Cabot Street Check

Housing Is Back. Are Housing Stocks?

This week on Street Check, Chris and Brad give an instant reaction to Jerome Powell's Jackson Hole speech, discuss Nvidia's (NVDA) blowout earnings quarter and what it means for AI stocks, and break down Better's (BETR) catastrophic take-public results. Then, they welcome Cabot Money Club's Nancy Zambell to discuss investor sentiment, the state of the housing market and whether you should buy housing stocks with mortgage rates at 20-year highs.

What to Make of the August Market Correction

This week Chris and Brad debate whether the ongoing market pullback is healthy, earnings season blowups and why the market is punishing good news, and the "bend, don't break" consumer. Then they discuss talking head "doomsayers" and why it's important to take their predictions with a grain of salt. After that, they wrap up the podcast with a conversation about the failure of China's post-covid comeback, struggles of Chinese real estate developers and whether the country is facing a Japan-like "lost decade."
 

Hot Takes, Hotter Sauce

This week on Street Check, “Defend the Take” takes its revenge as Chris and Brad pay the price for their boldest predictions. They’ll revisit each take defended since the podcast began and eat their words with a side of the hottest hot sauces out there. Click here to register for Chris’ webinar, 2 Cabot Stocks Most Likely to Become the Next Tesla, on August 17th at 2pm EST.
 

10 Stocks Even Our Kids Want to Buy

On this week's episode, Chris and Brad talk the current state of the market, companies being punished for positive earnings surprises, strength in Consumer Discretionary stocks and what record levels of cash in money market funds could mean moving forward. Then, they discuss the reality of getting investment advice from your kids by tapping into "cool" trends before teasing next week's episode in which they'll finally face consequences for their "hot" takes.

Electric Vehicle Stocks are Back! Which Should You Buy?

This week on Street Check, Chris and Brad talk travel stocks, earnings, the Fed and electric vehicles before welcoming on Cabot Explorer's Chief Analyst Carl Delfeld. Then, they continue the EV deep dive and discuss ethical investing in the EV supply chain, identifying key inputs to megatrends, and investing globally. You can find Carl's latest book, Power Rivals: America and China's Superpower Struggle, here. 

The Bull Market is Just Getting Started

This week on Street Check, Chris and Brad welcome on Jacob Mintz (Cabot Options Trader, Cabot Profit Booster) and Mike Cintolo (Cabot Growth Investor, Top Ten Trader) to discuss growth stocks, artificial intelligence, and the state of the new bull market. They also break down signs of exuberance in individual sectors, navigating this quarter's earnings and whether signs are pointing to higher prices ahead. To register for Mike's upcoming webinar "3 Emerging Leaders of the New Bull Market, click here.
 
 

Why the Fed Shouldn’t Raise Rates Again...But Will

This week, Chris and Brad discuss inflation, second-quarter earnings and when to expect the national investment in green infrastructure to hit companies' bottom lines. Then, they run through head-to-head matchups covering everything from big vs. small caps, biotech vs. semiconductors and the battle of the AI heavyweights to Shohei Ohtani and the Barbie movie. The Inflation Reduction Act information referenced in the episode is available here.
 

Trends With Benefits

This week, with Chris on vacation, Brad is joined by Tyler Laundon of Cabot Early Opportunities and Cabot Small-Cap Confidential to discuss the current state of the market. Then, Brad and Tyler explore investing in companies benefiting from major trends (like artificial intelligence), separating the signal from the noise, and how an analyst identifies co-beneficiaries or "picks and shovels" that are likely to ride the trend's coattails. To register for Tyler's upcoming webinar, "3 Little-Known Stocks to Take Advantage of the AI Boom," click here.
 
 

6 Bold Second-Half Market Predictions Sure to Be Wrong

This week, Chris and Brad discuss the strong consumer sentiment shielding the economy from a recession, the "revenge travel" summer boosting airlines and travel stocks, and the recent coup in Russia that wasn't. Then, they each offer 3 "sure to be wrong" predictions for the second half of the year about small caps and the broader market, biotech, artificial intelligence, crypto and the economy. Email Street Check at streetcheck@cabotwealth.com with questions, feedback, or commentary, we may just share it on the podcast.
 
 

Tesla Juices the EV Sector, but the VIX Is on Empty

This week, Chris and Brad discuss whether the market is digesting the rally or losing steam, the standardization of EV infrastructure via Ford, GM, and Rivian's deals with Tesla, and they take a look at promising international opportunities. Then, they welcome Cabot Options Institute's Andy Crowder to discuss the VIX, volatility in the market and the impact on options traders. Listeners interested in attending Andy's upcoming options webinar can register here.