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 d...

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 th...

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 informatio...

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, a...

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.

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 .

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 th...

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...

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...

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 revi...

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....

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 e...

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....

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 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 tha...

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...

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.cabotwea...

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.cabo...

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 pric...

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...

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 m...

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 offe...

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 watchlis...

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 th...