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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast

379 episodes — Page 3 of 8

Rivian Reaches a Deal with Uber 3-23-26

In this episode, Scott Becker discusses Rivian securing a $1.25 billion deal to supply 50,000 robo taxis to Uber.

Mar 23, 20261 min

The Markets Are Cautiously Optimistic Today 3-23-26

In this episode, Scott Becker discusses the markets showing cautious gains after last week’s sharp losses, driven by optimism around U.S.–Iran discussions.

Mar 23, 20261 min

Navigating Luxury Real Estate in a Tight Market with Cadey O’Leary of @properties Christie’s International Real Estate

In this episode, Cadey O’Leary, Luxury Real Estate Broker & Developer Strategist at @properties Christie’s International Real Estate, shares insights on inventory challenges, pricing strategy, and emerging opportunities in high-end urban markets. She also discusses her Boutique by Design initiative and how developers and buyers can adapt to shifting demand.

Mar 23, 202623 min

Why Communicating the Why Is Critical for Successful Change with Liz Hutson of EGH, LLC 3-22-26

In this episode, Liz Hutson, Principal Consultant, Owner at EGH, LLC, shares how leaders can drive successful change by clearly communicating the why behind decisions. She explains how connecting organizational goals to individual impact helps teams move from confusion to alignment and action.

Mar 22, 20267 min

Lululemon, Restoration Hardware, & Lucid Motors 3-21-26

In this episode, Scott Becker examines the steep declines of Lululemon, RH, and Lucid Motors, highlighting how difficult it is to maintain market leadership and scale over time.

Mar 21, 20262 min

Top Storylines Shaping the Sports Landscape with David Pivnick of McGuireWoods LLP 3-21-26

In this episode, David Pivnick, Partner at McGuireWoods LLP, breaks down the latest in sports, from the NBA MVP race and playoff implications to the World Baseball Classic and NFL offseason activity.

Mar 21, 202622 min

Inflation, the National Debt, & Housing Prices 3-20-26

In this episode, Scott Becker explores how rising national debt and inflation are driving higher housing prices, with low inventory and government spending creating a cycle that keeps affordability out of reach.

Mar 20, 20263 min

Healthcare Private Equity Update with Holly Buckley of McGuireWoods LLP 3-20-26

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares her perspective on the evolving healthcare private equity landscape, highlighting increased discipline, sector trends, and what is driving deal activity today. She also previews the firm’s Healthcare Private Equity Conference in Chicago, April 29-30, 2026.

Mar 20, 202610 min

Is Vail Resorts in Trouble? 3-19-26

In this episode, Scott Becker breaks down Vail Resorts’ weak winter-driven decline in visits, long-term stock struggles, and its strategic shift toward annual passes to stabilize revenue.

Mar 19, 20263 min

M&A Trends, Private Equity Shifts, and the Discipline Behind Successful Deals with Michael Weis of Weis Burney, LLC 3-19-26

In this episode, Michael Weis of Weis Burney, LLC, shares insights on evolving M&A activity, the changing landscape of private equity and private credit, and the growing valuation disconnect in today’s market.

Mar 19, 202617 min

Can Microsoft Rebound? 3 Quick Points 3-18-26

In this episode, Scott Becker shares discusses Microsoft’s growth in Microsoft Azure and AI keeping its long term outlook strong, despite being down nearly 18% year to date.

Mar 18, 20263 min

Commercial Real Estate Trends and Healthcare Consolidation with Matt Duchamp of Rigby Slack Lawrence Pepper + Comerford, PLLC 3-18-26

In this episode, Matt Duchamp, Partner at Rigby Slack Lawrence Pepper + Comerford, PLLC, shares insights on the strength of industrial real estate and growing demand for healthcare facilities across key markets. He also discusses ongoing consolidation in physician practices, the rise of private equity partnerships, and shifting career preferences among younger physicians.

Mar 18, 202613 min

The Magnificent Seven: 4 Quick Points 3-17-26

In this episode, Scott Becker reviews the latest performance of the Magnificent Seven, highlights leaders and laggards like NVIDIA, Amazon, Tesla, and Microsoft, discusses NVIDIA’s AI conference, Meta’s renewed focus on efficiency, and the massive surge in AI and data center spending.

Mar 17, 20262 min

Integrating Wellbeing into Leadership Performance with Shannon Smith, Founder of Rush360 and Pilates & 3-17-26

In this episode, Shannon Smith, Founder of Rush360 and Pilates & and Strategy Advisor, discusses the growing complexity facing healthcare leaders and why organizations must invest in leadership performance systems alongside operational ones.

Mar 17, 20265 min

The Markets, Microsoft, Amazon, & NVIDIA 3-16-26

In this episode, Scott Becker reviews a modest market rebound after a difficult week, highlights year to date declines in the S&P and Nasdaq, and discusses outlooks for Microsoft, Amazon, and NVIDIA as investors assess opportunities among the Magnificent Seven.

