Episode Overview

Title: No Good News: 5 Stories We Are Following This Morning
Host: Scott Becker
Date: November 14, 2025

In this brief episode, host Scott Becker presents a rundown of five pressing, largely negative business and private equity stories making news on the morning of November 14th. The episode is marked by an unvarnished tone as Becker moves quickly through a series of economic headlines—offering listeners a pulse check on a tough day across markets, major corporations, and even cryptocurrency.

Key Discussion Points & Insights

1. Stock Markets Hit Hard

[00:14]

• Becker opens with the state of the markets:
  • The previous day saw markets "absolutely crushed."
  • The following morning, markets appeared to be poised for further decline but showed minor signs of stabilization.
• Tone: Somber and direct, reflecting larger economic anxieties.

Quote:
"The markets got absolutely crushed yesterday. They started off looking they were going to get crushed again today, but don't look as bad at this point."
—Scott Becker [00:14]

2. Massive Layoffs at Verizon

[00:25]

• Verizon announces 15,000 layoffs.
• Becker underscores that such large-scale job cuts are "never a good sign" for the country’s economy and workforce confidence.

Quote:
"Verizon, the phone company, announced 15,000 layoffs, never a good sign for our country in the economy."
—Scott Becker [00:25]

3. Tesla’s Market Trouble

[00:36]

• Tesla’s stock suffered a 6% decline the previous day and was trending down again that morning.
• Becker calls attention to continued volatility for one of the most-watched companies in the market.

Quote:
"Tesla got crunched yesterday, dropped 6% yesterday, points down today. Again, we'll see how that shows up."
—Scott Becker [00:36]

4. Michael Burry’s Warning on Tech Stocks

[00:45]

• Michael Burry, famed for his role in predicting the 2008 real estate crisis, is "pouring cold water on tech stocks."
• Burry’s skepticism is highlighted as noteworthy due to his track record. Becker notes ongoing uncertainty as “we’ll see how that goes.”

Quote:
"Big Short author Michael Burry … keeps pouring cold water and tech stocks and says that they're in trouble. We'll see how that goes."
—Scott Becker [00:45]

5. Bitcoin’s Sharp Decline

[00:57]

• Bitcoin has dropped 50% over the last month, a significant blow to crypto proponents.
• Becker sums up the tough stretch for digital assets alongside other market downturns.

Quote:
"Finally, fifth, Bitcoin is down 50% this past month. So if you're a big bitcoin proponent, again, a tough month for bitcoin."
—Scott Becker [00:57]

Memorable Moments

• The episode's succinct format itself is striking—moving briskly through heavy news with little optimism, reflecting the challenging moment in markets and business.
• The phrase “no good news” and the repeated sign-offs on tough news stories set the direct, candid tone of the segment.

Key Timestamps

• 00:14 – Market and opening remarks
• 00:25 – Verizon’s 15,000 layoffs
• 00:36 – Tesla’s stock decline
• 00:45 – Michael Burry’s tech stock warning
• 00:57 – Bitcoin’s 50% drop

Conclusion

Scott Becker’s morning roundup is a punchy and sobering take on a day filled with negative headlines—plunging stock markets, tech warnings from a prescient critic, major layoffs, and the crash of flagship companies and cryptocurrencies. The essence of the episode is captured in Becker’s plainspoken, rapid delivery: a wake-up call for listeners following private equity and broad business developments.