Episode Overview
Podcast: Becker Private Equity & Business Podcast
Host: Scott Becker
Episode: 10 Quick Notes 8-20-25
Date: August 20, 2025
In this rapid-fire solo episode, Scott Becker shares ten insightful notes ranging from market updates and key industry trends to upcoming conferences, noteworthy sponsors, and developments in healthcare, tech, and private equity. The episode blends business news with announcements and personal reflections on leadership and networking.
Key Discussion Points & Insights
1. Podcast Growth and New Sponsors
- Scott announces two new sponsored podcasts joining the Becker network: Michael Weiss (a lawyer and longtime colleague) and Travis Guerra (search business professional).
- Quote:
"Michael Weiss, thank you so much. A brilliant lawyer and long term colleague. And also Travis Guerra, brilliant person in the search business." — Scott Becker [00:28]
2. Market Update
- The market is down both today and yesterday; a cooling period in the tech sector is observed.
- Peloton and Palantir stocks are both down, with Palantir experiencing five consecutive down days. Peloton’s year-to-date performance is weak.
- Notable short seller activity against Palantir is highlighted with a playful tongue-twister.
- Quote:
"A notorious short seller is also shorting Palantir. Try and say that five times quickly." — Scott Becker [00:55]
3. Companies on the Rise
- Premier and Intel have had positive developments:
- Premier reports its best quarter in revenue and earnings in a long time.
- Intel is bringing in an outside investor.
- Softbank is also noted to be trending upward.
- Quote:
"Premier had its best quarter of revenues and earnings in a long time. Intel is bringing in an outside investor. Softbank seems to be on the rise too." — Scott Becker [01:15]
4. Speaking Engagements
- Scott is scheduled to speak on healthcare and ambulatory surgery center (ASC) trends:
- Georgia State ASC Meeting this Thursday in Atlanta.
- Becker’s Healthcare ASC Conference in October.
- Quote:
"I'm very excited to speak health care and ASC trends at the Georgia State ASC meeting this Thursday in Atlanta." — Scott Becker [01:35]
- Contact information is shared for those interested in conferences or speaking topics.
5. Upcoming Conferences & Podcast Recordings
- Scott will record podcasts at the Maguire Woods Growth and Operations Conference in Charlotte (September 16–17).
- Listeners are encouraged to reach out for more information or participation.
6. Leadership Discussion
- Upcoming leadership-focused podcast with Hallie Buckley and David Pivnick (Maguire Woods).
- Both are praised as "great, great leaders."
- Quote:
"Talk leadership today...with Maguire Woods legends Hallie Buckley and David Pivnick. Great, great leaders." — Scott Becker [02:10]
7. Health IT & Revenue Cycle Management
- Scott will moderate eight sessions over two days at the Becker's Healthcare Health IT, Digital Health, and Revenue Cycle Management Conference.
- Recent interview with Nick Warfield of Ziglar on revenue cycle trends.
- Shoutout to AI in revenue cycle leaders: Ekasa (company), co-founders Malika Waliade and Benjamin Beetle Ribby.
- Quote:
"The godfather of AI and revenue cycle is really Ekasa and their co-founders Malika Waliade and Benjamin Beetle Ribby." — Scott Becker [02:40]
8. Founders, Leaders, and Investors Series
- Plans underway for the next Founders, Leaders & Investors commercial real estate webinar.
- Open invitation to suggest new ideas for the series.
- Quote:
"If you have ideas, please again text Scott Becker 773-766-5322." — Scott Becker [03:05]
9. Health IT Conference Panel Additions
- The Health IT conference will feature a new panel from the Founders, Leaders & Investors Series, with prominent leaders:
- Steve Klaskow (General Catalyst)
- Venkat Mokurla (founder of Midstream)
- Manav Sivak (founder of Memorial Health)
- Mahool Mehta (founder of Fairy Health)
- Quote:
"Brilliant founder of Memorial Health and finally Mahool Mehta, founder of Fairy Health. Fantastic." — Scott Becker [03:25]
10. National Medical Fellowships Gala
- Excitement about attending the National Medical Fellowships Gala (October 3).
- Organization supports underprivileged students pursuing medical school.
- Expresses admiration for key figures: Michelin Davis, Derek Fish, Dr. Moot Tomlinson, and Lloyd Dean.
- Personal note: Looking forward to sharing the event with family.
- Quote:
"NMF helps underprivileged people go to med school. We're a huge fan of Michelin Davis and Derek Fish. Thrilled to see them. Honor Leader, Author, Dr. Moot Tomlinson and... Lloyd Dean." — Scott Becker [03:45]
Notable Quotes
-
On market turbulence:
"A little bit of the ear is being taken out of the tech bubble. We'll see how that goes." — Scott Becker [00:40]
-
On networking and events:
"What a great pleasure this is to get a visit with so many people every day." — Scott Becker [04:15]
Key Timestamps
- 00:28 – Introduction of new sponsored podcasts and partners
- 00:40 – Market update and tech bubble commentary
- 00:55 – Palantir/Peloton stock analysis and short-seller anecdote
- 01:15 – Premier and Intel positive movement; Softbank mention
- 01:35 – Scott’s upcoming healthcare speaking engagements
- 02:10 – Leadership podcast with Hallie Buckley and David Pivnick
- 02:40 – Health IT conference sessions and AI leaders in revenue cycle
- 03:05 – Founders, Leaders & Investors webinar series update
- 03:25 – New panelists for Health IT conference
- 03:45 – National Medical Fellowships Gala details
- 04:15 – Closing gratitude and networking reflection
Summary Tone
Scott’s tone is warm, enthusiastic, and highly network-driven, with gratitude toward longtime colleagues, a continual focus on collaboration, and excitement about industry trends and events. He offers frequent invitations for listeners to connect, reinforcing the podcast’s community-centric mission.