Becker Women's Leadership Podcast

In this episode Scott Becker discusses Walgreens intent to go all in on physician partnerships and acquisitions.

It reflects a return to the concept that the firm who controls the doctors can control healthcare or win in healthcare.

There is a growing and massive shortage of doctors.

The goal to control doctors or own doctors started two to three decades ago with hospitals and practice management companies.

The core concept of control has accelerated on all fronts the last decade.

Most noticeably with the huge payors Optum and CVS, and the massive private equity funds trying to gobble up doctors.

Walgreens and Amazon, like in the old days with slower hospitals to the game, now see the need to hire and partner with more doctors. Ie some hospitals had to play catch up here. Walgreens is now playing catch-up.

Unlike printing money it’s takes years to develop doctors.

This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he talks about trends he is watching in private equity investing, what those trends mean for hospitals & health systems, and more.

In this episode Scott Becker discusses the “No Landing” scenario in which the Fed manages the money tightening in a way that avoids recession in spite of high interest rates and whether or not it is possible.

In this episode Scott Becker discusses how credit card debt is hitting nearly 1 trillion dollars and what it means for the economy.

In this episode Scott Becker discusses:

The big news yesterday was the markets dropping significantly on signs of continued inflation and in turn the perception the Fed will stay aggressive in raising rates.

The Nasdaq dropped 1.8%, the Dow 1.3%, and the S&P 500 1.4%.

The labor market remains tight. Thank goodness given the extent of debt consumers are taking on.

Consumer spending remains strong but it's being propelled by consumer debt.

Futures point down today.

DocuSign announces layoffs.

Lenovo sees sales drop nearly 25% as personal computer sales slow.

DoorDash sales rose greatly last year and last quarter as a whole generation of Americans becomes lazier and relies more on delivery.

In this episode Scott Becker discusses government debt being at 31 trillion dollars.

In this light-hearted episode, Scott discusses the difficulties in finding the right equipment for adult sports.

In this episode Scott Becker discusses how old media has evolved into new media that is distributed on multiple websites by buying distribution.

In this episode Scott Becker discusses the one year treasury rising above 5% and what it means.

In this episode Scott Becker shares a quick market update:

The major indexes closed slightly higher yesterday. The Dow rose .1%, the S&P 500 .3%, and the Nasdaq up .9%.

Futures point slightly down to mixed early this AM.

Treasury yields have jumped the last few days. The 1 year is above 5%, the 10 year rose to 3.81% and 2 year rose to 4.59%.

Airbnb jumped 13% yesterday.

Chip maker TSMC fell 5% on news that Berkshire/Buffett sold a good deal of shares in the firm.

Oil is close to $79 a barrel.

Bitcoin jumped more than 10% yesterday to $24,600.

Roku had a much better quarter than expected and its shares jumped 11% after hours.