Cabot Street Check
A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
Episodes
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/s...
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 offe...
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...
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 ...
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 ment...
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 ...
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...
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