Cabot Street Check
Cabot Wealth Network
A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
Episodes
SPCX vs. the Nasdaq, Bitcoin vs. Gold, and Stocks vs. Interest Rates | Cabot Street Check
This week on Street Check, Chris and Brad debate whether the market’s new highs are a false start, what OpenAI’s newly reported annualized revenues mean for the data center buildout, and rumors that Starbucks (SBUX) is considering buying Chipotle (CMG). Then, they go head-to-head on bitcoin vs. gold, small caps vs. large caps, healthcare vs. financials, and more. For more information on this week’s offer, visit cabotwealth.com/street.
Are Stocks Back? Is Anthropic's IPO DOA? Plus, Anti-Hype Investing w/ Ed Coburn | Cabot Street Check
This week on Street Check, Chris and Brad discuss Bain and Company’s recent report that AI needs to generate trillions of dollars of new revenue to justify the buildout, ongoing weakness under the surface of the market, Anthropic’s prospectus, and Nike’s (NKE) sell-off following the company’s latest earnings. Then, Cabot CEO Ed Coburn joins to discuss the Cabot Investing Handbook, why it’s especially relevant for investors now given the current state of the market, and the importance of “anti-hype” investing. To read the Cabot Investing Handbook for yourself, click on the link above, or visit cabotwealth.com/street.
Why the Market is Near Record Highs But No One's Making Money | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possibility of a market dip in October, significant weakness under the surface despite large-cap indexes trading near all-time highs, the spike higher in bond yields, expectations for as many as four interest rate hikes by mid-2027, and a handful of market stand-outs (META, PLTR, TBBB, ZS) that have been bucking the sell-on-strength trend. Then Nancy Zambell joins to share her perspective on the market, real estate, saving money on energy bills, and sectors that look strong right now. For more information on this week’s offer, visit cabotwealth.com/street.
AI May Kill Us All. But Biotech Is the Bigger Threat to Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent strength in biotech stocks, the Fed’s rate hike, Warsh’s credibility, and what the Summary of Economic Projections (SEP) tells us about rates going forward. Then, they debate recent fear-mongering by AI companies, whether AI will “kill us all,” and what it could mean for investors. To close out the episode, Mike Cintolo joins to share his insights on the state of the market, growth stocks, and his optimism about the months ahead. For more information on this week’s offer, visit cabotwealth.com/street.
3 Under-the-Radar Stocks to Buy Now | Cabot Street Check
This week on Street Check, Chris and Brad discuss the market’s initial pullback to kick off the historically weak month of September and whether what’s happening under the hood is cause for real concern. Then, they debate the Fed’s expected move at next week’s meeting as inflation remains high, and they take a closer look at Oracle’s (ORCL) latest earnings results. To close out the episode, they make a case for three under-the-radar stocks: staffing company Robert Half (RHI), commodity play Archer-Daniels-Midland (ADM), and the low-cost Mexican grocery retailer BBB Foods (TBBB).
10 Stocks and Sectors for an Uncertain Market | Cabot Street Check
This week on Street Check, Chris and Brad go around the horn with four guest analysts. Jacob Mintz shares his take on the options market as a whole, sideways trade in growth areas, and the absence of downside hedging by big investors. Then, Clif Droke joins to discuss value stocks, metals, and the best-looking areas for turnaround plays. Next up, Carl Delfeld offers his perspective on the data center supply chain, international opportunities and opportunities in emerging markets. Finally, Tyler Laundon closes out the episode with a deep dive on small-cap stocks, market weakness in September, and the moves he expects the Fed to make into the end of the year. Be on the lookout for more information about Carl’s upcoming webinar in September, and for more information on the offer mentioned in this episode, visit cabotwealth.com/street.
Nvidia is Still the AI King. But Insiders are Buying Other Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss Salesforce’s (CRM) blueprint for tech companies, Nvidia’s (NVDA) impressive earnings, Kevin Warsh’s statements at Jackson Hole, and feast-or-famine returns in restaurant stocks. Then, Michael Brush, Chief Analyst of Cabot Insider Edge, joins to discuss his market-beating returns since launching the advisory, how he identifies high-potential stocks based on insider buying signals, managing risk in an all-stock portfolio, and his thoughts on the market. For more information on this week’s offer, visit cabotwealth.com/street.
Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check
This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) vs. Target (TGT). For more information on this week’s offer, visit cabotwealth.com/street.
