A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
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Analyst Round Table: The Bulls Don't Care about the Election | Cabot Street Check
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This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts. Jacob Mintz opens the episode talking options and the market setup heading into the election, Clif Droke highlights promising turnaround possibilities and gold, Tyler Laundon weighs in on small-cap stocks, and finally, Michael Brush provides an update on cann…
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How High Can the S&P, Apple, and Bitcoin Go in 2024? | Cabot Street Check
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57:23
This week on Street Check, Chris and Brad discuss ASML (ASML)'s early earnings report and contrast it with a bullish report from Taiwan Semi (TSM), broadly bullish bank earnings, the impact of large-scale layoffs at high-profile firms, Alphabet (GOOG)'s monopoly ruling and ARK Funds becoming shorthand for wealth destruction. Then, they make over/un…
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Tesla's Robotaxi was Hollywood's Latest Flop | Cabot Street Check
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This week on Street Check, Chris and Brad discuss Tesla's (TSLA) "We, Robot" event and the market's response to the Robotaxi and the Optimus dancing robots, the latest inflation figures, and whether third-quarter earnings season will move stocks. Then, they welcome on Carl Delfeld, Chief Analyst of Cabot Explorer, to discus the "Great Rebalance," m…
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How the Stimulus Raises the Floor for Chinese Stocks | Cabot Street Check
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57:09
This week on Street Check, Chris and Brad discuss the latest jobs report and its impact on the market, the brief dockworker strike, and what’s happening with Nike (NKE) to push shares down by more than 7% in just a week. Then, they welcome Larry Cheung to discuss the latest stimulus measures in China, how across-the-board economic support has raise…
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Small Caps, a Value Stock Surge, and China's Central Bank | Cabot Street Check
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53:59
This week on Street Check, Chris and Brad discuss EVs, the latest stimulus moves from China's central bank, a resurgence in value stocks, and recent data pointing to a high level of retail investor cash still on the sidelines (and what it will take to move that into the market). Then, Tyler Laundon, Chief Analyst of Cabot Small-Cap Confidential, jo…
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The 6 Biggest Non-Fed Stories for the Next 6 Months | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the Fed’s much-anticipated rate cut and the market’s reaction, whether the initial rally in small-cap stocks is a sign of what’s to come, and if the bottom is already in on the major indexes. Then, they make pitches for the six biggest stories that the market will be talking about for the next six m…
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Talking Turnarounds, and Trump Saves Cannabis Stocks | Cabot Street Check
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This week on Street Check, Chris pays the price for his underperforming Bills before making the case that small-cap stocks will be at all-time highs by the end of the year. Then, he and Brad discuss the last inflation print before the Fed finally begins cutting rates and whether it remains an overhang going forward. They also discuss cash options f…
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4 Sectors We Like, 2 We Don't | Cabot Street Check
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This week on Street Check, Chris and Brad make a friendly wager on the upcoming Bills-Cardinals game and Brad makes the case that the utility stock trade is already showing signs of crowding. Then, they discuss widespread selling in September after Wall Street returned from summer vacation with a hangover, whether the jobs numbers are as disappoint…
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Why the Next Big Market Move Is Up, with Mike Cintolo Cabot Street Check
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This week on Street Check, Chris and Brad discuss Nvidia's (NVDA) latest earnings and the market's reaction, cannabis stocks going up in smoke following delays in potential rescheduling and Super Micro Computer's (SMCI) precipitous fall after a Hindenburg research report and the subsequent filing delay. Then, they welcome on Mike Cintolo of Cabot G…
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EVs are (Too?) Beat Up. Space Stocks are Ready for Launch | Cabot Street Check
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This week on Street Check, Chris and Brad briefly touch on Nvidia's (NVDA) upcoming earnings before diving into the market's rebound from the late-July/Early-August correction, Powell's rate announcement in Jackson Hole and the recent jobs revision. Then they debate which electric vehicle stocks might offer some upside now that the "romance" phase …
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Inflation Falls, SBUX Upgrades, and ASTS to the Moon | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the strength of the American consumer, inflation falling into the 2% range and what the Fed's path forward looks like. Then, they talk about Chipotle's (CMG) surprise decision to poach Starbucks' (SBUX) CEO and whether a change in CEO moves the needle for companies. To close out the "Big 3," they ta…