Mar 16, 20262 min

Leadership, Client Trust, and the Future of Legal Practice with Bart Walker & Kevin McGinnis of McGuireWoods LLP 3-16-26

In this episode, Bart Walker and Kevin McGinnis, partners at McGuireWoods LLP, discuss the leadership traits that set great law firm leaders apart, including emotional intelligence, visibility, and recognition of team success. They also share insights on how AI, remote work, and evolving client expectations are shaping the future of legal practice.

Mar 16, 202636 min

NVIDIA & Why it Keeps Winning 3-14-26

In this episode, Scott Becker discusses how NVIDIA continues to outperform many peers in the Magnificent Seven by supplying the critical chips and infrastructure powering the global artificial intelligence boom.

Mar 14, 20262 min

Is Private Credit in Trouble? 3 Quick Points 3-13-26

In this episode, Scott Becker discusses growing cracks in the private credit market, highlighting rising default rates, redemption and liquidity pressures, and increasing concerns about underwriting standards after years of rapid growth.

Mar 13, 20263 min

The Markets & Private Credit Are Tanking: 10 Stories We Are Following Today 3-12-26

In this episode, Scott Becker reviews 10 key market stories including falling indexes amid Middle East tensions, rising oil prices, private credit concerns, and more.

Mar 12, 20263 min

4 Thoughts & Concepts for the Week 3-11-26

In this episode, Scott Becker shares 4 concepts for the week focused on making small changes for big impact, striving to do your best work daily, committing to deep high-quality work, and staying focused on the core priorities that drive meaningful results.

Mar 11, 20262 min

The 10 Largest Berkshire Hathaway Holdings 3-10-26

In this episode, Scott Becker reviews the top 10 holdings in Berkshire Hathaway’s portfolio.

Mar 10, 20262 min

The Markets Point Down, PE Funds Are Tanking: 5 Stories We Are Following Today 3-9-26

In this episode, Scott Becker reviews five key market stories including stocks trending down amid oil price spikes and Fed uncertainty, while major private equity firms like Blackstone, KKR, and Apollo face steep year to date losses.

Mar 9, 20262 min

A Shout Out to Unconditionally Constructive People 3-6-26

In this episode, Scott Becker highlights the power of positivity and gives shout outs to unconditionally constructive professionals.

Mar 6, 20263 min

8 Pieces of Career Advice 3-5-26

In this episode, Scott Becker shares 8 practical career lessons inspired by Guy Kawasaki and Chris Karam.

Mar 5, 20262 min

Payment Reform, Physician Independence, and Rebuilding Healthcare’s Architecture with Dutch Rojas 3-5-26

In this episode, Dutch Rojas, Founder of Bliksem Health, shares his candid perspective on structural misalignment in healthcare, arguing that payment reform and site neutral policies are key to lasting change.

Mar 5, 202619 min

5 Stories Shaping the Markets Today 3-4-26

In this episode, Scott Becker breaks down five forces shaping the market including a rebound on easing Iran war fears, South Korea’s sharp selloff, unexpected gains at Best Buy and Target, and more.

Mar 4, 20262 min

Billy Bloom on Building Bloom Financial and the Retire As You Desire Philosophy 3-4-26

In this episode, Billy Bloom, President of Bloom Financial, host of the Retire As You Desire, and founder of Diane Money, shares how he launched his firm at 28 to address integrity gaps in financial services and built it from scratch. He discusses risk management before retirement, multigenerational wealth planning, hiring the right team, and […]

Mar 4, 202625 min

The Magnificent 7 & Their YTD Results + More 3-3-27

In this episode, Scott Becker breaks down year to date results for the Magnificent 7 including Microsoft, Tesla, Amazon, Nvidia, Apple, Meta Platforms, and Alphabet.

Mar 3, 20263 min

CEO in the Spotlight: Karolyn Raphael of Winger Marketing 3-3-26

In this episode, Karolyn Raphael, President and Owner of Winger Marketing, reflects on leading the firm through reinvention, building leaders from within, and aligning marketing strategy with business goals. She shares practical insights on multi channel amplification, LinkedIn thought leadership, executive presence, and how disciplined branding drives measurable growth.

Mar 3, 202629 min

Palantir Technologies: 3 Quick Points 3-2-26

In this episode, Scott Becker explains how Palantir Technologies’s unique embedded role in government and military intelligence AI drives stock performance amid geopolitical conflict.

Mar 2, 20263 min

Building Great Businesses with Scott Becker & Becky Robinson of Weaving Influence 3-2-26

In this webinar turned podcast, Scott Becker is interviewed by Becky Robinson, founder and CEO of Weaving Influence on his upcoming book “Building Great Businesses: Create Momentum, Overcome Setbacks, and Scale with Confidence”.

Mar 2, 202652 min

The Dumbest Things I Do: Part Two 2-28-26

In this episode, Scott Becker discusses the oddly satisfying habit of adding finished tasks to his to do list just to cross them off.