Will Anthropic Make the Same Mistake as SpaceX? | Cabot Street Check
This week on Street Check, Chris and Brad discuss whether SpaceX paved the way for Anthropic to target a $2 trillion valuation in its potential IPO, how an AI earnings boom is helping drive stocks to fresh highs, and why the market snapped back only to move sideways. Then, they debate whether last week’s jobs report changed the Fed’s calculus for rate hikes and why a weaker dollar has prompted a resurgence in gold prices but seemingly left Bitcoin behind. For more information on this week’s offer, visit cabotwealth.com/street.
Is SpaceX (SPCX) Finally a Go for Launch? | Cabot Street Check
This week on Street Check, Brad breaks down this week’s market rally on growing optimism around the AI trade, expectations that a weaker labor market will prevent the Fed from raising interest rates, and SpaceX (SPCX) moving higher on the heels of the company’s first earnings report since coming public. Then, he takes a closer look at a handful of earnings season winners and losers and outlines what it tells investors about how the market is pricing in the impact of artificial intelligence. Finally, Cabot Money Club’s Nancy Zambell joins to discuss her take on the market, investor sentiment, real estate, and what individual consumers can do to mute the impact of dynamic and surveillance pricing. For more information about this weeks’ offer, visit cabotwealth.com/street.
Did Microsoft's Earnings Just Save the AI Trade? | Cabot Street Check
This week on Street Check, Chris and Brad discuss whether Microsoft’s (MSFT) earnings saved the AI trade; the Fed’s decision to hold rates steady and rely on rising Treasury yields to do the tightening for them; earnings from Amazon (AMZN), Apple (AAPL), and Meta (META); and takeaways from this week’s GDP figures. Then, they welcome on Carl Delfeld of Cabot Explorer to talk global investing, AI’s impact on foreign markets, opportunities in defense and energy, and the best country to target over the long haul. For more information on this week’s offer, visit cabotwealth.com/street.
What to Do with These 3 Mega-Cap Tech Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it to go in the months ahead. Then, they break down Tesla’s (TSLA) and Alphabet’s (GOOG) earnings and why traders have punished the stocks for their AI spending before closing out the episode with a conversation about Intel (INTC), a compelling turnaround story that’s been overshadowed by hype. For more information on this week’s offer, visit cabotwealth.com/street.
The AI Trade Is On Pause, But Far From Over | Cabot Street Check
This week on Street Check, with Brad on vacation Chris is joined by fellow Cabot analysts Clif Droke and Jacob Mintz to discuss all things market. Clif reveals two under-the-radar precious metals he likes and one sector that’s been immune to recent selling. Next, Jacob points to emerging signs of life for the AI trade in the options market, as buying has picked up in $SKHY, $TSM, $GLW and others. For more information on this week’s offer, visit cabotwealth.com/street.
4 Pivotal Earnings Reports that Could Swing the Market | Cabot Street Check
This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for investors. Then, they move on to South Korea, where the KOSPI index has entered a bear market, while one of the country’s largest companies, SK Hynix (SKHY), completes its U.S. listing in the largest ADR IPO ever. To close out the episode, they each highlight the two companies that they think will have the biggest impact when they report in the upcoming Q2 earnings season. For more information on this week’s offer, visit cabotwealth.com/street.
Stock Over/Unders: Where MU, SPCX, Others Will Finish 2026 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then they make over/under calls for the end of the year on Bitcoin, gold, SpaceX (SPCX), Moderna (MRNA), and a variety of stocks tied to the AI data center build-out. For more information on this week’s offer, visit cabotwealth.com/street.
SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check
This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials and debate whether AI companies can ever reach profitability. For more information on this week’s offer, visit cabotwealth.com/street.
AI Stocks Retreat, SpaceX Debuts, and Tracking Insider Buying| Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX (SPCX) IPO. Then they welcome on Michael Brush of Cabot Insider Edge to talk about how to use buying by company insiders to boost your returns, where those signals are the most meaningful, and his new advisory. For more information on this week’s offer, visit cabotwealth.com/street.
6 Stock Picks We Got Wrong - and 3 We Got Very Right | Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent weakness in the market, this morning’s jobs numbers (and what they could portend for interest rates), and Anthropic’s confidential S-1 filing and impending IPO. Then, they go through their takes from the first half of 2026 and pay the price for what they got wrong. For more information on this week’s offer, visit cabotwealth.com/street.
Stocks to the Moon, and This Sector Is Leading the Way | Cabot Street Check
This week on Street Check, Chris and Brad discuss the incredible performance of the market in May, chip stocks, like Micron (MU), going vertical, and whether Bitcoin has been dethroned as the speculative vehicle of choice for investors. Then, they talk about space stocks, the impending SpaceX IPO and whether rate hikes are coming later this year. For more information on this week’s offer, visit cabotwealth.com/street.
