Becker Women's Leadership Podcast

In this episode, Scott shares key points from the annual Bane Reports that were released today.

Markets had their worst week of the year this past week. The Dow and S&P 500 were down around 1% Friday and the Nasdaq 1.69% This capped off a bad week in the markets.

The futures point up this AM.

The S&P 500 remains up 3.82% YTD and the Nasdaq 9.7%. The Dow is now down nearly 1% year to date.

For people that make more than $250,000 a year, 60% plus drive Toyotas, Honda and Fords rather than luxury cars.

WSJ reports that PE activity could rebound in the 2nd half of 2023.

Twitter is cutting more jobs to try to get to profitability.

New reports show what both conspiracy and non-conspiracy theorists pretty much knew or suspected. Covid likely came from a lab leak.

And more!

In this episode Scott Becker discusses the 7 largest companies by market cap:

Apple

Microsoft

Google/Alphabet

Amazon

Berkshire Hathaway

Tesla

Nvidia

In this episode Scott Becker discusses the pros and cons of investing in individual stocks as compared to index funds or mutual funds 2-24-23

In this episode Scott Becker discusses:

There is a lot of volatility in individual stocks.

Domino's Pizza fell 12% yesterday on lowering demand for pizza delivery.

Wayfair dropped 23% as they reported a huge loss of customers.

Nvidia rose 14% yesterday.

Beyond Meats rose 13%.

Warner Bros, Discovery dropped 5% on the reporting of a large revenue loss.

Stock indexes are falling sharply today after a core inflation report came in higher than expected.

GDP was revised down slightly for the 4th quarter.

See Fed rate policy is shaking up world of debt" - WSJ.

The consequences of higher interest policy are starting to be seen throughout the economy. The Fed can't reduce inflation alone unless it drastically raises rates. This is a sub optimal solution.

And more!

In this episode Scott Becker discusses how stocks are getting hammered on higher than expected inflation news and how the Fed will respond.

In this episode Scott Becker discusses how more and more big investors are saying to expect a hard landing with the economy.

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 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.