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A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
125 Episodes
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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.
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.
This 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 to discuss the new arena of globalization, the U.S.-China rivalry and how to position your portfolio as global dynamics shift. For more information on this week’s offer, visit cabotwealth.com/street.
This 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 picking winners and losers. For more information about this week’s offer, visit cabotwealth.com/street.
This 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, follow him on X or check out his YouTube channel. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.
This 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 traded sports franchises and the companies that own them. For more information on this week’s offer, visit cabotwealth.com/street.
This 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 Tom Hutchinson offers his take on dividend stocks, interest rates, and the AI trade as the still-dominant market narrative. For more details about this week’s offer, visit cabotwealth.com/street.
This 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 offer in this week’s episode, visit www.cabotwealth.com/street.
This 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 information on this week’s offer, visit www.cabotwealth.com/street.
This 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 about housing and real estate. They cover home prices, interest rate expectations, how prospective buyers should approach the market, and a handful of stocks in the sector that look strong. For more information on this week’s offer, visit cabotwealth.com/street.
This 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 close out the show, they highlight a handful of major earnings reports and AI-driven growth in big tech companies. For more information about this week’s offer, visit cabotwealth.com/street.
This 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 Rich, visit stockspinoffinvesting.com; to learn more about this week’s offer, visit cabotwealth.com/street.
This 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 of them. For more information on this week’s offer, visit cabotwealth.com/street.
This 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, visit www.cabotwealth.com/street.
This 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, and he offers a handful of stocks from his watchlist. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.
This 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 break down stablecoins, Circle’s (CRCL) IPO and how the rollout of digital currencies could impact spenders and investors. For more information on this week’s offer, visit cabotwealth.com/street.
This 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 expectations for the Fed and talk about silver’s historic discount to gold. For more information about the offer mentioned in this episode, visit cabotwealth.com/street.
This 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 potential technical breakthrough for the U.S. market, and a developing "yellow" flag for stocks in the gold market. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.
This 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 Chris’s favorite “get-rich-quick” stocks. We also talked about Tom Cruise’s teeth. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.
This 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 on this episode, visit cabotwealth.com/street.
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