Scott Becker

First, Blackstone, the biggest of the big, is now up 3% year-to-date, which might not seem like much, but most of the year it was down 20% to 30%.

Second, KKR is now up 2.87% year-to-date, and again, this is a rebound from where they've been most of the year.

Third, Palo is down 8.5% year-to-date.

They've not recovered as well as Blackstone and KKR.

And finally, TPG is in the same situation.

This is Scott Becker with the Becker Business Podcast, the Becker Private Equity Podcast.

These are five of the stories that we're following today, and thank you for listening.

First, the markets are rising today on announcements of an EU-U.S.

tariff deal.

I think many people probably think that President Trump is pulling rabbits out of the hat, or wherever they think they're pulling them from.

But this is obviously good news to see some of these trade wars soften and move in the right direction.

Second, Palantir Technologies is rising again.

It's up nearly 110% year to date and has grown to be one of the 20 highest market cap companies in the world by market cap.

A great story today, can Palantir become a trillion dollar company?

I've got a typo in my writing, but can Palantir become a trillion dollar company?

Health insurance companies have a huge problem.

People are using their medical benefits more, meaning the medical loss ratios have gone up.

This means challenges for the insurers.

It also means increasing premiums for us.

Sort of a disaster.