A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
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Cabot Wealth Network Podcasts
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Why Elon Musk Might Actually Be Worth $1 Trillion | Cabot Street Check
47:45
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47:45This week on Street Check, Chris and Brad discuss the pullback in the market, Michael Burry’s short positions in Palantir (PLTR) and Nvidia (NVDA), and Tesla (TSLA) CEO Elon Musk’s trillion-dollar pay package. Then, Mike Cintolo joins to offer his insight into the state of the market, what he’s seeing with growth stocks, and how to trade the latest…
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Sizing Up 8 Hot Stocks: Are These Tricks or Treats? | Cabot Street Check
59:20
59:20
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59:20This week on Street Check, Chris and Brad discuss earnings from a handful of Mag. 7 companies, the latest trade negotiations between the U.S. and China, and the Fed’s decision to cut rates by another 25 basis points. Then, they run through eight of the best-performing large-cap stocks in the market and debate whether they want a fun-size, full-size…
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What Do Investors Care Most About Right Now? | Cabot Street Check
44:45
44:45
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44:45This week on Street Check, Chris and Brad talk earnings results from Tesla (TSLA), Netflix (NFLX), and Intel (INTC) and whether there are any big-picture takeaways early in earnings season. Then, they discuss the latest inflation report’s green light for continued Fed cuts, trade war fears subsiding, and whether the gold and metals implosion was an…
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Volatility is Back. Time to Buy Gold ... and Small Caps? | Cabot Street Check
44:17
44:17
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44:17This week on Street Check, Chris and Brad discuss the U.S. trade war with China, earnings season kicking off as banks report, and Bitcoin vs. gold as a market hedge. Then, they welcome on Tyler Laundon to discuss small-cap stocks, the catalysts driving outperformance in the Russell 2000, and the importance of lower rates for small caps. For more in…
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AI or Gold Bubble? AMZN or NFLX? Halloween or Friday the 13th? | Cabot Street Check
1:07:45
1:07:45
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1:07:45This week on Street Check, Chris and Brad discuss the government shutdown and when it might matter to investors, warnings of a 30% correction from Jamie Dimon, the strong performance of gold, and the selloff sparked by new tariff threats from the White House. Then, they make a series of head-to-head picks on everything from cannabis and AI to Netfl…
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3 Emerging Markets to Buy for the ‘New Globalization’ | Cabot Street Check
46:30
46:30
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46:30This week on Street Check, Chris and Brad quickly discuss the ongoing government shutdown and how the market has responded in the past, the Electronic Arts (EA) buyout and rumors of private equity eyeing Target (TGT) and the rally in healthcare stocks after tariff developments and the White House’s deal with Pfizer (PFE). Then, Carl Delfeld joins t…
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Small Caps and IPOs Are In, Large Caps Are Out | Cabot Street Check
48:43
48:43
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48:43This week on Street Check, Chris and Brad discuss the recent dip in the market, the outperformance of small-cap stocks, and a rebounding IPO market. Then, they look at the recent outperformance of Intel (INTC) on the heels of investments from Nvidia (NVDA) and the federal government and talk about investing in a market where the government is picki…
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Why Chinese Stocks are Thriving, with Larry Cheung| Cabot Street Check
41:15
41:15
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41:15This week on Street Check, Chris and Brad are joined by frequent guest Larry Cheung to discuss the impressive rise in Chinese stocks, his outlook on the Chinese economy and impacts from the ongoing trade war, and how to trade Chinese ADRs to avoid getting whipsawed while minimizing the impact of generally higher volatility. For more from Larry, fol…
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Are Oracle's Earnings a Warning Sign of an AI Bubble? | Cabot Street Check
58:25
58:25
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58:25This week on Street Check, Chris and Brad break down the impending Fed rate cut, the moderating inflation picture and whether the S&P 500 can pass the 7,000 level by year’s end. Then, they discuss whether Oracle (ORCL) is signaling an AI bubble (and what might pop it), the recent Klarna (KLAR) IPO, and whether a winning record matters for publicly …
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"I Think Gold Is Headed to $10,000" | Cabot Street Check
38:24
38:24
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38:24This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts to discuss what they’re seeing in the market. Jacob Mintz breaks down the options market and signs of hesitancy among smart-money options traders; Clif Droke shares his insights on what’s driving gold and calls his upside shot, predicting $10,000 an ounce; and…
