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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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