Becker Private Equity & Business Podcast

Latest Episodes:

Healthcare Private Equity, and Setting the Agenda for the Year Ahead with Holly Buckley of McGuireWoods LLP 12-16-25 Dec 16, 2025

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In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares insights on the J.P. Morgan Healthcare Conference, goal setting in a changing market, and what she is watching across healthcare and private equity. She also previews the upcoming McGuireWoods Healthcare Private Equity Conference and discusses priorities shaping dealmaking in the year ahead.

Consulting Services: The Good, the Bad, & the Ugly 12-16-25 Dec 16, 2025

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In this episode, Scott Becker breaks down the realities of consulting services, outlining when they truly add value, when they fall short as packaged products, and when they become costly and ineffective.

Is NVIDIA Undervalued? 12-16-25 Dec 16, 2025

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In this episode, Scott Becker examines whether Nvidia may still be undervalued despite being the world’s highest market cap company, strong free cash flow, and rapid revenue growth.

Alphabet Keeps Winning 12-15-25 Dec 15, 2025

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In this episode, Scott Becker breaks down Alphabet’s standout performance and also highlights their lesser known SpaceX investment.

Roomba Goes Broke 12-15-25 Dec 15, 2025

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In this episode, Scott Becker explores Roomba’s sudden bankruptcy filing.

Robinhood Gives Back Some of Its Gains 12-14-25 Dec 14, 2025

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In this episode, Scott Becker breaks down Robinhood’s sharp slowdown in November, with equity and crypto trading volumes dropping significantly despite the stock being up over 200% year to date.

Carvana is in First Gear 12-13-25 Dec 13, 2025

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In this episode, Scott Becker explores Carvana’s rapid rebound from its near bankruptcy in 2022.

Private Equity in Healthcare: Current Trends & Issues 12-13-25 Dec 13, 2025

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In this episode, Scott Becker breaks down the current trends, risks, and opportunities in private equity investing in healthcare.

U.S. Jobs Claims Jump 12-13-25 Dec 13, 2025

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In this episode, Scott Becker reviews the Fed’s recent 25 basis point rate move.

Lululemon: Ding Dong the Witch is Dead 12-12-25 Dec 12, 2025

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In this episode, Scott Becker breaks down Lululemon’s sharp decline in performance, the exit of CEO Calvin McDonald, and ongoing struggles with U.S. sales and merchandising.

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