Podcast Episodes
Back to SearchUnemployment Surges 12-18-25
In this episode, Scott Becker discusses the rise in unemployment to its highest level in more than 4 years.
3 months, 1 week ago
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 ma…
3 months, 1 week ago
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 shrugg…
3 months, 1 week ago
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 …
3 months, 1 week ago
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 a…
3 months, 1 week ago
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 …
3 months, 1 week ago
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…
3 months, 1 week ago
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…
3 months, 1 week ago
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.
3 months, 1 week ago
Roomba Goes Broke 12-15-25
In this episode, Scott Becker explores Roomba’s sudden bankruptcy filing.
3 months, 1 week ago