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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.
In this episode, Scott Becker reviews a modest market rebound after a difficult week, highlights year to date declines in the S&P and Nasdaq, and discusses outlooks for Microsoft, Amazon, and NVIDIA as investors assess opportunities among the Magnificent Seven.
In this episode, Bart Walker and Kevin McGinnis, partners at McGuireWoods LLP, discuss the leadership traits that set great law firm leaders apart, including emotional intelligence, visibility, and recognition of team success. They also share insights on how AI, remote work, and evolving client expectations are shaping the future of legal practice.
In this episode, Scott Becker discusses how NVIDIA continues to outperform many peers in the Magnificent Seven by supplying the critical chips and infrastructure powering the global artificial intelligence boom.
In this episode, Scott Becker discusses growing cracks in the private credit market, highlighting rising default rates, redemption and liquidity pressures, and increasing concerns about underwriting standards after years of rapid growth.
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