Cabot Street Check

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

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Episodes

3 days ago


On today's episode of Street Check, with Brad on vacation Cabot's small-cap investing expert Tyler Laundon joined Chris to talk about Nvidia's earnings report and some messaging on the call that could have long-lasting reverberations for the market as a whole and other tech infrastructure stocks in particular. Tyler also made a bold prediction about the Fed, discussed small-cap underperformance and the reasons behind it, and Chris revealed his approach to value investing in a growth stock market. To hear more from Tyler and Chris, join them next Thursday, May 30, on their FREE webinar, "Opportunity Knocks: 3 Asset Classes to Profit from NOW". Click here to register.
 

Friday May 17, 2024


This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berkshire Hathaway, how Warren Buffett is positioning his portfolio for the months ahead and what Buffett's favorite stock market indicator says about valuations.
 
 

Friday May 10, 2024


This week on Street Check, Chris and Brad welcome on a slate of Cabot analysts to discuss their perspectives on the market heading into summer. Jacob Mintz of Cabot Options Trader opens up the episode with options trading and institutional buying signals in commodities and financials as well as how he's positioning his portfolio. Then, Chief Investment Strategist Mike Cintolo joins to offer his insights into growth stocks and what's happening under the surface. To close out the episode, Michael Brush of Cabot Cannabis Investor gives an update on marijuana stocks, rescheduling, SAFER Banking, and the why the sector is once again a buy.
 

Friday May 03, 2024

This week on Street Check, Chris and Brad discuss the latest consumer confidence numbers, increasing expectations for rate cuts after this morning’s unemployment print and the sustainability of the rally in cannabis stocks following reports that rescheduling is coming. Then, they pick their favorite “summer stocks” ranging from energy and travel names to consumer goods, drinks and entertainment.
 
 
 
 
 
 
 
 

Friday Apr 26, 2024


This week on Street Check, Chris is off on vacation so Brad is joined by returning guest Larry Cheung to talk all things China. They briefly recap the successful picks from Larry's previous appearance and discuss his base case for Chinese names moving forward. Larry highlights the need for investors to see fundamental strength in individual Chinese stocks, his perspective on whether China is undervalued and how long that might take to turn around, and what signals we can look for to identify an improving outlook, both politically and economically as well as how U.S. investors can position themselves for the ongoing recovery in China. You find more from Larry on his YouTube page or by subscribing to his Substack.
 

Thursday Apr 18, 2024

This week on Street Check, Brad opens the show by making the case that ASML's (ASML) earnings are a canary in the coal mine for the broader market narrative. Then, Chris and Brad discuss the recent market pullback and if it presents a buying opportunity or is part of a deeper correction. After that, they cover the early stages of earnings season and the winners and losers just a few weeks in. To close the show, they talk Bitcoin and debate whether the rally is over for cryptocurrencies or if it's just taking a breather. To the listeners, thank you for helping make the first year (of many) of Street Check a memorable one.

Friday Apr 12, 2024


This week on Street Check, Chris and Brad discuss embracing the latest pullback, sticky inflation and the market's response, and the newest expectations for the Fed. Then, they talk about the Destiny Tech 100 (DXYZ) closed-end fund, the hype around it and its investment in SpaceX, and Brad makes the case for healthy skepticism when it comes to artificial intelligence. In the back half of the show, they're joined by gold and metals expert Clif Droke to talk about gold's massive rally, the sister rally in silver, and all the reasons gold shines as an economic hedge. (edited) 
 

Friday Apr 05, 2024

This week on Street Check, Chris and Brad discuss Brad's huge trading whiff, Tesla's (TSLA) latest delivery numbers and the importance of matching your risk tolerance and investing style with the opportunities you see in the market. Then they dive into the "everything rally," and debate whether clever ticker symbols actually offer an investing edge before talking about recent retail investor interest in leveraged funds and if/when they're appropriate to add to your portfolio.

Thursday Mar 28, 2024


This week on Street Check, Chris and Brad talk Tesla's (TSLA) self-driving offer, cannabis stocks, the IPO of Reddit (RDDT), the arrival of Trump Media & Technology (DJT) and the S&P 500's five-month winning streak before they welcome on Cabot's Chief Investment Strategist, Mike Cintolo. Mike breaks down his perspective on the still-young bull market, whether there are signs of froth in early winners and where he's currently seeing market strength.
 

Thursday Mar 21, 2024


This week on Street Check, Chris and Brad discuss the market's response to the latest Fed meeting and the path forward for interest rates before diving into recent convertible bond offerings from high-flying tech companies like MicroStrategy (MSTR) and Super Micro Computer (SMCI) and whether that ups the risk profile of those companies. Then, they break out their "Magnificent Madness" stock brackets and pick the one mega-cap tech stock to rule them all; the results may surprise you.
 
 

About Cabot Wealth Network

Cabot Wealth Network, established in 1970, is a trusted independent source of advice for individuals striving to take control of their investments and find the best stocks.

Our numerous investment advisory services provide high-quality advice to hundreds of thousands of investors and investment professionals in 141 countries.

Cabot is headquartered in historic Salem, Massachusetts, where John Cabot and other fortunes were made developing global trade.

Our employees take pride in providing our customers with intelligent investment advice and timely, personal service without the hype and fabricated claims so prevalent in the market.

Cabot is a member of the American Association of Individual Investors, the Better Business Bureau, and the Salem Chamber of Commerce.

Mission

To help our customers be more successful investors by providing them with clear education, expert insights and recommendations grounded in sensible, time-tested investing strategies.

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