Cabot Street Check

How to Invest in the Age of the Iran War | Cabot Street Check

This week on Street Check, Chris and Brad discuss cybersecurity stocks, the ongoing market uncertainty caused by the conflict in Iran and what signs could signal a character change, whether to chase or fade energy stocks at these levels, and the takeaways from the latest inflation report. Then, they take a critical look at Oracle’s (ORCL) latest earnings before wrapping up with a conversation about their favorite Oscar-nominated films of 2025 ahead of this year’s Academy Awards. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.

Investors Aren't Panicking Over Iran ... Yet | Cabot Street Check

This week on Street Check, Chris and Brad discuss the market’s reaction to the Iran situation, including the immediate impact of higher oil prices, the unexpectedly weak jobs figures, and Costco’s (COST) comments on cutting prices to “return” the tariff refunds to its members. Then, Chief Investment Strategist Mike Cintolo joins to discuss growth stocks, his perspective on the market, and the signs that could signal the reacceleration of the bull market. For more information about this week’s offer, visit cabotwealth.com/street.

AI Skepticism & The Citrini Report | Cabot Street Check

This week on Street Check, Brad breaks down the latest market news, including the Citrini research report that spooked the market, Nvidia’s (NVDA) earnings, the winners and losers as investors get more skeptical of the AI trade, and today’s high PPI print. Then, Nancy Zambell, Chief Analyst of Cabot Money Club, joins to discuss pockets of strength in the market, GLP-1 stocks, real estate and managing credit card debt.

What the Supreme Court's Tariff Strike-down Means for Stocks | Cabot Street Check

This week on Street Check, Chris and Brad break down the Supreme Court ruling that rolls back President Trump’s tariffs, the newly released U.S. GDP figures, outperformance by defensive sectors amidst ongoing market rotation, and Berkshire-Hathaway’s (BRK.A/B) last moves with Warren Buffett at the helm. Then, Tyler Laundon joins to discuss the strength of small-cap stocks, which sectors look the best, and what he expects from the asset class for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/street.

Why the Super Bowl May Have Signaled a Top for AI Stocks | Cabot Street Check

This week on Street Check, Chris and Brad discuss the ongoing market weakness, the latest jobs and inflation figures and whether the proliferation of AI-related ads in the Super Bowl is a top signal. Then, they dive into recent strength in Japanese stocks following the country’s snap elections and briefly talk massive EV-related write-offs by domestic automakers and what that may mean for the future. For more information on this week’s offer, visit cabotwealth.com/street.

Analyst Round Table: Why You Shouldn't Sweat the Market Slide | Cabot Street Check

This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts, including Jacob Mintz, Clif Droke, Tom Hutchinson and Carl Delfeld. They talk options, volatility in tech stocks and software, undervalued sectors, market rotation, precious metals, dividends, global investing and more. To learn more about the special offer mentioned in this week’s episode, visit cabotwealth.com/street.

Why a Market Pullback May Be Imminent | Cabot Street Check

This week on Street Check, Chris and Brad briefly touch on rumors that OpenAI will IPO in Q4 before discussing exuberant sentiment, rotation in the market, the Fed’s interest rate decision and the nomination of Kevin Warsh. Then, they talk big-tech earnings, a slew of announcements from Tesla and the sell-off in precious metals. For more information on this week’s offer, visit cabotwealth.com/street.

3 Under-the-Radar Sectors Poised for a Turnaround | Cabot Street Check

This week on Street Check, Chris and Brad discuss the Greenland-related tariff threats and their quick reversal, revised GDP figures and early earnings season results, and the across-the-board outperformance by small-cap stocks. Then, Clif Droke joins to talk all about precious metals, silver’s huge run, the metal he likes best for the rest of 2026, rotation in the equity markets, and his favorite turnaround sector. For more information on this week’s offer, visit cabotwealth.com/street.
 

Bitcoin vs. Gold, NFLX vs. META and Other 2026 Picks | Cabot Street Check

This week on Street Check, Chris and Brad discuss bank earnings, Jerome Powell vs. the DOJ, and BYD gaining a foothold in North America. Then, they debate Bitcoin vs. gold, NFLX vs. META, U.S. stocks vs. European stocks, small caps vs. large caps, and more. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.
 

Top Stock Picks for 2026, with Mike Larson | Cabot Street Check

This week on Street Check, Chris and Brad discuss the potential impact of U.S. action in Venezuela on energy stocks, the latest employment figures and the market’s response, and the Supreme Court’s impending decision on President Trump’s tariffs. Then, they welcome Mike Larson of MoneyShow to talk all about the 2026 Top Picks report, winners from last year’s report and his take on the market. To download the 2026 Top Picks report, visit cabotwealth.com/street.