Becker Private Equity & Business

In this episode Scott discusses:

State and local pension funds had their best investment returns this year in 30 years.

Futures are mixed this morning after a great week last week.

The ten years treasury yield has dropped nearly 15 basis points over the last 2 weeks to open today near 1.453.

Blackstone makes Life Sciences bet.

Disney+ is offering special discounts to sign up new subscribers.

Berkshire saw 3rd quarter earnings of $10.34 billion.

The 5th Circuit Federal Appeals Court Blocked President Biden's new vaccine mandate.

Becker's Healthcare is thrilled to host its 9th Annual CEO + CFO Roundtable in Chicago Nov 15 to 17.

In this episode Scott Becker shares 5 thoughts on building a business.

In this episode Scott Becker discusses the recent movement of different sectors of the economy.

In this episode Scott discusses:

The S&P and Nasdaq hit another high yesterday and futures are set to open higher today.

The unemployment rate is down to 4.8 percent in September and is expected to trend lower for October.

Wage inflation is up nearly 5 percent year over year.

The 10 year treasury yield fell to 1.524 based on interest rates raising more slowly.

On the COVID-19 front we are watching approval of vaccines for 5 to 11 year olds, new vaccine mandates, new antiviral pills, and the surge again in cases in parts of Europe.

Peloton reduced its sales forecast and it's shares dropped 4.27 percent during the day and nearly 31 percent last night.

Uber posted record bookings of $23.1 billion and company revenue of $4.85 billion.

The WSJ reports that Toyota's profit surged.

Airbnb had record revenues in the 3rd quarter as people heavily returned to travel.

In this episode Scott Becker discusses Fed Chairman Powell’s leadership.

In this episode Scott Becker discusses "what inning we are in" in various industries.

In this episode Scott discusses:

The stock indexes hit records yesterday.

Futures open mixed this am with the tech driven Nasdaq up and the Dow and S&P essentially flat.

The 10 year treasury yield opens at about 1.57 up from its open yesterday.

Zillow's stock dropped 23 percent yesterday and it's laying off 25 percent of its employees.

The Fed will start to reduce its bond buying by $15 billion a month.

Weekly jobless claims are right around 299000 on average for the last month. Pre pandemic they were around 218000 a weekly average a month.

Lyft rose 14 percent yesterday as its revenues jumped in the 3rd quarter.

Avis dropped 17 percent after being up 100 percent the day before.

Marriot reported revenues of $3.95 billion and profits of $220 million.

The New York Times had a great quarter with profits of $54.7 million on revenues of $509 million. 70 percent of its revenues come from subscriptions.

In this episode Scott Becker discusses 6 pieces of leadership advice from Ruth Krystopolski, Anthony Scaramucci, and Brett Messing.

In this episode Scott Becker discusses 6 notes on Apollo’s record quarter.

In this episode Scott discusses:

All 3 stock indexes hit records yesterday.

The 10 year treasury yield is set to open at close to 1.5490.

The Republican nominee Glenn Youngkin won the governor's race in Virginia.

Apollo had a record quarter of asset sales with sales of $8.8 billion in exits.

Avis Rent a Carstock doubled yesterday as they recovered from the pandemic. The stock literally went up $185 in one day to close near $357.