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J-Pow Wows, Nvidia Bores, and Small Caps Surge | Cabot Street Check
53:47
53:47
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53:47This week on Street Check, Chris and Brad discuss Jerome Powell’s dovish comments at Jackson Hole, takeaways from Nvidia’s (NVDA) earnings, and whether the surge in small-cap stocks is sustainable. Then, they debate whether homebuilder stocks are a buy and discuss Etsy’s (ETSY) selloff on the end of the de minimis exemption. For more details on the…
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Buffett Buys Healthcare. Investors Pour into Cannabis | Cabot Street Check
47:07
47:07
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47:07This week on Street Check, Chris and Brad discuss Buffett’s buy of UnitedHealth (UNH), the latest inflation figures, what to expect from the Fed and cracks showing under the surface despite the market hitting all-time highs. Then, they break down Duolingo (DUOL) quickly reversing its earnings gains, AI, and a resurgence in cannabis stocks. For more…
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Bull Market Narrows, Real Estate Thaws | Cabot Street Check
42:10
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42:10This week on Street Check, Brad highlights some of the biggest news items of the week, including the ISM Services index that triggered some selling pressures, the tariff rollout now that the proverbial can is no longer getting kicked down the street, initial jobless claims, and a narrowing of the bull market. Then, Nancy Zambell joins to talk all a…
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Jobs and Tariffs Sink the Market. But for How Long? | Cabot Street Check
47:20
47:20
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47:20This week on Street Check, Chris and Brad break down a heaping helping of economic news. They drill down into this morning’s jobs figures, the results of the latest Fed meeting and the implementation of long-awaited tariffs. Then, they discuss GDP figures, including one subcomponent that can help cut through the noise, and this month’s PCE. To clos…
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Tesla Earnings Bomb, Meme Stocks Soar, and 3 Micro-Caps to Buy | Cabot Street Check
58:17
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58:17This week on Street Check, Chris and Brad discuss the possible return of inflation, developments on the tariff front, Tesla’s (TSLA) earnings and a new class of meme stocks that briefly took the market by storm. Then, former Cabot analyst Rich Howe joins to talk micro-cap stocks and spin-offs and offer his perspective on the market. For more from R…
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Powell Fears, Retail Cheers Make for a Flat Market | Cabot Street Check
54:06
54:06
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54:06This week on Street Check, Chris and Brad discuss the risk of an early dismissal of Jerome Powell, ongoing tariff rollouts, this month’s bump in retail sales (and whether that means consumers are actually buying more), good-not-great bank earnings, and fears around inflation. Then, they recount their first-half takes and pay the price for the worst…
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6 Market Predictions for the Second Half of 2025 | Cabot Street Check
52:17
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52:17This week on Street Check, Chris and Brad discuss Liberation Day 2.0, the market hitting all-time highs despite tariff and economic fears, and the Bitcoin breakout. Then, they each make three predictions for the back half of 2025, covering DoorDash (DASH), value stocks, the Fed, Circle (CRCL) and more. To learn more about this week’s special offer,…
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3 Growth Stocks for the Second Half of 2025 | Cabot Street Check
42:00
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42:00This week on Street Check, Chris and Brad discuss the market’s reaction to conflict in the Middle East, the odds that the pending tariff deadline is delayed yet again, and this week’s economic, jobs, and inflation numbers. Then, Mike Cintolo joins to share his perspective on the market, why he’s bullish about the fresh breakout to all-time highs, a…
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Let’s Talk About Stablecoins | Cabot Street Check
57:43
57:43
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57:43This week on Street Check, Tyler Laundon joins Brad to discuss the state of the U.S. and international markets, what catalysts could be on the horizon for small caps, and signs of rotation under the surface. Then, they discuss the latest Fed meeting and do a deep dive on the Fed’s Summary of Economic Projections. To close out the episode, they brea…
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Cool Inflation, Hot Silver Prices and Liberation Day 2.0 | Cabot Street Check
45:52
45:52
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45:52This week on Street Check, Chris and Brad discuss the possibility of a pullback in the market now that volatility is in the air, a bullish 20% two-month run-up in the S&P 500 and what that points to going forward, and whether the impending resumption of tariffs might spook the market. Then, they review the latest inflation figures, lay out their ex…
