The Big Skinny

Oil, small caps, biotech, AI, IPOs, prediction markets and the “there’s always a bull market somewhere” thesis are back on trial. In this episode, Lou Basenese and Dodd revisit The Big Skinny’s Top 6 Predictions for 2026 at the halfway mark to see what’s already working, what still needs time, and what investors should do next. From energy’s asymmetric setup and the small-cap earnings breakout to...

Mag 7 lag, Meta’s AI cloud questions, biotech breakout signals, and the return of broader market leadership — that’s the point of this episode of The Big Skinny. Lou Basenese explains why investors shouldn’t bemoan the fact that the Mag 7 are lagging. They should embrace it. Why? Because a healthy bull market eventually broadens beyond a handful of mega-cap winners, and that’s exactly what appears...

Chip bubble calls, AI demand denial, semiconductor selloffs, prediction market hype, and the tippy-top trap. Lou Basenese takes on the insane idea that we’re already near the end of the AI chip cycle – when the world has never seen a technology demand curve like this before. In this episode, Lou breaks down why AI chip demand is still early, why every serious semi dip deserves attention, and why i...

Too many ETF tickers, too little time. There are officially more ETFs than publicly traded stocks in the U.S., and no normal investor has the time — or the stomach — to sort through thousands of products that all claim to be the answer. That’s the setup for this episode of The Big Skinny. Lou Basenese asks the question everyday investors should be asking: if there’s now an ETF for everything, how...

GLP-1s are the first line of biotech innovations that are remaking medicine, GPUs are still fueling the AI boom, and the coming SpaceX IPO is about to test investors’ impulse control. That (and more) is the focus of this episode of The Big Skinny. Lou Basenese makes the case that the next trillion-dollar growth trend after AI might be longevity — and that Eli Lilly (LLY) represents the smartest wa...

This week on The Big Skinny, Lou Basenese goes straight at three huge market questions: Are semis too crowded? Is Nvidia still a buy? And how big could the SpaceX IPO really be? The setup is simple: Mag 7 earnings continue to overpower the skeptics, semiconductors keep outrunning the broader market, and the next mega-story may already be sitting in an S-1 filing that just landed at the SEC. Lou br...

This week on The Big Skinny, Lou Basenese cuts through the noise after a monster week of earnings from most of the Mag 7 and asks what investors should really take away. The answer: AI demand is real, cloud demand is compounding, and Big Tech is still buying the most valuable real estate of the next decade. Lou breaks down why Alphabet (GOOGL) stands out, why the capex skeptics are missing the plo...

This week on The Big Skinny, Lou Basenese cuts through the noise surrounding the Mag 7 and asks a simple question: is Big Tech really as dominant as the narrative suggests — or is the market already starting to broaden out? With Nvidia responsible for an outsized share of earnings revisions, Lou explains how one stock can distort the whole picture — and create opportunity elsewhere. Joining Lou li...

This week on The Big Skinny, Lou Basenese asks a timely question: if markets are headed into another storm, what should investors actually own? From bear-market scares and oil-price shocks to inflation jitters and dollar-debasement chatter, Lou breaks down the volatility that’s driving headlines — and the opportunities those headlines may be masking. He also shares excerpts from his latest intervi...

This week on The Big Skinny, Lou Basenese asks a bigger question than whether AI is a bubble: what happens when the boom runs headfirst into reality? Lou breaks down why the next phase of the AI trade won’t be decided by chatbots or software demos, but by oil, electricity, workers, and the physical infrastructure needed to keep the whole machine running. Lou also tackles where opportunity is showi...

This week on The Big Skinny, Lou Basenese asks a simple question: when markets panic, who actually profits? The answer starts with oil. As conflict drives energy prices higher, Lou breaks down the winners, the losers, and why the economic fallout depends a lot on where you sit in the market. He’s joined by Matthew Tuttle, CEO and CIO of Tuttle Capital Management, whose entire career has been built...

This week on The Big Skinny, Lou Basenese tackles the latest market shocks – from oil prices surging past $100 to growing fears that AI could disrupt jobs across the economy. Lou is joined by Mark Skousen of The Oxford Club and Josh Young of Bison Interests to unpack what these developments really mean for investors. They dig into the inflation risks tied to energy markets, the economic signals co...

This week on The Big Skinny, Lou Basenese breaks down Nvidia’s latest blockbuster earnings report and asks the question investors really care about: what happens next? With earnings accelerating and free cash flow surging, the AI thesis remains intact. But markets don’t move on headlines alone – they move on positioning. Lou is joined by Eddie Ghabour of Key Advisors Wealth Management and Dale Smo...

