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In this episode, Scott Becker reviews how Warren Buffett’s Berkshire is trimming stakes in Apple and Bank of America, with American Express emerging as a potential top holding as the firm rebalances away from former growth giants.
In this episode, Scott Becker emphasizes that success comes from focusing on a few clear priorities, executing relentlessly, and clearly defining your ideal customer profile rather than chasing too many competing strategies.
In this episode, Scott Becker weighs Amazon overtaking Walmart in revenue while lagging in stock performance, as heavy AI and technology spending raises fresh questions about Amazon’s cash flow and profitability.
In this episode, Scott Becker contrasts strong luxury demand with troubling data showing minimal retirement savings for most Americans and rising worker anxiety about the job market.
In this episode, David Klein, MD, MBA, Senior Advisor at Marwood Group and Board Member of Northwest Healthcare REIT & Joseph Mercer, Managing Director at Marwood Group join Scott Becker to examine regulatory volatility, state budget pressures, compliance scrutiny, and emerging opportunities shaping healthcare investing and private equity strategy.
In this episode, Scott Becker covers a market selloff, Lamborghini stepping back from electric SUVs, and Blue Owl Credit halting fund redemptions that signal potential stress in private credit.
In this episode, Seth Gilford, Vice President of Transwestern’s national healthcare capital markets platform discusses why leading physician groups are attractive tenants, the rise of outpatient and freestanding ED developments, and what investors are prioritizing in today’s market.
In this episode, Liz Hutson, Principal Consultant and Owner at EGH, LLC, shares practical strategies for resilient project planning.
In this episode, Scott Becker breaks down Wayfair’s wider than expected net loss, shrinking customers, and margin pressure.
In this episode, Scott Becker examines Blue Owl’s decision to halt retail fund redemptions, recent asset sales to meet withdrawals, and what the move signals about broader stress and exit challenges across the private credit market.
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