Analyst Round Table: Why the Rally Should Continue | Cabot Street Check
This week on Street Check, Chris and Brad are joined by four Cabot analysts to discuss their perspectives on the state of the market. Cabot Options Trader’s Jacob Mintz brings his insight from the options market and highlights an area that he thinks can step up if the AI trade fades, and Cabot Money Club’s Nancy Zambell breaks down sentiment, interest rates, and her expectations for bank stocks. Then, Cabot Turnaround Letter’s Chief Analyst, Clif Droke, talks commodities, inflation and what will sustain the ongoing bull market, and Cabot’s Chief Market Strategist, Mike Cintolo, closes out the episode with a conversation about where he sees momentum in the market, optimism for the rest of the year, and why we’ve likely got more room to run. For more information on the offer mentioned in this episode, visit cabotwealth.com/street.
Market Cracks Forming, but Don't Stop Buying (Yet) | Cabot Street Check
This week on Street Check, Chris and Brad discuss growing margin debt as a top signal that hasn’t arrived yet, weakness under the surface as the market hits all-time highs, rising inflation and whether that will become a problem, and Treasury yields lifting into problematic territory. Then, they break down the Cerebras (CBRS) IPO, why it blew past its IPO price, and whether it’s a sign of exuberance in the market. For more information on this week’s offer, visit cabotwealth.com/street.
The Mag 7 Are Thriving. But Small Caps Are a Better Bet | Cabot Street Check
This week on Street Check, with Brad out Chris is joined by Cabot's small-cap investing expert Tyler Laundon to discuss the record-high market, what's fueling it, and what could derail it. They also get into Tyler's bread and butter - small-cap stocks - and examine why they've almost doubled the performance of large caps this year - and explore why that trend should continue. For more information on this week’s offer, visit cabotwealth.com/street.
6 Ways to Profit This Year Outside the Mag 7 | Cabot Street Check
This week on Street Check, Chris and Brad discuss Bitcoin, the ongoing market rally and signs that it could continue, earnings from five of the Magnificent 7 stocks, and Jerome Powell’s last meeting at the helm of the Fed. Then they each pick three stocks or sectors they like for the rest of 2026 that range from natural gas and streaming to space and directed energy weapons. For more information on this week’s offer, visit cabotwealth.com/street.
3 Micro-Cap Stocks to Buy, with Rich Howe | Cabot Street Check
This week on Street Check, Chris and Brad discuss the snapback rally in stocks as the S&P 500 and Nasdaq reach all-time highs and whether valuation concerns could slow the market down. Then, they dive into what Netflix (NFLX) is doing with its war chest of cash after the Warner Bros. Discovery (WBD) bid fell through and Tesla’s (TSLA) latest earnings. Finally, Rich Howe joins to talk about micro-cap stocks that are working, spin-off investing, and negative enterprise value stocks. To learn more about Rich, visit stockspinoffinvesting.com, and for more information on this week’s offer, visit cabotwealth.com/street.
Why the Market Rally Might Be Here to Stay | Cabot Street Check
This week on Street Check, Chris and Brad discuss clean energy stocks, the market’s massive rally (which has driven the S&P 500 and Nasdaq to fresh all-time highs), the outperformance of the Magnificent Seven stocks and lagging performance of the S&P Equal Weight Index. Then, they talk bank earnings as a “temperature check” on the health of the market and break down the surge of Allbirds (BIRD) as it pivots to AI. For more information about this week’s offer, visit cabotwealth.com/street.
Buy Ideas for the Current Market, with Mish Schneider | Cabot Street Check
This week on Street Check, Chris and Brad talk SpaceX and Tesla (TSLA), the ceasefire-driven rally in the markets, this week’s inflation figures, and space-related stocks having a moment. Then Mish Schneider of MarketGauge joins to discuss the possibility of a multi-year top in stocks, a weakening consumer, stocks and sectors she’s watching now, cryptocurrency, her Economic Modern Family thesis for the market, and the one ETF that will tell you where we head next. For more from Mish, visit MarketGauge.com or check out The Economic Modern Family YouTube channel, and to learn more about the offer mentioned in this week’s episode, visit cabotwealth.com/street.
SpaceX Files, Nike Implodes, Fertilizer Stocks Soar | Cabot Street Check
This week on Street Check, Chris and Brad debate whether the mid-week market rally was a dead cat bounce or the beginning of a potential recovery. Then, they share updates on the SpaceX IPO, discuss Nike’s (NKE) brutal five-year run, and talk fertilizer stocks as an alternative to investing in oil companies. For more information about this week’s offer, visit cabotwealth.com/street.