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The VIX Spike, the Carry Trade, and "Dividend Kings" | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the massive spike in the VIX to multi-year highs, rising recession fears and concerns that the Fed may be acting too late, and the Japanese "carry trade" that (briefly) cratered the Nikkei index. Then, they welcome on Ben Reynolds, Founder and CEO of Sure Dividend, to talk all about dividend investi…
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Tech Stocks Drop and Saving for College | Cabot Street Check
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This week on Street Check, Chris is out on vacation so Brad flies solo through some market news as the VIX hits multi-year highs, jobs disappointment contributes to an ongoing market correction and earnings season heats up. Then he's joined by special guest Producer Madison to talk all about how to save for college for your kids (or grandkids). The…
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Is the Correction Already Over? | Cabot Street Check
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This week on Street Check, Chris and Brad discuss Tesla's (TSLA) latest earnings report and rapid correction, if the rise in volatility and the sell-off in tech is just a rerun of April's dip, what the massive amount of cash on the sidelines could mean for the market going forward, and whether China's continuing struggles should have international …
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What Tech Stocks' Very Bad Week Means for the Market | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the recent pullback in big tech and signs of anxiety across the market. They break down Crowdstrike's (CRWD) disastrous day as well as corrections in ASML Holding (ASML) and Taiwan Semi (TSM) after their respective earnings reports and headlines about further export restrictions on chips. Then they …
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Buy! Buy! Buy! 4 Cabot Analysts Weigh in on the Bull Market | Cabot Street Check
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This week on Street Check, everybody's bullish! Chris and Brad welcome on Michael Brush, Jacob Mintz, Tyler Laundon and Tom Hutchinson to offer up their perspectives on the current state of the market. They talk sentiment and market indicators, signals from the options market, small cap outperformance, REITs, dividend stocks and more. To learn more…
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6 Bold Market Predictions for the Second Half of 2024 | Cabot Street Check
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This week on Street Check, Chris and Brad debate whether investors have begun rotating out of the AI theme after months of dominant performance. Then, they discuss Warren Buffett's big bet on oil and a catastrophic year for Walgreens (WBA) that's seen them cut the dividend, explore store closures, and has dragged share prices down by more than 50%.…
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Why Cyclicals Are About to Have a Moment, with Matt Warder | Cabot Street Check
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This week on Street Check, Chris and Brad discuss Nvidia (NVDA) briefly becoming the largest publicly traded company in the world and its rocky end to the week before looking at the latest retail sales figures and some of the economic reports on tap for the week ahead. Then, they talk AST SpaceMobile (ASTS), its impressive returns since mid-May and…
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Bad Takes & Hot Sauce: Part 3 | Cabot Street Check
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This week on Street Check, Chris and Brad briefly discuss the state of the market and the latest Fed meeting and inflation numbers, plus what's happening with the biggest tech stocks, before they pay the price for their bad takes. They'll talk beer stocks, rate cuts, AI bubbles, China, the Equal-Weight S&P 500 and more and Produce Madison will dole…
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Did Jensen Huang Just Signal a Top in Nvidia? | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the market setting fresh all-time highs, NVDA overtaking AAPL as the second-largest company by market cap and a major anecdotal top signal, and the 10% sell-off in Mexican stocks following that country's presidential election. Then, they welcome on Tom Hutchinson, Chief Analyst of Cabot Dividend Inv…
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10 Stocks to Buy/Sell/Hold for the Next Year| Cabot Street Check
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This week on Street Check, Chris and Brad discuss what's behind the market's latest swoon, what it could mean for the summer months, and whether prior election year patterns could signal a return of the bull market later in the year. Then they break down the software stocks that are blowing up on solid earnings reports and what's behind it. Finally…
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The Real Takeaway from Nvidia's Earnings Call | Cabot Street Check
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On today's episode of Street Check, with Brad on vacation Cabot's small-cap investing expert Tyler Laundon joined Chris to talk about Nvidia's earnings report and some messaging on the call that could have long-lasting reverberations for the market as a whole and other tech infrastructure stocks in particular. Tyler also made a bold prediction abou…
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Warren Buffett Is Sitting in Cash. Should You?