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Investing Capital is Flowing to Overseas Markets. Should Yours? | Cabot Street Check
30:03
30:03
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30:03This week on Street Check, with Brad still on his European vacation, Chris welcomed on Cabot Explorer Chief Analyst Carl Delfeld to talk about his 'Great Rebalancing' thesis and why it - with a boost from tariff fears - is leading money out of overbought U.S. markets and into under-loved overseas markets. Chris also examines the new jobs report, a …
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Gold Headed to $4,000, Plus 2 Stocks to Buy Now | Cabot Street Check
36:05
36:05
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36:05This week on Street Check, with Brad on a European family vacation Chris welcomed on Cabot Turnaround Letter Chief Analyst Clif Droke to discuss his favorite turnaround sectors, why he thinks this week’s tariff ruling could be the biggest market catalyst of 2025, and why he thinks gold is headed to $4,000 an ounce. Also, Producer Madison asks for C…
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Tariffs and TSLA are Back, and the Ryan Reynolds IPO is Here | Cabot Street Check
50:59
50:59
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50:59This week on Street Check, Chris and Brad reunite to discuss the return of tariff threats, higher yields for global government bonds and the Mood’s Treasury downgrade. Then, they go risk-on and talk Tesla’s (TSLA) resurgence, Bitcoin hitting all-time highs, and the IPO of Ryan Reynolds’ company MNTN. For more information about the offer mentioned o…
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The Buyers Are Back! Here's What They're Buying | Cabot Street Check
31:06
31:06
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31:06On today's Street Check, Chris welcomes on Mike Cintolo and Jacob Mintz to talk all things market, including what indicators Mike still needs to see to give him the full green light on growth stocks, and what stocks are attracting the biggest call buys in the options market, according to Jacob. We also discuss the tariff pause, improving inflation …
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Small-Cap Stocks, Gold, and Getting Bullish | Cabot Street Check
34:55
34:55
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34:55This week on Street Check, Brad runs through the news of a trade deal with the U.K., the latest Fed meeting, and Warren Buffett’s retirement announcement. Then, he’s joined by Tyler Laundon, who takes a look under the hood of the market, breaks down his bullish stance on gold (and how to play it) and highlights the areas of strength he’s currently …
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3 Sectors Poised for Major Turnarounds | Cabot Street Check
42:59
42:59
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42:59This week on Street Check, Chris and Brad discuss the bull case for Bitcoin, this week’s negative GDP print and whether it’s as bad as it seems, earnings reports from a handful of mega-cap tech stocks and rumors that Tesla’s (TSLA) board has considered moving on from Elon Musk. Then, Clif Droke joins to share his insights on the best-looking sector…
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Is Netflix the New King of Wall Street? | Cabot Street Check
49:19
49:19
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49:19This week on Street Check, Chris and Brad cover this week’s impressive market rebound, technical levels to watch for confirmation, President Trump’s cooler tone on Jerome Powell, tariff developments and why it’s appropriate to be optimistic. Then, they discuss new developments with EVs and autonomous vehicles, Tesla’s (TSLA) monster day, early earn…
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Powell, Tariffs, Earnings and Our 100th Episode! | Cabot Street Check
40:09
40:09
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40:09This week on Street Check, Chris and Brad discuss the growing normalcy in the market following the tariff pause, the latest comments from the Fed, what they mean for rates, the Fed “put” and J. Powell’s job moving forward, and results from the big banks to start earnings season. Then, they’re joined by Producer Madison to reminisce about the first …
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Can Earnings Season Save this Market? | Cabot Street Check
50:56
50:56
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50:56This week on Street Check, Chris and Brad discuss Wednesday’s massive rally, the disconnect between sentiment and the economy, and how earnings season can offer more clarity for investors. Then, they’re joined by Bryan Perry, founder and author of “Cash Machine,” to talk about the market’s response to President Trump’s tariff plan, how to generate …
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This week on Street Check, President and Publisher Ed Coburn joins briefly to discuss the upcoming Investor Masterminds summit, Salem, and the value of direct access to Cabot’s roster of analysts. Then, Chris and Brad dive into the market meltdown. They talk all things tariffs, whether the market is looking at a V-shaped recovery or a long tail of …