Feb 28, 20262 min

Advice and Observations from David Pivnick on Building Elite and Winning Careers at the Highest Level 2-27-26

In this webinar turned podcast, Scott Becker speaks with David Pivnick, Partner at McGuireWoods LLP, about the habits and mindset behind sustained professional success, from setting clear goals and showing up consistently to balancing family, strengths, and long term career planning.

Feb 27, 202637 min

Circle Internet Surges 2-27-25

In this episode, Scott Becker highlights a sharp surge in Circle Internet Group driven by strong crypto earnings.

Feb 27, 20262 min

Is the Era of Private Equity Over? 2-26-26

In this episode, Scott Becker examines how firms like Blackstone, KKR, and Apollo Global Management are under pressure from high interest rates, stalled exits, and too many funds chasing too few deals

Feb 26, 20262 min

Healthcare Private Equity Trends and Innovation with Amber Walsh of McGuireWoods LLP 2-26-26

In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares how this year’s Healthcare Private Equity Conference is organized around life sciences, traditional provider services, innovation, and operational excellence.

Feb 26, 202613 min

Berkshire Hathaway & Their Big Holdings 2-26-26

In this episode, Scott Becker reviews how Warren Buffett’s Berkshire is trimming stakes in Apple and Bank of America, with American Express emerging as a potential top holding as the firm rebalances away from former growth giants.

Feb 26, 20262 min

Strategy vs Execution & Defining Your Ideal Customer 2-25-26

In this episode, Scott Becker emphasizes that success comes from focusing on a few clear priorities, executing relentlessly, and clearly defining your ideal customer profile rather than chasing too many competing strategies.

Feb 25, 20261 min

Amazon vs Walmart 2-25-26

In this episode, Scott Becker weighs Amazon overtaking Walmart in revenue while lagging in stock performance, as heavy AI and technology spending raises fresh questions about Amazon’s cash flow and profitability.

Feb 25, 20261 min

The Good, the Bad, & the Ugly 2-24-26

In this episode, Scott Becker contrasts strong luxury demand with troubling data showing minimal retirement savings for most Americans and rising worker anxiety about the job market.

Feb 24, 20262 min

Inside Healthcare Private Equity and Policy with Dr. David Klein and Joseph Mercer of Marwood Group

In this episode, David Klein, MD, MBA, Senior Advisor at Marwood Group and Board Member of Northwest Healthcare REIT & Joseph Mercer, Managing Director at Marwood Group join Scott Becker to examine regulatory volatility, state budget pressures, compliance scrutiny, and emerging opportunities shaping healthcare investing and private equity strategy.

Feb 24, 202626 min

The Markets Are Tanking, Lamborghini Exits EVs, & Is the Private Credit Market in Trouble? 2-23-26

In this episode, Scott Becker covers a market selloff, Lamborghini stepping back from electric SUVs, and Blue Owl Credit halting fund redemptions that signal potential stress in private credit.

Feb 23, 20262 min

Healthcare Real Estate Trends and Capital Markets with Seth Gilford, Vice President, Healthcare Capital Markets at Transwestern 2-24-26

In this episode, Seth Gilford, Vice President of Transwestern’s national healthcare capital markets platform discusses why leading physician groups are attractive tenants, the rise of outpatient and freestanding ED developments, and what investors are prioritizing in today’s market.

Feb 23, 20267 min

Building Project Plans Ready for the Unexpected with Liz Hutson of EGH, LLC 2-22-26

In this episode, Liz Hutson, Principal Consultant and Owner at EGH, LLC, shares practical strategies for resilient project planning.

Feb 21, 20268 min

Wayfair Takes it on the Chin 2-21-26

In this episode, Scott Becker breaks down Wayfair’s wider than expected net loss, shrinking customers, and margin pressure.

Feb 21, 20261 min

Is Private Credit in Trouble: The Blue Owl Capital Story 2-20-26

In this episode, Scott Becker examines Blue Owl’s decision to halt retail fund redemptions, recent asset sales to meet withdrawals, and what the move signals about broader stress and exit challenges across the private credit market.

Feb 20, 20261 min

Avis Gets Crushed by Electric Vehicles 2-20-26

In this episode, Scott Becker discusses Avis Budget Group’s shares dropping about 24%.

Feb 20, 20261 min

Healthcare Private Equity Strategy and Deal Trends with Holly Buckley of McGuireWoods LLP 2-20-26

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares what is driving strong deal flow in healthcare private equity and previews key themes at the firm’s annual Healthcare Private Equity Conference in Chicago, April 29-30, 2026.

Feb 20, 20269 min

Klarna, Avis, CarMax, & KKR 2-19-26

In this episode, Scott Becker reviews sharp stock drops across Klarna, Avis, CarMax, and KKR, highlighting shrinking margins, weak earnings, and private equity headwinds.

Feb 19, 20261 min

Amazon vs. Walmart: Does Size Matter? 2-19-26

In this episode, Scott Becker breaks down Amazon surpassing Walmart in annual revenue and asks whether bigger truly means better.

Feb 19, 20261 min