Portfolio Allocation – BlackRock & Goldman Sachs 1-16-23
In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid build...
16 Jan 20232min
3 Different Perspectives on Government Dept 1-16-23
In this episode Scott Becker discusses 3 different perspectives on government debt.
16 Jan 20231min
10 Stories We are Following this AM 1-16-23
In this episode Scott Becker discusses: The markets are closed today in honor of legendary civil rights leader and advocate Martin Luther King and MLK day. In healthcare today’s shout out of the day g...
16 Jan 20233min
Recorded Webinar: The Private Equity Deal Outlook for 2023
This webinar, recorded on 1-12-23 discussed the outlook for the private equity deal market in 2023. More or less deals, multiples and more. The webinar featured: Rick Kes, Health Care Partner at RSM U...
13 Jan 202332min
BlackRock Update 1-13-23
BlackRock saw profits and revenues drop in the 4th quarter. But their all-important AUM, or assets under management, grew back to $8.6 trillion. That’s the most important leading indicator for an asse...
13 Jan 20231min
Product Fit 1-13-23
In this episode Scott Becker discusses customer or product fit based on conversations with Sanjeev Agrawal. Sanjeev essentially asks “do customers need this to solve a problem?” vs “do they want it?” ...
13 Jan 20231min
Porsche vs VW 1-13-23
In this episode Scott discusses Porsche going in the right direction vs VW going in the wrong direction.
13 Jan 20232min
When to Abandon a Project, Goal, or Company 1-13-23
In this episode Scott Becker discuisses when is the right time to abandon a project, goal, or company. Based on his recent conversation with Elizabeth Hutson, the four key choices are: Stay the course...
13 Jan 20233min
