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Cabot Street Check

Cabot Wealth Network

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

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21 episodes
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Avg 47 min
English

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#174
September 25 · 42 min
Why the Market is Near Record Highs But No One's Making Money | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possibility of a market dip in October, significant weakness under the surface despite large-cap indexes trading near all-time highs, the spike higher in bond yields, expectations for as many as four interest rate hikes by mid-2027, and a handful of market stand-outs (META, PLTR, TBBB, ZS) that have been bucking the sell-on-strength trend. Then Nancy Zambell joins to share her perspective on the market, real estate, saving money on energy bills, and sectors that look strong right now. For more information on this week’s offer, visit cabotwealth.com/street.
#173
September 18 · 47 min
AI May Kill Us All. But Biotech Is the Bigger Threat to Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent strength in biotech stocks, the Fed’s rate hike, Warsh’s credibility, and what the Summary of Economic Projections (SEP) tells us about rates going forward. Then, they debate recent fear-mongering by AI companies, whether AI will “kill us all,” and what it could mean for investors. To close out the episode, Mike Cintolo joins to share his insights on the state of the market, growth stocks, and his optimism about the months ahead. For more information on this week’s offer, visit cabotwealth.com/street.
#172
September 11 · 49 min
3 Under-the-Radar Stocks to Buy Now | Cabot Street Check
This week on Street Check, Chris and Brad discuss the market’s initial pullback to kick off the historically weak month of September and whether what’s happening under the hood is cause for real concern. Then, they debate the Fed’s expected move at next week’s meeting as inflation remains high, and they take a closer look at Oracle’s (ORCL) latest earnings results. To close out the episode, they make a case for three under-the-radar stocks: staffing company Robert Half (RHI), commodity play Archer-Daniels-Midland (ADM), and the low-cost Mexican grocery retailer BBB Foods (TBBB).
#171
September 3 · 55 min
10 Stocks and Sectors for an Uncertain Market | Cabot Street Check
This week on Street Check, Chris and Brad go around the horn with four guest analysts. Jacob Mintz shares his take on the options market as a whole, sideways trade in growth areas, and the absence of downside hedging by big investors. Then, Clif Droke joins to discuss value stocks, metals, and the best-looking areas for turnaround plays. Next up, Carl Delfeld offers his perspective on the data center supply chain, international opportunities and opportunities in emerging markets. Finally, Tyler Laundon closes out the episode with a deep dive on small-cap stocks, market weakness in September, and the moves he expects the Fed to make into the end of the year. Be on the lookout for more information about Carl’s upcoming webinar in September, and for more information on the offer mentioned in this episode, visit cabotwealth.com/street.
#170
August 28 · 46 min
Nvidia is Still the AI King. But Insiders are Buying Other Stocks | Cabot Street Check
This week on Street Check, Chris and Brad discuss Salesforce’s (CRM) blueprint for tech companies, Nvidia’s (NVDA) impressive earnings, Kevin Warsh’s statements at Jackson Hole, and feast-or-famine returns in restaurant stocks. Then, Michael Brush, Chief Analyst of Cabot Insider Edge, joins to discuss his market-beating returns since launching the advisory, how he identifies high-potential stocks based on insider buying signals, managing risk in an all-stock portfolio, and his thoughts on the market. For more information on this week’s offer, visit cabotwealth.com/street.
#169
August 21 · 43 min
Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check
This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) vs. Target (TGT). For more information on this week’s offer, visit cabotwealth.com/street.
#168
August 14 · 44 min
Will Anthropic Make the Same Mistake as SpaceX? | Cabot Street Check
This week on Street Check, Chris and Brad discuss whether SpaceX paved the way for Anthropic to target a $2 trillion valuation in its potential IPO, how an AI earnings boom is helping drive stocks to fresh highs, and why the market snapped back only to move sideways. Then, they debate whether last week’s jobs report changed the Fed’s calculus for rate hikes and why a weaker dollar has prompted a resurgence in gold prices but seemingly left Bitcoin behind. For more information on this week’s offer, visit cabotwealth.com/street.
#167
August 7 · 47 min
Is SpaceX (SPCX) Finally a Go for Launch? | Cabot Street Check
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 about how the market is pricing in the impact of artificial intelligence. Finally, Cabot Money Club’s Nancy Zambell joins to discuss her take on the market, investor sentiment, real estate, and what individual consumers can do to mute the impact of dynamic and surveillance pricing. For more information about this weeks’ offer, visit cabotwealth.com/street.
#166
July 31 · 43 min
Did Microsoft's Earnings Just Save the AI Trade? | Cabot Street Check
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 foreign markets, opportunities in defense and energy, and the best country to target over the long haul. For more information on this week’s offer, visit cabotwealth.com/street.
#165
July 24 · 45 min
What to Do with These 3 Mega-Cap Tech Stocks | Cabot Street Check
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 turnaround story that’s been overshadowed by hype. For more information on this week’s offer, visit cabotwealth.com/street.
#164
July 17 · 40 min
The AI Trade Is On Pause, But Far From Over | Cabot Street Check
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 week’s offer, visit cabotwealth.com/street.
#163
July 10 · 57 min
4 Pivotal Earnings Reports that Could Swing the Market | Cabot Street Check
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 highlight the two companies that they think will have the biggest impact when they report in the upcoming Q2 earnings season. For more information on this week’s offer, visit cabotwealth.com/street.
#162
June 26 · 1 hr 3 min
Stock Over/Unders: Where MU, SPCX, Others Will Finish 2026 | Cabot Street Check
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.
#161
June 18 · 38 min
SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check
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 AI companies can ever reach profitability. For more information on this week’s offer, visit cabotwealth.com/street.
#160
June 12 · 45 min
AI Stocks Retreat, SpaceX Debuts, and Tracking Insider Buying| Cabot Street Check
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’s offer, visit cabotwealth.com/street.
#159
June 5 · 56 min
6 Stock Picks We Got Wrong - and 3 We Got Very Right | Cabot Street Check
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.
#158
May 29 · 50 min
Stocks to the Moon, and This Sector Is Leading the Way | Cabot Street Check
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.
#157
May 22 · 48 min
Analyst Round Table: Why the Rally Should Continue | Cabot Street Check
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 Letter’s Chief Analyst, Clif Droke, talks commodities, inflation and what will sustain the ongoing bull market, and Cabot’s Chief Market Strategist, Mike Cintolo, closes out the episode with a conversation about where he sees momentum in the market, optimism for the rest of the year, and why we’ve likely got more room to run. For more information on the offer mentioned in this episode, visit cabotwealth.com/street.
#156
May 15 · 45 min
Market Cracks Forming, but Don't Stop Buying (Yet) | Cabot Street Check
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 more information on this week’s offer, visit cabotwealth.com/street.
#155
May 8 · 32 min
The Mag 7 Are Thriving. But Small Caps Are a Better Bet | Cabot Street Check
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 cabotwealth.com/street.

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