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Cabot Wealth Network Podcasts

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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 ex…
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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 …
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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 C…
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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 o…
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On 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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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This 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 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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This 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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This 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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This 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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This 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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This 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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This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts. Jacob Mintz opens the episode talking options and the market setup heading into the election, Clif Droke highlights promising turnaround possibilities and gold, Tyler Laundon weighs in on small-cap stocks, and finally, Michael Brush provides an update on cann…
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This week on Street Check, Chris and Brad discuss ASML (ASML)'s early earnings report and contrast it with a bullish report from Taiwan Semi (TSM), broadly bullish bank earnings, the impact of large-scale layoffs at high-profile firms, Alphabet (GOOG)'s monopoly ruling and ARK Funds becoming shorthand for wealth destruction. Then, they make over/un…
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This week on Street Check, Chris and Brad discuss Tesla's (TSLA) "We, Robot" event and the market's response to the Robotaxi and the Optimus dancing robots, the latest inflation figures, and whether third-quarter earnings season will move stocks. Then, they welcome on Carl Delfeld, Chief Analyst of Cabot Explorer, to discus the "Great Rebalance," m…
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This week on Street Check, Chris and Brad discuss the latest jobs report and its impact on the market, the brief dockworker strike, and what’s happening with Nike (NKE) to push shares down by more than 7% in just a week. Then, they welcome Larry Cheung to discuss the latest stimulus measures in China, how across-the-board economic support has raise…
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This week on Street Check, Chris and Brad discuss EVs, the latest stimulus moves from China's central bank, a resurgence in value stocks, and recent data pointing to a high level of retail investor cash still on the sidelines (and what it will take to move that into the market). Then, Tyler Laundon, Chief Analyst of Cabot Small-Cap Confidential, jo…
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This week on Street Check, Chris and Brad discuss the Fed’s much-anticipated rate cut and the market’s reaction, whether the initial rally in small-cap stocks is a sign of what’s to come, and if the bottom is already in on the major indexes. Then, they make pitches for the six biggest stories that the market will be talking about for the next six m…
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This week on Street Check, Chris pays the price for his underperforming Bills before making the case that small-cap stocks will be at all-time highs by the end of the year. Then, he and Brad discuss the last inflation print before the Fed finally begins cutting rates and whether it remains an overhang going forward. They also discuss cash options f…
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This week on Street Check, Chris and Brad make a friendly wager on the upcoming Bills-Cardinals game and Brad makes the case that the utility stock trade is already showing signs of crowding. Then, they discuss widespread selling in September after Wall Street returned from summer vacation with a hangover, whether the jobs numbers are as disappoint…
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This week on Street Check, Chris and Brad discuss Nvidia's (NVDA) latest earnings and the market's reaction, cannabis stocks going up in smoke following delays in potential rescheduling and Super Micro Computer's (SMCI) precipitous fall after a Hindenburg research report and the subsequent filing delay. Then, they welcome on Mike Cintolo of Cabot G…
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This week on Street Check, Chris and Brad briefly touch on Nvidia's (NVDA) upcoming earnings before diving into the market's rebound from the late-July/Early-August correction, Powell's rate announcement in Jackson Hole and the recent jobs revision. Then they debate which electric vehicle stocks might offer some upside now that the "romance" phase …
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This week on Street Check, Chris and Brad discuss the strength of the American consumer, inflation falling into the 2% range and what the Fed's path forward looks like. Then, they talk about Chipotle's (CMG) surprise decision to poach Starbucks' (SBUX) CEO and whether a change in CEO moves the needle for companies. To close out the "Big 3," they ta…
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This week on Street Check, Chris and Brad discuss the massive spike in the VIX to multi-year highs, rising recession fears and concerns that the Fed may be acting too late, and the Japanese "carry trade" that (briefly) cratered the Nikkei index. Then, they welcome on Ben Reynolds, Founder and CEO of Sure Dividend, to talk all about dividend investi…
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This week on Street Check, Chris is out on vacation so Brad flies solo through some market news as the VIX hits multi-year highs, jobs disappointment contributes to an ongoing market correction and earnings season heats up. Then he's joined by special guest Producer Madison to talk all about how to save for college for your kids (or grandkids). The…
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This week on Street Check, Chris and Brad discuss Tesla's (TSLA) latest earnings report and rapid correction, if the rise in volatility and the sell-off in tech is just a rerun of April's dip, what the massive amount of cash on the sidelines could mean for the market going forward, and whether China's continuing struggles should have international …
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This week on Street Check, Chris and Brad discuss the recent pullback in big tech and signs of anxiety across the market. They break down Crowdstrike's (CRWD) disastrous day as well as corrections in ASML Holding (ASML) and Taiwan Semi (TSM) after their respective earnings reports and headlines about further export restrictions on chips. Then they …
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This week on Street Check, everybody's bullish! Chris and Brad welcome on Michael Brush, Jacob Mintz, Tyler Laundon and Tom Hutchinson to offer up their perspectives on the current state of the market. They talk sentiment and market indicators, signals from the options market, small cap outperformance, REITs, dividend stocks and more. To learn more…
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This week on Street Check, Chris and Brad debate whether investors have begun rotating out of the AI theme after months of dominant performance. Then, they discuss Warren Buffett's big bet on oil and a catastrophic year for Walgreens (WBA) that's seen them cut the dividend, explore store closures, and has dragged share prices down by more than 50%.…
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This week on Street Check, Chris and Brad discuss Nvidia (NVDA) briefly becoming the largest publicly traded company in the world and its rocky end to the week before looking at the latest retail sales figures and some of the economic reports on tap for the week ahead. Then, they talk AST SpaceMobile (ASTS), its impressive returns since mid-May and…
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This week on Street Check, Chris and Brad briefly discuss the state of the market and the latest Fed meeting and inflation numbers, plus what's happening with the biggest tech stocks, before they pay the price for their bad takes. They'll talk beer stocks, rate cuts, AI bubbles, China, the Equal-Weight S&P 500 and more and Produce Madison will dole…
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