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Cap Apply this is Scott Becker with the Becker Business and the Becker Private Equity Podcast. These are five stories shaping the market today. Number one, the markets are rebounding some today in hopes that there will be some off ramp ultimately to the Iran war. And there's a good story in Yahoo Finance about why the markets might be having a change of heart about the Iran war. But again, the markets point up today for the first day and seems like several days they're moving in the right direction. Second, venture capital funds early stage investors are doubling down on defense and industrial stocks. Latest example, this is a 16 and thrive capital leading an investment in Anderol which is a drone maker. But but again the last couple days I've been bombarded with people in early stage venture capital, defense, industrial stocks. God knows the country needs those. Third story we're following. The South Korean stock market tanked the last couple days yesterday which was one of its biggest loss days ever. We'll see if it rebounds again. One of the age old stories. Lots of leverage being used in South Korea to invest in stocks. Heavily leveraged investors and when market turns down a little bit they get crushed. Fascinating to watch. Debt as we always say kills companies, families and countries. So that's the story on South Korea the last couple days. The four store we're following both Best Buy and Target each rise despite soft revenues and soft earnings. Best Buy was up 7% yesterday. Target up 6.74% yesterday. Best Buy slightly down year to date. Target up 23 and a half percent year to date. I think the most fascinating I'm seeing is is a page out of the Netflix book. More and more they're making money from non their non traditional businesses. Best Buy saw growth in their ads and digital marketplace business. Again high margin, low, low additional overhead businesses where they're getting some profit in growth. The fifth story we're following today and this is really a story for everybody. My golf game remains in a total state of disarray. A tough loss yesterday. It is what it is. I immediately went to the drawing board article I saw this morning. Five tips to enhance your skills and become better golfer in 2025. We'll see if it helps. Thank you for listening to the Becker business and the Becker private equity podcast. Thank you as always.
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Episode: 5 Stories Shaping the Markets Today 3-4-26
Date: March 4, 2026
Scott Becker dives into five pivotal stories influencing the business and investment landscape as of March 4, 2026. The episode captures his market observations, anecdotes, and crisp opinions, running through factors from global conflict impact to trends in retail, venture capital’s evolving interests, and even a personal note on his golf game.
"The markets are rebounding some today in hopes that there will be some off ramp ultimately to the Iran war...the markets point up today for the first day and seems like several days they're moving in the right direction." — Scott Becker [00:18]
"Last couple days I've been bombarded with people in early stage venture capital, defense, industrial stocks. God knows the country needs those." — Scott Becker [00:43]
"Lots of leverage being used in South Korea to invest in stocks. Heavily leveraged investors and when market turns down a little bit they get crushed...Debt as we always say kills companies, families and countries." — Scott Becker [01:09]
"More and more they're making money from their non-traditional businesses. Best Buy saw growth in their ads and digital marketplace business. Again, high margin, low additional overhead businesses where they're getting some profit in growth." — Scott Becker [01:44]
"My golf game remains in a total state of disarray. A tough loss yesterday. It is what it is. I immediately went to the drawing board article I saw this morning. Five tips to enhance your skills and become better golfer in 2025. We'll see if it helps." — Scott Becker [02:15]
Scott Becker delivers the episode in his trademark brisk, slightly wry, and insightful style, balancing major business trends with personal touches. The result is a digestible, sharp, and engaging recap of business stories that matter right now.