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This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berksh…
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Analyst Round Table: Where Do Stocks Go From Here? | Cabot Street Check
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This week on Street Check, Chris and Brad welcome on a slate of Cabot analysts to discuss their perspectives on the market heading into summer. Jacob Mintz of Cabot Options Trader opens up the episode with options trading and institutional buying signals in commodities and financials as well as how he's positioning his portfolio. Then, Chief Invest…
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6 Stocks for Your Summer Watch List| Cabot Street Check
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This week on Street Check, Chris and Brad discuss the latest consumer confidence numbers, increasing expectations for rate cuts after this morning’s unemployment print and the sustainability of the rally in cannabis stocks following reports that rescheduling is coming. Then, they pick their favorite “summer stocks” ranging from energy and travel na…
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Investing in China with Larry Cheung, CFA
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This week on Street Check, Chris is off on vacation so Brad is joined by returning guest Larry Cheung to talk all things China. They briefly recap the successful picks from Larry's previous appearance and discuss his base case for Chinese names moving forward. Larry highlights the need for investors to see fundamental strength in individual Chinese…
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Why You Should Embrace the Market Pullback
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This week on Street Check, Brad opens the show by making the case that ASML's (ASML) earnings are a canary in the coal mine for the broader market narrative. Then, Chris and Brad discuss the recent market pullback and if it presents a buying opportunity or is part of a deeper correction. After that, they cover the early stages of earnings season an…
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The Market's Gold Rush and How to Profit from it
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This week on Street Check, Chris and Brad discuss embracing the latest pullback, sticky inflation and the market's response, and the newest expectations for the Fed. Then, they talk about the Destiny Tech 100 (DXYZ) closed-end fund, the hype around it and its investment in SpaceX, and Brad makes the case for healthy skepticism when it comes to arti…
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The 'Everything Rally' Hits a Snag; Tesla Hits a Pole | Cabot Street Check
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This week on Street Check, Chris and Brad discuss Brad's huge trading whiff, Tesla's (TSLA) latest delivery numbers and the importance of matching your risk tolerance and investing style with the opportunities you see in the market. Then they dive into the "everything rally," and debate whether clever ticker symbols actually offer an investing edge…
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Why You Shouldn't Fear the Bull Market, with Mike Cintolo
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This week on Street Check, Chris and Brad talk Tesla's (TSLA) self-driving offer, cannabis stocks, the IPO of Reddit (RDDT), the arrival of Trump Media & Technology (DJT) and the S&P 500's five-month winning streak before they welcome on Cabot's Chief Investment Strategist, Mike Cintolo. Mike breaks down his perspective on the still-young bull mark…
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Magnificent Madness! Our 2024 Bracket of the 8 Largest Mega-Caps
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This week on Street Check, Chris and Brad discuss the market's response to the latest Fed meeting and the path forward for interest rates before diving into recent convertible bond offerings from high-flying tech companies like MicroStrategy (MSTR) and Super Micro Computer (SMCI) and whether that ups the risk profile of those companies. Then, they …
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Buy These Hybrid Car Stocks; Avoid EVs & Boeing
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This week on Street Check, Chris and Brad break some actual news about changes coming to real estate commissions after a National Association of Realtors proposed settlement before discussing rotation and resistance in the bull market, the outperformance of hybrid automakers (and underperformance of EV stocks) and whether Boeing's (BA) safety issue…
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The First Annual Streeties! We Hand Out Stock Awards, Oscars-Style
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This week, Street Check presents the first annual “Streeties,” the most prestigious awards on Wall Street. Chris and Brad hand out awards Oscar-style for the Best Growth Stock, Best Value Stock, Best Dividend Stock and many more. Join your hosts as they celebrate a year in investing and comment on the best and worst “dressed” companies, honor the c…
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How to Profit from a Stock Spin-Off, with Rich Howe
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This week on Street Check, Chris and Brad discuss Bitcoin's furious rally towards all-time highs, Apple's (AAPL) decision to shut down their EV program and whether their lack of innovation is a risk to shares, and what previously discussed Beyond Meat's (BYND) pop on earnings signals about market sentiment. Then, they welcome on former Cabot analys…
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It's Nvidia's (NVDA) Market. Is that a Good Thing?
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This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving con…
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3 Can't-Miss Stocks that Failed, and the Reasons Why
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This week on Street Check, Chris and Brad break down the latest inflation print(s) and talk Bitcoin before discussing whether they're counter-indicators for cannabis stocks and whether there's been a change in character for marijuana investors. Then, they dive into the trendy consumer stocks of the past few years that should make us all wonder, "Wh…
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These 2 Sports Betting Stocks are the Real Super Bowl Winners
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This week on Street Check, Chris and Brad discuss the evolving narrative of the Magnificent Seven stocks, the latest high-profile regional bank blow-up and this weekend's "Big Game" and which sports betting stocks look investable right now. Then, they welcome on Cabot Cannabis Investor's Chief Analyst Michael Brush to discuss the recent rally in ca…
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Is the AI Bubble about to Burst ... Or Expand?
