Becker Private Equity & Business

In this episode, Scott discusses how fascinating it is to see a perennial later round pick grow into a person where people now trade up for him and say "I need and want him on my team". Listen to the emerging story of Greg Falberg. A story of growth and perseverance. A special shout out to Mark Abramson who also deserves the same shout out for his commitment to lifelong learning.

In this episode, we are joined by recurring guest, Mark Peysakhovich, Managing Partner of MBM Advantage. Here, he shares some good and bad news in the cannabis sector.

In this episode Scott Becker discusses:

Futures point up today after an awful last week in the markets. Yesterday, the Dow and S&P 500 were down but the Nasdaq registered a small gain.

Nvidia reported good results for the first quarter even though the rest of the chip industry seemed to report awful results.

Read "Bond king Jeff Gundlach- Here comes the hard economic landing" - Brian Sozzi at Yahoo Finance.

The Fed faces a daunting task in fighting inflation and using rate hikes to fight them. The borrowing costs can be crushing, and the Fed is fighting the US government which keeps spending more than it brings in and thus also adds to inflation.

Jobless claims came in low this week at 192,000. This means the labor market remains tight and the Fed may stay aggressive.

As the West backs Ukraine and China back Russia, this has the potential to escalate if world leaders can't find a way to engage here with Ukraine and Russia.

And more!

In this episode, Scott discusses five indications that the economy is in trouble, including some signs from major retail chains and large investing firms.

In this episode, Scott discusses communication Black Rock has sent to its investors that may be cause for concern.

In this episode, Scott discusses nine notable stories he's following today, including new economic predictions.

In this episode Scott Becker discusses today’s bad day in the markets.

Justin Breen, Founder at BrEpic Communications, re-joins the podcast to discuss key thoughts and takeaways from listening to motivational speaker, Earl Nightingale.

In this episode Scott Becker discusses commercial office defaults and what it means for the state of the economy.

In this episode Scott Becker discusses:

The markets point down today after the S&P and the Nasdaq were also down Friday.

The markets remain up year to date. The Nasdaq is up nearly 13.5%, the Dow a little more than 2% and the S&P 500 6.67%.

The 10 year treasury yield is close to 3.9%, its highest in some time. The 1 year is at 5.04%.

Bitcoin is up 50% year to date and nearing $25,000.

Office buildings start to default on bank loans.

Another article in the WSJ points to a newer type of corporate financial virtue signaling. Companies announce layoffs to please the markets but really cut very few jobs. See " Big Layoff News Doesn't Always Mean Big Job Cuts".

Two types of Treasury default risk. Short term investors are concerned about the US debt limit. Long term they are concerned about the overall debt the US is taking on.