Podcast Episodes
Back to SearchConsulting 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 weeks, 5 days 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 weeks, 5 days 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 weeks, 6 days ago
Roomba Goes Broke 12-15-25
In this episode, Scott Becker explores Roomba’s sudden bankruptcy filing.
3 weeks, 6 days ago
Robinhood Gives Back Some of Its Gains 12-14-25
In this episode, Scott Becker breaks down Robinhood’s sharp slowdown in November, with equity and crypto trading volumes dropping significantly despi…
4 weeks ago
Carvana is in First Gear 12-13-25
In this episode, Scott Becker explores Carvana’s rapid rebound from its near bankruptcy in 2022.
4 weeks, 1 day ago
Private Equity in Healthcare: Current Trends & Issues 12-13-25
In this episode, Scott Becker breaks down the current trends, risks, and opportunities in private equity investing in healthcare.
4 weeks, 1 day ago
U.S. Jobs Claims Jump 12-13-25
In this episode, Scott Becker reviews the Fed’s recent 25 basis point rate move.
4 weeks, 1 day ago
Lululemon: Ding Dong the Witch is Dead 12-12-25
In this episode, Scott Becker breaks down Lululemon’s sharp decline in performance, the exit of CEO Calvin McDonald, and ongoing struggles with U.S. …
4 weeks, 2 days ago
Evaluating Talent and Building Strong Team with David Pivnick, Partner at McGuireWoods LLP 12-12-25
In this episode, David Pivnick, Partner at McGuireWoods LLP, discusses how he assesses talent, the importance of work ethic and leadership, and how t…
4 weeks, 2 days ago