
Becker Private Equity & Business Podcast
9 Business News Stories We Are Following Today 5-7-25
Wed, 07 May 2025
In this episode, Scott Becker shares nine key stories, including market anticipation ahead of the Fed meeting, insights on supporting friends in business, concerns about DoorDash’s acquisition strategy, and more.
Chapter 1: What stories are being covered in today's episode?
Chapter 2: How are the markets reacting ahead of the Fed meeting?
This is Scott Becker with the Becker Private Equity and Business Podcast. These are nine of the stories that we're following this morning, and thank you for listening to the Becker Private Equity and Business Podcast. First, the markets are fairly flat this morning as they sort of wait for the Fed to meet later today and get a sense of where interest rates are going.
I will tell you, second, that one of my closest colleagues plans his entire week around the Fed press conference. So again, even the market's relatively flat right now, depending on what Chairman Powell says later today, we either will have a very volatile market or not. We'll see how it goes.
And people are waiting to hear what his thoughts are on lowering interest rates, whether he believes that the tariff situation is likely to lead to relatively stagnant inflation or continued inflation. The third concept today, the first two were around the Fed, really, and what's going on with the market. The third one is this.
Chapter 3: Why is supporting friends in business important?
If a close friend runs a business, runs a business of any sort, and you want to be a good supportive friend, either buy from the friend or encourage the friend, but don't ask for the friend for free stuff or for discounts from the friend. As a side note, the concept of earned media is applies largely to great clients and customers that support the media business.
Chapter 4: What concerns exist around DoorDash's acquisition strategy?
It doesn't apply to every Dick, Jane, and Harry PR person that wants to get their client mentioned. But those are some concepts on earned media and doing business with brands. Fourth, the door-to-death spiral. This is overstated, but it's always a big concern to me when a company sees declining revenues and announces huge acquisitions to offset its slowing revenues.
Door to Dash has got declining revenues and doing a ton of acquisitions to try and make up for it. And that's always a problem from what I could tell. Fifth, Disney is up more than 6% today. It reported improved earnings. It beat revenues and earnings for the quarter. And it also saw improved results at its parks. So we'll see how that goes. It's still down 6%, still down 16% year to date.
One of my best colleagues took her five children to the park in the first quarter, and that may have been the difference in the first quarter. Second, if one of my other colleagues who has eight kids goes this quarter, then Disney will have succeeded for this first half of the year. Sixth, there's been a shakeup at the top of the market cap rankings. Microsoft is number one at $3.22 trillion.
Apple is number two at $2.96 trillion, and NVIDIA is number three at $2.77 trillion. Seventh, HIMS and HERS jumped 18% yesterday and it's up more than 300% over the last year. Something amazing what's going on with HIMS and HERS. Eighth, we just passed 7 million downloads on the Becker Private Equity Business Podcast.
And the podcast spent much of the last two weeks ranked first in the Apple Business News ranking. So God bless that. Finally, a couple of short notes. Just an absolute pleasure yesterday to visit with Rochelle Shaw. Rochelle Shaw and Natalie Kearns were building a neurology business. They were referred to me at Barry Tanner, a brilliant, brilliant leader. And so many interesting things going on.
Thank you for listening today to the Becker Private Equity and Business Podcast. Thank you very, very much.
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