Time to Start Bottom-Fishing. Here's What to Buy | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possible IPOs of SpaceX, OpenAI and Anthropic and whether investors should consider them, whether oil’s rise caps the upside potential of gold, and growing concerns about private credit. Then, Carl Delfeld joins to discuss international stocks, the performance of Asian markets, using the current market weakness to build up a watch list, and the trading mindset that will set you up for success right now. For more information on this week’s offer, visit cabotwealth.com/street.
Market March Madness: Our 'Final 4' Stock Picks for 2026 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the latest Fed meeting, the shifting expectations for interest rates, and the ongoing fallout from the war with Iran. Then, inspired by March Madness, they each pick a Cinderella stock, a heavy favorite that’s going home early, and four stocks that they like for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/street.
How to Invest in the Age of the Iran War | Cabot Street Check
This week on Street Check, Chris and Brad discuss cybersecurity stocks, the ongoing market uncertainty caused by the conflict in Iran and what signs could signal a character change, whether to chase or fade energy stocks at these levels, and the takeaways from the latest inflation report. Then, they take a critical look at Oracle’s (ORCL) latest earnings before wrapping up with a conversation about their favorite Oscar-nominated films of 2025 ahead of this year’s Academy Awards. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.
Investors Aren't Panicking Over Iran ... Yet | Cabot Street Check
This week on Street Check, Chris and Brad discuss the market’s reaction to the Iran situation, including the immediate impact of higher oil prices, the unexpectedly weak jobs figures, and Costco’s (COST) comments on cutting prices to “return” the tariff refunds to its members. Then, Chief Investment Strategist Mike Cintolo joins to discuss growth stocks, his perspective on the market, and the signs that could signal the reacceleration of the bull market. For more information about this week’s offer, visit cabotwealth.com/street.
AI Skepticism & The Citrini Report | Cabot Street Check
This week on Street Check, Brad breaks down the latest market news, including the Citrini research report that spooked the market, Nvidia’s (NVDA) earnings, the winners and losers as investors get more skeptical of the AI trade, and today’s high PPI print. Then, Nancy Zambell, Chief Analyst of Cabot Money Club, joins to discuss pockets of strength in the market, GLP-1 stocks, real estate and managing credit card debt.
What the Supreme Court's Tariff Strike-down Means for Stocks | Cabot Street Check
This week on Street Check, Chris and Brad break down the Supreme Court ruling that rolls back President Trump’s tariffs, the newly released U.S. GDP figures, outperformance by defensive sectors amidst ongoing market rotation, and Berkshire-Hathaway’s (BRK.A/B) last moves with Warren Buffett at the helm. Then, Tyler Laundon joins to discuss the strength of small-cap stocks, which sectors look the best, and what he expects from the asset class for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/street.
Why the Super Bowl May Have Signaled a Top for AI Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss the ongoing market weakness, the latest jobs and inflation figures and whether the proliferation of AI-related ads in the Super Bowl is a top signal. Then, they dive into recent strength in Japanese stocks following the country’s snap elections and briefly talk massive EV-related write-offs by domestic automakers and what that may mean for the future. For more information on this week’s offer, visit cabotwealth.com/street.
Analyst Round Table: Why You Shouldn't Sweat the Market Slide | Cabot Street Check
This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts, including Jacob Mintz, Clif Droke, Tom Hutchinson and Carl Delfeld. They talk options, volatility in tech stocks and software, undervalued sectors, market rotation, precious metals, dividends, global investing and more. To learn more about the special offer mentioned in this week’s episode, visit cabotwealth.com/street.
Why a Market Pullback May Be Imminent | Cabot Street Check
This week on Street Check, Chris and Brad briefly touch on rumors that OpenAI will IPO in Q4 before discussing exuberant sentiment, rotation in the market, the Fed’s interest rate decision and the nomination of Kevin Warsh. Then, they talk big-tech earnings, a slew of announcements from Tesla and the sell-off in precious metals. For more information on this week’s offer, visit cabotwealth.com/street.
3 Under-the-Radar Sectors Poised for a Turnaround | Cabot Street Check
This week on Street Check, Chris and Brad discuss the Greenland-related tariff threats and their quick reversal, revised GDP figures and early earnings season results, and the across-the-board outperformance by small-cap stocks. Then, Clif Droke joins to talk all about precious metals, silver’s huge run, the metal he likes best for the rest of 2026, rotation in the equity markets, and his favorite turnaround sector. For more information on this week’s offer, visit cabotwealth.com/street.