This week on The Big Skinny, Lou Basenese goes head-to-head with Futurum Group's CEO Daniel Newman in a special debate episode sparked by a viral tweet defending Hims & Hers Health, Inc. (HIMS) compounding Novo Nordisk’s (NVO) leading drug. Is HIMS a legitimate healthcare disruptor – or underestimating the power of Big Pharma and regulatory risk? Lou and Dan break down what this controvers...

This week on The Big Skinny, Lou Basenese dives into biotech’s comeback. After years of pain, the sector is showing clear signs of revival — from renewed IPO activity and M&A interest to improving stock price performance. Lou is joined by Jonathan Faison, who breaks down how to invest in biotech without needing a PhD. He explains how retail investors can approach the sector systematically, foc...

This week on The Big Skinny, Lou Basenese cuts through the panic surrounding crypto’s latest selloff to ask the only question that matters: is fear creating opportunity? As Bitcoin slips below $80,000, Lou explains what typically follows periods of extreme sentiment and where capital tends to move next. Joined by Matt McCall, Lou explores the upside in biotech, micro caps, AI infrastructure, robot...

This week on The Big Skinny , Lou Basenese rolls out his Top 6 Predictions for 2026, cutting through bubble talk and doom headlines to focus on what actually matters for investors. From energy’s asymmetric setup and a small-cap earnings breakout, to biotech’s next expansion phase, the AI power bottleneck, and the star-studded IPO class of 2026, Lou explains where opportunity is re-emerging – and w...

This week on The Big Skinny , Lou Basenese cuts through the noise and crowdsources conviction from some of Wall Street’s most trusted voices. Joined by his friends and Fox Business regulars Thomas Hayes, Kenny Polcari, Mike Lee, Adam Johnson, and Kevin Mahn, Lou asks one simple question: What are your two best stocks for 2026? From growth to value, momentum to fundamentals, this episode delivers a...

This week on The Big Skinny, Lou Basenese hands out the ultimate 2025 report card. From the loudest recession warnings and bubble calls to the investments that actually delivered, we break down the best calls, worst misses, and biggest surprises of the year. Lou revisits our top guests, top stock picks, and the predictions that aged like fine wine – and the ones that didn’t. Then we look ahead to...

This week on The Big Skinny, Lou Basenese dives into the latest Chip Wars frenzy after news of the Google/Meta chip collaboration sent Nvidia shares south. Then Beth Kindig joins the show to make the case behind her bold call: NVDA hitting a $20 trillion market cap by 2030 – and why the market keeps underestimating demand for AI hardware. Lou also revisits the second half of his Top 10 AI Stocks N...

This week on The Big Skinny , Lou Basenese slices through the Nvidia noise to spotlight the real AI momentum powering the next wave of profits – from energy to infrastructure to platforms – in his Top 10 AI Stocks Not Named Nvidia list. Then Stephen Sikes, COO of Public.com, joins to show how AI is reimagining investing accounts and giving everyday investors pro-level tools. Lou wraps it up with r...

This week on The Big Skinny, Lou Basenese dives into the resource renaissance with Rick Rule, the ultimate natural-resource insider, and Frank Trotter, banking veteran turned fintech disruptor behind Battle Bank and EverBank. The trio unpack how gold’s rally is lighting the fuse for a wider commodities boom, why oil is the next trade Wall Street’s missing, and how rare earth metals could reshape t...

This week on The Big Skinny , Lou Basenese welcomes Jonathan Faison, a veteran biotech investor who knows how to turn breakthroughs into profits. Together they explore the capital rotation into biotech, the key signals of a lasting rebound, and the investing framework for spotting early-stage winners before the crowd. Plus, Lou’s diving into the ridiculous calls for a recession, a still contrarian...

This week on The Big Skinny , Lou Basenese is joined by Josh Young, Founder & CIO of Bison Interests, and Ed Kovalik, CEO of Prairie Operating Co. – two industry veterans who know the oil patch better than Washington does. Together, they expose the policy contradictions behind the President’s Drill Baby Drill agenda and why it can’t undo years of underinvestment or basic economic reality. The...

This week on The Big Skinny , we’re getting charged up. First, Terawulf Inc. CFO Patrick Fleury joins to break down how power, not GPUs, is the real bottleneck in the AI boom – and how $WULF is turning its bitcoin-mining roots into a megawatt-minting machine for hyperscale AI. Then Lou digs into biotech’s comeback from the dead, the problem with a real estate rebound, small caps’ revenge, and the...