Podcast Episodes
Back to SearchMicrosoft, Facebook, + 10 Stories We Are Following This Week 1-30-26
In this episode, Scott Becker shares insights into Microsoft’s sharp stock decline, Meta’s rebound, healthcare payers, Starbucks, the Fed, and more.
1 month, 3 weeks ago
Microsoft Gets Crushed 1-29-26
In this episode, Scott Becker explains Microsoft’s roughly 12% drop despite solid earnings, driven by slower cloud growth and high market expectation…
1 month, 3 weeks ago
Put the Money Away While Times Are Good 1-29-26
In this episode, Scott Becker reflects on why strong income years can create a false sense of permanence and encourages saving early to take full adv…
1 month, 3 weeks ago
Starbucks, Amazon, Apple, & Epic 1-28-26
In this episode, Scott Becker highlights Starbucks’ turnaround in customer experience, Amazon’s push to improve margins through layoffs, and how Appl…
1 month, 3 weeks ago
UnitedHealthcare Gets Crushed 1-28-26
In this episode, Scott Becker breaks down UnitedHealthcare’s sharp stock drop, strong recent earnings, and troubling signals including projected reve…
1 month, 3 weeks ago
How Major Weather Events Shape Healthcare Investing and Dealmaking with Amber Walsh of McGuireWoods LLP 1-27-26
In this episode, Scott Becker speaks with Amber Walsh of McGuireWoods LLP, about the economic impact of major storms, from GDP losses to business dis…
1 month, 3 weeks ago
United Healthcare, Google, the 5 Largest Market Cap Stocks, & More 1-27-26
In this episode, Scott Becker discusses UnitedHealthcare’s drop on lower revenue expectations while Alphabet, Nvidia, and other mega cap tech stocks …
1 month, 3 weeks ago
Alphabet Google Remains on Fire 1-26-26
In this episode, Scott Becker discusses why Alphabet continues to look like a compelling growth stock ahead of its upcoming earnings report.
1 month, 3 weeks ago
The Planning Gap: Why Most $1–20M Companies Stall Out with Yarin Gaon of Fractional Partners 1-26-26
In this episode, Yarin Gaon, Investor and Founder of Fractional Partners, explains why many companies in the $1 to $20 million range stall despite st…
1 month, 3 weeks ago
People That Require Minimal Supervision Are the Greatest 1-24-26
In this episode, Scott Becker highlights the value of colleagues who require minimal supervision and consistently deliver results, creating true leve…
2 months ago