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Believe in the China Stock Rally, with Larry Cheung | Cabot Street Check
48:26
48:26
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48:26This week on Street Check, Larry Cheung joins for an extended conversation about investing in Chinese stocks. We discuss his recent experience in Hong Kong, the importance of catching early momentum in Chinese stocks and indexes, the evolution of China’s stance on AI, and the individual stocks he likes best right now (and how to trade them). To lea…
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"European Stocks are the New Mag 7" | Cabot Street Check
54:30
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54:30This week on Street Check, Chris and Brad discuss the latest Fed meeting and rising uncertainty in the economy, the market’s performance so far in 2025, and whether you can invest in any of the “Mag 7” stocks now that they’ve flipped to the “Lag 7.” Then, they explore the outperformance of global stocks—especially in Europe—and the potentially mass…
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Trump, Tariffs and Where the Market Goes from Here | Cabot Street Check
36:04
36:04
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36:04This week on Street Check, Chris and Brad welcome Mike Cintolo and Jacob Mintz to discuss a tough stretch for growth stocks and the market as a whole, where they’re seeing signs of a potential turnaround brewing, and how to position yourself in a period of uncertainty. Then, Michael Brush joins to offer up some contrarian buy signals, his take on s…
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Are We Hurtling Toward a New Bear Market? | Cabot Street Check
1:02:40
1:02:40
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1:02:40This week on Street Check, Chris and Brad discuss the fallout from tariffs, a correction in the Nasdaq, small caps, and growth stocks, and how much further the market could fall. Then, they talk about the recent surge in European stocks, Bitcoin, year-end calls, and Severance vs. White Lotus. For more information about the offer mentioned in this e…
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Growth Stocks Implode. Are They Oversold? | Cabot Street Check
50:54
50:54
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50:54This week on Street Check, Chris and Brad discuss the growth stock sell-off, Nvidia’s (NVDA) earnings and the market’s response, and what to do with Tesla (TSLA) in light of its recent performance. Then, they welcome Mish Schneider of MarketGauge to shed some light on the inflation picture, gold & silver, her “Economic Modern Family,” sentiment, an…
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European Stocks Surge; U.S. Housing Market Sags | Cabot Street Check
46:33
46:33
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46:33This week on Street Check, Chris and Brad discuss mixed signals from the market, surprising strength in European stocks and whether or not Alibaba (BABA) is the next big thing in AI. Then, they welcome on Nancy Zambell of Cabot Money Club to talk all about investor sentiment, which sectors are showing strength, and the state of the housing market. …
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Our 3 Favorite Stocks for the First Half of 2025 | Cabot Street Check
50:08
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50:08This week on Street Check, Chris and Brad discuss the hotter-than-expected inflation print, robust earnings reports from a wide range of companies, and the (so far empty) threat of higher tariffs. Then, Producer Madison joins, and the three of them each offer their best pick for the rest of the first half of 2025. For more information on this week’…
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It's Now a Stock Picker's Market. And That's a Good Thing | Cabot Street Check
47:09
47:09
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47:09This week on Street Check, Chris and Brad welcome a round table of Cabot analysts to offer their perspectives on the market. Jacob Mintz shares his thoughts on what may be a rolling bull market, Mike Cintolo talks growth stocks, market resilience and Palantir (PLTR), Tyler Laundon discusses small-cap stocks, macro conditions and the impact of tarif…
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DeepSeek Explained - and Why It's Good for the Market | Cabot Street Check
48:12
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48:12This week on Street Check, Chris and Brad take a deep dive on DeepSeek and explore what it means for the AI narrative and the biggest winners of the last two years. Then, they discuss this week’s Fed meeting, Powell’s acknowledgment that 2% is a loose target and changes to their announcement language. Finally, they talk about recent outperformance …
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The Market is SO Back! But for How Long? | Cabot Street Check
39:10
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39:10This week on Street Check, the bull market is back! Chris and Brad discuss the strong market breakout to start 2025, impressive growth at Netflix (NFLX) that pushed shares to fresh all-time highs, and earnings results from airlines that may signal another leg up for the sector. Then, they welcome on Mike Larson, Editor-in-Chief of MoneyShow, to sha…