Bitcoin vs. Gold, NFLX vs. META and Other 2026 Picks | Cabot Street Check
This week on Street Check, Chris and Brad discuss bank earnings, Jerome Powell vs. the DOJ, and BYD gaining a foothold in North America. Then, they debate Bitcoin vs. gold, NFLX vs. META, U.S. stocks vs. European stocks, small caps vs. large caps, and more. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.
Top Stock Picks for 2026, with Mike Larson | Cabot Street Check
This week on Street Check, Chris and Brad discuss the potential impact of U.S. action in Venezuela on energy stocks, the latest employment figures and the market’s response, and the Supreme Court’s impending decision on President Trump’s tariffs. Then, they welcome Mike Larson of MoneyShow to talk all about the 2026 Top Picks report, winners from last year’s report and his take on the market. To download the 2026 Top Picks report, visit cabotwealth.com/street.
What to Expect from Stocks in 2026 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the state of the market heading into 2026 and catch up on the last two weeks of market action. They talk about the minutes from the December Fed meeting and what that could mean for investors going forward, the retirement of Warren Buffett and the astronomical returns that Berkshire Hathaway (BRK.A) shareholders enjoyed with him at the helm, and they touch on an Iron Condor strategy gone wrong and why you shouldn’t use the Martingale strategy when investing.
Our 6 Favorite Investments for 2026 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the latest inflation report and what it could mean for future rate cuts, the recent performance of growth stocks, and whether or not a “Santa rally” matters for the market next year. Then, they offer their six favorite opportunities for 2026, ranging from precious metals and consumer stocks to international funds and healthcare. For more information about the offer mentioned in this week’s episode, visit cabotwealth.com/street.
The Long-Awaited Cannabis Rally May Finally Be Here | Cabot Street Check
This week on Street Check, Chris and Brad briefly discuss the market’s latest moves before they’re joined by Cabot Cannabis Investor’s Chief Analyst, Michael Brush, to talk about the massive rally in cannabis stocks on reports that President Trump may be moving forward on rescheduling. Then, in the second half, your hosts run through their takes over the last six months, pay for their bad calls, and field an unexpected round of questions from Producer Madison. For more information about the offer mentioned in this episode, visit cabotwealth.com/street.
AAPL and GOOG Have Won the AI Wars; META Has Lost Them | Cabot Street Check
This week on Street Check, Chris and Brad discuss the market’s resurgence after it fell from October highs, the latest jobs numbers and what they may be telling us about the economy, record-high retail spending this holiday season, Netflix (NFLX) buying Warner Bros. (WBD), and Meta’s (META) decision to throw in the towel on the metaverse.
4 Sectors to Combat the Market Meltdown | Cabot Street Check
This week on Street Check, Chris and Brad are joined by Jacob Mintz, Nancy Zambell and Clif Droke to discuss the recent market sell-off, where they’re seeing signs of strength, the sustainability of the bull market, restaurant stocks, housing, precious metals, AI stocks and more. For more information about the offer mentioned in this week’s episode, visit cabotwealth.com/street.
Growth Stocks Collapsing, Healthcare Stocks Thriving | Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent selloff in growth stocks, the end of the government shutdown and whether the market cared, booming healthcare and biotech stocks, Michael Burry’s decision to shutter Scion Asset Management, and new consumer-focused proposals from the White House for 50-year mortgages and tariff rebate checks. To learn more about the offer mentioned in this episode, visit cabotwealth.com/street.
Why Elon Musk Might Actually Be Worth $1 Trillion | Cabot Street Check
This 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 bout of turbulence while staying prepared for the next leg up. For more information on this week’s offer, visit cabotwealth.com/street.
Sizing Up 8 Hot Stocks: Are These Tricks or Treats? | Cabot Street Check
This 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, or king-size stake in their portfolios. For more information about this week’s offer, visit cabotwealth.com/street.
What Do Investors Care Most About Right Now? | Cabot Street Check
This 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 anything more than profit-taking. Finally, they revisit meme stocks as Beyond Meat (BYND) and Krispy Kreme (DNUT) pop and the meme stock ETF (MEME) rises from the ashes. For more information about this week’s offer, visit cabotwealth.com/street.
Volatility is Back. Time to Buy Gold ... and Small Caps? | Cabot Street Check
This 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 information on this week’s offer, visit cabotwealth.com/street.
AI or Gold Bubble? AMZN or NFLX? Halloween or Friday the 13th? | Cabot Street Check
This 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 Netflix (NFLX) vs. Amazon (AMZN), healthcare vs. real estate, and Halloween vs. Friday the 13th. For more information on this week’s offer, visit cabotwealth.com/street.