 year is above 5%, the 10 year rose to 3.81% and 2 year rose to 4.59%. Airbnb jumped 13% yesterday. Chip maker TSMC fell 5% on news that Berkshire/Buffett sold a good deal of shares in the firm. Oil is close to $79 a barrel. Bitcoin jumped more than 10% yesterday to $24,600. Roku had a much better quarter than expected and...