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This week on Street Check, Chris and Brad discuss whether we're in an artificial intelligence bubble, the latest Fed meeting, earnings reactions from market-leading stocks and whether China is still a viable contrarian play. Then, they welcome on Jacob Mintz to talk all things options. They dive into what the options market is signaling for the cur…
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EV Stocks, Cannabis Sector at a Crossroads; Bitcoin ETFs Flop
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This week on Street Check, Chris and Brad discuss the most recent GDP and inflation figures and the market’s expectations for the Fed’s rate policy glide path. Then, they break down the current state of the cannabis market following the release of Health and Human Services’ full recommendations, the performance of Bitcoin and the newly issued Bitco…
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A Housing Market Deep Dive, with Nancy Zambell | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the possibility of underperformance in January after a strong end to 2023, the old adage that "markets climb a wall of worry" and what those "worries" could be, and whether recent Fed comments change the outlook for rate cuts in 2024. Then, they welcome on Nancy Zambell, Chief Analyst of Cabot Money…
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Large vs. Small Caps, BYD vs. Rivian, Brad vs. Vegas | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the big banks that reported today, what earnings could portend for the year ahead, and how much they're concerned about inflation. Then, Brad breaks down Amazon's "money switch" that's being flipped at the end of the month and what (if any) impact it could have on shares. In the final segment, Chris…
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A Dry January for Stocks? Or a Temporary Hangover?
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This week on Street Check, Chris and Brad offer their perspectives on the brief selloff that's started the new year, debate whether the upcoming election cycle is likely to impact the markets, and try and pinpoint which trends will usurp the AI/GLP-1 narrative of 2023. Then, they welcome on Bruce Kaser of Cabot Value Investor and Cabot Turnaround L…
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6 Fearless Market Predictions for 2024
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This week, on the last Street Check episode of 2023, Chris and Brad make six predictions for the year to come. They discuss a possible path for U.S. markets, what they expect from the Fed going forward, trendy trades, weight loss drugs, China and the possibility of a resurgent IPO market. To the listeners and viewers, thanks for tuning in in 2023. …
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Rate Cuts, Hot Sauce, and Paying for Bad Takes
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This week on Street Check, Chris and Brad discuss softening interest rates, the expectations for rate cuts in 2024 following the latest Fed meeting, and how stocks are responding as the year comes to a close. Then, they pay the price for their bad takes with another round of hot sauce roulette hosted by the recently returned Producer Madison. If yo…
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Crypto & AI & Small Caps, oh my! | Cabot Street Check
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This week on Street Check, Chris and Brad briefly talk AI in their daily lives before Chris and breaks down the bull case for Bitcoin after a triple-digit (percentage) run from 2023 lows. Then, they welcome on small-cap investing expert Tyler Laundon to discuss a crypto bet he lost to Jacob Mintz, recent trends in an undervalued sector of the marke…
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The Case for Small Caps, Banks and Software | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the November market rally and whether a broadening rally could come at the expense of the Magnificent Seven mega-cap tech stocks while potentially leaving the S&P 500 little worse for wear. Then, they check in on resurgent meme stocks, and what signals (if any) they may be sending before taking a fe…
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6 Stocks for Your Black Friday Shopping List | Cabot Street Check
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On this week's Thanksgiving-shortened episode of Street Check, Chris and Brad get a head start on holiday shopping and identify six stocks to consider adding to your Black Friday shopping list. The stocks range from fast food, discount retailers and e-commerce to classic toys, consumer electronics and luxury goods. They also spend a few minutes tal…
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Is the Bull Market Back? with Mike Cintolo and Jacob Mintz | Cabot Street Check
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This week on Street Check, Chris and Brad bring on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader and Jacob Mintz of Cabot Options Trader and Cabot Profit Booster to talk all things market-related. They discuss promising signs in the current market rally and what could signal an all-clear for the bulls, option buying by the institut…
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How You’ll Know the Recent Market Mini-Rally is Real | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the November market rally and what they're watching to signal a resumption of the bull market. Then, they talk about China's foreign direct investment outflows and potential contrarian opportunities overseas. Finally, they break down Berkshire Hathaway's massive cash balance, why what Warren Buffett…
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Gold and Bitcoin Are Surging. Should You Buy Either? | Cabot Street Check
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This week on Street Check, Chris and Brad discuss the recent impressive performance of the major indices, the latest Fed meeting and what that could mean for the economy going forward, and what's behind this year's rally in Bitcoin. Then, they welcome on gold and metals investing expert Clif Droke to talk about gold trading near all-time highs, inc…
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