Street Talk

TheStreet

Welcome to Street Talk with Caroline Woods, where inside our studio at The New York Stock Exchange, Caroline sits down with Wall Street’s top minds to break down the most talked-about companies, share expert stock picks, uncover under-the-radar opportunities, and put today’s market trends into context.

Our mission is simple: to cut through the noise and translate complex market data into clear, actionable investing strategies, helping investors at every level stay confident and ahead of the market.

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Friday · 22 min
S&P 500 Is Too Concentrated — Here’s Where to Move Your Money
Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, says today’s S&P 500 is the second-most concentrated market he’s seen in 33 years. He explains why diversification is more critical than ever — and exactly where he’s finding opportunity instead, from small and mid-cap stocks to high-quality bonds and REITs. Recorded: September 24, 2026
Thursday · 19 min
Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now
Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.” Recorded: September 24, 2026
Monday · 20 min
The Market Is Expensive — But These Stocks Are Still Cheap
Think stocks are too expensive to buy? Josh Wein of the Hennessy Cornerstone Growth Fund explains why he sees better opportunities beyond pricey mega-cap tech, shares the mid-cap stocks he’d buy now and reveals why he expects another 5–10% upside for the market this year.
September 17 · 22 min
Financial Winter Ahead? Stocks to Buy and Trim Now
Dale Smothers, CEO of RDS Wealth, breaks down his current portfolio moves stock by stock, including what he’s buying right now, what he’s trimming for seasonal reasons, and his full shopping list if the market pulls back even more. Recorded: September 10th, 2026
September 15 · 22 min
The Biggest Risk Is Not Being Risky Enough - Stocks To Buy Now
David Wagner of Aptus Capital Advisors explains why avoiding risk is the biggest mistake investors can make, why any pullback is a buying opportunity, and the names he’s buying right now.
September 14 · 17 min
Sit Out or Buy Now? The Signal Ken Mahoney Wants Before Jumping In
Ken Mahoney explains why he’s sitting out until the Fed raises rates — and why the real buy window opens only after the market digests the reaction over the next couple of days. He breaks down the signals he’s watching, the volatility ahead, and the pullback levels he uses before jumping in.
September 12 · 23 min
A ‘Much Larger Pullback’ Is Justified: How to Prepare
Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again.
September 11 · 32 min
10% Move Ahead? Ross Gerber Reveals What He’s Buying Now
Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market.
September 9 · 18 min
More Weakness Ahead? Kevin Mahn Says Buy These 7 Stocks
With oil at $100 and a Fed decision looming, Kevin Mahn explains why he’s still bullish long-term and breaks down where he’s putting money to work—and the 7 names he still owns.
September 8 · 39 min
AI Stocks Are Propping Up the Market — Peter Schiff On What To Buy Instead
With AI propping up the market and stocks appearing “expensive,” Peter Schiff, Chief Economist and Global Strategist at Euro Pacific Asset Management explains why gold’s downside is limited — and where retail investors can still find real upside.
September 3 · 26 min
Retail Is Beating the S&P — What They’re Buying Right Now
Steve Sosnick of IBKR breaks down how retail traders have outperformed the S&P by timing dips, taking profits on names like Nvidia and Salesforce, and staying nimble — a strategy he says matters even more now with the market “overdue for a pullback” and long‑term rates pushing toward 5%.
September 2 · 19 min
Stocks Could Fall 10% — Here’s The Pullback Playbook
Kristina Hooper explains why she believes a 10–20% pullback is still coming — driven by rising yields, vulnerable tech valuations, and geopolitical headwinds — and shares the specific areas she thinks retail investors should target when markets reset.
September 1 · 15 min
Missed the AI Boom? September Might Be Your Entry Point
Nvidia was only the beginning of the AI boom, and Sylvia Jablonski argues that September’s volatility could unlock the next big winners. With hyperscalers still spending aggressively and AI infrastructure expanding, the real upside may come from the overlooked trades — memory, photonics, and the companies fueling the chips.
August 31 · 21 min
Stocks Could Pull Back in September — Here’s What Joe Tigay is Buying
September is historically the market’s weakest month. Joe Tigay breaks down the signals he’s tracking - low VIX, inflation shocks, overspending in AI - and the stocks he’s watching on pullbacks including names like Alphabet and Amazon.
August 28 · 18 min
Will A Fed Rate Hike Hurt Stocks? Here’s How To Position Now
Ben Emons, Founder and CIO of Fed Watch Advisors, says the odds of a September hike are far higher than markets are pricing in — and breaks down what this could mean for your portfolio and where to invest now.
August 27 · 22 min
Andrew Graham’s Top Trade Now — And His Signal to Buy More
Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.
August 25 · 20 min
The AI Trade Is Changing — Here’s Where To Look For Opportunity Next
Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors. Recorded: August 25, 2026
August 24 · 25 min
The Best AI Stocks to Buy Now — And One to Avoid
CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning.
August 20 · 25 min
S&P Nearing 7,800 Target — CIO On Where To Take Profits
The S&P is already near Ahmed Riesgo’s 7800 target, and he says rising rates are the biggest risk to this market right now. He breaks down exactly where he’d take profits — and why he’s rotating money into bonds, healthcare, and equal‑weight exposure to stay ahead of the next move.
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July 20 · 18 min
Dan Ives on the AI Sell-Off
Dan Ives of Yorkville Ives & Company breaks down why he believes the AI trade is still in the early innings, what's driving the recent sell-off, and the key signals he's watching—including enterprise AI demand, Big Tech CapEx, cloud growth, and what could actually change his bullish outlook.

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