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Becker Private Equity & Business Podcast

4 Shout-Outs: Jensen Huang, Tim Cook, Haley Jones, & Geoffrey Cockrell 6-3-25

03 Jun 2025

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In this episode, Scott Becker highlights the leadership and resilience of standout leaders in business and healthcare.

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0.109 - 28.204 Scott Becker

This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is going to be four shout outs to four different business leaders from four different places. You're going to get Jensen Wang. You're going to get Tim Cook. You're also going to get Jeff Cockrell. And you're going to get Haley Jones. So we'll call this four shout outs of the day. Haley Jones, Tim Cook.

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28.869 - 51.339 Scott Becker

Jensen Wang, and Jeff Cockrell. So I'll take these in no particular order. The first shout outs I'll give to Tim Cook and Jensen Wang. Each of them, I think, are doing about as good as they can in trying to manage the very complicated political situation and dynamic situation we're in. Now, this is not a knock on President Trump.

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52.177 - 71.322 Scott Becker

I'm a big believer that we needed a reset in some of our trade policy. Yes, I believe we should be running at deficits in total, but I'm also a huge believer that other countries should not put tariffs on us that are higher than we're putting on them. I don't care about all the different literature and thoughts about why that's a good idea.

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71.342 - 91.409 Scott Becker

I just think if they have a 30% tariff on us and we're buying more from them, screw them, and we needed a reset of trade policy, so I'm on board with that. Bear with me on that. But what I do give credit to is Jensen Wang and Tim Cook are right in the middle of this because their companies do a lot of business with China.

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91.43 - 116.785 Scott Becker

In fact, a great book on Apple in China written recently, it's been recommended to me. I've got to read it. Also, Jensen Wang, a Taiwanese-born American immigrant and as good a leader as they come with that beautiful drive of an immigrant. I read the bio on him. I love almost everything that Jensen Wang does. And he's trying to fight these curbs on sales of chips to China. Now, here's the deal.

117.125 - 138.361 Scott Becker

I'm not necessarily disagreeing with President Trump that we have to be very careful what chips we sell to China. I'm also in agreement with President Trump that we've got to be careful in how much we buy into all of our manufacturing to China versus spreading that out to India and some other countries so we're not so reliant on one other country that it sometimes feels like an enemy.

138.883 - 159.614 Scott Becker

So I give Jensen Wang and Tim Cook tremendous credit for trying to navigate this political situation and what a difficult political situation it is to measure and to figure out. So that's my first shout out today. Go to Tim Cook and Jensen Wang for having the backbone to try and navigate the situation with President Trump and not easy to do.

159.634 - 181.39 Scott Becker

Our next shout outs are going to go to a couple of professionals I've been fortunate to work with for a long time. They, by the time they hear this, because I've already gone through this whole first part on Trump, Jensen Wong, and Tim Cook, might already hate the podcast for believing that I wasn't hard enough, or I was too nice to President Trump, or that I should have been very positive.

181.53 - 203.665 Scott Becker

I don't know what their politics are, but sometimes if I don't bash President Trump enough, people are upset. But we're not in that business, so bear with me. But two professionals, and I'm probably throwing a third here too. Haywood Jones joined Packers Healthcare 10 years ago. She has been nothing short of spectacular as a professional. She's brilliant. And she does big ticket sales.

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