Cabot Street Check

Cabot Street Check

A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.

Episodes

August 7, 2026 47 mins
This week on Street Check, Brad breaks down this week’s market rally on growing optimism around the AI trade, expectations that a weaker labor market will prevent the Fed from raising interest rates, and SpaceX (SPCX) moving higher on the heels of the company’s first earnings report since coming public. Then, he takes a closer look at a handful of earnings season winners and losers and outlines what it tells investors a...
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This week on Street Check, Chris and Brad discuss whether Microsoft’s (MSFT) earnings saved the AI trade; the Fed’s decision to hold rates steady and rely on rising Treasury yields to do the tightening for them; earnings from Amazon (AMZN), Apple (AAPL), and Meta (META); and takeaways from this week’s GDP figures. Then, they welcome on Carl Delfeld of Cabot Explorer to talk global investing, AI’s impact on f...
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This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it to go in the months ahead. Then, they break down Tesla’s (TSLA) and Alphabet’s (GOOG) earnings and why traders have punished the stocks for their AI spending before closing out the episode with a conversation about Intel (INTC), a compelling tur...

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This week on Street Check, with Brad on vacation Chris is joined by fellow Cabot analysts Clif Droke and Jacob Mintz to discuss all things market. Clif reveals two under-the-radar precious metals he likes and one sector that’s been immune to recent selling. Next, Jacob points to emerging signs of life for the AI trade in the options market, as buying has picked up in $SKHY, $TSM, $GLW and others. For more information on this ...
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This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for investors. Then, they move on to South Korea, where the KOSPI index has entered a bear market, while one of the country’s largest companies, SK Hynix (SKHY), completes its U.S. listing in the largest ADR IPO ever. To close out the episode, they each highlig...

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This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then they make over/under calls for the end of the year on Bitcoin, gold, SpaceX (SPCX), Moderna (MRNA), and a variety of stocks tied to the AI data center build-out. For more information on this week’s offer, visit cabotwealth.com/street.

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This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials and debate whether ...
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This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX (SPCX) IPO. Then they welcome on Michael Brush of Cabot Insider Edge to talk about how to use buying by company insiders to boost your returns, where those signals are the most meaningful, and his new advisory. For more information on this week&rsqu...

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This week on Street Check, Chris and Brad discuss the recent weakness in the market, this morning’s jobs numbers (and what they could portend for interest rates), and Anthropic’s confidential S-1 filing and impending IPO. Then, they go through their takes from the first half of 2026 and pay the price for what they got wrong. For more information on this week’s offer, visit cabotwealth.com/street.
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This week on Street Check, Chris and Brad discuss the incredible performance of the market in May, chip stocks, like Micron (MU), going vertical, and whether Bitcoin has been dethroned as the speculative vehicle of choice for investors. Then, they talk about space stocks, the impending SpaceX IPO and whether rate hikes are coming later this year. For more information on this week’s offer, visit cabotwealth.com/street.
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This week on Street Check, Chris and Brad are joined by four Cabot analysts to discuss their perspectives on the state of the market. Cabot Options Trader’s Jacob Mintz brings his insight from the options market and highlights an area that he thinks can step up if the AI trade fades, and Cabot Money Club’s Nancy Zambell breaks down sentiment, interest rates, and her expectations for bank stocks. Then, Cabot Turnaround L...
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This week on Street Check, Chris and Brad discuss growing margin debt as a top signal that hasn’t arrived yet, weakness under the surface as the market hits all-time highs, rising inflation and whether that will become a problem, and Treasury yields lifting into problematic territory. Then, they break down the Cerebras (CBRS) IPO, why it blew past its IPO price, and whether it’s a sign of exuberance in the market. For m...

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This week on Street Check, with Brad out Chris is joined by Cabot's small-cap investing expert Tyler Laundon to discuss the record-high market, what's fueling it, and what could derail it. They also get into Tyler's bread and butter - small-cap stocks - and examine why they've almost doubled the performance of large caps this year - and explore why that trend should continue. For more information on this week’s offer, visit c...

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This week on Street Check, Chris and Brad discuss Bitcoin, the ongoing market rally and signs that it could continue, earnings from five of the Magnificent 7 stocks, and Jerome Powell’s last meeting at the helm of the Fed. Then they each pick three stocks or sectors they like for the rest of 2026 that range from natural gas and streaming to space and directed energy weapons. For more information on this week’s offer, vi...

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This week on Street Check, Chris and Brad discuss the snapback rally in stocks as the S&P 500 and Nasdaq reach all-time highs and whether valuation concerns could slow the market down. Then, they dive into what Netflix (NFLX) is doing with its war chest of cash after the Warner Bros. Discovery (WBD) bid fell through and Tesla’s (TSLA) latest earnings. Finally, Rich Howe joins to talk about micro-cap stocks that are workin...

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This week on Street Check, Chris and Brad discuss clean energy stocks, the market’s massive rally (which has driven the S&P 500 and Nasdaq to fresh all-time highs), the outperformance of the Magnificent Seven stocks and lagging performance of the S&P Equal Weight Index. Then, they talk bank earnings as a “temperature check” on the health of the market and break down the surge of Allbirds (BIRD) as it pivot...

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This week on Street Check, Chris and Brad talk SpaceX and Tesla (TSLA), the ceasefire-driven rally in the markets, this week’s inflation figures, and space-related stocks having a moment. Then Mish Schneider of MarketGauge joins to discuss the possibility of a multi-year top in stocks, a weakening consumer, stocks and sectors she’s watching now, cryptocurrency, her Economic Modern Family thesis for the market, and the o...

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This week on Street Check, Chris and Brad debate whether the mid-week market rally was a dead cat bounce or the beginning of a potential recovery. Then, they share updates on the SpaceX IPO, discuss Nike’s (NKE) brutal five-year run, and talk fertilizer stocks as an alternative to investing in oil companies. For more information about this week’s offer, visit cabotwealth.com/street.

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This week on Street Check, Chris and Brad discuss the possible IPOs of SpaceX, OpenAI and Anthropic and whether investors should consider them, whether oil’s rise caps the upside potential of gold, and growing concerns about private credit. Then, Carl Delfeld joins to discuss international stocks, the performance of Asian markets, using the current market weakness to build up a watch list, and the trading mindset that will se...

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This week on Street Check, Chris and Brad discuss the latest Fed meeting, the shifting expectations for interest rates, and the ongoing fallout from the war with Iran. Then, inspired by March Madness, they each pick a Cinderella stock, a heavy favorite that’s going home early, and four stocks that they like for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/street.

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