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The Bull Market May Hinge on these 6 Earnings Hotspots | Cabot Street Check
55:58
55:58
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55:58This week on Street Check, Chris and Brad debate whether cooler inflation stemmed the bleeding in the bull market and discuss first impressions of bank earnings and the market’s possible response to President-elect Trump taking office. Then, they break down six earnings “hotspots” to watch as Q1 earnings season heats up, including retail, electric …
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The Market is in a Correction. How Long Will It Last? | Cabot Street Check
37:38
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37:38This week on Street Check, Chris and Brad discuss the market selloff on the heels of the latest surprisingly strong jobs numbers, rising bond yields and expectations that the Fed may not be quick to cut rates further, and how Nvidia’s (NVDA) Jensen Huang killed quantum computing stocks with one comment at this month’s CES. Then, Cabot Growth Invest…
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8 New Year’s Resolutions for Every Investor | Cabot Street Check
52:06
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52:06This week on Street Check, Chris and Brad discuss the absent Santa rally, Tesla (TSLA) missing their delivery numbers and Hindenburg Research’s short report on Carvana (CVNA). Then they offer up eight New Year’s resolutions for investors, ranging from managing debt and savings to staying bullish, trusting the market, and a few assets to avoid. http…
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This Wall Street Veteran Tripled the Market the Last 20 Years | Cabot Street Check
37:34
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37:34This week on Street Check, Chris and Brad discuss the Dow’s 10-day losing streak, an uncharacteristic Jerome Powell press conference following the latest rate cut, and the subsequent market sell-off. Then, they welcome on Steve Reitmeister of WallStreetZen to discuss quantitative trading, his rating metrics and how to use them, and his assessment o…
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This week on Street Check, Chris and Brad are going to pay for six months of spicy takes with heaping servings of assorted hot sauces. They reckon with bad calls on rate cuts, gold, homebuilders, energy and more (with a healthy dose of smart predictions thrown in for good measure). As always, Producer Madison joins to dole out the punishment with a…
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Have Stocks Become Too Overcooked? | Cabot Street Check
48:28
48:28
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48:28This week on Street Check, Chris and Brad discuss whether the bull market is overcooked in the short term, Bitcoin breaking $100,000, lagging healthcare stocks, and bond yields creeping lower after a spike higher immediately following the first Fed rate cuts. Then, Producer Madison weighs in to discuss holiday shopping trends and highlights an unex…
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4 REITs to Buy for a Slow-Moving Real Estate Boom | Cabot Street Check
49:50
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49:50This week on Street Check, Chris and Brad discuss Nvdia's (NVDA) earnings no longer driving the market, Target's (TGT) tumble on a weak third quarter, MicroStrategy (MSTR) falling 20% on a Tweet from Citron Research and Spirit Airlines' (SAVEQ) bankruptcy filing and what it means for shareholders. Then, Nancy Zambell of Cabot Money Club joins to ta…
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3 Ways to Buy the Bitcoin Rally. But Should You? | Cabot Street Check
58:10
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58:10This week on Street Check, Chris and Brad discuss Bitcoin's rally to all-time highs, signs of sticky inflation, and Rocket Lab (RKLB) blasting off on earnings. Then, they break down recent earnings reports from a handful of names, including Burberry (BURBY), AST SpaceMobile (ASTS), Carvana (CVNA), Dutch Bros (BROS) and more.…
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The Trump Trade, More Fed Relief, and NVDA Joins the Dow | Cabot Street Check
41:53
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41:53This week on Street Check, Chris and Brad discuss the market rally after President-elect Trump's victory on Tuesday night, the Fed's latest rate cut and whether their path forward has changed, and Nvidia's (NVDA) addition to the Dow. Then, they welcome on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader to talk about what he's seeing …
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Nancy Pelosi, JD Vance and AOC are Buying These Stocks | Cabot Street Check
48:55
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48:55This week on Street Check, Chris and Brad talk about the disappointing jobs numbers this morning, third-quarter earnings surprises, and volatility on the horizon with both the Fed meeting and election next week. Then, Brad quizzes Chris on the portfolios of members of Congress, the most popular stocks traded by elected officials, and whether fears …
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